Specialized financial services in Michigan
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Edward Jones - Financial Advisor: Evan Llewellyn, AAMS™
● ClosedEdward Jones - Financial Advisor: Evan Llewellyn, AAMS™ is a reputable financial institution located at 723 East Savidge Street in Spring Lake, Michigan, United States. Specializing in finance, Evan Llewellyn, AAMS™ offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized service and a commitment to building long-term relationships, Edward Jones - Financial Advisor: Evan Llewellyn, AAMS™ is dedicated to providing top-notch financial planning and investment solutions. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, Evan Llewellyn, AAMS™ is here to help you navigate the complexities of the financial world and make informed decisions.
723 E Savidge St Suite C, Spring Lake, MI 49456, United States -
Edward Jones - Financial Advisor: Josh Franken
● ClosedEdward Jones - Financial Advisor: Josh Franken is a reputable financial institution located at 13827 Port Sheldon Street in Holland, Michigan, United States. Specializing in finance, Josh Franken and his team provide personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Josh Franken is dedicated to helping clients secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.
13827 Port Sheldon St, Holland, MI 49424, United States -
Fox Financial
● OpenFox Financial is a premier finance institution located at 1975 Holton Road in Muskegon, Michigan, United States. We specialize in providing expert financial services to individuals and businesses, helping them achieve their financial goals and secure their financial futures. Our team of experienced professionals is dedicated to offering personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Fox Financial is here to help. Visit us today to see how we can help you reach your financial goals.
1975 Holton Rd, Muskegon, MI 49445, United States -
Mark Wielinga - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMark Wielinga - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 700 Terrace Point Drive in Muskegon, Michigan, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to provide expert financial advice to their clients. From AAMS™ certification to APMA™ and AWMA℠ certifications, the advisors at Ameriprise Financial Services, LLC have the knowledge and expertise to address the diverse needs of individuals seeking financial guidance. Additionally, the institution offers specialized certifications such as the Certified Divorce Financial Analyst and the Chartered Financial Analyst® designation, demonstrating their commitment to providing comprehensive financial planning services. Whether you are planning for retirement, managing assets, or navigating complex financial situations, the advisors at Ameriprise Financial Services, LLC are prepared to help you achieve your financial goals.
700 Terrace Point Dr Ste 300, Muskegon, MI 49440, United States -
Merrill Lynch Financial Advisor Joseph B Masvero
● ClosedMerrill Lynch Financial Advisor Joseph B Masvero is a reputable finance institution located at 380 West Western Avenue in Muskegon, Michigan, United States. Specializing in providing expert financial advice and services, Joseph B Masvero and his team offer personalized solutions to help clients achieve their financial goals. With a strong focus on building long-term relationships based on trust and integrity, Merrill Lynch Financial Advisor Joseph B Masvero is dedicated to helping individuals and businesses make informed decisions to secure their financial futures.
380 W Western Ave, Muskegon, MI 49440, United States -
Jack Hendon - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJack Hendon - Private Wealth Advisor at Ameriprise Financial Services, LLC is located at 4985 Harvey Street in Norton Shores, Michigan, United States. As a finance institution, Jack Hendon specializes in providing personalized financial advice and services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, Jack Hendon offers a comprehensive approach to financial planning. Each Ameriprise advisor, including Jack Hendon, has their own unique areas of focus, allowing clients to find an advisor that aligns best with their individual needs. Clients can review Jack Hendon's background, credentials, and experience to ensure they are the right fit for their financial goals. By filling out a "Request consultation" form, clients can connect with Jack Hendon for a complimentary initial consultation to discuss their financial needs and create a customized plan for their future.
4985 Harvey St, Norton Shores, MI 49444, United States -
Edward Jones - Financial Advisor: Floyd J Peplinski, AAMS™
● ClosedEdward Jones - Financial Advisor: Floyd J Peplinski, AAMS™ is a reputable finance institution located at 384 North 3rd Avenue, Fruitport Charter Township, Michigan, United States. Specializing in providing personalized financial advice and services, Floyd J Peplinski, AAMS™ is a knowledgeable and experienced advisor who is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Floyd J Peplinski, AAMS™ is committed to providing expert guidance and support to individuals and families seeking to secure their financial future.
