Tax consulting in Grand Rapids, MI
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Laura Lubbers - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLaura Lubbers is a Financial Advisor at Ameriprise Financial Services, LLC located at 3347 Eagle Run Drive Northeast, Grand Rapids, Michigan, United States. Laura 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®, 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®. Laura is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. With expertise in asset management, estate planning, retirement planning, investment strategies, risk management, and tax planning, Laura is committed to helping clients achieve their financial goals.
3347 Eagle Run Dr NE Ste C, Grand Rapids, MI 49525, United States -
Paul Mysliwiec - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedPaul Mysliwiec - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3351 Eagle Run Drive Northeast in Grand Rapids, Michigan, offers a wide range of financial services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Paul Mysliwiec is dedicated to providing expert advice and guidance to clients in areas such as asset management, retirement planning, estate planning, and investment strategies. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Paul Mysliwiec has the expertise to help you achieve your financial goals. Contact him today to learn more about how he can assist you in managing your wealth and securing your financial future.
3351 Eagle Run Dr NE ste d, Grand Rapids, MI 49525, United States -
Tarfis Wealth Management, LLC
● OpenTarfis Wealth Management, LLC is a reputable finance institution located at 3940 Peninsular Drive Southeast in Grand Rapids, Michigan, United States. Specializing in wealth management, Tarfis offers personalized financial services to help clients achieve their financial goals and secure their financial future. With a team of experienced professionals, Tarfis Wealth Management, LLC provides expert advice and guidance on investments, retirement planning, and estate planning. Trust Tarfis to provide comprehensive financial solutions tailored to meet your individual needs and objectives.
3940 Peninsular Dr SE, Grand Rapids, MI 49546, United States -
Shaun Smith - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedShaun Smith - Financial Advisor, Ameriprise Financial Services, LLC, located at 900 East Paris Avenue Southeast in Grand Rapids, Michigan, is a finance institution that offers personalized investment recommendations based on individual goals and risk tolerance. They provide regular reviews and updates to help clients track their progress towards financial goals, with secure online access to accounts and investments. The institution offers complimentary initial consultations to discuss retirement, education, major purchases, and more. Shaun Smith is a registered investment adviser with Ameriprise Financial Services, LLC, and may conduct securities business with residents of specific states. Clients can expect professionalism, expertise, and a commitment to helping achieve financial goals.
900 E Paris Ave SE, Grand Rapids, MI 49546, United States -
Jared Mysliwiec - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJared 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."
3351 Eagle Run Dr NE ste d, Grand Rapids, MI 49525, United States -
Equitable Advisors: Daniel Sayfie
● ClosedEquitable Advisors: Daniel Sayfie is a finance institution located at 3501 Lake Eastbrook Boulevard Southeast in Grand Rapids, Michigan, United States. Our team of experienced advisors led by Daniel Sayfie is dedicated to providing personalized financial planning and investment strategies to help clients achieve their financial goals. With a focus on transparency and integrity, we offer a wide range of services including retirement planning, wealth management, and insurance solutions. Trust Equitable Advisors: Daniel Sayfie to guide you towards a secure and prosperous financial future.
3501 Lake Eastbrook Blvd SE, Grand Rapids, MI 49546, United States -
Life & Legacy Wealth Advisors - Ameriprise Financial Services, LLC
● ClosedLife & 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.
2851 Charlevoix Dr SE STE 200, Grand Rapids, MI 49546, United States -
JMS Financial Resource, LLC
● ClosedJMS Financial Resource, LLC is a finance institution located at 2828 Kraft Avenue Southeast in Grand Rapids, Michigan, United States. We specialize in providing a wide range of financial services including investment management, financial planning, and retirement planning. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Contact us today to learn more about how we can help you secure your financial future.
