TOP 30 Best Professional financial planning in Holland, Michigan
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Jordan Financial & Associates
● ClosedJordan Financial & Associates is a trusted institution located at 421 136th Avenue in Holland, Michigan, United States. Specializing in finance, health, and insurance services, our team of experienced professionals is dedicated to providing top-notch solutions for all your financial and insurance needs. Whether you are looking for retirement planning, health insurance coverage, or investment advice, we are here to help you navigate the complex world of finance with expertise and care. Visit us today and let us guide you towards a secure and prosperous future.
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Kammeraad Financial Group LLC
● ClosedKammeraad Financial Group LLC is a leading finance and insurance agency located at 99 East 8th Street in Holland, Michigan, United States. With a team of experienced professionals, we provide a wide range of financial services and insurance products to meet the unique needs of our clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can assist you in securing your financial future.
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Legacy Financial Network
● ClosedLegacy Financial Network is a leading finance institution located at 56 East Lakewood Boulevard in Holland, Michigan, United States. We specialize in providing a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to meet the unique needs of each client. Whether you are looking for assistance with investments, retirement planning, or estate planning, Legacy Financial Network is here to help. Contact us today to learn more about how we can help you secure a brighter financial future.
56 E Lakewood Blvd Suite 50, Holland, MI 49424, United States -
Hollander Lone Maxbauer
● ClosedHollander Lone Maxbauer is a finance institution located at 28411 Northwestern Highway in Southfield, Michigan, United States. We are dedicated to growing, accumulating, and managing your wealth to help you achieve financial freedom. Our comprehensive approach to financial planning ensures that each client receives a personalized strategy tailored to their unique needs and goals. Whether you are just starting your career, starting a family, or preparing for retirement, we are here to help you navigate all of life's financial transitions. Our goal is to help you pursue your financial goals and create a secure future. Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Please consult with legal or tax professionals for specific advice regarding your individual situation. Your privacy and data security are of utmost importance to us. Contact us today to start on the path to financial success.
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Edward Jones - Financial Advisor: Erin M Zylman, CFP®
● ClosedEdward Jones - Financial Advisor: Erin M Zylman, CFP® is a reputable financial institution located at 1362 South Point Place in Holland, Michigan, United States. Specializing in financial planning and investment management, Erin M Zylman, a Certified Financial Planner, offers personalized and professional services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones - Financial Advisor: Erin M Zylman, CFP® is committed to helping individuals and families secure their financial future.
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Hollander Ellison & Associates PC
● OpenHollander Ellison & Associates PC is a reputable accounting and finance institution located at 6960 Orchard Lake Road in West Bloomfield Township, Michigan, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, auditing, and financial planning. Clients can trust Hollander Ellison & Associates PC to provide accurate and reliable financial advice to help them achieve their goals.
6960 Orchard Lake Rd # 235, West Bloomfield Township, MI 48322, United States -
Thomas Zych - Prudential Financial
● OpenThomas Zych - Prudential Financial is a reputable finance and insurance agency located at 168 James Street in Holland, Michigan, United States. With a strong commitment to providing top-notch financial services and insurance solutions, our institution is dedicated to helping our clients achieve their financial goals and secure their future. Whether you are looking for retirement planning, investment advice, or insurance coverage, our team of experienced professionals is here to assist you every step of the way. Visit us today and let us help you build a solid financial foundation for tomorrow.
168 James St suite c, Holland, MI 49424, United StatesAdvertisements -
VantagePointe Financial Group-Nate Volkema CFP®, ChFC®, CLTC
● OpenVantagePointe Financial Group, led by Nate Volkema CFP®, ChFC®, CLTC, is a reputable finance and insurance agency located at 44 East 8th Street in Holland, Michigan. With a team of experienced professionals, they offer a wide range of financial services including financial planning, investment management, retirement planning, and insurance solutions. Whether you are looking to secure your financial future or protect your assets, VantagePointe Financial Group is dedicated to helping you achieve your goals with personalized and comprehensive strategies. Visit their office in Holland or contact them for a consultation to start on your path to financial success.
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Hope College Financial Aid
● ClosedHope College Financial Aid, located at 100 East 8th Street in Holland, Michigan, is dedicated to making a Hope education affordable for all students. With a focus on providing exceptional service to students and their families, the institution offers over $46 million in financial aid annually. Grounded in a general liberal arts education, Hope College offers specialized study in more than 90 majors, minors, and pre-professional programs. The college boasts flourishing programs in over 90 disciplines, a vibrant Christian mission, and $50 million in new campus construction. With championship athletics and a 94% placement rate within 6 months of graduation, there has never been a better time to consider Hope College.
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LVZ Financial Planning
● ClosedLVZ Financial Planning is a finance institution located at 240 South River Avenue in Holland, Michigan, United States. We offer hyper-personalized expertise at the crossroads of life and finance, seamlessly integrating into your personal and professional matters. Our team of financial professionals specializes in tax and estate planning, cash flow management, insurance, investments, and retirement planning, crafting tailored solutions for each client. Founded in 1960, we have grown from selling mutual funds to managing multi-million-dollar portfolios and creating bespoke financial strategies for our clients. With over a century of combined experience in the markets, our team approach to planning ensures active solutions, direct market access, and a dedicated team at your service as your boutique investment manager.
