Retirement planning specialist in Grand Rapids, Michigan

Legacy 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.

Cornerstone 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.

Chris Lerchen - State Farm Insurance Agent is a trusted insurance agency located at 232 East Division Street in Sparta, Michigan. Situated downtown just west of the railroad tracks, our dedicated team is here to provide you with personalized insurance solutions to meet your needs. Specializing in auto, home, motorcycle, life, and retirement services, we are your one-stop shop for all your insurance needs. With 15 years of experience, Chris Lerchen is a knowledgeable State Farm Agent who holds various professional designations in the insurance industry. His experienced team, with over 30 years of combined experience, is committed to serving customers from Sparta, Cedar Springs, Grand Rapids, and beyond. Whether you are looking for coverage for your recreational vehicles, home, or retirement planning, we are here to help you navigate the complexities of insurance.

Arreyl Wilson, Bankers Life Agent is an insurance agency located at 3350 Eagle Park Drive Northeast in Grand Rapids, Michigan, United States. Specializing in providing insurance products and services from Bankers Life, our dedicated team of professionals is committed to helping clients protect their financial future and achieve peace of mind. With a focus on personalized service and tailored solutions, we strive to build long-lasting relationships with our clients based on trust and integrity. Contact us today to learn more about how we can assist you with your insurance needs.

Insight Benefit Administrators is an insurance agency located at 3033 Orchard Vista Drive Southeast in Grand Rapids, Michigan. We specialize in providing comprehensive benefit administration services to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients navigate the complex world of insurance, ensuring they have the coverage they need to protect themselves and their assets. With a focus on personalized service and attention to detail, Insight Benefit Administrators is committed to helping our clients make informed decisions about their insurance needs. Contact us today to learn more about how we can help you secure the right insurance coverage for your unique situation.

Maxx Maxwell, Bankers Life Agent is an insurance agency located at 3350 Eagle Park Drive Northeast in Grand Rapids, Michigan. Our dedicated agents offer a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One of our specialties is helping clients navigate their Medicare options. We can assist you in comparing Medicare Advantage plans to ensure you have the right coverage for your needs. Medicare Advantage offers comprehensive coverage, including prescription drug benefits, with some plans even offering $0 monthly premiums.

Austin Benzing, Bankers Life Agent is an insurance agency located at 3230 Eagle Park Drive Northeast in Grand Rapids, Michigan. As a trusted agent for Bankers Life, we provide a range of insurance products and services to meet the needs of our clients. Our dedicated team is committed to helping individuals and families protect their financial futures through personalized insurance solutions. Whether you are looking for life insurance, long-term care insurance, or retirement planning, we are here to help you navigate the complexities of insurance and find the right coverage for your unique needs. Contact us today to schedule a consultation and start securing your financial future with Austin Benzing, Bankers Life Agent.

The Beachler Agency is a well-established insurance agency located at 2000 Burton Street Southeast in Grand Rapids, Michigan, United States. With a strong reputation for providing personalized and comprehensive insurance solutions, The Beachler Agency offers a wide range of coverage options for individuals and businesses alike. Their team of experienced agents is dedicated to helping clients find the right policies to protect their assets and loved ones. Whether you are looking for auto, home, life, or business insurance, The Beachler Agency is committed to delivering exceptional service and peace of mind. Contact them today to discuss your insurance needs and receive a customized quote.

Denis Ejupi, Bankers Life Agent is an insurance agency located at 3230 Eagle Park Drive Northeast in Grand Rapids, Michigan, United States. Specializing in life insurance and retirement planning, Denis Ejupi provides personalized services to help clients secure their financial future. With a strong focus on customer satisfaction and professional expertise, Denis Ejupi is committed to helping individuals and families make informed decisions about their insurance needs. Contact Denis Ejupi, Bankers Life Agent today to learn more about their services and how they can help you protect what matters most.

Residential Loan Center Independent Bank is a finance institution located at 201 West Big Beaver Road in Troy, Michigan, United States. With multiple branches across Michigan, including locations in cities like Ann Arbor, Cadillac, Grand Rapids, and Saginaw, the bank offers a range of financial services such as home loans, checking accounts, and retirement planning. Operating hours vary by branch, but most are open Monday through Friday, with some locations offering Saturday hours as well. The bank has been serving customers and communities for over 150 years, providing personalized service and expertise in all aspects of banking. Visit the Troy Columbia Center branch for assistance with your financial needs.

