TOP 30 Best Wealth management in Grand Rapids, Michigan

Michael Malott, Bankers Life Agent is an insurance agency located at 3230 Eagle Park Drive Northeast in Grand Rapids, Michigan. As a representative of Bankers Life, Michael Malott offers a range of insurance products and services to help clients protect their financial future. Whether you are looking for life insurance, long-term care insurance, or retirement planning assistance, Michael Malott is dedicated to providing personalized solutions to meet your needs. With a commitment to exceptional customer service and a deep understanding of the insurance industry, Michael Malott, Bankers Life Agent is a trusted partner in helping clients secure their financial well-being.

Robert Anthony Kulaszewicz: Primerica - Financial Services is a finance and insurance agency located at 3680 44th Street Southeast in Grand Rapids, Michigan, United States. With a focus on providing comprehensive financial services to individuals and families, this institution offers a range of products and solutions to help clients achieve their financial goals. Whether it's retirement planning, investment strategies, or insurance coverage, the experienced team at Robert Anthony Kulaszewicz: Primerica is dedicated to helping clients secure their financial future.

Ken Chesterman, Financial Advisor is a reputable finance and insurance agency located at 3949 Sparks Drive Southeast in Grand Rapids, Michigan, United States. With years of experience and expertise in the industry, Ken Chesterman offers personalized financial solutions and insurance services to help clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Ken Chesterman is dedicated to providing top-notch services tailored to meet your individual needs. Contact us today to schedule a consultation and take the first step towards a brighter financial future.

Carrie Durr, Bankers Life Agent and Bankers Life Securities Financial Representative in Grand Rapids, Michigan, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Financial Advisor, Carrie Durr specializes in helping clients navigate the complexities of Medicare Advantage plans to find the best coverage for their needs. Medicare Advantage Plans offer comprehensive coverage, including prescription drug coverage, with some plans even offering $0 monthly premiums. With the rising costs of healthcare and the inevitability of needing long-term care, it's crucial to have a plan in place. Carrie Durr is here to help you start planning for the future and have important discussions with your loved ones. Visit Carrie Durr, Bankers Life Agent and Bankers Life Securities Financial Representative in Grand Rapids to secure your financial future today.

The Beachler Agency is a well-established insurance agency located at 2000 Burton Street Southeast in Grand Rapids, Michigan, United States. With a strong reputation for providing personalized and comprehensive insurance solutions, The Beachler Agency offers a wide range of coverage options for individuals and businesses alike. Their team of experienced agents is dedicated to helping clients find the right policies to protect their assets and loved ones. Whether you are looking for auto, home, life, or business insurance, The Beachler Agency is committed to delivering exceptional service and peace of mind. Contact them today to discuss your insurance needs and receive a customized quote.

Denis Ejupi, Bankers Life Agent is an insurance agency located at 3230 Eagle Park Drive Northeast in Grand Rapids, Michigan, United States. Specializing in life insurance and retirement planning, Denis Ejupi provides personalized services to help clients secure their financial future. With a strong focus on customer satisfaction and professional expertise, Denis Ejupi is committed to helping individuals and families make informed decisions about their insurance needs. Contact Denis Ejupi, Bankers Life Agent today to learn more about their services and how they can help you protect what matters most.

Michelle M. Muenzenmeyer, MA is a health institution located at 2020 Raybrook Avenue Southeast in Grand Rapids, Michigan. Michelle is a Psychotherapist with over fifteen years of experience, specializing in helping clients recognize and change unhealthy patterns through Mindfulness Based Cognitive Therapy (MBCT) and Acceptance and Commitment Therapy (ACT). Clients often experience increased confidence and courage to face their fears, leading to improved relationships and a greater sense of resilience and meaning in their lives. Michelle's goal is for her clients to develop a sense of joy and self-compassion as they continue on their journey of growth. She works with children, adolescents, and adults, as well as couples, men, and women, incorporating mindfulness-based approaches in her therapy sessions. With a background in residential treatment centers, inpatient psychiatric hospitals, and outpatient settings, Michelle offers a wealth of experience and expertise to her clients. To schedule an appointment, you can contact Michelle at mmmtherapy@gmail.com or by phone at 616-795-0900.

The Journal of Mental Health & Clinical Psychology is a prestigious institution located at 3039 Ledgestone Place Northeast in Grand Rapids, Michigan, United States. This institution focuses on promoting research and advancements in the field of mental health and clinical psychology. With a commitment to providing high-quality and cutting-edge information, the Journal of Mental Health & Clinical Psychology serves as a valuable resource for professionals, researchers, and students in the health industry. Stay informed and up-to-date on the latest developments in mental health and clinical psychology by accessing the wealth of knowledge offered by this esteemed institution.

Baghdad Services LLC is a finance institution located at 3737 Lake Eastbrook Boulevard Southeast in Grand Rapids, Michigan, United States. We specialize in providing a wide range of financial services to meet the needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, loans, or other financial matters, we are here to help. Contact us today to learn more about how Baghdad Services LLC can help you secure your financial future.

