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Tax advisor in Grand Rapids, Michigan
188 results found
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Strategic CPA Accounting and Tax Solutions
Strategic CPA Accounting and Tax Solutions is a premier accounting and finance institution located at 2922 Fuller Avenue Northeast in Grand Rapids, Michigan, United States. Our team of Certified Public Accountants (CPAs) offers a wide range of professional services to help individuals and businesses effectively manage their finances and taxes. From tax planning and preparation to financial consulting and auditing, we provide strategic solutions tailored to meet the unique needs of our clients. With a commitment to excellence and personalized service, Strategic CPA Accounting and Tax Solutions is your trusted partner for all your accounting and financial needs.
L & M Tax Services
L & M Tax Services is a reputable accounting and finance institution located in Grand Rapids, Michigan. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. From tax preparation to financial planning, we offer a wide range of services to meet our clients' needs. Visit us at 3401 Coit Avenue Northeast to learn more about how we can help you with your financial needs.
Eastown Financial Advisors
Eastown Financial Advisors is a leading finance institution located at 1514 Wealthy Street Southeast in Grand Rapids, Michigan. Our team of experienced financial advisors provides expert guidance and personalized financial solutions to help our clients achieve their goals. Whether you are planning for retirement, investing for the future, or managing your wealth, we are dedicated to helping you make informed decisions and secure your financial future. Contact us today to schedule a consultation and take the first step towards financial success.
Fiduciary Financial Advisors
Fiduciary Financial Advisors is a reputable finance institution located at 124 Fulton Street East in Grand Rapids, Michigan, United States. As a fiduciary, we are committed to providing unbiased and trustworthy financial advice to our clients. Our team of experienced advisors works closely with individuals and businesses to develop personalized financial plans that align with their goals and values. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Fiduciary Financial Advisors is here to help you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Merrill Lynch Financial Advisor James Harding
Merrill Lynch Financial Advisor James Harding is a reputable finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states, the District of Columbia, and several US territories, clients are provided with personalized financial advice to help them achieve their desired lifestyles. It is important to note that investing involves risks, and there is always a potential for loss when investing in securities. Merrill Lynch offers a wide range of financial services, including brokerage, investment advisory, and financial planning. Additionally, insurance and annuity products are offered through Merrill Lynch Life Agency Inc., while trust and fiduciary services are provided by Bank of America Private Bank. The institution does not provide legal, tax, or accounting advice, so clients are encouraged to consult with their own advisors before making financial decisions. Merrill Lynch is a registered broker-dealer and investment adviser, and a wholly owned subsidiary of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and affiliated banks. The institution aims to provide clients with information about products and services that may be of interest to them, utilizing relationship-based ads and online behavioral advertising. Please note that Merrill Lynch is not affiliated with FINRA's BrokerCheck website, and clients should review separate terms and privacy policies when leaving Bank of America's website.
Grand Wealth Management
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.
Padgett Advisors
Padgett Advisors is a leading accounting and finance institution located at 2131 Lake Michigan Drive Northwest in Grand Rapids, Michigan. With a team of experienced professionals, Padgett Advisors offers a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Padgett Advisors is dedicated to helping clients achieve their financial goals. Whether you are looking for assistance with bookkeeping, payroll, or investment management, Padgett Advisors is committed to providing personalized and comprehensive financial solutions. Contact Padgett Advisors today to learn more about how they can help you navigate the complexities of accounting and finance.
Compton Tax Services
Compton Tax Services is a reputable accounting and finance institution located at 3610 Grape Avenue Northeast in Grand Rapids, Michigan. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses, ensuring accurate and efficient financial management. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Compton Tax Services is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing top-notch service to their clients in the United States.
America Group Wealth Management - Grand Rapids Financial Advisor
America Group Wealth Management is a trusted financial advisor located in Grand Rapids, Michigan. Our team of experts is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we provide comprehensive financial planning services to meet your needs. Visit us at 2025 East Beltline Avenue Southeast and let us help you secure your financial future.
L 2 Advisors
L 2 Advisors is a leading finance and insurance agency located at 2674 Kraft Avenue Southeast in Grand Rapids, Michigan, United States. With a team of experienced professionals, we provide expert financial planning and insurance solutions to help our clients achieve their goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, L 2 Advisors is dedicated to providing personalized and comprehensive services tailored to your individual needs. Contact us today to learn more about how we can help you secure your financial future.
Streamsong Advisors
Streamsong Advisors is a premier financial institution located at 3200 Broadmoor Avenue Southeast in Grand Rapids, Michigan. Our team of experienced advisors provides personalized financial solutions to meet the unique needs of our clients. Whether you are looking for investment guidance, retirement planning, or wealth management services, Streamsong Advisors is dedicated to helping you achieve your financial goals. With a commitment to excellence and a focus on building lasting relationships, we are here to support you every step of the way on your financial journey. Visit us today to learn more about how we can help you secure your financial future.
Integrity Financial Group - Grand Rapids
Integrity Financial Group in Grand Rapids is a trusted finance institution located at 144 44th Street Southwest in Grand Rapids, Michigan. With a commitment to honesty and transparency, our team of financial experts provides personalized services to help clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Integrity Financial Group is dedicated to helping you secure a stable financial future. Contact us today to schedule a consultation and take the first step towards financial success.
