Professional investment management in Grand Rapids, MI
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Carla Grimes-Ooyevaar - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenCarla Grimes-Ooyevaar is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 3351 Eagle Run Drive Northeast, Grand Rapids, Michigan. Recognized as one of Forbes Best In State Wealth Management Teams for 2023, Carla offers complimentary initial consultations for individuals looking to discuss their financial goals. With a background in finance and qualifications available on FINRA's BrokerCheck website, Carla specializes in helping clients navigate the stock market and make informed investment decisions. Chart Chats, virtual presentations by financial advisors at OsborneKlein, provide valuable insights into market trends and historical data analysis. Carla is registered to conduct securities business in certain states and guarantees personalized attention to each client's financial needs. Ameriprise Financial Services, LLC emphasizes privacy and security, and clients can expect a high level of professionalism and expertise from Carla and her team.
3351 Eagle Run Dr NE ste d, Grand Rapids, MI 49525, United States -
JGH & Associates
● OpenJGH & Associates is a reputable finance institution located at 25 Michigan Street Northeast in Grand Rapids, Michigan, United States. With a team of experienced professionals, JGH & Associates offers a wide range of financial services including investment management, financial planning, and retirement planning. Clients can trust JGH & Associates to provide expert advice and personalized solutions to help them achieve their financial goals.
25 Michigan St NE #1200, Grand Rapids, MI 49503, United States -
Tony Soave - Raymond James
● OpenTony Soave - Raymond James is a reputable finance institution located in Grand Rapids, Michigan. With a focus on providing comprehensive financial services, including investment advice, wealth management, and retirement planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth or secure your financial future, Tony Soave - Raymond James is committed to providing personalized solutions tailored to your individual needs. Visit us at 100 Cesar E. Chavez Avenue Southwest to learn more about how we can help you navigate the complexities of the financial world.
100 Cesar E. Chavez Ave SW Suite 504, Grand Rapids, MI 49503, United States -
Allied Integrated Wealth
● OpenAllied Integrated Wealth is a leading financial institution located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in wealth management and financial planning, Allied Integrated Wealth offers personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, clients can trust Allied Integrated Wealth to provide expert advice and guidance in navigating the complexities of the financial world. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Allied Integrated Wealth is dedicated to helping you secure a prosperous future.
250 Monroe Ave NW Suite 400 Room 430, Grand Rapids, MI 49503, United States -
IAM Financial, LLC
● OpenIAM Financial, LLC is a finance institution located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and retirement planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you reach your financial objectives.
250 Monroe Ave NW Ste 400, Grand Rapids, MI 49503, United States -
Shawn Fair - Thrivent
● OpenShawn 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.
161 Ottawa Ave NW Suite 110-M, Grand Rapids, MI 49503, United States -
Tamara Sytsma - Raymond James
● OpenTamara Sytsma - Raymond James is a finance institution located at 922 Wealthy Street Southeast in Grand Rapids, Michigan, United States. With a strong emphasis on personalized financial planning and investment management, our team is dedicated to helping clients achieve their financial goals. We offer a wide range of services including retirement planning, wealth management, and investment strategies tailored to each individual's unique needs. Our experienced professionals are committed to providing exceptional service and guidance to help our clients secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.
922 Wealthy St SE, Grand Rapids, MI 49506, United States -
R Jim Van Loo - Financial Advisor, Ameriprise Financial Services, LLC
● OpenR Jim Van Loo is a financial advisor at Ameriprise Financial Services, LLC located at 2851 Charlevoix Drive Southeast in Grand Rapids, Michigan, United States. He holds various certifications 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 demonstrate his expertise and commitment to providing comprehensive financial planning services. Whether you are planning for retirement, managing investments, or navigating complex financial situations, R Jim Van Loo has the knowledge and skills to help you achieve your financial goals.
2851 Charlevoix Dr SE STE 200, Grand Rapids, MI 49546, United States -
Shaun Smith - Financial Advisor, Ameriprise Financial Services, LLC
● OpenShaun Smith - Financial Advisor, Ameriprise Financial Services, LLC, located at 900 East Paris Avenue Southeast in Grand Rapids, Michigan, is a finance institution that offers personalized investment recommendations based on individual goals and risk tolerance. They provide regular reviews and updates to help clients track their progress towards financial goals, with secure online access to accounts and investments. The institution offers complimentary initial consultations to discuss retirement, education, major purchases, and more. Shaun Smith is a registered investment adviser with Ameriprise Financial Services, LLC, and may conduct securities business with residents of specific states. Clients can expect professionalism, expertise, and a commitment to helping achieve financial goals.