The Owl Resource Group is a finance and legal institution located at 3737 Lake Eastbrook Boulevard Southeast in Grand Rapids, Michigan, United States. Specializing in providing expert financial and legal services, The Owl Resource Group offers a wide range of solutions for individuals and businesses alike. With a team of experienced professionals, they are dedicated to helping their clients navigate the complexities of finance and law with efficiency and expertise. Whether you are seeking financial advice, legal representation, or both, The Owl Resource Group is committed to providing top-notch services to meet your needs.

Daniel De Witt is a Financial Advisor at Ameriprise Financial Services, LLC located at 4575 Lake Michigan Drive Northwest in Grand Rapids, Michigan, United States. Daniel De Witt holds several prestigious 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Daniel De Witt's expertise in various financial areas such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to ethical practices and continuing education, Daniel De Witt is dedicated to helping individuals and businesses achieve their financial goals.

Merrill Lynch Financial Advisor Brad A Collar is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. Brad Collar has been a Wealth Management Advisor in the Grand Rapids Merrill office since 1990, focusing on total wealth management tailored to each client's risk tolerance, time horizon, liquidity needs, and investment goals. Brad works closely with clients to understand their specific situations, establish objectives, develop strategies, recommend advice, and review progress towards reaching financial goals. Clients can expect personalized advice and access to specialized investment services. With a defined process and access to Merrill specialists, Brad helps clients manage their financial lives and pursue their goals through personalized wealth management strategies. The institution offers Merrill Personal Wealth Analysis™ to build personalized plans centered on individual goals. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service, providing access to investment insights and banking solutions. By focusing on what matters most to clients - family, goals, and priorities - the institution helps clients pursue financial goals and manage investment risk. With a deep understanding of each client's financial picture, Brad can create flexible strategies to navigate changing market conditions and provide access to Merrill's investment insights and Bank of America's banking solutions. The institution believes in a personalized approach that helps clients manage, grow, and preserve their wealth, while considering long-term impacts. Through conversations, financial planning, and regular reviews, Merrill Lynch Financial Advisor Brad A Collar helps clients navigate life changes and stay on track to achieve their financial goals.

Edward Jones - Financial Advisor: Glenn L Kimmel, AAMS™|CRPC™ is a well-respected financial institution located at 4328 3 Mile Road Northwest in Grand Rapids, Michigan. As a trusted advisor, Glenn L Kimmel offers personalized financial planning services to help clients achieve their long-term financial goals. With specialized certifications in Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC), clients can trust in Glenn's expertise and dedication to helping them navigate the complexities of investing and retirement planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edward Jones - Financial Advisor: Glenn L Kimmel, AAMS™|CRPC™ is committed to providing tailored solutions to meet your unique financial needs.

Edward Jones - Financial Advisor: Becky Anderson, CFP®|AAMS™ is a reputable financial institution located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in providing expert financial advice and planning services, Becky Anderson, a Certified Financial Planner and Accredited Asset Management Specialist, offers personalized solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Becky Anderson, CFP®|AAMS™ is dedicated to helping individuals and families secure their financial future.

Edward Jones - Financial Advisor: Greg Wyma, CFP®|AAMS™ is a reputable finance institution located at 678 Front Avenue Northwest in Grand Rapids, Michigan, United States. Greg Wyma, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized and comprehensive financial planning, Edward Jones is dedicated to providing top-notch financial solutions tailored to each client's unique needs. Trust Greg Wyma and the team at Edward Jones to guide you towards a secure financial future.

Rand Putterman is a Financial Advisor at Ameriprise Financial Services, LLC located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Rand Putterman holds several 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 cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, risk management, and more. Rand Putterman is dedicated to providing expert financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Mark Fink - Financial Advisor, 99 Monroe Wealth Group, is a finance institution located at 99 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. The institution offers a variety of certifications and designations to its advisors, 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®, CFP®, 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 a range of topics such as asset management, retirement planning, estate planning, investment strategies, and more. Advisors at Mark Fink - Financial Advisor are dedicated to providing comprehensive financial planning services to individuals and businesses, with a focus on meeting the unique needs of each client.

Mary E VanderWal is a Financial Advisor at Ameriprise Financial Services, LLC located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Mary 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®, 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 her expertise in areas such as asset management, retirement planning, estate planning, investment strategies, and more. Mary is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and continuing education, Mary is committed to helping her clients achieve their financial goals.

Denny Mosson is a financial advisor at Ameriprise Financial Services, LLC located at 333 Bridge Street Northwest, Grand Rapids, Michigan, United States. Denny Mosson 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®, 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 Denny Mosson's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Denny Mosson can provide you with comprehensive financial advice tailored to your specific needs. Contact Denny Mosson today for expert financial guidance."