384 N 3rd Ave Suite C, Fruitport Charter Twp, MI 49415, 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 -
Timothy Huizenga - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenTimothy Huizenga - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 44 East 8th Street in Holland, Michigan, offers a range of financial services and expertise to help clients navigate their wealth management needs. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Timothy Huizenga is equipped to assist individuals with asset management, investment strategies, estate planning, retirement planning, and insurance products. The institution also provides specialized services for domestic partners, estate planners, seniors, divorce financial analysis, and exit planning. The team at Ameriprise Financial Services, LLC is dedicated to providing comprehensive and personalized financial solutions to help clients achieve their financial 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 -
Westshore Financial Services
● ClosedWestshore Financial Services is a reputable finance institution located at 192 West 33rd Street in Holland, Michigan, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, insurance, and wealth management. With a team of experienced financial advisors, we are committed to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you with your financial needs.
192 W 33rd St, Holland, MI 49423, United States -
Roger Gamache - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedRoger Gamache - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 44 East 8th Street, Holland, Michigan, United States, is a finance institution that offers a range of services to meet the diverse needs of individuals seeking wealth management solutions. With various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the team at Roger Gamache is well-equipped to provide expert advice and guidance on asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, the professionals at Roger Gamache are committed to helping you achieve your financial goals. With a focus on ethical practices, ongoing education, and specialized expertise, Roger Gamache is dedicated to providing top-notch financial services to its clients.
44 E 8th St UNIT 215, Holland, MI 49423, United States -
Edward Jones - Financial Advisor: Scott W Pedersen
● ClosedEdward Jones - Financial Advisor: Scott W Pedersen is a reputable financial institution located at 777 Washington Avenue in Holland, Michigan, United States. Specializing in providing personalized financial planning and investment services, Scott W Pedersen and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Scott W Pedersen is committed to providing top-notch financial advice and guidance to individuals, families, and businesses in the Holland area.
777 Washington Ave Ste 30, Holland, MI 49423, United States -
Edward Jones - Financial Advisor: Kristopher Reinhardt, AAMS™|CRPS™
● ClosedEdward Jones - Financial Advisor: Kristopher Reinhardt, AAMS™|CRPS™ is a trusted financial institution located at 205 West 29th Street in Holland, Michigan, United States. Specializing in finance, Kristopher Reinhardt offers personalized and comprehensive financial planning services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert advice and guidance to help clients make informed decisions about their investments, retirement planning, and wealth management. As a certified Accredited Asset Management Specialist (AAMS™) and Chartered Retirement Plans Specialist (CRPS™), Kristopher Reinhardt is dedicated to helping clients navigate the complexities of the financial world and secure their financial future.
205 W 29th St Suite 1, 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 -
Edward Jones - Financial Advisor: Jeffrey Bodkins
● ClosedEdward Jones - Financial Advisor: Jeffrey Bodkins is a reputable financial institution located at 246 South River Avenue in Holland, Michigan, United States. Specializing in providing personalized financial advice and services, Jeffrey Bodkins and his team are dedicated to helping clients achieve their financial goals and secure their futures. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jeffrey Bodkins is committed to providing top-notch financial planning, investment management, and retirement planning services to individuals and families in the Holland area. Schedule a consultation today to start planning for a brighter financial future.