Independent Bank is a full-service financial institution located at 77 Monroe Center Street Northwest in Grand Rapids, Michigan. With over 150 years of experience, we offer a wide range of banking services, including checking accounts, home loans, and retirement planning. Our Grand Rapids branch is conveniently situated in the heart of downtown, making it easily accessible for all your banking needs. Visit us today to experience the personalized service and expertise that sets Independent Bank apart.

Kotz Sangster is a reputable institution located at 3333 Deposit Drive Northeast in Grand Rapids, Michigan, United States. Known for its commitment to excellence, Kotz Sangster offers a wide range of services to meet the needs of its clients. With a team of experienced professionals, the institution provides top-notch legal, financial, and consulting services to individuals and businesses alike. Whether you are seeking assistance with estate planning, business law, real estate transactions, or any other legal matter, Kotz Sangster is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy, reliable, and knowledgeable, Kotz Sangster is your go-to institution for all your legal and financial needs.

Central Park Place is a premier real estate agency located at 2875 Central Park Way Northeast in Grand Rapids, Michigan. Our dedicated team of professionals is committed to helping clients find their dream homes or investment properties in the vibrant city of Grand Rapids. With our extensive knowledge of the local market and personalized approach to each client, we strive to make the buying or selling process as smooth and stress-free as possible. Whether you are looking for a cozy apartment, a spacious family home, or a lucrative investment property, Central Park Place is here to help you every step of the way. Contact us today to start your real estate journey with confidence and peace of mind.

TIAA Financial Services is a reputable financial institution located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. As a bank, finance, and insurance agency, TIAA offers a wide range of financial services to its clients, including banking products, investment options, and insurance policies. With a focus on providing personalized and comprehensive financial solutions, TIAA is committed to helping individuals and businesses achieve their financial goals and secure their financial futures. Visit TIAA Financial Services today to learn more about their offerings and how they can help you manage and grow your finances.

Adventure Credit Union is a leading financial institution located at 630 32nd Street Southeast in the vibrant city of Grand Rapids, Michigan, United States. As a full-service credit union, we offer a wide range of financial products and services to meet the needs of our members. Whether you're looking to open a savings account, apply for a loan, or simply withdraw cash from our convenient ATMs, Adventure Credit Union is here to help you on your financial journey. Join us today and experience the thrill of banking with a trusted partner who is dedicated to your financial success.

PNC Private Bank is a prestigious financial institution located at 171 Monroe Avenue Northwest in Grand Rapids, Michigan. As a leading provider of private banking services, PNC Private Bank offers personalized wealth management solutions to high-net-worth individuals and families. With a team of experienced financial advisors and a wide range of sophisticated banking products, PNC Private Bank is committed to helping clients achieve their financial goals and secure their financial future. Visit us today to experience the difference that personalized private banking can make in your life.

Riverbank Finance LLC is a trusted bank and finance institution located in Grand Rapids, Michigan. Our team of experts is dedicated to providing personalized financial solutions to meet your individual needs. Whether you are looking for a mortgage, loan, or investment advice, we are here to help. Visit us at 3205 Eaglecrest Drive Northeast to learn more about how Riverbank Finance LLC can assist you in achieving your financial goals.

Huntington Bank is a trusted institution located at 6455 Division Avenue South, Grand Rapids, Michigan, United States. As a full-service bank, we offer a range of financial services including ATM access, checking accounts, and personalized finance solutions. Our friendly staff is available to assist you during our convenient operating hours: Monday to Friday from 9:00am to 5:00pm, and Saturday from 9:00am to 12:00pm. For your convenience, our ATMs are available 24 hours a day, 7 days a week. Whether you prefer in-person service at one of our branches or online banking, we are here to meet your needs. Please note that lending products are subject to credit approval. Additionally, investment, insurance, and non-deposit trust products are not FDIC insured and may lose value. We value your feedback and invite you to share your experience with us. Visit Huntington Bank today and let us help you achieve your financial goals.

Northpointe Bank is a leading financial institution located at 3333 Deposit Drive Northeast in Grand Rapids, Michigan. As a trusted name in the finance industry, Northpointe Bank offers a wide range of banking services, including savings accounts, checking accounts, loans, and investment options. With a commitment to providing personalized service and innovative financial solutions, Northpointe Bank is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the difference of banking with Northpointe Bank.

Harvest Financial is a reputable finance institution located at 3501 Lake Eastbrook Boulevard Southeast in Grand Rapids, Michigan. With a commitment to providing top-notch financial services, Harvest Financial offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Harvest Financial is dedicated to helping you navigate the complexities of the financial world. Trust Harvest Financial to provide you with expert guidance and personalized solutions to secure your financial future.

