Management advisory services in Grand Rapids, Michigan
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Troy Horton - Financial Advisor, Ameriprise Financial Services, LLC
Troy Horton is a financial advisor at Ameriprise Financial Services, LLC, located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. Troy Horton offers expertise in financial planning and investment advisory services to help clients achieve their financial goals. Background and qualification information for Troy Horton can be found on FINRA's BrokerCheck website. The institution provides a Client Relationship Summary Disclosure to ensure transparency in their services.
Veltman Investment Management and Financial Services
Veltman Investment Management and Financial Services, located at 741 East Beltline Avenue Northeast in Grand Rapids, Michigan, offers personalized financial advisory services for individuals, families, and institutions. Our experienced team creates customized investment strategies to help clients achieve their financial goals. We specialize in providing unique solutions for business owners and entrepreneurs, nurturing wealth for a better quality of life, and confidently managing assets. Our team understands the challenges women face in finance and provides expert guidance. With over 50 years of combined experience in the industry, we have the knowledge and resources to help clients make the most of their investment opportunities. As a part of Raymond James, a reputable independent financial services company, we are committed to delivering quality service and tailored solutions to our clients.
LaFleur & Godfrey Private Wealth Management
LaFleur & Godfrey Private Wealth Management is a prestigious finance institution located at 625 Kenmoor Avenue Southeast in Grand Rapids, Michigan, United States. With a focus on providing personalized wealth management services, LaFleur & Godfrey is dedicated to helping clients achieve their financial goals and secure their financial futures. Their team of experienced professionals offers expert advice and tailored investment strategies to meet the unique needs of each individual client. Trust LaFleur & Godfrey Private Wealth Management to provide top-tier financial guidance and support.
Life & Legacy Wealth Advisors - Ameriprise Financial Services, LLC
Life & Legacy Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 2851 Charlevoix Drive Southeast, Grand Rapids, Michigan, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states, providing personalized financial planning services tailored to your specific needs. Our initial consultation offers an overview of financial planning concepts, although written analysis and recommendations are not provided. While we cannot guarantee future financial results, we are dedicated to helping you achieve your financial goals. Our website contains important disclosures, rules, and regulations that users agree to be bound by. We are a member of FINRA and SIPC, ensuring the security and privacy of your financial information. We appreciate referrals and look forward to assisting your friends and family members with their financial needs. Contact us today to schedule a meeting and discuss what's most important to you.
Chase Carpenter - Financial Advisor, Ameriprise Financial Services, LLC
Chase Carpenter - Financial Advisor at Ameriprise Financial Services, LLC, located at 5136 Cascade Road Southeast in Grand Rapids, Michigan, is a trusted finance institution. As part of HS&C Wealth Management, they have been recognized as one of Forbes Best-In-State Wealth Management Teams for 2024. Chase Carpenter provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. Chase Carpenter specializes in helping clients plan for retirement, addressing common concerns such as income stability, market fluctuations, and inflation impact on retirement savings. The Retirement InteractiveSM tool offers valuable insights into potential challenges affecting retirement income.
Accurate Accounting Services Inc
Accurate Accounting Services Inc is a reputable accounting and finance institution located at 833 Harding Street Northwest in Grand Rapids, Michigan, United States. With a team of experienced professionals, they provide accurate and reliable accounting services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial consulting, Accurate Accounting Services Inc is dedicated to helping you achieve your financial goals. Trustworthy and efficient, they are committed to providing top-notch service to their clients.
Faithful Management Solutions of Michigan LLC
Faithful Management Solutions of Michigan LLC is a reputable accounting and finance institution located in Grand Rapids, Michigan. With a commitment to providing reliable and trustworthy financial services, our team of experienced professionals is dedicated to helping individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to provide personalized solutions tailored to meet your specific needs. Visit us at 2401 Camelot Court Southeast to learn more about how we can help you achieve your financial goals.
