TOP 30 Best Tailored financial advice in Grand Rapids, Michigan

Ryan Weaver - Financial Advisor, Ameriprise Financial Services, LLC, located at 333 Bridge Street Northwest, Grand Rapids, Michigan, United States, offers personalized financial services tailored to individual goals and risk tolerance. With a focus on retirement planning, education savings, and investment strategies, Ryan Weaver works closely with clients to track progress, adjust strategies as needed, and provide regular updates on financial portfolios. Clients have secure access to their accounts and investments from any device, allowing for easy monitoring of progress towards financial goals. By scheduling a complimentary initial consultation, clients can explore how Ryan Weaver can help them achieve a more confident financial future. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC offers investment products and advisory services to help clients navigate the complexities of the financial market. With a commitment to privacy and security, Ameriprise Financial ensures that clients receive personalized attention and support in achieving their financial goals.

Edward Jones - Financial Advisor: Aaron Louisell is a reputable financial institution located at 5020 East Beltline Avenue Northeast in Grand Rapids, Michigan. As a trusted financial advisor, Aaron Louisell provides personalized investment and wealth management 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: Aaron Louisell offers a wide range of financial planning solutions tailored to meet the unique needs of each individual or family. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Aaron Louisell and his team are dedicated to helping you make informed decisions and secure your financial future.

Edward Jones - Financial Advisor: Ben Kragt, AAMS™|CRPC™ is a reputable financial institution located at 4610 Plainfield Avenue Northeast in Grand Rapids, Michigan, United States. Specializing in personalized financial planning and investment strategies, Ben Kragt, AAMS™|CRPC™ offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution provides tailored solutions to meet the unique needs of each individual or business. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edward Jones - Financial Advisor: Ben Kragt, AAMS™|CRPC™ is dedicated to helping you secure a prosperous financial future.

George 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.

Edward 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.

Merrill 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.

Lakeshore 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.

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.

Rush, 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.

Merrill Lynch Financial Advisor Scott D Bernecker, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, offers personalized financial strategies tailored to help clients pursue their long-term goals. With a dual focus on institutional clients and affluent individuals and families, the team at Merrill Lynch combines expertise in investment research, portfolio allocation, and tax policy to provide comprehensive wealth management services. By working closely with clients to understand their aspirations and priorities, the team develops customized financial plans designed to manage, grow, and preserve wealth for the future. Recognized for exemplary client service, the advisors at Merrill Lynch have received accolades from industry publications such as Barron's and Financial Times. With access to the global resources of Merrill Lynch and Bank of America, the team is committed to building strong client relationships based on trust and personalized service. Whether planning for retirement, education expenses, or estate planning, Merrill Lynch Financial Advisor Scott D Bernecker offers a holistic approach to help clients achieve their financial goals.

R 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.

Shanna Shillington-Bylsma - Financial Advisor, Ameriprise Financial Services, LLC, located at 2851 Charlevoix Drive Southeast, Grand Rapids, Michigan, United States, is a reputable finance institution. Shanna Shillington-Bylsma is the 2023 Recipient of the Ameriprise Client Experience Award and offers investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular progress reviews, updates, and goal tracking are provided to ensure clients are on the right financial path. Clients can access their investments and accounts securely from any device. Risk tolerance is a key factor in determining investment strategies, and Shanna Shillington-Bylsma helps clients understand and navigate market volatility. Those interested in a more confident financial future can schedule a complimentary initial consultation. Ameriprise Financial Services, LLC offers investment products and services through a registered investment adviser, with securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Shanna Shillington-Bylsma is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. The institution prioritizes privacy and security, with a focus on helping clients achieve their financial goals.

Jared Mysliwiec is a Financial Advisor at Ameriprise Financial Services, LLC located at 3351 Eagle Run Drive Northeast, Grand Rapids, Michigan, United States. Jared 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 Jared's expertise in various aspects of financial planning including asset management, estate planning, retirement planning, investment strategies, and insurance products. Jared is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Jared Mysliwiec at Ameriprise Financial Services for expert financial guidance tailored to your specific needs."

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.

Rick 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.

Edward Jones - Financial Advisor: Philip Streng, AAMS™|CRPC™ is a reputable finance institution located at 825 Parchment Drive Southeast in Grand Rapids, Michigan, United States. As a certified financial advisor with designations in AAMS™ and CRPC™, Philip Streng offers expert advice and personalized financial planning services to help clients achieve their financial goals. With a commitment to providing top-notch customer service and tailored financial solutions, Edward Jones - Financial Advisor: Philip Streng, AAMS™|CRPC™ is a trusted partner in helping individuals and families secure their financial future.

Foguth Financial Group, located at 4450 Cascade Road Southeast in Grand Rapids, Michigan, is a trusted finance institution dedicated to helping clients plan for a secure financial future, starting today. Specializing in retirement planning, our experienced team is committed to making your dream retirement a reality. As a proud Wealth Management Partner of Michigan Athletics, we understand the importance of having a clear plan in place to navigate the uncertainties and frustrations that can come with retirement. Our team will assess your overall financial situation, identify opportunities for growth, and create a personalized plan tailored to your unique needs.

EQUITABLE ADVISORS, led by David Sayfie, MBA, is a reputable finance institution located in Grand Rapids, Michigan. With a focus on providing personalized financial advice and services, EQUITABLE ADVISORS helps clients navigate their financial goals and investments. Situated at 4467 Cascade Road Southeast, Grand Rapids, the institution offers a range of financial solutions tailored to meet each client's unique needs. Trust EQUITABLE ADVISORS to guide you towards a secure financial future.

