Retirement solutions in Grand Rapids, MI
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Fifth Third Securities - Christopher Bouma
● ClosedFifth Third Securities - Christopher Bouma is a finance institution located at 3785 Plainfield Avenue Northeast in Grand Rapids, Michigan. As a branch of Fifth Third Bank, this institution offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a dedicated team led by financial advisor Christopher Bouma, clients can expect personalized and expert guidance to navigate the complexities of the financial markets. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Fifth Third Securities - Christopher Bouma is committed to providing top-notch financial solutions tailored to your individual needs.
3785 Plainfield Ave NE, Grand Rapids, MI 49525, United States -
BeManaged
● ClosedBeManaged is a financial institution located at 4280 Cascade Road Southeast in Grand Rapids, Michigan. Founded in 2006, our mission is to provide high-level investment management and advice to individuals and employers at a fair value. As an independent fee-only advisor, we adhere to the highest fiduciary standard of care, ensuring that our clients' best interests are always the top priority. At BeManaged, we believe that every client is unique and deserves a customized financial plan tailored to their specific needs and goals. Our team of experienced advisors is dedicated to helping investors create and execute a comprehensive financial strategy without the conflicts of interest that can arise from sales products.
4280 Cascade Rd SE, Grand Rapids, MI 49546, United States -
George Wit - Financial Advisor, Ameriprise Financial Services, LLC
● OpenGeorge Wit, a Financial Advisor at Ameriprise Financial Services, LLC, located at 3347 Eagle Run Drive Northeast in Grand Rapids, Michigan, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, George Wit is equipped to provide expert advice on asset management, retirement planning, estate planning, investment strategies, and insurance products. Specializing in domestic partnership planning, estate planning, and investment fiduciary practices, George Wit is dedicated to helping clients make informed financial decisions. Whether you are looking for portfolio management advice, retirement planning strategies, or assistance with estate planning, George Wit is committed to providing personalized financial solutions tailored to your specific needs. Contact George Wit today to schedule a consultation and start planning for a secure financial future.
3347 Eagle Run Dr NE Ste C, Grand Rapids, MI 49525, United States -
Edward Jones - Financial Advisor: Leah Cooley
● OpenEdward Jones - Financial Advisor: Leah Cooley is a reputable finance institution located at 2900 East Beltline Avenue Northeast in Grand Rapids, Michigan. Leah Cooley, a skilled and experienced financial advisor, is dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, Leah Cooley is committed to providing personalized and comprehensive financial solutions tailored to your specific needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Leah Cooley is a trusted partner in helping you secure your financial future.
2900 E Beltline Ave NE B, Grand Rapids, MI 49525, 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 -
Thomas Trisch - TIAA Wealth Management Advisor
● ClosedThomas Trisch - TIAA Wealth Management Advisor is a reputable finance institution located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. As a trusted wealth management advisor, Thomas Trisch provides personalized financial planning services to help clients achieve their financial goals and secure their future. With a focus on investment strategies, retirement planning, and wealth preservation, Thomas Trisch offers expert guidance and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Thomas Trisch - TIAA Wealth Management Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
333 Bridge St NW #110, Grand Rapids, MI 49504, United States -
Edward Jones - Financial Advisor: David Halvorson, CFP®
● ClosedEdward Jones - Financial Advisor: David Halvorson, CFP® is a reputable finance institution located at 4070 Lake Drive Southeast in Grand Rapids, Michigan, United States. As a Certified Financial Planner, David Halvorson provides expert financial advice and guidance to clients looking to secure their financial future. With a focus on personalized service and tailored financial solutions, Edward Jones is committed to helping individuals and families achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, David Halvorson and his team are dedicated to providing you with the support and expertise you need to make informed financial decisions.
4070 Lake Dr SE Suite 203, Grand Rapids, MI 49546, United States -
Lakeshore Financial Group
● OpenLakeshore Financial Group is a reputable finance institution located at 625 Kenmoor Avenue Southeast in Grand Rapids, Michigan. With a team of experienced financial professionals, Lakeshore Financial Group offers 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 assistance with estate planning, Lakeshore Financial Group is dedicated to providing personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you secure your financial future.