Lake Michigan Credit Union (LMCU) is a trusted financial institution located at 5701 28th Street Southeast in Grand Rapids, Michigan, United States. As a member-owned credit union, LMCU offers a wide range of financial services including savings accounts, checking accounts, loans, mortgages, and investment options. With a focus on providing exceptional customer service and competitive rates, LMCU is dedicated to helping its members achieve their financial goals. Visit LMCU today to experience the difference of banking with a local, community-focused institution.

Monique R Wilson is a finance institution located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Our dedicated team of financial experts is committed to providing top-notch financial services to individuals and businesses in the area. Whether you need assistance with investments, retirement planning, or managing your finances, Monique R Wilson is here to help. Visit us today to learn more about how we can assist you in achieving your financial goals.

Commercial Bank is a trusted institution located at 10530 West Carson City Road in Greenville, Michigan, United States. As a full-service bank, we offer a range of financial services including ATMs, banking, and finance options. Our commitment to our customers is evident in our dedication to providing the best products and services in mid-Michigan for over 130 years. We are excited to announce the upcoming opening of our new location at 240 Lake Michigan Drive NW in Grand Rapids, set to open in the Spring of 2024. Our expansion reflects our continued commitment to serving the Grand Rapids community with the same level of excellence that we are known for.

IBS Financial Group is a finance institution located at 758 Fulton Street West in Grand Rapids, Michigan, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, IBS Financial Group is here to help. Contact us today to learn more about our services and how we can assist you with your financial needs.

Mercantile Bank is a reputable financial institution located at 4613 Alpine Avenue Northwest in Comstock Park, Michigan, United States. As a full-service bank, Mercantile Bank offers a wide range of banking and financial services to individuals, businesses, and organizations. With a focus on customer satisfaction and financial stability, Mercantile Bank strives to provide personalized solutions to meet the unique needs of each of its clients. Whether you're looking for personal banking services, business loans, or investment opportunities, Mercantile Bank is committed to helping you achieve your financial goals. Visit Mercantile Bank today and experience the difference that personalized service and financial expertise can make in your life.

Commercial Bank is a trusted institution located at 629 West State Street in Hastings, Michigan, United States. As a full-service bank, we offer a range of financial services including ATM access, banking, and finance options. Our commitment to our customers is evident in our dedication to providing the best products and services in mid-Michigan. We are excited to announce the construction of a new location at 240 Lake Michigan Drive NW in Grand Rapids, set to open in the Spring of 2024. This expansion reflects our ongoing commitment to serving the Grand Rapids community.

Business Exchange is a reputable institution located at 865 28th Street Southeast in Grand Rapids, Michigan, United States. Specializing in accounting and finance, we provide top-notch services and resources for individuals and businesses looking to enhance their financial knowledge and strategies. Our experienced professionals offer expert advice and guidance to help our clients succeed in their financial endeavors. Whether you are looking to improve your financial management skills or seeking assistance with tax preparation, Business Exchange is here to help you achieve your financial goals.

Located at 3196 Kraft Avenue Southeast in Grand Rapids, Michigan, the Principal Financial Group is a finance and insurance agency dedicated to helping individuals, businesses, and employees secure their financial well-being. As part of the nationwide network of financial professionals affiliated with the Principal Financial Group, their team offers a range of services to provide benefits to clients. They are licensed to offer insurance products, life insurance, annuities, securities, and investment advisory services in the states where they have met qualification requirements. The institution is focused on building a team of passionate and talented financial professionals who are committed to improving the financial well-being of the community. If you are looking for an opportunity to make a difference while maintaining flexibility in your own life, the Principal Financial Group may be the right fit for you. Contact them to learn more about how they can help you protect what matters and advance your financial goals.

Independent Bank is a reputable financial institution located at 6750 Cascade Road Southeast in Grand Rapids, Michigan. With over 150 years of experience, Independent Bank offers a wide range of services including ATM access, banking, and financial assistance. Their dedicated team is available to help with various financial needs such as opening checking accounts, purchasing homes, and retirement planning. Operating hours vary by location, so be sure to check their website or contact them directly for specific branch hours. Visit Independent Bank today for all your banking needs.

Lockhart Tax Professionals is a reputable accounting and finance institution located at 746 Martin Luther King Junior Street Southeast in Grand Rapids, Michigan, United States. With a team of experienced professionals, they provide expert tax services and financial advice to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Lockhart Tax Professionals is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing top-notch services to their clients.

Darlene Frederick - At Aspen~Marquise Financial is a finance institution located at 625 Kenmoor Avenue Southeast in Grand Rapids, Michigan. Specializing in financial services, Darlene Frederick and her team at Aspen~Marquise Financial provide expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on integrity and professionalism, this institution offers a range of services including investment planning, retirement planning, and wealth management. Whether you are looking to grow your assets, plan for the future, or protect your wealth, Darlene Frederick - At Aspen~Marquise Financial is dedicated to helping you secure a stable financial future.