Professional investment management in Grand Rapids, MI
131 results found
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Victory Financial Group
● OpenVictory Financial Group is a leading finance institution located in Grand Rapids, Michigan. Situated at 4139 Embassy Drive Southeast, Victory Financial Group offers a wide range of financial services to individuals and businesses. With a team of experienced professionals, they provide expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or assistance with loans and mortgages, Victory Financial Group is committed to providing top-notch service and support. Trust in Victory Financial Group to help you secure a successful financial future.
4139 Embassy Dr SE, Grand Rapids, MI 49546, United States -
Aaron Hollister - Raymond James
● OpenAaron Hollister - Raymond James is a finance institution located at 2060 East Paris Avenue Southeast in Grand Rapids, Michigan, United States. Specializing in wealth management, investment planning, and financial advisory services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the highest level of financial expertise and guidance. Contact us today to schedule a consultation and see how we can help you secure your financial future.
2060 E Paris Ave SE Suite 250, Grand Rapids, MI 49546, United States -
Clausing Financial Group
● OpenClausing Financial Group is a leading finance institution located at 4135 Embassy Drive Southeast in Grand Rapids, Michigan, United States. With a team of experienced financial professionals, we provide a wide range of financial services to help our clients achieve their financial goals. Whether you need assistance with investments, retirement planning, estate planning, or insurance, our dedicated team is here to help you navigate the complexities of the financial world. Trust Clausing Financial Group to provide you with expert advice and personalized financial solutions tailored to your unique needs.
4135 Embassy Dr SE #2418, Grand Rapids, MI 49546, United States -
Cerity Partners
● OpenCerity Partners is a leading financial institution located at 161 Ottawa Avenue Northwest in Grand Rapids, Michigan, United States. With a focus on delivering personalized financial solutions, Cerity Partners offers a wide range of services including wealth management, investment advisory, and retirement planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Cerity Partners today to experience top-notch financial services tailored to meet your unique needs.
161 Ottawa Ave NW Suite 114-M, Grand Rapids, MI 49503, United States -
Willow Pavliga - Morgan Stanley
● OpenWillow Pavliga - Morgan Stanley is a renowned finance institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment opportunities and financial planning solutions to help clients achieve their financial goals. The team of experienced professionals at Willow Pavliga - Morgan Stanley is dedicated to providing personalized and expert advice to clients, ensuring their financial success and security. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Willow Pavliga - Morgan Stanley is the trusted partner you need for all your financial needs.
5122 Cascade Rd SE 1st Fl, Grand Rapids, MI 49546, United States -
Rinvelt & David LLC
● OpenRinvelt & David LLC is a reputable finance institution located at 1700 East Beltline Avenue Northeast in Grand Rapids, Michigan, United States. With a commitment to providing top-notch financial services, Rinvelt & David LLC is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, the experienced team at Rinvelt & David LLC is here to help. Trustworthy, professional, and customer-focused, Rinvelt & David LLC is the go-to destination for all your financial needs.
1700 E Beltline Ave NE # 150, Grand Rapids, MI 49525, United States -
Design Financial Group
● OpenDesign Financial Group is a leading finance institution located at 3333 Deposit Drive Northeast in Grand Rapids, Michigan, United States. Our team of experienced financial professionals are dedicated to providing personalized financial solutions to help our clients reach their goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Design Financial Group is here to help. Contact us today to schedule a consultation and see how we can help you achieve financial success.
3333 Deposit Dr NE Suite 310, Grand Rapids, MI 49546, United States -
Legacy Planning & Associates, Inc.
● OpenLegacy Planning & Associates, Inc. is a reputable finance institution located at 630 Kenmoor Avenue Southeast in Grand Rapids, Michigan, United States. Our team of experienced professionals is dedicated to helping individuals and families create comprehensive financial plans to secure their legacy for future generations. We offer a wide range of services including wealth management, retirement planning, estate planning, and investment strategies. Trust Legacy Planning & Associates, Inc. to provide personalized solutions tailored to your unique financial goals and needs. Contact us today to start planning for your legacy.
630 Kenmoor Ave SE Suite #100, Grand Rapids, MI 49546, United States -
ClearVista Advisors
● OpenClearVista Advisors is a leading finance institution located at 630 Kenmoor Avenue Southeast in Grand Rapids, Michigan, United States. Specializing in providing expert financial advice and solutions, ClearVista Advisors is committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, ClearVista Advisors offers personalized services tailored to meet the unique needs of each client. Whether you are looking for investment guidance, retirement planning, or wealth management services, ClearVista Advisors is dedicated to providing top-notch financial expertise and support. Contact them today to learn more about how they can help you secure your financial future.
