Tax planning advice in Ada, Michigan

Damstra Accounting & Tax Services is a reputable institution located in Ada, Michigan, United States. Specializing in accounting and finance services, they provide expert guidance and support to individuals and businesses alike. With a dedication to accuracy and efficiency, Damstra Accounting & Tax Services is committed to helping clients navigate the complexities of financial management. Whether you need assistance with tax preparation, bookkeeping, or financial planning, their experienced team is here to help. Visit them at 5990 Fulton Street East to experience their professional and reliable services firsthand.

FCM Financial Planning is a prestigious finance institution located at 4915 Cascade Road Southeast in Grand Rapids, Michigan, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized planning and strategic investment strategies. Whether you are looking to save for retirement, purchase a home, or grow your wealth, FCM Financial Planning is here to provide expert guidance and support every step of the way. Trust us to help you secure a stable financial future.

The Buchanan Firm is a reputable law firm located at 452 Ada Drive Southeast in Ada, Michigan. Specializing in various areas of law, the firm is committed to providing top-quality legal services to its clients. With a team of experienced and dedicated lawyers, the Buchanan Firm is known for their professionalism, expertise, and personalized approach to each case. Whether you are in need of legal advice, representation, or assistance with a legal matter, you can trust the Buchanan Firm to provide you with the guidance and support you need. Contact them today for a consultation.

Located at 460 Ada Drive Southeast in Ada, Michigan, Zhang Financial is a leading finance institution with over $5.7 billion in assets under management. As the #1 Financial Advisor in Grand Rapids, Zhang Financial prides itself on providing customized and unbiased financial advice without conflicts of interest. Led by Charles Zhang, the firm upholds a fiduciary standard and offers first-class service to clients. With assets held in custody by LPL or Charles Schwab, Zhang Financial offers personalized investment recommendations to every client. The team at Zhang Financial boasts a wide range of credentials and certifications, setting them apart from other financial planning firms in the area.

Thatcher Wealth Management is a finance institution located at 4843 Cascade Road Southeast, Grand Rapids, Michigan, United States. They specialize in designing sound retirement strategies that can impact generations to come. By learning about your priorities and current financial situation, they help determine how much money you need to live comfortably in retirement. They will then assist you in implementing a strategy aligned with your goals and keeping you on track for a secure future. Thatcher Wealth Management offers informational seminars on retirement income strategies and wealth management at various locations. They also provide guides on the impact of inflation on retirement planning. Their services include insurance products and investment advisory practices through AE Wealth Management, LLC. It's important to note that investing involves risk and individuals should seek professional advice before making financial decisions.

Scot Fay - Thrivent is a finance institution located at 5075 Cascade Road Southeast, Grand Rapids, Michigan, United States. They are licensed in multiple states including CO, DC, FL, IN, KS, MI, MN, MO, NY, UT, VA, and WI. The institution offers financial planning services through their Financial Planning Framework and Dedicated Planning Services. Thrivent does not provide legal, accounting, or tax advice, so clients are encouraged to consult with their own professionals. Insurance products are issued by Thrivent, and 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 authorized to provide investment advisory services. For more information on professional designations and requirements, visit their website.

Edward Jones - Financial Advisor: Justin C Knapp, CLU®|CRPS™ is a highly reputable financial institution located in Ada, Michigan. Justin C Knapp, a Certified Life Underwriter and Chartered Retirement Plans Specialist, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides a wide range of financial services including retirement planning, wealth management, and insurance solutions. Visit their office at 452 Ada Drive Southeast to start planning for a secure financial future with the help of Justin C Knapp and the team at Edward Jones.

Edward Jones - Financial Advisor: Richard W Sottile, AAMS™ is a reputable finance institution located at 5060 Cascade Road Southeast in Grand Rapids, Michigan, United States. As a certified Accredited Asset Management Specialist, Richard W Sottile offers expert financial advice and personalized investment solutions to help clients achieve their long-term financial goals. With a focus on building lasting relationships and providing top-notch customer service, Edward Jones is a trusted partner for individuals and families seeking to secure their financial future.

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.

USA Financial is a finance and insurance agency located at 6020 Fulton Street East, Ada, Michigan, United States. We offer the support you need to grow and protect your business, with hands-on partners to ensure a smooth process. Our institution provides tools and resources for attracting ideal clients, simplified paperwork, and diversified investment solutions in an all-in-one portfolio management platform. We offer frictionless planning tools to optimize client experience and help manage risk efficiently. Our family of specialized companies supports your practice, and we help independent financial advisors implement systems for more predictable outcomes. Our TAMP (Turnkey Asset Management Program) offers a custodian agnostic platform with the latest technology for more flexibility and control. Founded in 1998, USA Financial Securities is a full-service Registered Investment Advisory firm and broker-dealer. USA Financial Insurance Services, established in 1988, helps clients mitigate risks in retirement planning. Advisor Advancement offers services for advisor success through marketing systems, brand building, technology, and personalized coaching programs. Our team is dedicated to helping advisors succeed and simplify complexity to achieve predictability.