625 Kenmoor Ave SE, Grand Rapids, MI 49546, United States -
Independent Financial Services
● OpenIndependent Financial Services is a reputable finance institution located at 4200 East Beltline Avenue Northeast in Grand Rapids, Michigan. Our team of experienced financial advisors provides personalized services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, our experts are here to guide you every step of the way. With a focus on independence and transparency, we strive to provide our clients with the best possible financial solutions tailored to their specific needs. Visit us today to learn more about how Independent Financial Services can help you secure a prosperous financial future.
4200 E Beltline Ave NE #101, 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
● ClosedAllied 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 -
Rush, Coda and Associates - Ameriprise Financial Services, LLC
● ClosedRush, Coda and Associates - Ameriprise Financial Services, LLC is a finance institution located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides complimentary initial consultations to discuss retirement, education, major purchases, and more. Ameriprise financial advisors are registered in certain U.S. states and cannot guarantee future financial results. Clients can expect regular meetings to review and update their financial plans as life changes. The institution also offers resources on their website for privacy, security, and email fraud prevention. Rush, Coda and Associates - Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
333 Bridge St NW UNIT 205, Grand Rapids, MI 49504, United States -
Trust Investment Management
● ClosedTrust Investment Management is a leading financial institution located at 40 Pearl Street Northwest in Grand Rapids, Michigan. Specializing in asset management and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth or plan for retirement, Trust Investment Management is committed to providing personalized and comprehensive solutions to meet your needs. Visit us today to learn more about our ATM and finance services.
40 Pearl St NW # 333, Grand Rapids, MI 49503, United States -
Shawn Fair - Thrivent
● ClosedShawn 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 -
Rick Rolf - Thrivent
● ClosedRick Rolf - Thrivent is a finance institution located at 7679 Cidermill Drive Southeast in Grand Rapids, Michigan, United States. Specializing in financial planning and investment services, Rick Rolf - Thrivent offers personalized solutions to help individuals and families achieve their financial goals. With a focus on integrity and customer satisfaction, the institution provides expert guidance and support to help clients navigate the complexities of the financial world. Whether you are looking to save for retirement, invest for the future, or plan for major life events, Rick Rolf - Thrivent is dedicated to helping you secure a bright financial future.
7679 Cidermill Dr SE, Grand Rapids, MI 49508, United States -
David Keener - TIAA Wealth Management Advisor
● ClosedDavid Keener - TIAA Wealth Management Advisor is a trusted financial institution located at 333 Bridge Street Northwest in Grand Rapids, Michigan. As a Wealth Management Advisor, David Keener offers personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on wealth management, investment strategies, retirement planning, and estate planning, David Keener provides expert guidance and tailored solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, David Keener - TIAA Wealth Management Advisor is committed to helping you make informed financial decisions and navigate the complexities of the financial world.
333 Bridge St NW #110, Grand Rapids, MI 49504, United States -
Lincoln Financial Advisors
● ClosedLincoln Financial Advisors is a reputable finance institution located at 4135 Embassy Drive Southeast in Grand Rapids, Michigan, United States. With a strong focus on providing personalized financial planning and wealth management services, Lincoln Financial Advisors is dedicated to helping individuals and families achieve their financial goals. With a team of experienced advisors, they offer expert guidance and tailored solutions to help clients navigate the complexities of the financial world. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Lincoln Financial Advisors is committed to providing you with the tools and support you need to secure your financial future.
4135 Embassy Dr SE, Grand Rapids, MI 49546, 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 -
Regulus Advisors
● ClosedRegulus Advisors is a reputable finance institution situated at 2687 44th Street Southeast in Grand Rapids, Michigan, United States. With a team of experienced financial experts, Regulus Advisors offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investment management, retirement planning, or wealth preservation, Regulus Advisors is dedicated to providing personalized solutions tailored to your specific needs. Trust in Regulus Advisors to guide you towards a secure financial future.