630 Kenmoor Ave SE STE 104 Suite 104, Grand Rapids, MI 49546, United States -
The Rocca Group - Morgan Stanley
● OpenThe Rocca Group at Morgan Stanley is a premier financial institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan. As a part of Morgan Stanley, one of the world's leading financial services firms, The Rocca Group offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, The Rocca Group provides personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Rocca Group at Morgan Stanley is dedicated to helping you succeed.
5122 Cascade Rd SE 1st Fl, Grand Rapids, MI 49546, United States -
The Laug Group - Morgan Stanley
● OpenThe Laug Group at Morgan Stanley is a renowned finance institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan. With a strong presence in the United States, The Laug Group offers a wide range of financial services and expertise to individuals, businesses, and institutions. Their team of experienced professionals is dedicated to providing personalized solutions and strategies to help clients achieve their financial goals. Whether you are looking for investment management, retirement planning, or wealth preservation, The Laug Group at Morgan Stanley is committed to delivering exceptional service and results.
5122 Cascade Rd SE 1st Fl, Grand Rapids, MI 49546, United States -
Merrill Lynch Financial Advisor Rua Hekhuis
● OpenMerrill 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.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Edelman Financial Engines
● OpenEdelman Financial Engines is a leading finance institution located at 5510 Cascade Road Southeast in Grand Rapids, Michigan, United States. With a strong reputation for providing expert financial advice and services, Edelman Financial Engines helps clients navigate the complexities of investing, retirement planning, and wealth management. Their team of experienced professionals is dedicated to helping individuals and families achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edelman Financial Engines offers personalized solutions to meet your unique needs. Trust in their expertise and experience to guide you towards financial success.
5510 Cascade Rd SE # 280, Grand Rapids, MI 49546, United States -
Hungerford Financial
● OpenHungerford Financial is a reputable finance institution located at 2910 Lucerne Drive Southeast in Grand Rapids, Michigan, United States. With a focus on providing comprehensive financial solutions to individuals and businesses, Hungerford Financial offers a wide range of services including investment management, retirement planning, estate planning, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Hungerford Financial today to learn how they can help you navigate the complexities of the financial world with confidence and peace of mind.
2910 Lucerne Dr SE, Grand Rapids, MI 49546, United States -
Assura Wealth
● OpenAssura Wealth is a finance institution located at 4500 Cascade Road Southeast in Grand Rapids, Michigan. Our team of experienced professionals is dedicated to providing tailored financial solutions to help our clients achieve their wealth management goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Assura Wealth is here to help. We prioritize transparency, integrity, and personalized service to ensure that our clients receive the highest level of financial guidance. Visit us today to learn how we can help you secure your financial future.
4500 Cascade Rd SE Suite 204a, Grand Rapids, MI 49546, United States -
Scot Fay - Thrivent
● OpenScot Fay - Thrivent is a finance institution located at 5075 Cascade Road Southeast, Grand Rapids, Michigan, United States. They are licensed in multiple states including CO, DC, FL, IN, KS, MI, MN, MO, NY, UT, VA, and WI. The institution offers financial planning services through their Financial Planning Framework and Dedicated Planning Services. Thrivent does not provide legal, accounting, or tax advice, so clients are encouraged to consult with their own professionals. Insurance products are issued by Thrivent, and 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 authorized to provide investment advisory services. For more information on professional designations and requirements, visit their website.
5075 Cascade Rd SE Suite L-2, Grand Rapids, MI 49546, United States -
Cornerstone Retirement Partners
● OpenCornerstone Retirement Partners is an independent fiduciary financial advisory and Medicare firm located in Grand Rapids, Michigan. With over 20 years of experience, our professional financial advisors and Medicare specialists assist working individuals with the transition into retirement. We help our clients navigate the process of signing up for Medicare, Social Security, and creating income plans from their accumulated wealth. Our team also collaborates with elder law attorneys to help retirees transfer their wealth to their loved ones while qualifying for Medicaid. As fiduciaries, Ron and Nolan are committed to acting in the best interest of our clients when recommending investments. They specialize in managing assets throughout retirement and working with Medicaid annuities. Our Medicare specialists, Nancy and Kristin, provide guidance on Part D and supplemental insurance options during Medicare open enrollment.