900 E Paris Ave SE, Grand Rapids, MI 49546, United States -
Jared Mysliwiec - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJared Mysliwiec is a Financial Advisor at Ameriprise Financial Services, LLC located at 3351 Eagle Run Drive Northeast, Grand Rapids, Michigan, United States. Jared holds various certifications 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 demonstrate Jared's expertise in various aspects of financial planning including asset management, estate planning, retirement planning, investment strategies, and insurance products. Jared is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Jared Mysliwiec at Ameriprise Financial Services for expert financial guidance tailored to your specific needs."
3351 Eagle Run Dr NE ste d, Grand Rapids, MI 49525, United States -
Tyler Staples - Raymond James
● OpenTyler Staples - Raymond James is a reputable finance institution located at 2060 East Paris Avenue Southeast in Grand Rapids, Michigan. Specializing in wealth management and financial planning services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored investment strategies, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to schedule a consultation and learn more about how we can help you reach your financial objectives.
2060 E Paris Ave SE Suite 250, Grand Rapids, MI 49546, United States -
Capital Alliance Financial LLC
● OpenCapital Alliance Financial LLC is a leading finance institution located at 4095 Embassy Drive Southeast in Grand Rapids, Michigan. With a strong focus on providing top-notch financial services, Capital Alliance Financial LLC is committed to helping individuals and businesses achieve their financial goals. Whether you are looking for investment opportunities, financial planning services, or assistance with managing your assets, our team of experienced professionals is here to help. Trust in Capital Alliance Financial LLC for all your financial needs.
4095 Embassy Dr SE, Grand Rapids, MI 49546, United States -
JMS Financial Resource, LLC
● OpenJMS Financial Resource, LLC is a finance institution located at 2828 Kraft Avenue Southeast in Grand Rapids, Michigan, United States. We specialize in providing a wide range of financial services including investment management, financial planning, and retirement planning. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Contact us today to learn more about how we can help you secure your financial future.
2828 Kraft Ave SE Suite 268, Grand Rapids, MI 49512, United States -
MaxWealth Managemement
● OpenMaxWealth 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.
2024 Celebration Dr NE, Grand Rapids, MI 49525, United States -
GFT Wealth Strategies
● OpenGFT Wealth Strategies is a leading finance institution located at 770 Kenmoor Avenue Southeast in Grand Rapids, Michigan. 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, investing for the future, or looking to protect your assets, GFT Wealth Strategies is here to provide expert guidance and support. Contact us today to learn more about our comprehensive financial services.
770 Kenmoor Ave SE STE 203, Grand Rapids, MI 49546, United States -
Ryan Waselewsky - Morgan Stanley
● OpenRyan Waselewsky - Morgan Stanley is a premier financial institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan. As a branch of the renowned Morgan Stanley, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals provides personalized investment strategies, wealth management solutions, retirement planning, and more. With a focus on excellence and integrity, we strive to deliver exceptional service and results for our clients. Visit us today to learn how we can help you secure your financial future.
5122 Cascade Rd SE 1st Fl, Grand Rapids, MI 49546, United States -
Richard Olsen II - Morgan Stanley
● OpenRichard Olsen II - Morgan Stanley is a leading finance institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan, United States. With a strong reputation for providing top-tier financial services, the institution offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Richard Olsen II - Morgan Stanley is dedicated to delivering personalized financial advice and strategies tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, this institution is here to help you every step of the way.
5122 Cascade Rd SE 1st Fl, Grand Rapids, MI 49546, United States -
The Tholl Pearson Group - Morgan Stanley
● OpenThe 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.
5122 Cascade Rd SE, Grand Rapids, MI 49546, United States -
Rachel E. Laug - Morgan Stanley
● OpenRachel E. Laug - Morgan Stanley is a premier financial institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan. As a branch of the renowned Morgan Stanley brand, we offer a wide range of financial services including wealth management, investment banking, and asset management. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals and secure their financial future. Visit us today to learn more about how we can help you navigate the complexities of the financial world.