Claude 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.

William D Johnson is a financial advisor at Ameriprise Financial Services, LLC located at 333 Bridge Street Northwest, Grand Rapids, Michigan, United States. He 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®, Chartered Financial Analyst®, CFP®, 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 in asset management, investment strategies, estate planning, retirement planning, insurance products, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, William D Johnson can provide you with comprehensive financial advice tailored to your specific needs.

Edward Jones - Financial Advisor: Randy A Renker, CFP®|AAMS™ is a reputable financial institution located in Grand Rapids, Michigan, United States. Specializing in providing personalized financial planning services, Randy A Renker is a Certified Financial Planner (CFP®) and an Accredited Asset Management Specialist (AAMS™). With a focus on creating tailored solutions to meet the unique needs of each client, Edward Jones - Financial Advisor: Randy A Renker, CFP®|AAMS™ is dedicated to helping individuals and families achieve their financial goals. Visit their office at 146 Monroe Center Street Northwest to learn more about their services and how they can assist you in securing your financial future.

Edward Jones - Financial Advisor, Chad E Zagel, CFP®|AAMS™, is a leading financial institution located at 705 Bagley Avenue Southeast in East Grand Rapids, Michigan, United States. Specializing in providing personalized financial planning and investment services, Chad E Zagel is a Certified Financial Planner and Accredited Asset Management Specialist with a wealth of experience in helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Edward Jones - Financial Advisor, Chad E Zagel, CFP®|AAMS™, is dedicated to providing expert guidance and support every step of the way.

Jason Klein is a financial advisor at Ameriprise Financial Services, LLC, located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. Jason holds several 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®, CFP®, 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 Jason's expertise in various areas of finance, including asset management, retirement planning, estate planning, investment analysis, and more. Whether you are a retiree, small business owner, high net worth individual, or have specific financial needs, Jason Klein can provide personalized financial advice and guidance to help you achieve your goals.

Regan James Wilda is a financial advisor at Ameriprise Financial Services, LLC located at 333 Bridge Street Northwest, Grand Rapids, Michigan, United States. Regan James Wilda holds several prestigious 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®, CFP®, 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 Regan James Wilda's expertise in areas such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. As a financial advisor, Regan James Wilda is committed to providing comprehensive and personalized financial advice to clients, with a focus on helping individuals and families achieve their financial goals."

James Haberlein is a Financial Advisor at Ameriprise Financial Services, LLC located at 3347 Eagle Run Drive Northeast, Grand Rapids, Michigan, United States. James 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®. James specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a commitment to ethical practices and ongoing education, James is dedicated to helping clients achieve their financial goals and navigate complex financial situations. Contact James Haberlein for expert advice on asset management, investment strategies, estate planning, retirement planning, and more.

Linda Stotenbur - Financial Advisor, Ameriprise Financial Services, LLC, located at 3347 Eagle Run Drive Northeast, Grand Rapids, Michigan, United States, is a finance institution offering a wide range of services to meet the financial needs of individuals and small business owners. Linda Stotenbur 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®, CFP®, 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 Linda Stotenbur's expertise and commitment to providing high-quality financial advice and services to her clients. Whether you are planning for retirement, estate planning, or investing, Linda Stotenbur can help you navigate the complex world of finance with confidence and peace of mind. Contact Linda Stotenbur - Financial Advisor, Ameriprise Financial Services, LLC, today to schedule a consultation and take the first step towards achieving your financial goals.

Edward Jones - Financial Advisor: Beckie Garvey, CFP®|ChFC®|AAMS™ is a reputable financial institution located at 2900 East Beltline Avenue Northeast in Grand Rapids, Michigan, United States. Beckie Garvey, a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Accredited Asset Management Specialist (AAMS™), provides expert financial advice and services to help individuals and families achieve their financial goals. With a focus on personalized financial planning and investment strategies, Edward Jones - Financial Advisor: Beckie Garvey is dedicated to helping clients build and protect their wealth for the future.

Rick Noorman is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 2025 East Beltline Avenue Southeast in Grand Rapids, Michigan, United States. Rick holds several prestigious 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®, CFP®, 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®. Rick Noorman is dedicated to providing expert financial advice and guidance to individuals and businesses, specializing in asset management, retirement planning, estate planning, and more. With a commitment to ethical practices and ongoing education, Rick is well-equipped to help clients achieve their financial goals and secure their financial future.