Michael Gascon is a financial advisor at Ameriprise Financial Services, LLC located at 5136 Cascade Road Southeast, Grand Rapids, Michigan, United States. Michael Gascon 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 Michael Gascon's expertise in various aspects of financial planning and asset management. Whether you are a retiree, small business owner, high net worth individual, or someone planning for retirement, Michael Gascon can provide tailored financial advice to help you achieve your financial goals. Contact Michael Gascon today for expert financial guidance and personalized wealth management strategies.

At Edward Jones - Financial Advisor: Erin E McGovern in Grand Rapids, Michigan, you can trust in personalized financial advice and guidance from a dedicated professional. Located at 6759 Cascade Road Southeast, Erin E McGovern offers expert financial planning services to help you achieve your goals and secure your financial future. With a focus on building long-term relationships and providing tailored solutions, this institution is committed to helping you make informed decisions about your finances. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Erin E McGovern at Edward Jones is here to help you every step of the way.

JD Meisling is the Branch Manager at Ameriprise Financial Services, LLC located at 333 Bridge Street Northwest, Grand Rapids, Michigan, United States. As a finance institution, Ameriprise offers personalized financial advice and services to help individuals achieve their financial goals. Each Ameriprise advisor, including JD Meisling, has specific areas of focus which can be tailored to meet the needs of clients. Clients can review the backgrounds, credentials, and experience of advisors to find the best fit for their financial goals. By filling out a "Request consultation" form, clients can connect with their desired advisor, such as JD Meisling, who will then schedule a complimentary initial consultation to discuss financial planning and investment strategies.

Fusion Financial Group is a dynamic institution located at 728 Cambridge Boulevard Southeast, Grand Rapids, Michigan, United States. Specializing in accounting and finance, we believe that financials tell a story. Our team offers guidance and insight to help you understand how each number contributes to your overall financial narrative. We approach projects with a fresh perspective, working as your motivator, educator, and advisor to help you meet your goals. Our commitment is to ensure the accuracy of your financial data by collaborating closely with your team. Drawing on our wealth of experience and adherence to industry best practices, we deliver robust and streamlined accounting services to support your day-to-day financial tasks seamlessly. Services include account updates, payables, receivables, reconciliations, and financial statements.

The Griswold Group is a reputable health insurance agency located at 1504 Coit Avenue Northeast in Grand Rapids, Michigan, United States. With a strong commitment to providing high-quality health insurance solutions, The Griswold Group offers a range of insurance products tailored to meet the needs of individuals and families. Their team of experienced agents are dedicated to helping clients find the best coverage options at competitive rates. Trust The Griswold Group to protect your health and financial well-being with their comprehensive insurance offerings.

Michael A Tawney & Company, PC is a reputable accounting and finance institution located in Grand Rapids, Michigan. With a convenient address at 1675 Michigan Street Northeast, this company offers a wide range of financial services to individuals and businesses in the area. Their team of experienced professionals is dedicated to providing top-notch accounting solutions, tax planning, and financial consulting to help clients achieve their financial goals. Whether you need assistance with bookkeeping, tax preparation, or financial analysis, Michael A Tawney & Company, PC is committed to delivering personalized and reliable services tailored to meet your specific needs. Trustworthy and knowledgeable, this institution is a trusted partner for all your accounting and finance needs in Grand Rapids.

H&R Block is a renowned accounting and finance institution located at 2147 Wealthy Street Southeast in East Grand Rapids, Michigan, United States. With a trusted reputation for providing expert tax preparation services and financial guidance, H&R Block is committed to helping individuals and businesses manage their finances effectively. Whether you need assistance with tax filing, financial planning, or investment advice, the knowledgeable professionals at H&R Block are dedicated to helping you achieve your financial goals. Visit their office in East Grand Rapids today for personalized financial solutions tailored to your specific needs.

Octant Insurance is a reputable health insurance agency located at 5344 Plainfield Avenue Northeast in Grand Rapids, Michigan. With a commitment to providing top-notch insurance services, Octant Insurance offers a range of health insurance options tailored to meet the needs of individuals and families. Their knowledgeable agents are dedicated to helping clients find the best coverage at affordable rates. Whether you are looking for individual health insurance or group plans, Octant Insurance is here to assist you every step of the way. Trust Octant Insurance to protect your health and financial well-being.

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.

Rothwell Ltd is a reputable insurance agency located at 2020 Raybrook Street Southeast in Grand Rapids, Michigan. With a commitment to providing top-notch insurance services to individuals and businesses, Rothwell Ltd offers a wide range of insurance products tailored to meet the unique needs of their clients. Their team of experienced and knowledgeable professionals work diligently to ensure that their clients are well-protected and receive the best coverage options available. Whether you are looking for auto, home, life, or commercial insurance, Rothwell Ltd is dedicated to helping you find the right policy at the best possible price. Contact them today to learn more about their services and how they can assist you with your insurance needs.

Farmers Insurance - Kaleb Creamer-Schenck is a reputable insurance agency located at 6151 Kalamazoo Avenue Southeast in Grand Rapids, Michigan. Specializing in providing a wide range of insurance products and services, their team is dedicated to helping individuals and businesses protect their assets and achieve financial security. With a commitment to personalized service and tailored insurance solutions, Farmers Insurance - Kaleb Creamer-Schenck is a trusted partner in safeguarding what matters most to their clients. Contact them today for expert advice and comprehensive coverage options.

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.