TOP 30 Best Wealth management services in Grand Rapids, Michigan

Jared 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."

Life & 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.

Victor Amaya - Financial Advisor at Ameriprise Financial Services, LLC, located at 1985 Talamore Court Southeast in Grand Rapids, Michigan, offers personalized financial advice to help you achieve your goals. With a focus on understanding what is important to you, Victor can assist with saving for college, planning for retirement, making smart investments, and more. By preparing for both expected and unexpected life events, you can feel more confident and in control of your financial future. Background and qualification information for Victor Amaya can be found on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure for transparency. As a registered advisor, Victor Amaya can conduct securities business with residents of certain states listed on BrokerCheck.

Lisa Cargill is a Financial Advisor at Ameriprise Financial Services, LLC located at 6701 Old 28th Street Southeast in Grand Rapids, Michigan. Lisa 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®. These certifications demonstrate Lisa's expertise in various financial areas such as asset management, estate planning, retirement planning, investment strategies, and more. Lisa is dedicated to providing top-notch financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and advanced knowledge in financial planning, Lisa is committed to helping clients achieve their financial goals and navigate complex financial situations.

Michael Klassa is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2851 Charlevoix Drive Southeast in Grand Rapids, Michigan. As a finance institution, Michael Klassa 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®, CFA®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. With expertise in asset management, estate planning, retirement planning, and more, Michael Klassa provides comprehensive financial services to clients in the Grand Rapids area.

GFT Wealth Strategies is a leading finance institution located at 770 Kenmoor Avenue Southeast in Grand Rapids, Michigan. 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, investing for the future, or looking to protect your assets, GFT Wealth Strategies is here to provide expert guidance and support. Contact us today to learn more about our comprehensive financial services.

Andy Tran - Financial Advisor, Ameriprise Financial Services, LLC, located at 4362 Cascade Road Southeast, Grand Rapids, Michigan, United States, is a finance institution that offers a range of services to help clients achieve their financial goals and protect their assets. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in the expertise of Andy Tran and his team. Whether it's insurance solutions for health, life, disability, income, or long-term care, Ameriprise Financial Services, LLC provides tailored coverage options to suit individual needs. By preparing for the unexpected, clients can feel more secure knowing they have a plan in place to protect themselves and their loved ones.

Harvest Wealth Advisors is a leading financial institution located at 5075 Cascade Road Southeast in Grand Rapids, Michigan, United States. Specializing in wealth management and financial planning services, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, Harvest Wealth Advisors is committed to providing expert guidance and support to individuals and families seeking to build and preserve wealth. Contact us today to learn more about how we can help you navigate the complexities of the financial world and create a solid financial plan for the future.

Nick Hendon is a Financial Advisor at Ameriprise Financial Services, LLC located at 5136 Cascade Road Southeast in Grand Rapids, Michigan, United States. Nick 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®, CFP®, 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 Nick's expertise in asset management, retirement planning, estate planning, investment management, and more. As a trusted financial advisor, Nick Hendon is dedicated to providing personalized financial solutions to individuals, retirees, small business owners, and high net worth clients.

EQUITABLE ADVISORS, led by David Sayfie, MBA, is a reputable finance institution located in Grand Rapids, Michigan. With a focus on providing personalized financial advice and services, EQUITABLE ADVISORS helps clients navigate their financial goals and investments. Situated at 4467 Cascade Road Southeast, Grand Rapids, the institution offers a range of financial solutions tailored to meet each client's unique needs. Trust EQUITABLE ADVISORS to guide you towards a secure 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.

Callesen Wealth Management is a prestigious finance institution located at 1500 East Beltline Avenue Southeast in Grand Rapids, Michigan, United States. With a focus on providing comprehensive wealth management services, our team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. From investment planning to retirement strategies, Callesen Wealth Management is committed to delivering personalized solutions tailored to each client's unique needs. Trust us to guide you towards financial success and peace of mind.

Thomas Elzinga is a Financial Advisor at Ameriprise Financial Services, LLC located at 6701 Old 28th Street Southeast in Grand Rapids, Michigan, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Thomas Elzinga offers background and qualification information on FINRA's BrokerCheck website. The institution provides a Client Relationship Summary Disclosure and insights on stock market trends. Understanding risk tolerance is crucial in investing, and Thomas Elzinga can help determine an appropriate investment strategy based on your risk tolerance. If you're looking to secure a more confident financial future, take advantage of a complimentary initial consultation. Please note that this offer is only valid in the United States. Investment products are not guaranteed by any financial institution and involve risks. Securities are offered by Ameriprise Financial Services, LLC, a registered investment adviser. Thomas Elzinga may only conduct securities business in states where properly registered. Let's meet to discuss your financial goals and objectives. Ameriprise Financial cannot guarantee future financial results. Feel free to refer friends or family members to Thomas Elzinga for financial guidance. Your referral can expect to hear from him soon. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, with a focus on privacy, security, and fraud prevention.