5122 Cascade Rd SE 1st Fl, Grand Rapids, MI 49546, United States -
Nelson Schrader - Ameriprise Financial Services, LLC
● OpenNelson Schrader - Ameriprise Financial Services, LLC is a finance institution located at 5136 Cascade Road Southeast in Grand Rapids, Michigan, United States. As a part of HS&C Wealth Management and Forbes Best-In-State Wealth Management Teams for 2024, they offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards goals and access information securely from any device. The institution provides complimentary initial consultations to discuss retirement planning, market trends, and financial goals. Investment products are not insured by the FDIC, NCUA, or any federal agency and involve potential risks. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Nelson Schrader is registered to conduct securities business in specific states listed on FINRA's BrokerCheck website. The institution prioritizes privacy and security, and clients can expect a confidential and professional approach to achieving their financial goals.
5136 Cascade Rd SE # 2B, Grand Rapids, MI 49546, United States -
Summit Wealth Partners LLC
● OpenSummit 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.
2959 Lucerne Dr SE Suite 120A, Grand Rapids, MI 49546, United States -
Logan Hudson - Morgan Stanley
● OpenLogan Hudson - Morgan Stanley is a reputable finance institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan, United States. Our team of experienced professionals offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our dedicated team is here to provide personalized solutions tailored to your specific needs. Trust Logan Hudson - Morgan Stanley to help you navigate the complexities of the financial world and secure a prosperous future.
5122 Cascade Rd SE 1st Fl, Grand Rapids, MI 49546, United States -
Sharon Dykhouse - Morgan Stanley
● OpenSharon Dykhouse - Morgan Stanley is a reputable finance institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan, United States. With a strong commitment to providing top-notch financial services, Sharon Dykhouse - Morgan Stanley offers personalized investment strategies, wealth management solutions, and financial planning services to help clients achieve their financial goals. With a team of experienced professionals, the institution prides itself on delivering exceptional customer service and expert financial advice to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Sharon Dykhouse - Morgan Stanley is dedicated to helping you secure a prosperous financial future.
5122 Cascade Rd SE 1st Fl, Grand Rapids, MI 49546, United States -
Centennial Securities - Headquarters
● OpenCentennial 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.
3075 Charlevoix Dr SE, Grand Rapids, MI 49546, United States -
Benjamin S Balbach - Morgan Stanley
● OpenBenjamin S Balbach - Morgan Stanley is a reputable financial institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan, United States. With a focus on providing top-notch financial services, they offer a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced team at Benjamin S Balbach - Morgan Stanley is dedicated to helping you navigate the complexities of the financial world. Trustworthy, professional, and client-focused, they are committed to delivering personalized solutions tailored to your unique needs. Visit them today to learn more about how they can help you secure a stable financial future.
5122 Cascade Rd SE 1st Fl, Grand Rapids, MI 49546, United States -
Merrill Lynch Financial Advisor Bradley C Berger
● OpenMerrill Lynch Financial Advisor Bradley C Berger is a reputable finance institution located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. With a focus on providing expert financial advice and services, clients can trust in the expertise and professionalism of Bradley C Berger and his team. Whether you are looking for investment guidance, retirement planning, or wealth management, Merrill Lynch Financial Advisor Bradley C Berger is dedicated to helping you achieve your financial goals.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Fifth Third Private Bank - Shane Gahlau
● OpenFifth Third Private Bank - Shane Gahlau is a prestigious finance institution located at 111 Lyon Street Northwest in Grand Rapids, Michigan. With a reputation for excellence in providing personalized financial services, Fifth Third Private Bank offers a range of wealth management solutions tailored to meet the unique needs of high-net-worth individuals and families. Led by experienced professionals like Shane Gahlau, clients can expect expert guidance in investment strategies, estate planning, and more. Visit Fifth Third Private Bank for a personalized approach to securing your financial future.
111 Lyon St NW, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Jennifer A Scharphorn
● OpenMerrill Lynch Financial Advisor Jennifer A Scharphorn is a reputable finance institution located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. With years of experience and expertise in the financial industry, Jennifer A Scharphorn offers personalized financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Jennifer A Scharphorn is dedicated to providing professional guidance and support every step of the way.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Tammera Nevins - Thrivent
● OpenTammera 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.
161 Ottawa Ave NW Suite 110-M, Grand Rapids, MI 49503, United States -
Schaefer and Hollister Wealth Maganement Group of Raymond James
● OpenSchaefer and Hollister Wealth Management Group of Raymond James is a reputable finance institution located at 2060 East Paris Avenue Southeast in Grand Rapids, Michigan. With a focus on providing personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, we are here to provide expert guidance and support. Contact us today to learn more about how we can help you secure your financial future.
2060 E Paris Ave SE Suite 250, Grand Rapids, MI 49546, United States
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