2687 44th St SE, Grand Rapids, MI 49512, United States -
Tarfis Wealth Management, LLC
● OpenTarfis Wealth Management, LLC is a reputable finance institution located at 3940 Peninsular Drive Southeast in Grand Rapids, Michigan, United States. Specializing in wealth management, Tarfis offers personalized financial services to help clients achieve their financial goals and secure their financial future. With a team of experienced professionals, Tarfis Wealth Management, LLC provides expert advice and guidance on investments, retirement planning, and estate planning. Trust Tarfis to provide comprehensive financial solutions tailored to meet your individual needs and objectives.
3940 Peninsular Dr SE, Grand Rapids, MI 49546, United States -
Pinnacle Partners Financial Group of MI,LLC
● OpenPinnacle Partners Financial Group of MI, LLC is a finance institution located in Grand Rapids, Michigan. We offer a wide range of financial services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and tailored solutions to meet the unique needs of each client. Whether you are looking to invest, plan for retirement, or secure a loan, we are here to help guide you every step of the way. Visit us at 2828 Kraft Avenue Southeast to learn more about how we can assist you in reaching your financial aspirations.
2828 Kraft Ave SE, Grand Rapids, MI 49512, United States -
Shaun Smith - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedShaun 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 -
Equitable Advisors: Daniel Sayfie
● ClosedEquitable Advisors: Daniel Sayfie is a finance institution located at 3501 Lake Eastbrook Boulevard Southeast in Grand Rapids, Michigan, United States. Our team of experienced advisors led by Daniel Sayfie is dedicated to providing personalized financial planning and investment strategies to help clients achieve their financial goals. With a focus on transparency and integrity, we offer a wide range of services including retirement planning, wealth management, and insurance solutions. Trust Equitable Advisors: Daniel Sayfie to guide you towards a secure and prosperous financial future.
3501 Lake Eastbrook Blvd SE, Grand Rapids, MI 49546, United States -
Rick Wagner - Financial Advisor
● ClosedRick Wagner - Financial Advisor is a well-established finance institution located in Grand Rapids, Michigan. With a focus on providing personalized financial advice and guidance, Rick Wagner helps individuals and families navigate their financial goals and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to invest for the future, Rick Wagner offers tailored solutions to meet your needs. Visit us at 3075 Charlevoix Drive Southeast to start your journey towards financial success today.
3075 Charlevoix Dr SE, Grand Rapids, MI 49546, United States -
Global Financial Trust
● ClosedGlobal Financial Trust is a premier financial institution located at 770 Kenmoor Avenue Southeast in Grand Rapids, Michigan. As a trusted provider of financial services, we offer a wide range of solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized service and expert guidance to our clients. Whether you are looking to invest, plan for retirement, or secure a loan, Global Financial Trust is here to help you navigate the complexities of the financial world. Visit us today to learn more about how we can assist you in securing your financial future.
770 Kenmoor Ave SE STE 203, Grand Rapids, MI 49546, United States -
Michael G Aboosamra - Morgan Stanley
● OpenMichael G Aboosamra - Morgan Stanley is a finance institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan, United States. With a focus on providing personalized financial services, they offer a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The team at Michael G Aboosamra - Morgan Stanley is dedicated to providing expert guidance and support to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, they are committed to helping you build a secure financial future.
5122 Cascade Rd SE 1st Fl, Grand Rapids, MI 49546, United States -
Luminist Capital
● OpenLuminist Capital is a leading finance institution located at 4981 Cascade Road Southeast in Grand Rapids, Michigan, United States. With a focus on providing expert financial services and investment opportunities, Luminist Capital is dedicated to helping clients achieve their financial goals. Our team of experienced professionals offers personalized advice and innovative solutions to help clients navigate the complex world of finance. Whether you are looking to grow your wealth, plan for retirement, or invest in the future, Luminist Capital is committed to providing the highest level of service and expertise. Visit us today to learn more about how we can help you secure your financial future.
4981 Cascade Rd SE Suite C, 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
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