2828 Kraft Ave SE Suite 268, Grand Rapids, MI 49512, United States -
Rick Wagner - Financial Advisor
● ClosedRick Wagner - Financial Advisor is a well-established finance institution located in Grand Rapids, Michigan. With a focus on providing personalized financial advice and guidance, Rick Wagner helps individuals and families navigate their financial goals and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to invest for the future, Rick Wagner offers tailored solutions to meet your needs. Visit us at 3075 Charlevoix Drive Southeast to start your journey towards financial success today.
3075 Charlevoix Dr SE, Grand Rapids, MI 49546, United States -
MaxWealth Managemement
● OpenMaxWealth Management is a leading finance institution located at 2024 Celebration Drive Northeast in Grand Rapids, Michigan, United States. We specialize in providing comprehensive wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers personalized investment strategies, retirement planning, estate planning, and more. At MaxWealth Management, we are committed to helping our clients build and preserve their wealth for a secure financial future.
2024 Celebration Dr NE, Grand Rapids, MI 49525, United States -
Peterson Financial Strategies
● OpenPeterson Financial Strategies is a premier finance institution located at 5070 Cascade Road Southeast in Grand Rapids, Michigan. Our team of experienced financial experts is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, our team is here to provide you with the guidance and support you need. Contact us today to schedule a consultation and take the first step towards securing your financial future.
5070 Cascade Rd SE #150, Grand Rapids, MI 49546, United States -
Michael G Aboosamra - Morgan Stanley
● OpenMichael G Aboosamra - Morgan Stanley is a finance institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan, United States. With a focus on providing personalized financial services, they offer a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The team at Michael G Aboosamra - Morgan Stanley is dedicated to providing expert guidance and support to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, they are committed to helping you build a secure financial future.
5122 Cascade Rd SE 1st Fl, Grand Rapids, MI 49546, United States -
Ryan Waselewsky - Morgan Stanley
● OpenRyan Waselewsky - Morgan Stanley is a premier financial institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan. As a branch of the renowned Morgan Stanley, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals provides personalized investment strategies, wealth management solutions, retirement planning, and more. With a focus on excellence and integrity, we strive to deliver exceptional service and results for our clients. Visit us today to learn how we can help you secure your financial future.
5122 Cascade Rd SE 1st Fl, Grand Rapids, MI 49546, United States -
TPS Advisors
● ClosedTPS Advisors is a reputable finance and insurance agency located at 4990 Cascade Road Southeast in Grand Rapids, Michigan, United States. With a team of experienced professionals, TPS Advisors provides expert financial advice and insurance solutions to help clients achieve their financial goals and protect their assets. Whether you are looking for investment guidance, retirement planning, or insurance coverage, TPS Advisors is committed to providing personalized service and tailored solutions to meet your needs. Contact TPS Advisors today to start securing your financial future.
4990 Cascade Rd SE Suite 2, Grand Rapids, MI 49546, United States -
Foguth Financial Group
● ClosedFoguth 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.
4450 Cascade Rd SE, Grand Rapids, MI 49546, United States -
Patrick J Hudson - Morgan Stanley
● OpenPatrick J Hudson - Morgan Stanley is a prestigious finance institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan, United States. With a strong reputation for delivering top-notch financial services, Patrick J Hudson - Morgan Stanley offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. The team of experienced professionals at this institution is dedicated to providing personalized and strategic advice to clients, ensuring that their financial needs are met with the utmost care and expertise. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Patrick J Hudson - Morgan Stanley is the go-to destination for all your financial needs.
5122 Cascade Rd SE 1st Fl, Grand Rapids, MI 49546, United States -
The Tholl Pearson Group - Morgan Stanley
● OpenThe Tholl Pearson Group - Morgan Stanley is a leading financial institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan, United States. Specializing in wealth management, investment banking, and advisory services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a strong reputation for excellence and a commitment to client satisfaction, The Tholl Pearson Group - Morgan Stanley is a trusted partner for individuals and businesses seeking expert financial guidance. Contact us today to learn more about how we can help you secure your financial future.
