Management advisory services in Grand Rapids, Michigan

Van Valkenburg & Associates, CPA is a reputable finance institution located at 2025 East Beltline Avenue Southeast in Grand Rapids, Michigan. Our team of certified public accountants offers a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and auditing. With years of experience and a commitment to excellence, we strive to provide our clients with personalized solutions to meet their unique financial needs. Trust Van Valkenburg & Associates, CPA for all your financial needs.

Andrews Hooper Pavlik PLC is a reputable accounting and finance institution located at 2311 East Beltline Avenue Southeast in Grand Rapids, Michigan. With a team of experienced professionals, they offer a wide range of services including auditing, tax preparation, financial consulting, and more. Their commitment to excellence and client satisfaction sets them apart in the industry. Whether you are a small business owner or an individual looking for financial guidance, Andrews Hooper Pavlik PLC is dedicated to helping you achieve your goals.

Huntington Private Bank is a premier finance institution located at 150 Ottawa Avenue Northwest in Grand Rapids, Michigan, United States. Our dedicated team of professionals offers a full range of wealth and financial services, including premium banking solutions, trust and estate administration, portfolio management, and securities and investment advisory services. We are committed to providing personalized solutions to help our clients achieve their financial goals. Trust Huntington Private Bank for all your wealth management needs.

Merrill Lynch Financial Advisor Jeffrey L Dykstra is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors assisting clients across all 50 states, the District of Columbia, and various US territories, they help individuals achieve the lives they desire. Investing involves risks, and it's essential to consult legal and tax advisors before making financial decisions. Merrill Lynch offers a wide range of brokerage, investment advisory, and other services. They provide insurance, annuity products, trust, and fiduciary services, as well as banking products. The institution is dedicated to providing information about products and services that may be of interest to clients. Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation. Overall, Merrill Lynch Financial Advisor Jeffrey L Dykstra aims to help clients achieve their financial goals and provide a range of services to support their needs.

Michael J. Michalak, Financial Advisor at New York Life, located at 333 Bridge Street Northwest in Grand Rapids, Michigan, is dedicated to providing professional advisors with affordable voluntary benefits programs for businesses. In addition to life insurance, Michael J. Michalak, along with agents Ryan L. Goosen, Zachary Grusell, Erick Sundstrom, Jason Goosen, and Christopher Ralph, are licensed to sell insurance through New York Life Insurance Company in multiple states. They also offer securities products and services through NYLIFE Securities LLC, as well as financial planning and investment advisory services through Eagle Strategies LLC. Please consult your own tax, legal, or accounting professional before making any decisions. Contact Michael J. Michalak and his team at (616) 752-4500 for more information on how they can help you secure your financial future.

Thrivent Financial, located at 2920 Fuller Avenue Northeast in Grand Rapids, Michigan, is a finance institution that believes in providing everyone with a financial plan they can be confident about. Their team of financial advisors are dedicated to understanding your unique situation and goals in order to create a plan that prioritizes what matters most to you. Whether you are just starting out, building a foundation, or nearing retirement, Thrivent Financial can help you navigate the challenges and opportunities life presents. They offer a free virtual coaching service called Money Canvas™, which empowers you to build healthier money habits at your own pace. Thrivent also has generosity programs and charitable planning options to help you give back to the community. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization that provides advice, investments, insurance, banking, and generosity programs.

Olsson Investment Group-Wedbush Securities is a prestigious finance institution located at 1011 Fulton Street East in Grand Rapids, Michigan, United States. With a strong reputation for providing top-notch investment services, the institution offers a wide range of financial solutions to help clients achieve their financial goals. From wealth management to investment advisory services, Olsson Investment Group-Wedbush Securities is dedicated to providing expert guidance and personalized support to help clients make informed decisions about their financial future. With a team of experienced professionals and a commitment to excellence, this institution is a trusted partner for individuals and businesses looking to grow and protect their wealth.

IM Wealth is a leading finance institution located in the heart of Grand Rapids, Michigan. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to invest, save for the future, or secure a loan, IM Wealth has the expertise and resources to guide you every step of the way. Visit us at 99 Monroe Avenue Northwest to learn more about how we can help you build and protect your wealth.

Jeffrey A Darter is a reputable finance institution located at 55 Campau Avenue Northwest in Grand Rapids, Michigan, United States. With a focus on providing top-notch financial services, Jeffrey A Darter is committed to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, the experienced professionals at Jeffrey A Darter are dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, Jeffrey A Darter is your go-to institution for all your financial needs.

Merrill Lynch Financial Advisor Michael Gruszynski, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, offers personalized financial strategies to help clients pursue their long-term goals. The institution caters to both institutional clients and affluent individuals and families, providing investment research, portfolio allocation, and tax policy consultation. With access to the resources of Merrill and Bank of America, the team works one-on-one with clients to develop tailored approaches to address their financial needs. The advisors at Merrill Lynch have received recognition from industry publications for their exemplary client service. The team is committed to building strong client relationships based on trust and personalized service. By understanding the goals and priorities of each client, Merrill Lynch Financial Advisor Michael Gruszynski aims to create a financial approach that reflects the client's personality and helps them achieve their goals.