246 S River Ave Suite 102, Holland, MI 49423, United States -
Merrill Lynch Financial Advisor Jack McKeough
● ClosedMerrill Lynch Financial Advisor Jack McKeough is located at 380 West Western Avenue in Muskegon, Michigan, United States. Our institution specializes in providing proactive financial advice and guidance to help businesses, associates, and families achieve their goals. With offices in West Michigan and Chicago, Illinois, our team of experts is dedicated to understanding the unique needs and objectives of your institution. We offer personalized service and strategies tailored to your specific requirements, supported by the global perspective and industry experience of Bank of America. As a Senior Resident Director and Wealth Management Advisor, Jack McKeough and his team at Hammond, Martin & Associates are committed to helping institutional investors navigate today's financial landscape. We offer a range of services, including wealth management questionnaires, risk allocation statements, and digital capabilities to help you make informed investment decisions. Our goal is to help you strengthen and grow your organization while fulfilling your goals and missions.
380 W Western Ave, Muskegon, MI 49440, United States -
Knuver Financial & Associates
● OpenKnuver Financial & Associates is a reputable finance institution located at 121 West Sheridan Street in Fremont, Michigan, United States. We specialize in providing expert financial services to individuals, businesses, and organizations. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized strategies and solutions. Whether you need assistance with investments, retirement planning, insurance, or other financial matters, Knuver Financial & Associates is here to help. Visit us today to learn more about how we can assist you in reaching your financial objectives.
121 W Sheridan St, Fremont, MI 49412, United States -
Jack Hendon - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJack Hendon - Private Wealth Advisor at Ameriprise Financial Services, LLC is located at 711 West Main Street in Fremont, Michigan, United States. As a finance institution, Jack Hendon specializes in helping clients reach their financial goals through personalized wealth management strategies. Each Ameriprise advisor has their own "Top areas of focus," so clients can find the advisor that best aligns with their specific needs. Clients can review Jack Hendon's background, credentials, and experience to ensure they are the right fit for their financial goals. By filling out the "Request consultation" form, clients can connect with Jack Hendon for a complimentary initial consultation to start their journey towards financial success.
711 W Main St, Fremont, MI 49412, United States -
Phil Harmon - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedPhil Harmon, a Financial Advisor at Ameriprise Financial Services, LLC, located at 5863 South Warner Avenue, Fremont, Michigan, United States, specializes in providing comprehensive financial planning services. Phil holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, investment strategies, and retirement planning. With a focus on ethical practices and client-centered approach, Phil aims to help individuals and small business owners achieve their financial goals. Whether you are looking for retirement planning, investment advice, or insurance products, Phil Harmon is dedicated to providing personalized solutions to meet your needs. Contact Phil Harmon today to start your journey towards financial success.
5863 S Warner Ave Ste 1, Fremont, MI 49412, United States -
Edward Jones - Financial Advisor: Erin M Zylman, CFP®
● ClosedEdward Jones - Financial Advisor: Erin M Zylman, CFP® is a reputable financial institution located at 1362 South Point Place in Holland, Michigan, United States. Specializing in financial planning and investment management, Erin M Zylman, a Certified Financial Planner, offers personalized and professional services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones - Financial Advisor: Erin M Zylman, CFP® is committed to helping individuals and families secure their financial future.
1362 S Point Pl Suite 110, Holland, MI 49423, United States -
Brad Buist - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBrad Buist - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 5863 South Warner Avenue, Fremont, Michigan, United States. The institution offers a range of certifications and designations 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, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Brad Buist - Financial Advisor, Ameriprise Financial Services, LLC provides comprehensive financial services to individuals and small business owners.
5863 S Warner Ave Ste 1, Fremont, MI 49412, United States -
Brian Timmer - Financial Advisor, Ameriprise Financial Services, LLC
● OpenBrian Timmer, a Financial Advisor at Ameriprise Financial Services, LLC located at 2856 Port Sheldon Street in Hudsonville, Michigan, offers a wide range of financial services to individuals and small business owners. Brian 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, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). These certifications demonstrate Brian's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Whether you are planning for retirement, managing investments, or navigating the complexities of divorce or estate planning, Brian Timmer is dedicated to providing personalized financial advice tailored to your unique needs. Contact Brian Timmer today to schedule a consultation and take the first step towards achieving your financial goals.