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Fiduciary Financial Advisors
● ClosedFiduciary Financial Advisors is a reputable finance institution located at 192 West 33rd Street in Holland, Michigan, United States. As fiduciary advisors, we prioritize our clients' best interests above all else. Our team of experienced professionals is dedicated to providing personalized financial planning and investment management services to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for college, or simply looking to grow your wealth, Fiduciary Financial Advisors is here to guide you every step of the way. Visit us today to see how we can help secure your financial future.
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Pathway Financial Design, LLC
● ClosedPathway Financial Design, LLC is a finance institution located at 833 East 16th Street in Holland, Michigan, United States. We specialize in providing personalized financial planning and investment management services to help individuals and families achieve their financial goals. Our team of experienced professionals is dedicated to creating customized financial strategies that align with our clients' unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Pathway Financial Design, LLC is here to guide you on the path to financial success.
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Edward Jones - Financial Advisor: Scott J Jungling, CFP®|ChFC®|CEPA®
● ClosedEdward Jones - Financial Advisor: Scott J Jungling, CFP®|ChFC®|CEPA® is a reputable financial institution located at 437 Butternut Drive in Holland, Michigan, United States. With a team of highly qualified professionals, including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Certified Exit Planning Advisor (CEPA®), they provide personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Edward Jones - Financial Advisor: Scott J Jungling is dedicated to providing expert advice and guidance every step of the way. Visit their office today to start building a secure financial future.
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Roger Gamache - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedRoger Gamache - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 44 East 8th Street, Holland, Michigan, United States, is a finance institution that offers a range of services to meet the diverse needs of individuals seeking wealth management solutions. With various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the team at Roger Gamache is well-equipped to provide expert advice and guidance on asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, the professionals at Roger Gamache are committed to helping you achieve your financial goals. With a focus on ethical practices, ongoing education, and specialized expertise, Roger Gamache is dedicated to providing top-notch financial services to its clients.
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Huizenga Gamache & Associates - Ameriprise Financial Services, LLC
● ClosedHuizenga Gamache & Associates - Ameriprise Financial Services, LLC, located at 44 East 8th Street in Holland, Michigan, is a finance institution that is part of The Avalune Group, which has been recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024. Their team of financial advisors is dedicated to helping clients and their families feel more confident and in control of their financial lives. By providing personalized financial planning services, they aim to support clients in achieving their financial goals. The advisors at Ameriprise Financial Services, LLC are registered to do business in certain U.S. states and offer consultations to discuss what is most important to each individual client. While they cannot guarantee future financial results, they are committed to providing valuable insights and recommendations to help clients make informed decisions.
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Edward Jones - Financial Advisor: Andy Lesperance
● OpenEdward Jones - Financial Advisor: Andy Lesperance is a trusted finance institution located at 833 East 16th Street in Holland, Michigan, United States. As a dedicated financial advisor, Andy Lesperance provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Andy Lesperance strives to build strong relationships with clients and guide them towards financial success. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Andy Lesperance is here to help you navigate the complexities of the financial world with confidence.
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Lenz-Balder Insurance
● ClosedLenz-Balder Insurance is a reputable health insurance agency located at 340 120th Avenue in Holland, Michigan, United States. As an independent agency, we prioritize serving our clients' needs above all else. We carefully select insurance companies that are financially stable and align with our values of offering top-notch solutions, competitive rates, and exceptional customer service. Our team takes a personalized approach to understanding your unique circumstances and matches you with the insurance provider that best suits your individual requirements. When you choose Lenz-Balder Insurance, you can trust that your health insurance needs will be met with professionalism and care.
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Dan Moralez - Nationwide Home Loan Expert
● ClosedDan Moralez - Nationwide Home Loan Expert is a reputable finance institution located at 320 120th Avenue in Holland, Michigan, United States. With a focus on providing top-notch home loan services to clients across the nation, Dan Moralez is known for his expertise and dedication in helping individuals secure the right financing for their dream homes. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Dan Moralez and his team are committed to providing personalized and professional assistance every step of the way. Trust in Dan Moralez - Nationwide Home Loan Expert for all your home loan needs.
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Transfer Tax Solutions
● ClosedTransfer Tax Solutions is a leading accounting and finance institution located at 348 South Waverly Road in Holland, Michigan, United States. With a team of experienced professionals, we specialize in providing expert solutions for transfer tax matters. Our services include tax planning, compliance, and consulting to help individuals and businesses navigate the complexities of transfer taxes with ease. Trust Transfer Tax Solutions to provide tailored strategies and guidance to ensure your financial success.