Shawn Fair - Thrivent is a finance institution located at 161 Ottawa Avenue Northwest in Grand Rapids, Michigan, United States. Licensing for services can be obtained through the State Insurance Department's website, as recommended by the National Association of Insurance Commissioners. The institution, under the marketing name Thrivent Financial for Lutherans, offers insurance products, securities, and investment advisory services through its subsidiary Thrivent Investment Management Inc. The financial professionals at Shawn Fair - Thrivent do not provide legal, accounting, or tax advice, but can offer advice and guidance through their Financial Planning Framework. Clients may choose to engage further with Dedicated Planning Services for written recommendations at a fee. Only credentialed financial advisors are authorized to provide investment advisory services at Shawn Fair - Thrivent. For more information on professional designations and requirements, visit their website or FINRA's Broker Check.

Cornerstone Wealth Partners, led by Steve Vanderwey and William Wiarda, is a finance institution located in Grand Rapids, Michigan. As a coaching company, their mission is to help families understand the true value of their money, allowing them to invest wisely and with purpose. Through their Pathway system, they guide clients in navigating financial decisions and strategies. Their team is known for being fun, effective, and dedicated to providing top-notch investor services. With a commitment to sound academic investing, Cornerstone Wealth Partners aims to help clients achieve their financial goals while staying true to their greater purpose in life. Advisory services are offered through Cornerstone Wealth Partners, a registered investment adviser, ensuring that clients receive expert guidance in managing their finances.

MaxWealth Management is a leading finance institution located at 2024 Celebration Drive Northeast in Grand Rapids, Michigan, United States. We specialize in providing comprehensive wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers personalized investment strategies, retirement planning, estate planning, and more. At MaxWealth Management, we are committed to helping our clients build and preserve their wealth for a secure financial future.

Luminist Capital is a leading finance institution located at 4981 Cascade Road Southeast in Grand Rapids, Michigan, United States. With a focus on providing expert financial services and investment opportunities, Luminist Capital is dedicated to helping clients achieve their financial goals. Our team of experienced professionals offers personalized advice and innovative solutions to help clients navigate the complex world of finance. Whether you are looking to grow your wealth, plan for retirement, or invest in the future, Luminist Capital is committed to providing the highest level of service and expertise. Visit us today to learn more about how we can help you secure your financial future.

Ameriprise Financial, located in Grand Rapids, Michigan, is a reputable finance institution dedicated to helping individuals achieve their financial goals. Each Ameriprise advisor specializes in specific areas of focus, allowing clients to find an advisor that aligns best with their needs. Clients can review the backgrounds, credentials, and experience of advisors before filling out a "Request consultation" form to connect with their desired advisor. The advisor will then schedule a complimentary initial consultation to discuss and create a personalized financial plan. Contact Ameriprise Financial today to start working towards a secure financial future.

Harvest Wealth Advisors is a leading financial institution located at 5075 Cascade Road Southeast in Grand Rapids, Michigan, United States. Specializing in wealth management and financial planning services, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, Harvest Wealth Advisors is committed to providing expert guidance and support to individuals and families seeking to build and preserve wealth. Contact us today to learn more about how we can help you navigate the complexities of the financial world and create a solid financial plan for the future.

Foguth Financial Group, located at 4450 Cascade Road Southeast in Grand Rapids, Michigan, is a trusted finance institution dedicated to helping clients plan for a secure financial future, starting today. Specializing in retirement planning, our experienced team is committed to making your dream retirement a reality. As a proud Wealth Management Partner of Michigan Athletics, we understand the importance of having a clear plan in place to navigate the uncertainties and frustrations that can come with retirement. Our team will assess your overall financial situation, identify opportunities for growth, and create a personalized plan tailored to your unique needs.

The Tholl Pearson Group - Morgan Stanley is a leading financial institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan, United States. Specializing in wealth management, investment banking, and advisory services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a strong reputation for excellence and a commitment to client satisfaction, The Tholl Pearson Group - Morgan Stanley is a trusted partner for individuals and businesses seeking expert financial guidance. Contact us today to learn more about how we can help you secure your financial future.

Summit Wealth Partners LLC is a finance institution located at 2959 Lucerne Drive Southeast in Grand Rapids, Michigan, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Summit Wealth Partners LLC is here to provide expert guidance and support every step of the way. Contact us today to learn more about how we can help you secure your financial future.

Fifth Third Preferred - Spencer Gordon is a finance institution located at 6485 28th Street Southeast in Grand Rapids, Michigan. As a preferred banking service, they offer personalized financial solutions to help clients achieve their goals. With a focus on customer service and wealth management, Fifth Third Preferred - Spencer Gordon is dedicated to providing top-tier financial services to their clients in the United States.