2900 Charlevoix Dr SE Suite 310, Grand Rapids, MI 49546, United States -
Gabridge & Company
● OpenGabridge & Company is a reputable accounting and finance institution located at 3940 Peninsular Drive Southeast in Grand Rapids, Michigan, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Gabridge & Company is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Visit them today to see how they can assist you with all your accounting and finance needs.
3940 Peninsular Dr SE, Grand Rapids, MI 49546, United States -
Huntington Private Bank
● OpenHuntington 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.
150 Ottawa Ave NW, Grand Rapids, MI 49503, United States -
MassMutual MidMichigan
● OpenMassMutual MidMichigan is a leading finance and insurance agency located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, life insurance, or investment strategies, we are here to provide personalized solutions tailored to your specific needs. Visit us today to learn how MassMutual MidMichigan can help secure your financial future.
99 Monroe Ave NW #700, Grand Rapids, MI 49503, United States -
Heitzman & Associates Inc
● OpenHeitzman & Associates Inc is a finance institution located at 233 Fulton Street East in Grand Rapids, Michigan, United States. Specializing in financial services, the institution offers a wide range of expertise in investment management, financial planning, and wealth management. With a team of experienced professionals, Heitzman & Associates Inc is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Heitzman & Associates Inc is committed to providing personalized solutions tailored to your individual needs.
233 Fulton St E # 224, Grand Rapids, MI 49503, United States -
Stewardship Planning Partners
● OpenStewardship Planning Partners is a financial institution located at Campau Promenade in Grand Rapids, Michigan, United States. Our team of experienced professionals is dedicated to helping clients effectively manage their wealth and plan for the future. We offer personalized financial planning services tailored to meet the unique needs and goals of each individual or family. Whether you are looking to grow your investments, protect your assets, or plan for retirement, Stewardship Planning Partners is committed to providing expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
168 Louis, Campau Promenade NW, Grand Rapids, MI 49503, United States -
Michael Toth - UBS Financial Services Inc.
● OpenMichael Toth - UBS Financial Services Inc. is a reputable finance institution located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. As a branch of UBS Financial Services Inc., they offer a wide range of financial services including wealth management, investment advice, and retirement planning. With a team of experienced professionals, Michael Toth - UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals and secure their financial future. Visit their office today to learn more about their services and how they can assist you in managing your finances effectively.
333 Bridge St NW UNIT 1100, Grand Rapids, MI 49504, United States -
Claude Mc Manus - Financial Advisor, Ameriprise Financial Services, LLC
● OpenClaude Mc Manus - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 975 3 Mile Road Northwest, Grand Rapids, Michigan, United States. This institution offers a range of certifications and designations for financial professionals, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of financial planning, asset management, estate planning, retirement planning, investment strategies, and more. Claude Mc Manus is dedicated to providing expert financial advice and services to individuals and businesses, ensuring that their clients' financial needs are met with professionalism and integrity.
975 3 Mile Rd NW #12, Grand Rapids, MI 49544, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a reputable finance institution located at 601 3 Mile Road Northwest in Grand Rapids, Michigan, United States. They offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced professionals, Raymond James is dedicated to providing personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Raymond James Financial Services is committed to helping you navigate the complex world of finance with confidence.
601 3 Mile Rd NW B, Grand Rapids, MI 49544, United States -
Denison Financial
● OpenDenison Financial is a leading finance institution located at 161 Ottawa Avenue Northwest in Grand Rapids, Michigan. With a strong reputation for excellence in financial services, Denison Financial offers a wide range of solutions for individuals and businesses seeking expert advice and support in managing their finances. From investment strategies to retirement planning, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Visit Denison Financial today and experience the difference their personalized approach can make in securing your financial future.
161 Ottawa Ave NW #112m, Grand Rapids, MI 49503, United States -
Kapteyn Wealth Partners
● OpenKapteyn Wealth Partners is a premier financial institution located at 6677 Crossings Drive Southeast in Grand Rapids, Michigan. With a focus on providing expert financial advice and personalized wealth management services, Kapteyn Wealth Partners is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, our team of experienced professionals is here to guide you every step of the way. Trust Kapteyn Wealth Partners to help you secure your financial future.
6677 Crossings Dr SE Suite 2, Grand Rapids, MI 49508, United States -
IM Wealth
● OpenIM 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.
99 Monroe Ave NW #200, Grand Rapids, MI 49503, United States -
Jeffrey A Darter
● OpenJeffrey 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.
55 Campau Ave NW #400, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Michael Gruszynski
● OpenMerrill 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.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States
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