John M. Derbin, CFP is a reputable finance and insurance agency located at 4990 Cascade Road Southeast in Grand Rapids, Michigan, United States. With a focus on providing expert financial planning and insurance services, John M. Derbin, CFP is dedicated to helping individuals and families achieve their financial goals and secure their future. With a team of experienced professionals, clients can trust in the expertise and personalized service offered by this esteemed institution.

Biggs, Hausserman, Thompson & Dickinson, PC is a reputable accounting and finance institution located at 477 Pettis Avenue Southeast in Ada, Michigan, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Clients can trust in their expertise and commitment to delivering high-quality and personalized financial solutions.

The Cascade Group - Morgan Stanley is a leading finance institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan, United States. With a strong reputation for excellence in financial services, The Cascade Group offers a wide range of investment and wealth management solutions to its clients. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, the experienced team at The Cascade Group is dedicated to helping you achieve your goals. Trust in The Cascade Group - Morgan Stanley for all your financial needs.

Sherwood & Coupe Wealth Management - Morgan Stanley is a premier financial institution located in Grand Rapids, Michigan. Our team of expert financial advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on long-term growth and financial security, we offer a range of investment options and strategies tailored to each client's unique needs. Visit us at 5122 Cascade Road Southeast to learn more about how we can help you secure your financial future.

The Laug Group at Morgan Stanley is a renowned finance institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan. With a strong presence in the United States, The Laug Group offers a wide range of financial services and expertise to individuals, businesses, and institutions. Their team of experienced professionals is dedicated to providing personalized solutions and strategies to help clients achieve their financial goals. Whether you are looking for investment management, retirement planning, or wealth preservation, The Laug Group at Morgan Stanley is committed to delivering exceptional service and results.

Evolution Wealth Strategies is a leading finance institution located at 4843 Cascade Road Southeast in Grand Rapids, Michigan, United States. Our team of experienced financial advisors 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, Evolution Wealth Strategies offers comprehensive financial planning services to meet your needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.

HS&C Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 5136 Cascade Road Southeast, Grand Rapids, Michigan, United States. Our Ameriprise financial advisors are individually registered to do business in certain U.S. states. During the initial consultation, we provide an overview of financial planning concepts to discuss what is most important to you. Please note that you will not receive written analysis or recommendations during this meeting. While Ameriprise Financial cannot guarantee future financial results, we are committed to helping you achieve your financial goals. We adhere to strict website rules and regulations to ensure the privacy and security of our clients. Thank you for considering us to assist your friends or family members with their financial needs. Our team looks forward to reaching out to them soon. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and we prioritize the privacy and security of our clients through our Online Security Guarantee and About Email Fraud policies.

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.

Moerdyk Financial is a reputable finance institution located at 5005 Cascade Road Southeast in Grand Rapids, Michigan, United States. With a team of experienced financial advisors, Moerdyk Financial 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 wealth management services, Moerdyk Financial is committed to providing personalized solutions tailored to your specific needs. Trust Moerdyk Financial to help you navigate the complexities of the financial world and secure a prosperous future.

Advosion is a reputable finance institution located at 6440 Fulton Street East in Ada, Michigan, United States. With a focus on providing expert financial services, Advosion offers a wide range of solutions to meet the needs of individuals and businesses alike. Whether you are looking for assistance with investments, retirement planning, or wealth management, the experienced team at Advosion is dedicated to helping you achieve your financial goals. Trust Advosion for personalized and professional financial guidance in Ada, Michigan.

Stacey A. Hale, CPA is a reputable accounting firm located at 6739 Fulton Street East in Ada, Michigan. With a team of experienced and knowledgeable certified public accountants, we provide a wide range of financial services to individuals and businesses in the United States. Our services include tax preparation, financial planning, auditing, and consulting. We are committed to providing personalized and professional service to help our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can help you with your financial needs.

Peterson 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.

TPS 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.

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.

Richard Olsen II - Morgan Stanley is a leading finance institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan, United States. With a strong reputation for providing top-tier financial services, the institution offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Richard Olsen II - Morgan Stanley is dedicated to delivering personalized financial advice and strategies tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, this institution is here to help you every step of the way.

Patrick 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.

The 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.

Rachel 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.

Nelson 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.

Logan Hudson - Morgan Stanley is a reputable finance institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan, United States. Our team of experienced professionals offer 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 wealth management services, our dedicated team is here to provide personalized solutions tailored to your specific needs. Trust Logan Hudson - Morgan Stanley to help you navigate the complexities of the financial world and secure a prosperous future.