Centennial Securities - Headquarters is a leading finance institution located at 3075 Charlevoix Drive Southeast in Grand Rapids, Michigan, United States. As a trusted financial services provider, Centennial Securities offers a wide range of investment and wealth management solutions for individuals and businesses. With a team of experienced professionals, they strive to help clients achieve their financial goals and secure their financial future. Visit Centennial Securities - Headquarters today to learn more about their services and how they can assist you in managing your finances effectively.

Edward Jones Investments is a finance institution located in Grand Rapids, Michigan, United States. They are dedicated to helping individuals achieve their financial goals through personalized investment strategies and expert guidance. With a focus on long-term relationships and a commitment to excellent customer service, Edward Jones Investments strives to provide clients with the tools and support they need to secure their financial future.

Merrill Lynch Financial Advisor Brian LaFave is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and the District of Columbia, we are dedicated to helping clients achieve the lives they desire. Our team of advisors can assist you in navigating the complexities of investing, offering a broad range of brokerage, investment advisory, and financial planning services. Please note that investing involves risk, and it's important to consult with legal and tax advisors before making any financial decisions. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer and investment adviser, providing investment products sponsored by affiliates of Bank of America Corporation. Trust, fiduciary services, and banking products are also available through Bank of America entities. Our goal is to provide you with valuable information and services to help you reach your financial goals.

Merrill Lynch Financial Advisor David Lund, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States, is part of a network of over 15,000 Merrill Lynch Financial Advisors helping clients across all 50 states, the District of Columbia, and several US territories achieve their financial goals. As a finance institution, they offer a broad range of brokerage, investment advisory, and other services to meet the diverse needs of their clients. It is important to note that investing involves risk, and there is always the potential of losing money when investing in securities. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, so it is recommended to consult with your own advisors before making any financial decisions. The institution also offers insurance and annuity products through Merrill Lynch Life Agency Inc., as well as trust and fiduciary services through Bank of America Private Bank and U.S. Trust Company of Delaware. With a focus on providing personalized financial solutions, Merrill Lynch Financial Advisor David Lund is dedicated to helping clients navigate the complexities of the financial world and work towards their desired outcomes.

Tammera Nevins - Thrivent is a finance institution located at 161 Ottawa Avenue Northwest, Suite 110-M in Grand Rapids, Michigan. Licensing for insurance products can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, with the option to further engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are able to provide investment advisory services. For more information about our financial advisors and professional designations, visit Thrivent.com or FINRA's Broker Check.

Money Concepts DuBois is a reputable financial institution located at 3501 Lake Eastbrook Boulevard Southeast in Grand Rapids, Michigan. With a focus on providing personalized financial solutions to individuals and businesses, Money Concepts DuBois offers a wide range of services including investment planning, retirement planning, estate planning, and wealth management. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you're looking to grow your wealth, plan for retirement, or protect your assets, Money Concepts DuBois is committed to providing expert guidance and support every step of the way.

Randy Lanning - Raymond James is a reputable finance institution located at 2060 East Paris Avenue Southeast in Grand Rapids, Michigan, United States. Our team of experienced financial advisors is dedicated to providing personalized investment solutions to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we offer a wide range of financial services including investment management, retirement planning, and wealth preservation strategies. Contact us today to schedule a consultation and see how we can help you secure your financial future.

Merrill Lynch Financial Advisor Jeffrey Towner is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, they are dedicated to helping clients achieve their financial goals. It is important to note that investing involves risk, and Merrill Lynch does not provide legal, tax, or accounting advice. They offer a range of services including brokerage, investment advisory, insurance, annuity products, trust and fiduciary services, and banking products. Merrill Lynch is a subsidiary of Bank of America Corporation and is committed to providing clients with information about products and services that may be of interest. Please consult with legal and tax advisors before making any financial decisions.

Gregory M. Chapman, CPWA CEPA at Morgan Stanley is a reputable financial institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan, United States. Specializing in wealth management and financial planning, Gregory M. Chapman, CPWA CEPA offers personalized services to help clients achieve their financial goals. With a focus on comprehensive wealth management strategies, the team at Morgan Stanley provides expert advice and guidance to help clients make informed decisions about their investments. Trust Gregory M. Chapman, CPWA CEPA at Morgan Stanley to help you secure your financial future.

Fifth Third Securities - Michael Ver Merris is a finance institution located at 2465 Burton Street Southeast in Grand Rapids, Michigan, United States. With a focus on providing top-notch financial services and expertise, Fifth Third Securities - Michael Ver Merris offers a wide range of investment options and personalized advice to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, the experienced team at Fifth Third Securities - Michael Ver Merris is dedicated to providing exceptional service and guidance every step of the way.