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TOP 30 Wealth advisor in Grand Rapids, MI
245 results found
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BDO
BDO, located at 200 Ottawa Avenue Northwest in Grand Rapids, Michigan, is a leading institution in the fields of accounting and finance. They offer valuable insights on emerging trends, regulatory updates, and tips for maximizing the benefits of legal tech. Businesses can learn how to enable new growth and find competitive advantage through their services. The institution provides world-class resources and exceptional service in Grand Rapids and western Michigan, with a focus on delivering strategies to help businesses build resilience, uncover opportunities, and adapt to a constantly changing marketplace. BDO also offers innovative solutions for nonprofit organizations, manufacturers, financial institutions, and insurance companies. In addition to their professional services, BDO is committed to supporting local community initiatives, such as Junior Achievement, The Leukemia & Lymphoma Society, and Heart of West Michigan United Way. If you are interested in joining their team in Grand Rapids, BDO offers opportunities for personal and professional growth in today's global economy. Visit their career page for more information on available opportunities.
The Liszewski, Murray Group - Morgan Stanley
The Liszewski, Murray Group at Morgan Stanley is a premier financial institution located in Grand Rapids, Michigan. With a commitment to providing top-notch financial services and personalized investment strategies, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our team is here to provide expert guidance and support. Visit us at 5122 Cascade Road Southeast to learn more about how we can help you secure your financial future.
Dane Sexton - Morgan Stanley
Dane Sexton - Morgan Stanley is a renowned financial institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan. As a branch of Morgan Stanley, one of the leading financial services firms in the world, Dane Sexton offers a wide range of financial services including investment banking, wealth management, and asset management. With a team of experienced professionals, Dane Sexton - Morgan Stanley provides personalized financial solutions to help clients achieve their financial goals. Visit us today to learn more about how we can help you secure your financial future.
Ferris Busscher & Zwiers, P.C.
Ferris Busscher & Zwiers, P.C. is an accounting and finance institution located at 675 East 16th Street in Holland, Michigan, United States. Recently, they have joined forces with Hungerford CPAs Advisors, a prominent full-service CPA and advisory firm based in Grand Rapids. Partners Bill Borgman, Doug Rotman, and Tony Zwiers, along with their staff, will continue to operate from the Holland office under the new partnership. Hungerford has been serving clients for over 80 years, specializing in building relationships and providing comprehensive financial services. With offices in multiple locations in Michigan, Hungerford offers a wide range of services including accounting, tax planning, wealth management, business valuation, and more. They are known for their expertise in working with closely held and family-owned businesses, as well as governmental entities, non-profit organizations, and employee benefit plans. Hungerford is the largest locally owned and independent CPA firm in West Michigan, committed to securing the success of their clients.
Fusion Financial Group
Fusion Financial Group is a dynamic institution located at 728 Cambridge Boulevard Southeast, Grand Rapids, Michigan, United States. Specializing in accounting and finance, we believe that financials tell a story. Our team offers guidance and insight to help you understand how each number contributes to your overall financial narrative. We approach projects with a fresh perspective, working as your motivator, educator, and advisor to help you meet your goals. Our commitment is to ensure the accuracy of your financial data by collaborating closely with your team. Drawing on our wealth of experience and adherence to industry best practices, we deliver robust and streamlined accounting services to support your day-to-day financial tasks seamlessly. Services include account updates, payables, receivables, reconciliations, and financial statements.
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