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Zeke Alejos - State Farm Insurance Agent
● ClosedZeke Alejos - State Farm Insurance Agent is an insurance agency located at 244 James Street in Holland, Michigan, United States. Situated next to AutoZone between Butternut and 136th, our office provides great value on auto insurance, home insurance, life insurance, and more. We offer guidance on private mortgage insurance (PMI) basics, tips for starting a small business, and DIY auto maintenance to combat rising repair costs. Our services also include life insurance and financial planning to help you prepare for the future. Serving customers in Holland and surrounding Ottawa/Allegan County, we strive to provide excellent customer service. For inquiries or assistance, please call (616) 796-8781. Please note that neither State Farm nor its agents provide tax or legal advice, so it is recommended to consult a professional for personalized guidance.
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Lloyd Bogner Income Tax Preparation
● OpenLloyd Bogner Income Tax Preparation is a reputable accounting and finance institution located at 977 Lincoln Avenue in Holland, Michigan, United States. With a team of experienced professionals, they specialize in providing expert income tax preparation services to individuals and businesses. Whether you need help with filing your personal taxes or managing your business finances, Lloyd Bogner Income Tax Preparation is dedicated to helping you navigate the complex world of tax laws and regulations. Trustworthy and reliable, they are committed to helping you maximize your tax savings and minimize your tax liabilities. Contact them today to schedule an appointment and secure your financial future.
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Dallas Smock - State Farm Insurance Agent
● ClosedDallas Smock - State Farm Insurance Agent is an insurance agency located at 431 East 8th Street in Holland, Michigan, United States. We offer a range of insurance services including Auto Insurance, Home Insurance, Flood Insurance, Renters Insurance, Life Insurance, Pet Insurance, ATV Insurance, Motorcycle Insurance, Business and Commercial Insurance, and Financial Services. Our team of licensed Insurance Professionals is dedicated to providing personalized service to meet your specific needs. We also specialize in helping small business owners with their commercial insurance needs. Contact us for a free quote today and let us help you protect what's important to you.
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Integrity Tax Group
● ClosedIntegrity Tax Group is a reputable accounting and finance institution located at 753 Butternut Drive in Holland, Michigan, United States. With a strong focus on honesty and transparency, our team of experienced professionals is dedicated to providing top-notch tax and financial services to individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Integrity Tax Group is committed to helping you achieve your financial goals with integrity and professionalism. Contact us today to schedule a consultation and see how we can help you navigate the complex world of taxes and finance.
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H&R Block
● OpenH&R Block in Holland, Michigan is a trusted accounting and finance institution located at 2279 North Park Drive. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you're an individual looking for help with your personal finances or a business in need of accounting assistance, H&R Block is dedicated to providing expert guidance and support. Visit us today to see how we can help you achieve your financial goals.
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H&R Block
● OpenH&R Block is a well-established accounting and finance institution located at 236 North River Avenue in Holland, Michigan, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses alike. Whether you need help with tax filing, financial planning, or other accounting services, the professionals at H&R Block are dedicated to helping you achieve your financial goals. Contact them today to schedule an appointment and secure your financial future.
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H&R Block
● OpenH&R Block is a leading accounting and finance institution located at 1111 Washington Avenue in Holland, Michigan, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and reliable solutions. Visit us today to learn more about how we can help you achieve your financial goals.
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The Insurance Group
● ClosedThe Insurance Group is a reputable health insurance agency located at 593 Heritage Court in Holland, Michigan, United States. We specialize in providing a wide range of insurance products and services to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and families find the best health insurance coverage at competitive rates. Whether you are looking for individual or group health insurance, we are here to assist you every step of the way. Contact us today to learn more about our services and how we can help you protect your health and financial well-being.
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Persinger Richard D
● OpenPersinger Richard D is a reputable institution located at 503 Century Lane in Holland, Michigan, United States. This institution is known for providing high-quality services and expertise in a variety of fields. With a team of experienced professionals, Persinger Richard D is dedicated to delivering exceptional results and exceeding the expectations of its clients. Whether you are in need of legal services, financial advice, or consulting, you can trust Persinger Richard D to provide you with the expertise and support you need. Visit them today to see how they can help you achieve your goals.
503 Century Ln, Holland, MI 49423, United StatesAdvertisements -
Anthony Marko - Mortgage Advisor - United Federal Credit Union
● ClosedAnthony Marko, Mortgage Advisor at United Federal Credit Union, is dedicated to helping members achieve their dream of homeownership. Located at 1075 Washington Avenue in Holland, Michigan, Anthony has been providing expert mortgage lending advice since 2017. With experience in various roles within the credit union, including Member Service Advisor and personal banker, Anthony brings a wealth of knowledge to his role. Having studied business administration at Lake Michigan College, Anthony is committed to serving his community and is an active member of the Cornerstone Chamber of Commerce Young Professionals. In his spare time, he volunteers with the Championship Committee for Senior PGA at Harbor Shores.
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Innovative Law Group
● ClosedInnovative Law Group is a dynamic institution located at 388 Garden Avenue in Holland, Michigan, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing innovative solutions to meet the unique needs of our clients. Whether you are seeking expert financial advice, legal representation, or assistance with complex accounting matters, Innovative Law Group is here to help. Contact us today to learn more about how we can assist you with your specific needs.
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