Senior Advisory Services, PLLC
Senior Advisory Services, PLLC is a reputable finance institution located at 625 Kenmoor Avenue Southeast in Grand Rapids, Michigan, United States. Our dedicated team of financial experts specializes in providing personalized advisory services to senior citizens, helping them navigate their financial options and make informed decisions for their future. With a focus on integrity and professionalism, we strive to empower our clients to achieve their financial goals and secure their financial well-being in their golden years. Trust Senior Advisory Services, PLLC to provide reliable and expert financial guidance tailored to meet your individual needs.
Team Financial Group, Inc.
Team Financial Group, Inc. is a finance institution located at 650 3 Mile Road Northwest, Grand Rapids, Michigan, United States. With over two decades of experience, Team Financial Group specializes in providing fast and flexible financing options for businesses looking to acquire equipment. As an independently owned commercial equipment financing company, they offer a variety of options to help businesses in various industries and stages of growth. Their quick application process will not affect your credit score, making it easy to get the financing you need. Additionally, Team Financial Group offers tools for businesses looking to sell equipment with low monthly payment options for customers. Clients have praised the professionalism, responsiveness, and personalized service provided by the team at Team Financial Group. Whether you are looking to finance equipment for your business or sell equipment to customers, Team Financial Group is a reliable partner in helping your business succeed.
SCORE
SCORE, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, is a finance institution dedicated to helping small business owners succeed. Our experienced volunteer mentors are available to assist both current business owners and aspiring entrepreneurs in achieving their goals. Join us for our free webinar series on Amazon selling success, where you can learn valuable tips and strategies from experts in the field. Whether you're a new seller looking to grow your business or an existing seller wanting to boost your sales on Amazon, this webinar series is perfect for you.
START Midwest
START Midwest is a leading healthcare institution located at 5800 Foremost Drive Southeast in Grand Rapids, Michigan. As a trusted provider of medical services, our team of expert doctors and healthcare professionals are dedicated to delivering high-quality care and personalized treatment to our patients. With a focus on innovation and excellence, START Midwest is committed to improving the health and well-being of individuals in the community. Whether you are in need of routine check-ups, specialized treatments, or emergency care, you can trust START Midwest to provide compassionate and comprehensive healthcare services.
Family Owned Business Institute
The Family Owned Business Institute is a renowned institution located at 268 Fulton Street West in Grand Rapids, Michigan. As a leading resource for family-owned businesses, the institute offers expert guidance, educational programs, and networking opportunities to help these unique enterprises thrive and succeed. With a strong focus on preserving family legacies and promoting long-term sustainability, the Family Owned Business Institute is dedicated to supporting the growth and success of family-owned businesses in the United States and beyond. Visit their location in Grand Rapids to learn more about their services and how they can benefit your family-owned business.
Van Wyk Risk Solutions
Van Wyk Risk Solutions is a reputable insurance agency located at 150 Ottawa Avenue Northwest in Grand Rapids, Michigan, United States. With a strong focus on providing personalized risk management solutions, they offer a wide range of insurance products to meet the unique needs of their clients. Whether it's home, auto, business, or life insurance, Van Wyk Risk Solutions is committed to helping individuals and businesses protect what matters most to them. Their experienced team of insurance professionals is dedicated to providing exceptional service and finding the best coverage options at competitive rates. Trust Van Wyk Risk Solutions to safeguard your assets and provide peace of mind for the future.
Agent Equity Group
Agent Equity Group is a revolutionary insurance agency located at 2025 East Beltline Avenue Southeast in Grand Rapids, Michigan. Unlike traditional FMOs, Agent Equity Group prioritizes the success of their agents above all else. By leveraging collective production power, they negotiate advantageous carrier contracts and distribute profits among their agents. The remaining profits are reinvested to enhance marketing, technology, and support capabilities. If you are Property and Casualty licensed or considering getting licensed, Valor Insurance is a nationwide P&C agency that specializes in working with independent agents. They offer training, access to top carriers, and some of the highest commission payouts in the industry.