2856 Port Sheldon St, Hudsonville, MI 49426, United States -
Collin Bruursema - Financial Advisor, Ameriprise Financial Services, LLC
● OpenCollin Bruursema - Financial Advisor at Ameriprise Financial Services, LLC, located at 2856 Port Sheldon Street in Hudsonville, Michigan, is a trusted institution specializing in finance. By focusing on your individual goals and risk tolerance, we provide personalized investment recommendations and portfolio strategies. Our ongoing meetings and progress reviews ensure that your financial plan adapts to life changes. With secure online access, you can easily track your investments and goals from any device. Schedule a complimentary consultation to learn more about how we can help you achieve your financial objectives. As a member of Ameriprise Financial, we are proud to be recognized as one of the Most Trusted Wealth Management Companies. Please note that securities business is conducted only in states where the advisor is registered. Contact us today to discuss what matters most to you and start planning for a secure financial future.
2856 Port Sheldon St, Hudsonville, MI 49426, United States -
Edward Jones - Financial Advisor: Alex J Gass
● OpenEdward Jones - Financial Advisor: Alex J Gass is a reputable finance institution located at 5340 Plaza Avenue in Hudsonville, Michigan, United States. Specializing in financial services, this institution is dedicated to providing personalized investment strategies and financial planning to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Alex J Gass is committed to helping clients navigate the complexities of the financial world and make informed decisions for their future.
5340 Plaza Ave Suite 2, Hudsonville, MI 49426, United States -
Carter Dood - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenCarter Dood is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 2856 Port Sheldon Street, Hudsonville, Michigan, United States. Specializing in finance, Carter offers investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular progress reviews and updates as life changes, Carter helps clients track and achieve their financial goals. Clients can access their investments and accounts securely from any device. Those interested can schedule a complimentary initial consultation to learn more about Carter's services. Carter Dood is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future financial results. Clients can refer friends and family to Carter for assistance with their financial goals. Privacy and security are a top priority at Ameriprise Financial Services, LLC.
2856 Port Sheldon St, Hudsonville, MI 49426, United States -
Alan Mirza - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAlan Mirza is a financial advisor at Ameriprise Financial Services, LLC located at 6435 28th Avenue in Hudsonville, Michigan, United States. Alan 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 cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. Alan is dedicated to providing expert financial advice and guidance to individuals, retirees, small business owners, and high net worth clients.
6435 28th Ave, Hudsonville, MI 49426, United States -
Boes Financial Center & Money Concepts
● ClosedBoes Financial Center & Money Concepts is a trusted institution located at 13271 Nelva Rose Court in Coopersville, Michigan. Specializing in accounting and finance services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, investment planning, or retirement savings, we are here to provide personalized solutions tailored to your specific needs. With a commitment to excellence and integrity, Boes Financial Center & Money Concepts is your go-to resource for all your financial needs.
13271 Nelva Rose Ct, Coopersville, MI 49404, United States -
Edward Jones - Financial Advisor: Craig J Taetsch, CFP®|CEPA®
● ClosedEdward Jones - Financial Advisor: Craig J Taetsch, CFP®|CEPA® is a reputable financial institution located at 1195 Wilson Avenue Northwest in Walker, Michigan, United States. Specializing in personalized financial planning and investment strategies, Craig J Taetsch, a Certified Financial Planner and Certified Exit Planning Advisor, helps clients achieve their financial goals and secure their future. With a focus on building long-term relationships, Edward Jones provides comprehensive financial services tailored to each client's unique needs. Trustworthy, knowledgeable, and dedicated, Craig J Taetsch and his team at Edward Jones are committed to helping individuals and families make informed decisions to reach financial success.
1195 Wilson Ave NW Suite 100, Walker, MI 49534, United States -
Edward Jones - Financial Advisor: Glenn L Kimmel, AAMS™|CRPC™
● ClosedEdward 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.
4328 3 Mile Rd NW #100, Grand Rapids, MI 49534, United States
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