Chase Carpenter - Financial Advisor at Ameriprise Financial Services, LLC, located at 5136 Cascade Road Southeast in Grand Rapids, Michigan, is a trusted finance institution. As part of HS&C Wealth Management, they have been recognized as one of Forbes Best-In-State Wealth Management Teams for 2024. Chase Carpenter provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. Chase Carpenter specializes in helping clients plan for retirement, addressing common concerns such as income stability, market fluctuations, and inflation impact on retirement savings. The Retirement InteractiveSM tool offers valuable insights into potential challenges affecting retirement income.

Medalist Wealth Management is a finance institution located at 2900 Charlevoix Drive Southeast, Grand Rapids, Michigan, United States. Our dedicated team is committed to helping you achieve your dream retirement by designing and implementing successful financial strategies tailored to your goals. Founder Matt, a private wealth advisor with years of experience in financial services, focuses on retirement planning and is passionate about helping retirees secure their financial future. We offer a range of services to fit your unique lifestyle, including fixed index annuities to de-risk assets in today's changing economic landscape. Our goal is to help you build a financial strategy that provides security and peace of mind. Please note that all investments carry risk, and we recommend consulting with a qualified professional before making any decisions. Medalist Wealth Management is not affiliated with the U.S. Government or any governmental agency. Contact us today to start planning for your dream retirement.

Thaddeus Phelps - Advance Wealth Management Service, LLC is a premier finance institution located in Grand Rapids, Michigan. Our team of experienced financial advisors are 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 investment portfolio, we are here to provide expert guidance and support. Visit us at 2960 Lucerne Drive Southeast to learn more about how we can help you secure a prosperous financial future.

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.

Summit 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.

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.

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.

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.

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.

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.

Options Business Services is a reputable accounting and finance institution located at 1353 Lake Drive Southeast in Grand Rapids, Michigan. With a team of experienced professionals, they offer a wide range of services to help individuals and businesses manage their financial affairs effectively. Whether you need help with tax preparation, bookkeeping, payroll services, or financial planning, Options Business Services is dedicated to providing top-notch solutions tailored to your specific needs. Trustworthy and reliable, they strive to deliver exceptional service to help you achieve your financial goals.

Jakpot Tax Services is a reputable finance institution located at 2146 Division Avenue South in Grand Rapids, Michigan. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses alike. From tax preparation to planning and consulting, we are here to help you navigate the complex world of taxes. Trust Jakpot Tax Services to provide you with expert advice and personalized solutions to meet your financial needs. Visit us today and let us help you maximize your tax savings and achieve your financial goals.

Sund Tax Services is a trusted accounting and finance institution located at 929 Barbara Street Northwest in Grand Rapids, Michigan. Our team of experienced professionals is dedicated to providing top-notch tax services, financial planning, and accounting solutions to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or investment strategies, our experts are here to assist you every step of the way. Visit us today to experience personalized service and expert advice to help you achieve your financial goals.

One Stop Multiple Services is a comprehensive financial institution located at 2355 Division Avenue South in Grand Rapids, Michigan. Our team of experienced professionals offers a wide range of accounting and finance services to meet all of your needs in one convenient location. Whether you need help with tax preparation, bookkeeping, financial planning, or investment management, we are here to help. Trust One Stop Multiple Services for all of your financial needs and experience the convenience of having everything you need under one roof.

Doyle & Doyle Financial Services is a reputable accounting and finance institution located at 1560 Wealthy Street Southeast in Grand Rapids, Michigan. Our team of experienced professionals provides a wide range of financial services including tax preparation, financial planning, and investment management. With a commitment to integrity and personalized service, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.

Senior Advisory Services, PLLC is a reputable finance institution located at 625 Kenmoor Avenue Southeast in Grand Rapids, Michigan, United States. Our dedicated team of financial experts specializes in providing personalized advisory services to senior citizens, helping them navigate their financial options and make informed decisions for their future. With a focus on integrity and professionalism, we strive to empower our clients to achieve their financial goals and secure their financial well-being in their golden years. Trust Senior Advisory Services, PLLC to provide reliable and expert financial guidance tailored to meet your individual needs.

Start New Financial is a leading finance institution located at 5366 Plainfield Avenue Northeast in Grand Rapids, Michigan. We specialize in providing innovative financial solutions to help individuals and businesses achieve their goals. Our team of experienced professionals is dedicated to helping our clients navigate the complex world of finance and make informed decisions. Whether you are looking to start a new business, invest in the stock market, or plan for retirement, Start New Financial is here to help you every step of the way. Contact us today to learn more about how we can help you secure a brighter financial future.