Tax strategy in Grand Rapids, Michigan

Michael Dahlberg - Prudential Financial is a trusted finance and insurance agency located at 3033 Orchard Vista Drive Southeast in Grand Rapids, Michigan. With a commitment to providing personalized financial solutions, their team of professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Michael Dahlberg - Prudential Financial is here to help you navigate the complexities of the financial world with confidence and peace of mind.

Peter 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.

Sharon 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.

Jack Hendon - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5136 Cascade Road Southeast in Grand Rapids, Michigan, offers personalized financial services to help clients achieve their financial goals. Each advisor at Ameriprise has their own top areas of focus, so clients can choose an approach that aligns best with their needs. Clients can review the backgrounds, credentials, and experience of advisors to find the right fit for them. By filling out a "Request consultation" form, clients can connect with their desired advisor and schedule a complimentary initial consultation to discuss their financial goals and create a personalized plan for success.

Fifth Third Preferred - Spencer Gordon is a finance institution located at 6485 28th Street Southeast in Grand Rapids, Michigan. As a preferred banking service, they offer personalized financial solutions to help clients achieve their goals. With a focus on customer service and wealth management, Fifth Third Preferred - Spencer Gordon is dedicated to providing top-tier financial services to their clients in the United States.

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.

Merrill 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.

Merrill 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.

Merrill Lynch Financial Advisor Scott S. Eccker, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, is part of the Eccker Bujdos Andrews Group of Merrill Lynch Wealth Management. Scott has been with Merrill since 1980, bringing extensive experience and a commitment to building strong client relationships based on trust and personalized service. Recognized as a member of the Forbes "Best-in-State Wealth Management Teams" in 2023 and 2024, Scott focuses on providing financial strategies, retirement income planning services, and liability management for a diverse client base including attorneys, physicians, business executives, and entrepreneurs. As a specially qualified Portfolio Manager, Scott can manage personalized investment strategies to help clients pursue their objectives. At Merrill Lynch Wealth Management, Scott and his team prioritize understanding each client's unique goals and financial situation, developing personalized financial strategies, and providing ongoing support to help clients stay on track. With a focus on collaboration and personalized service, Scott and his team are dedicated to helping clients achieve their financial goals and build a customized investment approach.

Merrill Lynch Financial Advisor Jennifer A Scharphorn is a reputable finance institution located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. With years of experience and expertise in the financial industry, Jennifer A Scharphorn offers personalized financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Jennifer A Scharphorn is dedicated to providing professional guidance and support every step of the way.

Fifth 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.

Tammera 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.

Money Concepts DuBois is a reputable financial institution located at 3501 Lake Eastbrook Boulevard Southeast in Grand Rapids, Michigan. With a focus on providing personalized financial solutions to individuals and businesses, Money Concepts DuBois offers a wide range of services including investment planning, retirement planning, estate planning, and wealth management. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you're looking to grow your wealth, plan for retirement, or protect your assets, Money Concepts DuBois is committed to providing expert guidance and support every step of the way.

Schaefer and Hollister Wealth Management Group of Raymond James is a reputable finance institution located at 2060 East Paris Avenue Southeast in Grand Rapids, Michigan. With a focus on providing personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, we are here to provide expert guidance and support. Contact us today to learn more about how we can help you secure your financial future.

Randy Lanning - Raymond James is a reputable finance institution located at 2060 East Paris Avenue Southeast in Grand Rapids, Michigan, United States. Our team of experienced financial advisors is dedicated to providing personalized investment solutions to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we offer a wide range of financial services including investment management, retirement planning, and wealth preservation strategies. Contact us today to schedule a consultation and see how we can help you secure your financial future.

Fifth Third Private Bank - Mead Fonnesbeck is a prestigious finance institution located in Grand Rapids, Michigan. With a focus on providing personalized and comprehensive financial services, they cater to high-net-worth individuals and families. Their team of experienced professionals at 1850 East Paris Avenue Southeast offers expert advice on wealth management, investment strategies, estate planning, and more. Trustworthy and reliable, Fifth Third Private Bank is dedicated to helping clients achieve their financial goals and secure their future.

Fifth Third Private Bank - Eli McMorris is a prestigious financial institution located at 1850 East Paris Avenue Southeast in Grand Rapids, Michigan. As a private bank, they provide personalized financial services tailored to the unique needs of their clients. With a focus on building long-term relationships, their team of experienced professionals offers expert advice on wealth management, investment strategies, and estate planning. Whether you are looking to grow your assets or protect your wealth for future generations, Fifth Third Private Bank - Eli McMorris is dedicated to helping you achieve your financial goals.

Merrill Lynch Financial Advisor Jeffrey Towner is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, they are dedicated to helping clients achieve their financial goals. It is important to note that investing involves risk, and Merrill Lynch does not provide legal, tax, or accounting advice. They offer a range of services including brokerage, investment advisory, insurance, annuity products, trust and fiduciary services, and banking products. Merrill Lynch is a subsidiary of Bank of America Corporation and is committed to providing clients with information about products and services that may be of interest. Please consult with legal and tax advisors before making any financial decisions.