Edward Jones - Financial Advisor
Edward Jones - Financial Advisor is a reputable accounting and finance institution located at 825 Parchment Drive Southeast in Grand Rapids, Michigan, United States. With a team of experienced financial advisors, Edward Jones provides personalized investment and wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your investments, Edward Jones offers tailored solutions to meet your individual needs. Trust in Edward Jones to guide you towards a secure financial future.
Transcend Tax
Transcend Tax is a reputable accounting and finance institution located at 1625 Walker Avenue Northwest in Grand Rapids, Michigan, United States. Our team of experienced professionals is dedicated to providing top-notch tax services and financial advice to individuals and businesses alike. With a focus on accuracy and efficiency, we strive to transcend our clients' expectations and help them achieve their financial goals. Whether you need help with tax preparation, financial planning, or bookkeeping, Transcend Tax is here to guide you every step of the way. Visit us today to experience the difference that our personalized services can make for your financial success.
Lifeworks Advisors LLC
Lifeworks Advisors LLC is a finance institution located at 4095 Park East Court Southeast in Grand Rapids, Michigan, United States. They believe that traditional investor classifications and model portfolios are flawed, as they are based on emotions and arbitrary risk scores rather than focusing on achieving your financial plan. Lifeworks Advisors LLC believes that everyone should have access to the best investment strategies, financial planning services, and advice.
Wealthspan Advisors, LLC
Wealthspan Advisors, LLC is a reputable finance institution located at 1500 East Beltline Avenue Southeast in Grand Rapids, Michigan, United States. Our team of experienced advisors is dedicated to helping our clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Wealthspan Advisors, LLC is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a renowned finance institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan, United States. Our team of experienced financial advisors provides personalized wealth management solutions to help clients achieve their financial goals. With a focus on investment strategies, retirement planning, and risk management, we are dedicated to helping individuals and businesses navigate the complexities of the financial market. Trust Morgan Stanley Financial Advisors to provide expert guidance and support for all your financial needs.
Midwest Capital Advisors
Midwest Capital Advisors is a leading finance institution located at 630 Kenmoor Avenue Southeast in Grand Rapids, Michigan, United States. With a team of experienced financial advisors, Midwest Capital Advisors provides comprehensive financial planning services to individuals, families, and businesses. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Midwest Capital Advisors offers personalized solutions to help you achieve your financial goals. Contact us today to schedule a consultation and start building a secure financial future.
Behrens Wealth Management and Cetera Advisor Networks
Behrens Wealth Management and Cetera Advisor Networks is a leading financial institution located in Grand Rapids, Michigan. Our team of experienced advisors are dedicated to helping individuals and families achieve their financial goals through personalized wealth management services. Whether you are planning for retirement, saving for college, or investing for the future, we are here to provide expert guidance and support every step of the way. Visit us at 1971 East Beltline Avenue Northeast to learn more about how we can help you secure your financial future.
EFG Tax Solutions
EFG Tax Solutions is a leading accounting and finance institution located at 2815 Michigan Street Northeast in Grand Rapids, Michigan, United States. Our team of experienced professionals specializes in providing comprehensive tax solutions for individuals and businesses. With a focus on accuracy and efficiency, we are dedicated to helping our clients navigate the complex world of taxes and financial planning. Contact us today to learn more about how we can assist you with your accounting and finance needs.
Merrill Lynch Financial Advisor Joel Andrew Barrett
Merrill Lynch Financial Advisor Joel Andrew Barrett is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and US territories, the institution aims to help clients achieve their desired lifestyles. Investing comes with risks, and it's important to consult legal and tax advisors before making financial decisions. Merrill Lynch offers a wide range of services, including brokerage, investment advisory, and financial planning. The institution is affiliated with Bank of America Corporation and provides insurance, annuity, trust, and fiduciary services. Various certification marks and trademarks are used under permission from respective organizations. The institution strives to provide information on products and services that may be of interest to clients. Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are conducted by banking affiliates of Bank of America Corporation. Securities, advisory, and investment banking activities are performed by investment banking affiliates of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and affiliated banks. Securities, strategic advisory, and investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation. Bank of America N.A. and DSP Merrill Lynch Limited are subsidiaries of Bank of America Corporation operating in India, offering various banking and financial services.
ClearVista Advisors
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.
SummitView Advisors
SummitView Advisors is a finance institution located at 975 Spaulding Avenue Southeast, Ada, Michigan, United States. With offices in Grand Rapids and Kalamazoo, Michigan, our team serves clients throughout the state and beyond. We prioritize our clients' goals and needs, providing sound advice to help them maximize their assets and achieve their financial objectives. Our focus on long-term goals ensures that our clients stay on track through life's various seasons. We offer financial planning and investment management services to help our clients reach the life they desire. Navigating financial decisions can be overwhelming, but our team of experts is here to guide you every step of the way. By working together, we can help you make informed decisions, adapt to changes, and ultimately reach your financial goals.
