TOP 10 Portfolio management services in Monroe, MI
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Voisard Asset Management Group
Voisard Asset Management Group is a finance institution located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. As a personal financial advisor practice, we specialize in making complex financial decisions simple for our clients. Our holistic financial planning process ensures that each individualized plan is appropriate for their needs, providing peace of mind. Founded on the principle of the fiduciary standard, we always prioritize our client's interests above our own. As a fee-only personal financial advisor, we have no hidden agendas or undisclosed fees, ensuring transparency in our services. Our investment selections are based on what we believe best fits your situation, free from kickbacks or commissions.
Abigail Hansen
Abigail Hansen is a reputable health institution located at 16 North Monroe Street in Rockford, Michigan, United States. Our dedicated team of healthcare professionals is committed to providing high-quality medical care and personalized treatment plans for our patients. With a focus on holistic wellness and patient-centered care, Abigail Hansen strives to improve the health and well-being of individuals in the Rockford community. Whether you are in need of routine check-ups, specialized medical services, or ongoing health management, our institution is here to support you on your journey to better health. Visit us today and experience the compassionate care and exceptional service that sets Abigail Hansen apart.
Nadyb Ink Bar
Nadyb Ink Bar is a unique store located at 3728 Monroe Street in Dearborn, Michigan, United States. This establishment offers a wide range of ink-related products and services, including tattoo supplies, piercing jewelry, and custom tattoo designs. Whether you are a tattoo enthusiast or a professional artist, Nadyb Ink Bar has everything you need to express your creativity and individuality. Visit us today to browse our selection and meet our friendly staff who are always ready to assist you with your ink needs.
Nail Tech
Nail Tech is a top-rated beauty salon located at 1517 North Telegraph Road in Monroe, Michigan. Our skilled technicians specialize in nail care services such as manicures, pedicures, and nail enhancements. We offer a wide range of colors and designs to choose from, ensuring that you leave our salon feeling pampered and polished. With a relaxing atmosphere and friendly staff, Nail Tech is the perfect place to treat yourself to a luxurious nail treatment. Visit us today and experience the ultimate in nail care services.
Merrill Lynch Financial Advisor Rua Hekhuis
Merrill Lynch Financial Advisor Rua Hekhuis is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. Rua is dedicated to building strong relationships with clients and providing personalized guidance tailored to their unique goals and circumstances. With a background in private consulting and a focus on goals-based planning, Rua leverages the resources of Merrill and Bank of America to help clients achieve their evolving financial goals. Committed to personalized service, Rua lives in Spring Lake with her husband and two dogs and is actively involved in supporting homeless animals through the Humane Society of West Michigan. As a Senior Portfolio Advisor, Rua can manage investment strategies on a discretionary basis, offering clients access to a range of portfolios and investment solutions. Through Merrill Personal Wealth Analysis™, Rua helps clients develop personalized financial plans centered on their goals. With a team of experienced professionals and the global resources of Merrill, Rua is dedicated to building strong client relationships based on trust and personalized service. By understanding each client's unique needs and aspirations, Rua creates customized financial approaches designed to help clients pursue their goals and manage investment risk. Whether clients are planning for retirement, education expenses, or wealth transfer, Rua works closely with them to develop strategies that align with their priorities. By staying informed about changes in clients' lives and the financial markets, Rua ensures that their financial approaches remain aligned with their goals. Through ongoing discussions and adjustments, Rua helps clients stay on track to achieve what matters most to them. As a Certified Financial Planner and Chartered Retirement Planning Counselor, Rua is equipped to provide clients with comprehensive financial solutions and personalized investment strategies. With a focus on understanding clients' personalities and priorities, Rua offers tailored advice to help clients navigate market fluctuations and life changes. By working closely with clients and drawing on the resources of Merrill and Bank of America, Rua helps clients live their best financial lives and achieve their goals.
Home Healer Renovations LLC
Home Healer Renovations LLC is a trusted general contractor located at 14867 Monroe Road in Flat Rock, Michigan. Our team of experienced professionals is dedicated to transforming houses into dream homes. Whether you need a complete home renovation or just a simple repair, we are here to help. From kitchen and bathroom remodels to exterior renovations, we have the skills and expertise to handle any project with precision and care. Contact us today to bring your vision to life with Home Healer Renovations LLC.
Merrill Lynch Financial Advisor James D Veldheer
Merrill Lynch Financial Advisor James D Veldheer, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, is a finance institution dedicated to helping clients achieve their long-term financial goals. Whether you are an individual or an institution, our team offers personalized financial strategies tailored to your specific needs. With a focus on investment research, portfolio allocation, and tax policy, we provide expert guidance to help you manage, grow, and preserve your wealth. By listening to your aspirations and priorities, we develop a customized approach to address your financial needs, whether you are planning for retirement, saving for a major purchase, or transferring wealth to future generations. Our team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Let us help you achieve your financial goals and secure your financial future.
IM 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.
Merrill Lynch Financial Advisor Michael Gruszynski
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.
Merrill Lynch Financial Advisor Scott D Bernecker
Merrill Lynch Financial Advisor Scott D Bernecker, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, offers personalized financial strategies tailored to help clients pursue their long-term goals. With a dual focus on institutional clients and affluent individuals and families, the team at Merrill Lynch combines expertise in investment research, portfolio allocation, and tax policy to provide comprehensive wealth management services. By working closely with clients to understand their aspirations and priorities, the team develops customized financial plans designed to manage, grow, and preserve wealth for the future. Recognized for exemplary client service, the advisors at Merrill Lynch have received accolades from industry publications such as Barron's and Financial Times. With access to the global resources of Merrill Lynch and Bank of America, the team is committed to building strong client relationships based on trust and personalized service. Whether planning for retirement, education expenses, or estate planning, Merrill Lynch Financial Advisor Scott D Bernecker offers a holistic approach to help clients achieve their financial goals.
Merrill Lynch Financial Advisor Scott S Eccker
Merrill Lynch Financial Advisor Scott S. Eccker, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, is part of the Eccker Bujdos Andrews Group of Merrill Lynch Wealth Management. Scott has been with Merrill since 1980, bringing extensive experience and a commitment to building strong client relationships based on trust and personalized service. Recognized as a member of the Forbes "Best-in-State Wealth Management Teams" in 2023 and 2024, Scott focuses on providing financial strategies, retirement income planning services, and liability management for a diverse client base including attorneys, physicians, business executives, and entrepreneurs. As a specially qualified Portfolio Manager, Scott can manage personalized investment strategies to help clients pursue their objectives. At Merrill Lynch Wealth Management, Scott and his team prioritize understanding each client's unique goals and financial situation, developing personalized financial strategies, and providing ongoing support to help clients stay on track. With a focus on collaboration and personalized service, Scott and his team are dedicated to helping clients achieve their financial goals and build a customized investment approach.
Merrill Lynch Financial Advisor Jeffrey Towner
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.
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