TOP 30 Best Tailored business advisory services in Grand Rapids, Michigan

Veltman Investment Management and Financial Services, located at 741 East Beltline Avenue Northeast in Grand Rapids, Michigan, offers personalized financial advisory services for individuals, families, and institutions. Our experienced team creates customized investment strategies to help clients achieve their financial goals. We specialize in providing unique solutions for business owners and entrepreneurs, nurturing wealth for a better quality of life, and confidently managing assets. Our team understands the challenges women face in finance and provides expert guidance. With over 50 years of combined experience in the industry, we have the knowledge and resources to help clients make the most of their investment opportunities. As a part of Raymond James, a reputable independent financial services company, we are committed to delivering quality service and tailored solutions to our clients.

MED-1 Occupational Health Services is a premier institution located at 1140 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in occupational healthcare, our dedicated team of doctors and health professionals prioritize the health and well-being of your employees. Since 1984, we have been providing custom-tailored services and programs to help local companies reduce workers' compensation costs. Our clinic managers ensure efficient communication between you, your employees, and our providers for the most effective return-to-work solutions. With a web-based reporting system offering 24/7 access to employee reports, results, and authorizations through a secure HIPAA compliant portal, we strive to keep you informed and supported at all times.

Financial Advisory Corporation is a leading finance institution located at 4251 Cascade Road Southeast in Grand Rapids, Michigan. Our team of experienced financial advisors provides personalized guidance and expert advice to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, our dedicated professionals are here to assist you every step of the way. Trust Financial Advisory Corporation for all your financial needs and let us help you secure a brighter financial future.

Grand Wealth Management is a finance institution located at 333 Bridge Street Northwest, Grand Rapids, Michigan, United States. Our holistic approach aligns your finances with what's important to you, working as your partner to achieve what matters most. Whether you are a business owner looking to build, protect, and maximize your wealth inclusive of your business, or an individual navigating complex compensation structures, we provide transparent and tax-sensitive financial plans tailored to your goals. Our team, led by Senior Financial Advisor Jeff Williams, is dedicated to helping clients secure their financial future and create a lasting legacy for their loved ones. Login to securely upload your documents through Citrix ShareFile and learn more about our comprehensive Wealth Management Services today.

Raymond James Financial Services, located at 741 East Beltline Avenue Northeast in Grand Rapids, Michigan, is a leading finance institution that offers personalized financial advisory services tailored to the unique needs of each client. From individuals to families to high-caliber institutions, Raymond James provides customized investment strategies and a high standard of service. Their experienced team offers unique solutions for business owners and entrepreneurs, helps clients nurture their wealth for a better future, and provides guidance for confidently managing new assets. They understand the challenges that women face in the financial world and are dedicated to helping them succeed.

99 Monroe Wealth Group, a financial advisory practice of Ameriprise Financial Services, LLC, is located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in finance, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. We prioritize what matters most to you, whether it's planning for retirement, education, or a significant purchase like a second home. Our team documents your goals, regularly reviews your progress, and adjusts your approach as needed to help you achieve financial success. You can easily access your investments and accounts from any device, track your progress towards your goals, and securely share information with us. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial objectives. Our Ameriprise financial advisors are registered to do business in specific U.S. states, so please refer to our personal website or FINRA's BrokerCheck website for more details. We look forward to meeting with you to discuss your financial priorities and provide an overview of financial planning concepts. Keep in mind that Ameriprise Financial cannot guarantee future financial results. Thank you for considering us as a trusted resource for your financial needs.

Independent 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.

Troy Horton is a financial advisor at Ameriprise Financial Services, LLC, located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. Troy Horton offers expertise in financial planning and investment advisory services to help clients achieve their financial goals. Background and qualification information for Troy Horton can be found on FINRA's BrokerCheck website. The institution provides a Client Relationship Summary Disclosure to ensure transparency in their services.

Life & Legacy Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 2851 Charlevoix Drive Southeast, Grand Rapids, Michigan, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states, providing personalized financial planning services tailored to your specific needs. Our initial consultation offers an overview of financial planning concepts, although written analysis and recommendations are not provided. While we cannot guarantee future financial results, we are dedicated to helping you achieve your financial goals. Our website contains important disclosures, rules, and regulations that users agree to be bound by. We are a member of FINRA and SIPC, ensuring the security and privacy of your financial information. We appreciate referrals and look forward to assisting your friends and family members with their financial needs. Contact us today to schedule a meeting and discuss what's most important to you.

Chase Carpenter - Financial Advisor at Ameriprise Financial Services, LLC, located at 5136 Cascade Road Southeast in Grand Rapids, Michigan, is a trusted finance institution. As part of HS&C Wealth Management, they have been recognized as one of Forbes Best-In-State Wealth Management Teams for 2024. Chase Carpenter provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. Chase Carpenter specializes in helping clients plan for retirement, addressing common concerns such as income stability, market fluctuations, and inflation impact on retirement savings. The Retirement InteractiveSM tool offers valuable insights into potential challenges affecting retirement income.

