Retirement funds in Holland, MI
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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.
240 S River Ave, Holland, MI 49423, United States -
Lance Baker - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLance Baker is a financial advisor at Ameriprise Financial Services, LLC, located at 44 East 8th Street in Holland, Michigan, United States. Lance Baker holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMATM, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. These certifications demonstrate his expertise in wealth management, retirement planning, estate planning, investment management, and insurance products. Lance Baker is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. His commitment to ethics and continuing education ensures that he can help clients make informed financial decisions to achieve their goals."
44 E 8th St UNIT 215, Holland, MI 49423, United States -
Lee D Bosko - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLee D Bosko is a Financial Advisor at Ameriprise Financial Services, LLC, located at 983 Lincoln Avenue in Holland, Michigan, United States. Lee D Bosko holds several certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, AIF® designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, CAP® designation, CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA® designation, CFP® certification, Certified Fund Specialist, ChFC® designation, Chartered Special Needs Consultant, CIMA® certification, Certified Kingdom Advisor®, Certified in Long-Term Care, and the Chartered Life Underwriter Designation®. Lee D Bosko provides expert financial advice and services to individuals and businesses, specializing in asset management, retirement planning, estate planning, and investment strategies. With a strong commitment to ethics and continued education, Lee D Bosko is dedicated to helping clients achieve their financial goals.
983 Lincoln Ave, Holland, MI 49423, United States -
Cody Hagen - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenCody Hagen is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 44 East 8th Street in Holland, Michigan, United States. Cody 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 Cody's expertise in asset management, estate planning, retirement planning, investment strategies, and more. As an experienced financial advisor, Cody is dedicated to providing personalized and comprehensive financial planning services to clients, including small business owners, retirees, and high net worth individuals. Cody's commitment to ethical practices and ongoing education ensures that clients receive the highest level of financial advice and support.
44 E 8th St UNIT 215, Holland, MI 49423, United States
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