Hungerford Nichols CPAs + Advisors
Hungerford Nichols CPAs Advisors is a distinguished accounting and finance institution located at 2910 Lucerne Drive Southeast in Grand Rapids, Michigan, United States. Since 1941, Hungerford has been dedicated to helping clients achieve success through a wide range of professional services. Their team of dynamic and talented professionals offers solutions in business advisory, tax, audit, accounting, business valuation, fraud and litigation, wealth management, and IT services. With over 80 years of experience serving the West Michigan community, Hungerford is locally owned and committed to providing exceptional service in an ever-changing regulatory environment. Their technology department is revolutionizing IT support, ensuring clients are not faced with surprise invoices or unexpected expenses. As an independent firm, Hungerford prioritizes their clients' best interests and offers meaningful advice through comprehensive planning. With a focus on helping clients align their financial goals with their values, Hungerford's experienced business advisors are dedicated partners on the path to greater success.
Merrill Lynch Financial Advisor Jeffrey L Dykstra
Merrill Lynch Financial Advisor Jeffrey L Dykstra is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors assisting clients across all 50 states, the District of Columbia, and various US territories, they help individuals achieve the lives they desire. Investing involves risks, and it's essential to consult legal and tax advisors before making financial decisions. Merrill Lynch offers a wide range of brokerage, investment advisory, and other services. They provide insurance, annuity products, trust, and fiduciary services, as well as banking products. The institution is dedicated to providing information about products and services that may be of interest to clients. Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation. Overall, Merrill Lynch Financial Advisor Jeffrey L Dykstra aims to help clients achieve their financial goals and provide a range of services to support their needs.
Steve Bowman - Financial Advisor, Ameriprise Financial Services, LLC
Steve Bowman is a financial advisor at Ameriprise Financial Services, LLC, located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. As a finance institution, Steve offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. He helps clients document their goals, regularly reviews progress, and adjusts strategies as life changes. Clients can access their investments and track progress securely from any device. Steve is committed to diversity and creating a better future for all clients. He provides complimentary initial consultations to new clients and offers insights on stock prices and market trends. Investment products are not insured by the FDIC and involve potential risks. Ameriprise Financial Services, LLC is a registered investment adviser and member of FINRA and SIPC. Steve is registered to conduct securities business in specific states listed on FINRA's BrokerCheck website. The institution has received recognition for its support of the military community and commitment to disability inclusion. Visit the website for more information on corporate entities, privacy, and security. Feel free to refer friends and family for financial guidance.
Edward Jones - Financial Advisor: Lisa J Ayotte, CFP®|CPWA®
Edward Jones - Financial Advisor: Lisa J Ayotte, CFP®|CPWA® is a trusted financial institution located at 125 Ottawa Avenue Northwest in Grand Rapids, Michigan. As a Certified Financial Planner and Certified Private Wealth Advisor, Lisa Ayotte provides expert financial advice and personalized investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Lisa J Ayotte is committed to helping individuals and families secure their financial futures.
Michael J Michalak, Financial Advisor - New York Life
Michael J. Michalak, Financial Advisor at New York Life, located at 333 Bridge Street Northwest in Grand Rapids, Michigan, is dedicated to providing professional advisors with affordable voluntary benefits programs for businesses. In addition to life insurance, Michael J. Michalak, along with agents Ryan L. Goosen, Zachary Grusell, Erick Sundstrom, Jason Goosen, and Christopher Ralph, are licensed to sell insurance through New York Life Insurance Company in multiple states. They also offer securities products and services through NYLIFE Securities LLC, as well as financial planning and investment advisory services through Eagle Strategies LLC. Please consult your own tax, legal, or accounting professional before making any decisions. Contact Michael J. Michalak and his team at (616) 752-4500 for more information on how they can help you secure your financial future.
Merrill Lynch Financial Advisor James D Veldheer
Merrill Lynch Financial Advisor James D Veldheer, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, is a finance institution dedicated to helping clients achieve their long-term financial goals. Whether you are an individual or an institution, our team offers personalized financial strategies tailored to your specific needs. With a focus on investment research, portfolio allocation, and tax policy, we provide expert guidance to help you manage, grow, and preserve your wealth. By listening to your aspirations and priorities, we develop a customized approach to address your financial needs, whether you are planning for retirement, saving for a major purchase, or transferring wealth to future generations. Our team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Let us help you achieve your financial goals and secure your financial future.
Mark Czarnecki - Financial Advisor, Ameriprise Financial Services, LLC
Mark Czarnecki - Financial Advisor at Ameriprise Financial Services, LLC, located at 333 Bridge Street Northwest in Grand Rapids, Michigan, offers expert financial advice and services. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in the expertise provided. The institution's Client Relationship Summary Disclosure outlines the commitment to helping clients achieve their financial goals. Investment products and services are available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities are offered by Ameriprise Financial Services, LLC, a member of FINRA and SIPC. Mark Czarnecki is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Clients can schedule a complimentary initial consultation to discuss their financial needs and goals. Ameriprise Financial cannot guarantee future financial results, but strives to provide the best possible guidance for clients. With a focus on privacy and security, clients can trust in the professionalism and expertise of Ameriprise Financial Services, LLC.
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