Fifth Third Private Bank - Jonathan Combs is a prestigious financial institution located at 111 Lyon Street Northwest in Grand Rapids, Michigan, United States. As a private bank, they offer exclusive financial services tailored to high-net-worth individuals, families, and businesses. With a focus on personalized wealth management and investment strategies, clients can expect top-notch expertise and guidance from Jonathan Combs and his team of experienced professionals. Whether you are looking to grow your wealth, plan for the future, or protect your assets, Fifth Third Private Bank is dedicated to helping you achieve your financial goals.

Merrill Lynch Wealth Management Advisor Jeffrey Weemes is a trusted financial institution located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan. Specializing in finance, they offer expert advice and personalized solutions to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, Jeffrey Weemes and his team provide top-notch service and guidance to individuals and businesses alike. Contact them today to start securing your financial future.

Gregory M. Chapman, CPWA CEPA at Morgan Stanley is a reputable financial institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan, United States. Specializing in wealth management and financial planning, Gregory M. Chapman, CPWA CEPA offers personalized services to help clients achieve their financial goals. With a focus on comprehensive wealth management strategies, the team at Morgan Stanley provides expert advice and guidance to help clients make informed decisions about their investments. Trust Gregory M. Chapman, CPWA CEPA at Morgan Stanley to help you secure your financial future.

Fifth Third Securities - Michael Ver Merris is a finance institution located at 2465 Burton Street Southeast in Grand Rapids, Michigan, United States. With a focus on providing top-notch financial services and expertise, Fifth Third Securities - Michael Ver Merris offers a wide range of investment options and personalized advice to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, the experienced team at Fifth Third Securities - Michael Ver Merris is dedicated to providing exceptional service and guidance every step of the way.

Daniel Dillard - Morgan Stanley is a renowned finance institution located at 5122 Cascade Road Southeast, Grand Rapids, Michigan, United States. With a strong reputation for providing top-notch financial services, the institution is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals, Daniel Dillard - Morgan Stanley offers a wide range of financial services including investment management, wealth planning, retirement planning, and more. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Daniel Dillard - Morgan Stanley is the trusted partner you need.

H&R Block is a renowned accounting and finance institution located at 2023 Eastern Avenue Southeast in Grand Rapids, Michigan. With a reputation for providing top-notch financial services, H&R Block offers expert tax preparation, financial planning, and accounting services to individuals and businesses alike. Their team of experienced professionals are dedicated to helping clients navigate the complexities of tax laws and financial strategies, ensuring they maximize their financial potential. Trust H&R Block for all your accounting and finance needs in Grand Rapids, Michigan.

Acosta Multiple Service LLC is a reputable accounting and finance institution located at 4039 Division Avenue South in Grand Rapids, Michigan. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Acosta Multiple Service LLC is dedicated to helping their clients achieve their financial goals. Contact them today to see how they can assist you with your accounting and finance needs.

H&R Block is a trusted accounting and finance institution located at 1612 Leonard Street Northwest in Grand Rapids, Michigan. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a small business owner, H&R Block is dedicated to providing personalized and reliable financial solutions to help you achieve your financial goals. Visit us today to experience our expertise and exceptional customer service.

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

TaxCrunch CPA, Ltd is an accounting and finance institution located at 2249 Wealthy Street Southeast in Grand Rapids, Michigan, United States. Our team specializes in bookkeeping, reconciling, financial statements, analysis, compliance, and tax preparation. We enjoy working with numbers and take pride in crunching them so you can focus on your business. Visit our website to read handpicked news articles and original blogs. Contact us at (616) 622-3535 for all your accounting needs. Let us crunch the numbers for you!

H&R Block is a trusted accounting and finance institution located at 4318 Plainfield Avenue Northeast in Grand Rapids, Michigan. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complexities of the financial world with ease and confidence. Visit us today to see how we can help you achieve your financial goals.

Doug Zandstra is an accounting and finance institution located at 1305 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. Led by Doug Zandstra, a Certified Public Accountant, Certified Fraud Examiner, and Enrolled Agent, the firm specializes in working with high net worth clients with complex tax needs. With a team of 4 remote accountants, they offer services such as financial planning, international tax assistance, multistate tax services, IRS representation, and more. Doug Zandstra and his team are dedicated to providing quality service and personalized care to their clients, ensuring they receive the best possible advice and support. Additionally, they offer tax preparation services for individuals and small businesses, as well as assistance with IRS negotiations and forensic accounting. With over 25 years of experience, Doug Zandstra is a trusted partner in retirement planning and tax strategy. Contact them at 9040 Town Center Lakewood Ranch, FL 34202 or call 941-538-5630 or 616-970-3000 for a free zoom consultation.