Team Financial Group, Inc. is a finance institution located at 650 3 Mile Road Northwest, Grand Rapids, Michigan, United States. With over two decades of experience, Team Financial Group specializes in providing fast and flexible financing options for businesses looking to acquire equipment. As an independently owned commercial equipment financing company, they offer a variety of options to help businesses in various industries and stages of growth. Their quick application process will not affect your credit score, making it easy to get the financing you need. Additionally, Team Financial Group offers tools for businesses looking to sell equipment with low monthly payment options for customers. Clients have praised the professionalism, responsiveness, and personalized service provided by the team at Team Financial Group. Whether you are looking to finance equipment for your business or sell equipment to customers, Team Financial Group is a reliable partner in helping your business succeed.

Doeren Mayhew is a leading accounting and finance institution located at 56 Cesar E. Chavez Avenue Southwest in Grand Rapids, Michigan, United States. With a team of highly skilled professionals, they offer a wide range of services including tax planning, auditing, and financial consulting. Their commitment to excellence and client satisfaction sets them apart in the industry, making them a trusted partner for businesses and individuals alike. Whether you are looking for assistance with your personal finances or need help managing your company's accounting needs, Doeren Mayhew is dedicated to providing top-notch service tailored to your specific goals and objectives.

Deborah Wilks - State Farm Insurance Agent is a reputable insurance agency located at 11827 Fulton Street East in Lowell, Michigan, United States. Since opening in 2007, our agency has been dedicated to serving customers in Lowell, Alto, Ada, Grand Rapids, Saranac, Lake Odessa, Clarksville, and surrounding areas with their insurance and financial service needs. Our team of licensed insurance professionals is committed to providing personalized insurance coverage tailored to each individual's requirements. Deborah Wilks, the agency owner, is a proud graduate of Grand Valley State University and an active member of the community. She is involved in various community initiatives, such as working with the Lowell High School Youth Advisory Council on Distracted Driving and serving as a member and Past President of the Lowell Rotary Club. Deborah's mission is to raise awareness about safe driving practices among the youth in the area.

Hylant is an insurance agency located at 85 Campau Avenue Northwest, Grand Rapids, Michigan, United States. Our mission is to help you be the best at what you do by providing insurance, employee benefits, and risk management consulting services. We work with you to protect what matters most, manage the unmanageable, and deliver innovative solutions to your unique challenges. Our experts customize plans to safeguard your business from the uncertainties of the world. We design compliant benefits programs to fit your business's needs and culture. Our consulting services include international solutions, M&A solutions, alternative risk, and cyber solutions. With offices across the United States, we offer local service with global reach. Join our team to make a difference and learn why we've been named a "Best Places to Work" for 14 years running. Let us help you find the best risk management and employee benefits options for your needs.

Fortress Partners is a trusted insurance agency located at 5005 Plainfield Avenue Northeast in Grand Rapids, Michigan. Our team of experienced professionals is dedicated to providing top-notch insurance solutions to protect you and your assets. With a focus on personalized service and competitive rates, we strive to build long-lasting relationships with our clients and help them navigate the complexities of the insurance industry. Whether you are looking for home, auto, life, or business insurance, Fortress Partners has you covered. Contact us today to learn more about how we can tailor a policy to meet your specific needs.

Kotz Sangster is a reputable institution located at 3333 Deposit Drive Northeast in Grand Rapids, Michigan, United States. Known for its commitment to excellence, Kotz Sangster offers a wide range of services to meet the needs of its clients. With a team of experienced professionals, the institution provides top-notch legal, financial, and consulting services to individuals and businesses alike. Whether you are seeking assistance with estate planning, business law, real estate transactions, or any other legal matter, Kotz Sangster is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy, reliable, and knowledgeable, Kotz Sangster is your go-to institution for all your legal and financial needs.

Stifel is a finance institution located at 5181 Cascade Road Southeast in Grand Rapids, Michigan, United States. They offer a wide range of financial services including investment banking, wealth management, and advisory services. With a team of experienced professionals, Stifel is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or invest in the future, Stifel is committed to providing personalized solutions tailored to your specific needs.

H&S Companies is a leading accounting and finance institution located at 4575 Lake Michigan Drive Northwest in Grand Rapids, Michigan, United States. With a team of experienced professionals, H&S Companies offers a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual, small business, or large corporation, H&S Companies is dedicated to providing top-notch financial solutions tailored to your specific needs.

Baird Private Wealth Management is a leading finance institution located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. With a focus on providing personalized wealth management services, Baird Private Wealth Management offers tailored financial solutions to help clients achieve their financial goals. The institution prides itself on its team of experienced professionals who are dedicated to providing expert advice and guidance to clients. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Baird Private Wealth Management is committed to helping you navigate the complexities of the financial world with confidence.

Kanai 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.

ClearVista Advisors is a leading finance institution located at 630 Kenmoor Avenue Southeast in Grand Rapids, Michigan, United States. Specializing in providing expert financial advice and solutions, ClearVista Advisors is committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, ClearVista Advisors offers personalized services tailored to meet the unique needs of each client. Whether you are looking for investment guidance, retirement planning, or wealth management services, ClearVista Advisors is dedicated to providing top-notch financial expertise and support. Contact them today to learn more about how they can help you secure your financial future.