Carrie Durr, Bankers Life Agent and Bankers Life Securities Financial Representative
Carrie Durr, Bankers Life Agent and Bankers Life Securities Financial Representative in Grand Rapids, Michigan, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Financial Advisor, Carrie Durr specializes in helping clients navigate the complexities of Medicare Advantage plans to find the best coverage for their needs. Medicare Advantage Plans offer comprehensive coverage, including prescription drug coverage, with some plans even offering $0 monthly premiums. With the rising costs of healthcare and the inevitability of needing long-term care, it's crucial to have a plan in place. Carrie Durr is here to help you start planning for the future and have important discussions with your loved ones. Visit Carrie Durr, Bankers Life Agent and Bankers Life Securities Financial Representative in Grand Rapids to secure your financial future today.
Alan L Rosendall & Associates
Alan L Rosendall & Associates is a reputable dental practice located in Grand Rapids, Michigan. Our team of skilled dentists and health professionals are dedicated to providing top-quality dental care to our patients. Conveniently located at 4829 East Beltline Avenue Northeast, our office offers a wide range of services including general dentistry, cosmetic procedures, and preventative care. Whether you are in need of a routine cleaning or a more complex dental treatment, our experienced staff is here to help. Contact us today to schedule an appointment and experience the exceptional care provided by Alan L Rosendall & Associates.
Hylant
Hylant is an insurance agency located at 85 Campau Avenue Northwest, Grand Rapids, Michigan, United States. Our mission is to help you be the best at what you do by providing insurance, employee benefits, and risk management consulting services. We work with you to protect what matters most, manage the unmanageable, and deliver innovative solutions to your unique challenges. Our experts customize plans to safeguard your business from the uncertainties of the world. We design compliant benefits programs to fit your business's needs and culture. Our consulting services include international solutions, M&A solutions, alternative risk, and cyber solutions. With offices across the United States, we offer local service with global reach. Join our team to make a difference and learn why we've been named a "Best Places to Work" for 14 years running. Let us help you find the best risk management and employee benefits options for your needs.
Fortress Partners
Fortress Partners is a trusted insurance agency located at 5005 Plainfield Avenue Northeast in Grand Rapids, Michigan. Our team of experienced professionals is dedicated to providing top-notch insurance solutions to protect you and your assets. With a focus on personalized service and competitive rates, we strive to build long-lasting relationships with our clients and help them navigate the complexities of the insurance industry. Whether you are looking for home, auto, life, or business insurance, Fortress Partners has you covered. Contact us today to learn more about how we can tailor a policy to meet your specific needs.
Kotz Sangster
Kotz Sangster is a reputable institution located at 3333 Deposit Drive Northeast in Grand Rapids, Michigan, United States. Known for its commitment to excellence, Kotz Sangster offers a wide range of services to meet the needs of its clients. With a team of experienced professionals, the institution provides top-notch legal, financial, and consulting services to individuals and businesses alike. Whether you are seeking assistance with estate planning, business law, real estate transactions, or any other legal matter, Kotz Sangster is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy, reliable, and knowledgeable, Kotz Sangster is your go-to institution for all your legal and financial needs.
Principal Financial Group
Located at 3196 Kraft Avenue Southeast in Grand Rapids, Michigan, the Principal Financial Group is a finance and insurance agency dedicated to helping individuals, businesses, and employees secure their financial well-being. As part of the nationwide network of financial professionals affiliated with the Principal Financial Group, their team offers a range of services to provide benefits to clients. They are licensed to offer insurance products, life insurance, annuities, securities, and investment advisory services in the states where they have met qualification requirements. The institution is focused on building a team of passionate and talented financial professionals who are committed to improving the financial well-being of the community. If you are looking for an opportunity to make a difference while maintaining flexibility in your own life, the Principal Financial Group may be the right fit for you. Contact them to learn more about how they can help you protect what matters and advance your financial goals.
Stifel
Stifel is a finance institution located at 5181 Cascade Road Southeast in Grand Rapids, Michigan, United States. They offer a wide range of financial services including investment banking, wealth management, and advisory services. With a team of experienced professionals, Stifel is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or invest in the future, Stifel is committed to providing personalized solutions tailored to your specific needs.
Hilltop Securities Inc.
Hilltop Securities Inc. is a finance institution located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. They offer a range of financial services to clients, including investment advice, wealth management, and retirement planning. To access their services online, it is important to ensure that cookies and JavaScript are enabled on your browser.