5122 Cascade Rd SE, Grand Rapids, MI 49546, United States -
Rachel E. Laug - Morgan Stanley
● OpenRachel E. Laug - Morgan Stanley is a premier financial institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan. As a branch of the renowned Morgan Stanley brand, we offer a wide range of financial services including wealth management, investment banking, and asset management. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals and secure their financial future. Visit us today to learn more about how we can help you navigate the complexities of the financial world.
5122 Cascade Rd SE 1st Fl, Grand Rapids, MI 49546, United States -
Nelson Schrader - Ameriprise Financial Services, LLC
● ClosedNelson Schrader - Ameriprise Financial Services, LLC is a finance institution located at 5136 Cascade Road Southeast in Grand Rapids, Michigan, United States. As a part of HS&C Wealth Management and Forbes Best-In-State Wealth Management Teams for 2024, they offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards goals and access information securely from any device. The institution provides complimentary initial consultations to discuss retirement planning, market trends, and financial goals. Investment products are not insured by the FDIC, NCUA, or any federal agency and involve potential risks. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Nelson Schrader is registered to conduct securities business in specific states listed on FINRA's BrokerCheck website. The institution prioritizes privacy and security, and clients can expect a confidential and professional approach to achieving their financial goals.
5136 Cascade Rd SE # 2B, Grand Rapids, MI 49546, United States -
Summit Wealth Partners LLC
● ClosedSummit Wealth Partners LLC is a finance institution located at 2959 Lucerne Drive Southeast in Grand Rapids, Michigan, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Summit Wealth Partners LLC is here to provide expert guidance and support every step of the way. Contact us today to learn more about how we can help you secure your financial future.
2959 Lucerne Dr SE Suite 120A, Grand Rapids, MI 49546, United States -
Retirement Planning Associates, Inc.
● ClosedRetirement Planning Associates, Inc. is a reputable finance institution located at 4519 Cascade Road Southeast in Grand Rapids, Michigan, United States. Specializing in retirement planning, this institution offers a wide range of services to help individuals and families secure their financial future. With a team of experienced professionals, Retirement Planning Associates, Inc. provides personalized advice and strategies tailored to each client's unique goals and circumstances. Whether you are looking to maximize your investments, minimize taxes, or create a comprehensive retirement plan, this institution is dedicated to helping you achieve financial security and peace of mind.
4519 Cascade Rd SE, Grand Rapids, MI 49546, United States -
Peter Almeroth - Morgan Stanley
● OpenPeter Almeroth - Morgan Stanley is a prestigious finance institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan, United States. With a strong reputation for providing top-notch financial services, Peter Almeroth - Morgan Stanley is committed to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, the experts at this institution are dedicated to providing personalized solutions to meet your needs. Trust in Peter Almeroth - Morgan Stanley for all your financial needs.
5122 Cascade Rd SE 1st Fl, Grand Rapids, MI 49546, United States -
Sharon Dykhouse - Morgan Stanley
● OpenSharon Dykhouse - Morgan Stanley is a reputable finance institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan, United States. With a strong commitment to providing top-notch financial services, Sharon Dykhouse - Morgan Stanley offers personalized investment strategies, wealth management solutions, and financial planning services to help clients achieve their financial goals. With a team of experienced professionals, the institution prides itself on delivering exceptional customer service and expert financial advice to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Sharon Dykhouse - Morgan Stanley is dedicated to helping you secure a prosperous financial future.
5122 Cascade Rd SE 1st Fl, Grand Rapids, MI 49546, United States -
Jon Bower / Steve Sonday
● OpenJon Bower/Steve Sonday is an institution located at 3033 Orchard Vista Drive Southeast in Grand Rapids, Michigan. This institution offers a wide range of services and programs aimed at promoting personal and professional development. Whether you are looking to enhance your skills, further your education, or receive support in achieving your goals, Jon Bower/Steve Sonday is dedicated to providing the resources and guidance you need. With a team of experienced professionals and a commitment to excellence, this institution is a trusted partner in helping individuals reach their full potential.
