Retirement money management in Grand Rapids, MI
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Voisard Asset Management Group
● ClosedVoisard 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.
99 Monroe Ave NW #504, Grand Rapids, MI 49503, United States -
Kanai Wealth Management Group
● ClosedKanai Wealth Management Group is a finance institution located at 2050 Celadon Drive Northeast, Grand Rapids, Michigan, United States. True wealth is more than just money, it's about living your life freely, ensuring a legacy for future generations, spending time well, and having confidence in your future. At Kanai Wealth Management Group, our team of financial advisors is dedicated to helping clients pursue their financial goals, whether they are just starting out, preparing for retirement, or already enjoying their golden years. From young professionals looking to expand their families to retirees seeking to protect their assets, we provide personalized financial planning and investment strategies to help clients achieve true financial freedom. Our services include tax planning, estate planning, and one-on-one support for complex financial needs. Our advisors have been recognized by Forbes, InvestmentNews, and Barron's Magazine for their expertise and commitment to excellence. Securities and advisory services are offered through Cetera Advisor Networks LLC and CWM, LLC, with a focus on providing tailored solutions to meet each client's unique financial objectives. For more information, visit our website or contact us for a consultation.
2050 Celadon Dr NE STE D, Grand Rapids, MI 49525, United States -
Retirement & Wealth Strategies (RWS Financial Group)
● ClosedRetirement & Wealth Strategies (RWS Financial Group) is a finance institution located at 32 Market Avenue Southwest, Grand Rapids, Michigan, United States. Since 1985, RWS has been dedicated to helping clients with their investment objectives, planning needs, and portfolio design. Specializing in creating retirement and wealth strategies, RWS provides objective, unbiased advice and personalized quality service. With customized investment management solutions tailored to your goals, investable assets, and risk tolerance, RWS integrates these into a comprehensive financial plan with personalized strategies for you. By leveraging technology and decades of experience, RWS maximizes your financial plan and aligns your investments with your goals and opportunities.
32 Market Ave SW Suite 310, Grand Rapids, MI 49503, United States -
Thatcher Wealth Management
● ClosedThatcher Wealth Management is a finance institution located at 4843 Cascade Road Southeast, Grand Rapids, Michigan, United States. They specialize in designing sound retirement strategies that can impact generations to come. By learning about your priorities and current financial situation, they help determine how much money you need to live comfortably in retirement. They will then assist you in implementing a strategy aligned with your goals and keeping you on track for a secure future. Thatcher Wealth Management offers informational seminars on retirement income strategies and wealth management at various locations. They also provide guides on the impact of inflation on retirement planning. Their services include insurance products and investment advisory practices through AE Wealth Management, LLC. It's important to note that investing involves risk and individuals should seek professional advice before making financial decisions.
4843 Cascade Rd SE Ste 400, Grand Rapids, MI 49546, United States -
Money Concepts DuBois
● ClosedMoney Concepts DuBois is a reputable financial institution located at 3501 Lake Eastbrook Boulevard Southeast in Grand Rapids, Michigan. With a focus on providing personalized financial solutions to individuals and businesses, Money Concepts DuBois offers a wide range of services including investment planning, retirement planning, estate planning, and wealth management. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you're looking to grow your wealth, plan for retirement, or protect your assets, Money Concepts DuBois is committed to providing expert guidance and support every step of the way.
3501 Lake Eastbrook Blvd SE #222, Grand Rapids, MI 49546, United States -
Start New Financial
● ClosedStart New Financial is a leading finance institution located at 5366 Plainfield Avenue Northeast in Grand Rapids, Michigan. We specialize in providing innovative financial solutions to help individuals and businesses achieve their goals. Our team of experienced professionals is dedicated to helping our clients navigate the complex world of finance and make informed decisions. Whether you are looking to start a new business, invest in the stock market, or plan for retirement, Start New Financial is here to help you every step of the way. Contact us today to learn more about how we can help you secure a brighter financial future.
5366 Plainfield Ave NE, Grand Rapids, MI 49525, United States -
Western & Southern Life Insurance Company
● ClosedWestern & Southern Life Insurance Company, located in Grand Rapids, Michigan, is an insurance agency dedicated to helping you plan for your financial future. With a range of products to choose from, we offer personalized guidance and solutions tailored to your specific needs. Our financial tools, educational articles, and interactive calculators can help you feel more confident about managing your money and achieving your goals. As part of the Western & Southern Financial Group, we are committed to providing you with the highest quality products and services. Our comprehensive rewards package and world-class training opportunities demonstrate our commitment to your personal success. Contact us today to learn more about how we can help with your family's life insurance and financial needs. Please note that some products may be issued by companies not affiliated with Western & Southern. Remember to consult with a legal or tax advisor for specific advice regarding your situation. At Western & Southern Life, we are here to support you every step of the way towards a secure financial future.
2900 Charlevoix Dr SE #330, Grand Rapids, MI 49546, United States -
United Bank
● ClosedUnited Bank is a full-service financial institution located at 900 East Paris Avenue Southeast in Grand Rapids, Michigan. Offering a wide range of banking and financial services, United Bank is dedicated to helping individuals and businesses achieve their financial goals. Whether you need an ATM for convenient access to your funds, banking services for everyday transactions, or insurance products to protect your assets, United Bank has you covered. Visit us today to experience personalized service and expert financial advice.
900 E Paris Ave SE, Grand Rapids, MI 49546, United States -
Thrivent Financial
● OpenThrivent Financial, located at 2920 Fuller Avenue Northeast in Grand Rapids, Michigan, is a finance institution that believes in providing everyone with a financial plan they can be confident about. Their team of financial advisors are dedicated to understanding your unique situation and goals in order to create a plan that prioritizes what matters most to you. Whether you are just starting out, building a foundation, or nearing retirement, Thrivent Financial can help you navigate the challenges and opportunities life presents. They offer a free virtual coaching service called Money Canvas™, which empowers you to build healthier money habits at your own pace. Thrivent also has generosity programs and charitable planning options to help you give back to the community. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization that provides advice, investments, insurance, banking, and generosity programs.
2920 Fuller Ave NE, Grand Rapids, MI 49505, United States -
Tammera Nevins - Thrivent
● ClosedTammera 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
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