Located in Grand Rapids, Michigan, Baker Holtz is a reputable institution specializing in accounting and finance services. With a strong focus on client care, the firm prides itself on balancing expertise with individual needs. Since 1979, Baker Holtz has been dedicated to serving closely-held businesses, owners, and individuals seeking financial and tax advice. The firm's team of experts work collaboratively to provide dynamic solutions with integrity, ensuring compliance and seizing opportunities for clients. Specializing in industries such as transportation, manufacturing, real estate, and trade, Baker Holtz offers a wide range of audit, tax, and advisory services tailored to each client's specific needs. Testimonials from satisfied clients highlight the firm's personalized approach and commitment to helping businesses thrive. Whether you are a small business owner or a large industry player, Baker Holtz is equipped to support your financial success and growth.

Van Wyk Risk Solutions is a reputable insurance agency located at 150 Ottawa Avenue Northwest in Grand Rapids, Michigan, United States. With a strong focus on providing personalized risk management solutions, they offer a wide range of insurance products to meet the unique needs of their clients. Whether it's home, auto, business, or life insurance, Van Wyk Risk Solutions is committed to helping individuals and businesses protect what matters most to them. Their experienced team of insurance professionals is dedicated to providing exceptional service and finding the best coverage options at competitive rates. Trust Van Wyk Risk Solutions to safeguard your assets and provide peace of mind for the future.

Hawkins & Co CPA is a leading accounting and finance institution located at 824 Burton Street Southeast in Grand Rapids, Michigan, United States. At our firm, we prioritize our clients above all else, tailoring our services to meet their unique and individual needs. Whether you require assistance with your current financial situation or are planning for the future, our team is dedicated to providing professional and personalized service with a keen attention to detail. Trust Hawkins & Co CPA to help you achieve your financial goals with confidence and peace of mind.

Pennell CPA is a trusted accounting and finance institution located at 5005 Cascade Road Southeast in Grand Rapids, Michigan, United States. Our foundation is built on strong relationships with our clients, allowing us to be trusted advisors in their financial matters. We take the time to understand what matters to our clients and provide tailored solutions to ensure their success. Our services go beyond traditional tax and accounting services, offering expertise, value, and timely service to solve complex situations. We offer tax preparation services for individuals, partnerships, corporations, and trusts, as well as professional accounting services for a wide range of businesses. Our team of experienced Certified Public Accountants provides management and operational advice to entrepreneurs and business leaders.

Merrill Lynch Wealth Management, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, is a financial institution that offers a wide range of services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch can provide financial strategies tailored to your specific needs, including retirement income planning, guidance on investments, and access to estate planning services through Bank of America. The advisors at Merrill Lynch Wealth Management are dedicated to client service and satisfaction, working closely with clients to understand their goals and create personalized financial strategies. The branch is also involved in charitable outreach and volunteerism to support the communities in which they operate.

Great Lakes Financial Management is a leading finance institution located in Grand Rapids, Michigan. With a commitment to providing top-notch financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. From investment management to retirement planning, we offer a wide range of services tailored to meet the unique needs of our clients. Visit us at 688 Cascade West Parkway Southeast to learn more about how Great Lakes Financial Management can help you secure a stable financial future.

Dolinka Van Noord & Co is a reputable accounting and finance institution located in Grand Rapids, Michigan. At DOLINKA, VANNOORD & COMPANY, they pride themselves on their personalized approach to financial services. They offer a complete range of services to meet various needs, delivered with quality and timely service. The institution stands out by focusing on planning for the future, ensuring that clients receive the best possible advice and solutions. Clients have praised the staff for their dedication, expertise, and attention to detail. With a strong reputation for excellence in customer service, Dolinka, VanNoord & Co is a trusted partner for businesses and individuals seeking financial guidance. The institution is committed to protecting the privacy and confidentiality of their clients' information, adhering to strict professional standards. Contact them today for quality financial services tailored to your needs.

Prometis Partners is a leading finance institution located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. We specialize in providing expert financial services and strategic advice to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to delivering personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Prometis Partners is here to help you every step of the way. Trust us to be your partner in financial success.

Conway MacKenzie is a finance institution located in Grand Rapids, Michigan, United States. We offer practical advisory services and solutions to help our clients achieve exceptional results. Our services include segment reporting, CFO collaboration, organizational structure refinement, technical accounting solutions, interim management, profitability improvement, debt and equity market access, ESG strategy development, risk management programs, distressed situation restoration, and more. We partner with various entities such as corporations, private equity firms, lenders, and borrowers to elevate performance across the business lifecycle. Our team at Conway MacKenzie is committed to treating each client's business as our own, providing tailored solutions and expertise to drive success. With offices nationwide and a focus on employee experience and growth, we strive to deliver exceptional results and strategic vision for our clients. Explore opportunities with us to accelerate your career and make a meaningful impact in the finance industry.