3033 Orchard Vista Dr SE, Grand Rapids, MI 49546, United States -
Merrill Lynch Financial Advisor Brian LaFave
● ClosedMerrill Lynch Financial Advisor Brian LaFave 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 the District of Columbia, we are dedicated to helping clients achieve the lives they desire. Our team of advisors can assist you in navigating the complexities of investing, offering a broad range of brokerage, investment advisory, and financial planning services. Please note that investing involves risk, and it's important to consult with legal and tax advisors before making any financial decisions. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer and investment adviser, providing investment products sponsored by affiliates of Bank of America Corporation. Trust, fiduciary services, and banking products are also available through Bank of America entities. Our goal is to provide you with valuable information and services to help you reach your financial goals.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor David Lund
● ClosedMerrill Lynch Financial Advisor David Lund, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States, is part of a network of over 15,000 Merrill Lynch Financial Advisors helping clients across all 50 states, the District of Columbia, and several US territories achieve their financial goals. As a finance institution, they offer a broad range of brokerage, investment advisory, and other services to meet the diverse needs of their clients. It is important to note that investing involves risk, and there is always the potential of losing money when investing in securities. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, so it is recommended to consult with your own advisors before making any financial decisions. The institution also offers insurance and annuity products through Merrill Lynch Life Agency Inc., as well as trust and fiduciary services through Bank of America Private Bank and U.S. Trust Company of Delaware. With a focus on providing personalized financial solutions, Merrill Lynch Financial Advisor David Lund is dedicated to helping clients navigate the complexities of the financial world and work towards their desired outcomes.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Eagle Strategies LLC
● OpenEagle Strategies LLC is a financial services firm located at 333 Bridge Street Northwest in Grand Rapids, Michigan. Our team of experienced professionals is dedicated to providing comprehensive financial planning and investment strategies tailored to meet the unique needs of each client. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Eagle Strategies LLC is committed to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.
333 Bridge St NW UNIT 205, Grand Rapids, MI 49504, United States -
Fifth Third Private Bank - Paul Richards
● ClosedFifth Third Private Bank - Paul Richards is a premier financial institution located at 111 Lyon Street Northwest in Grand Rapids, Michigan, United States. Specializing in personalized wealth management services, our experienced team led by Paul Richards is dedicated to helping clients achieve their financial goals. With a focus on tailored solutions and exceptional customer service, Fifth Third Private Bank is committed to providing a unique and exclusive banking experience for high-net-worth individuals and families. Contact us today to learn more about how we can help you secure your financial future.
111 Lyon St NW, Grand Rapids, MI 49503, United States -
Tammera Nevins - Thrivent
● ClosedTammera Nevins - Thrivent is a finance institution located at 161 Ottawa Avenue Northwest, Suite 110-M in Grand Rapids, Michigan. Licensing for insurance products can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, with the option to further engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are able to provide investment advisory services. For more information about our financial advisors and professional designations, visit Thrivent.com or FINRA's Broker Check.
161 Ottawa Ave NW Suite 110-M, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Brett A Howell
● ClosedMerrill Lynch Financial Advisor Brett A Howell 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 the District of Columbia, we are dedicated to helping clients achieve the lives they desire. Our advisors offer a wide range of services, including brokerage, investment advisory, financial planning, insurance, and annuities. Please note that investing involves risk, and there is always the potential of losing money. We do not provide legal, tax, or accounting advice, so we recommend consulting your 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. Trust and fiduciary services are provided by Bank of America Private Bank and U.S. Trust Company of Delaware. Banking products are offered by Bank of America, N.A. and its affiliates. Our goal is to provide you with information about products and services that may be of interest to you. Please keep in mind that you are leaving Bank of America's website if you are redirected to FINRA's BrokerCheck. Thank you for considering Merrill Lynch Financial Advisor Brett A Howell for your financial needs.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States
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