Dolinka Van Noord & Co
Dolinka Van Noord & Co is a reputable accounting and finance institution located in Grand Rapids, Michigan. At DOLINKA, VANNOORD & COMPANY, they pride themselves on their personalized approach to financial services. They offer a complete range of services to meet various needs, delivered with quality and timely service. The institution stands out by focusing on planning for the future, ensuring that clients receive the best possible advice and solutions. Clients have praised the staff for their dedication, expertise, and attention to detail. With a strong reputation for excellence in customer service, Dolinka, VanNoord & Co is a trusted partner for businesses and individuals seeking financial guidance. The institution is committed to protecting the privacy and confidentiality of their clients' information, adhering to strict professional standards. Contact them today for quality financial services tailored to your needs.
Culver CPA Group
Culver CPA Group is a reputable accounting and finance institution located at 1419 Coit Avenue Northeast in Grand Rapids, Michigan, United States. With a team of experienced CPAs and financial experts, Culver CPA Group provides a wide range of services including tax preparation, financial planning, bookkeeping, and business consulting. Clients can expect personalized and professional service to help them achieve their financial goals. Visit Culver CPA Group for all your accounting and finance needs.
KBOgroup
KBOgroup is a leading institution located at 660 Cascade West Parkway Southeast in Grand Rapids, Michigan, United States. We specialize in providing top-notch services in the fields of business consulting, financial management, and strategic planning. With a team of experienced professionals, we strive to help our clients achieve their goals and maximize their potential. Our commitment to excellence and customer satisfaction sets us apart as a trusted partner for businesses seeking to thrive in today's competitive market. Contact us today to learn more about how KBOgroup can support your success.
W. Brad Groom, Attorney at Law
W. Brad Groom, Attorney at Law is a renowned institution located at 281 Seminole Road in Norton Shores, Michigan. Brad Groom is a dedicated lawyer with a focus on areas such as commercial litigation, creditors' rights, employment, and manufacturing. With a background in steel heat-treating and banking, Brad brings a unique perspective to his practice. As a member of the Muskegon County Bar Association and past Chairman of the Bench-Bar Committee, Brad is well-respected in the legal community. He has also served on the Lake Michigan Estate Planning Council and the Haywood County Greenway Advisory Council.
H&S Companies
H&S Companies is a leading accounting and finance institution located at 4575 Lake Michigan Drive Northwest in Grand Rapids, Michigan, United States. With a team of experienced professionals, H&S Companies offers a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual, small business, or large corporation, H&S Companies is dedicated to providing top-notch financial solutions tailored to your specific needs.
CPA Company Lakeshore LLC
CPA Company Lakeshore LLC is a reputable accounting and finance institution located at 4335 Lake Michigan Drive Northwest in Grand Rapids, Michigan. Our team of certified public accountants provides a wide range of services including tax preparation, financial planning, auditing, and consulting. With a dedication to excellence and a commitment to client satisfaction, we strive to help individuals and businesses achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
O'Keefe
Located in Grand Rapids, Michigan, O'Keefe is a leading finance institution that specializes in providing expert hands-on consulting services to a diverse range of industries. With a focus on delivering impressive bottom line results, O'Keefe offers comprehensive and innovative solutions to navigate tough financial challenges. From serving as a consultant for automotive suppliers to representing municipalities as rebuttal experts, O'Keefe's broad spectrum of services and expertise make them a go-to firm for financial advisory needs.
CAPTRUST
CAPTRUST is a finance institution located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Our advisors offer investment advisory services to corporate retirement plan fiduciaries and wealth management services to high-net-worth individuals, business owners, and families. We support employer organizations through various services such as fiduciary partnerships, plan design optimization, and financial wellness programs. Our team provides market insights, financial planning strategies, and valuable information for all clients. Join us for upcoming webinars on industry insights, fiduciary liability, retirement readiness, and more. Learn about retirement plan fees, industry trends, and fiduciary training through our informative webinar recordings. Trust CAPTRUST for expert financial guidance and support.
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