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TOP 30 Wealth services in Grand Rapids, MI
242 results found
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R Jim Van Loo - Financial Advisor, Ameriprise Financial Services, LLC
R Jim Van Loo is a financial advisor at Ameriprise Financial Services, LLC located at 2851 Charlevoix Drive Southeast in Grand Rapids, Michigan, United States. He 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 his expertise and commitment to providing comprehensive financial planning services. Whether you are planning for retirement, managing investments, or navigating complex financial situations, R Jim Van Loo has the knowledge and skills to help you achieve your financial goals.
Elite Wealth Management LLC
Elite Wealth Management LLC is a premier finance institution located at 2050 Celadon Drive Northeast in Grand Rapids, Michigan. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals and build wealth for the future. We offer a wide range of services including investment management, retirement planning, estate planning, and more. At Elite Wealth Management LLC, we prioritize personalized service and tailor our strategies to meet the individual needs of each client. Trust us to provide expert guidance and support as you navigate the complexities of the financial world.
Paul Mysliwiec - Private Wealth Advisor, Ameriprise Financial Services, LLC
Paul Mysliwiec - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3351 Eagle Run Drive Northeast in Grand Rapids, Michigan, offers a wide range of financial services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Paul Mysliwiec is dedicated to providing expert advice and guidance to clients in areas such as asset management, retirement planning, estate planning, and investment strategies. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Paul Mysliwiec has the expertise to help you achieve your financial goals. Contact him today to learn more about how he can assist you in managing your wealth and securing your financial future.
Tarfis Wealth Management, LLC
Tarfis Wealth Management, LLC is a reputable finance institution located at 3940 Peninsular Drive Southeast in Grand Rapids, Michigan, United States. Specializing in wealth management, Tarfis offers personalized financial services to help clients achieve their financial goals and secure their financial future. With a team of experienced professionals, Tarfis Wealth Management, LLC provides expert advice and guidance on investments, retirement planning, and estate planning. Trust Tarfis to provide comprehensive financial solutions tailored to meet your individual needs and objectives.
Veltman Investment Management and Financial Services
Veltman Investment Management and Financial Services, located at 741 East Beltline Avenue Northeast in Grand Rapids, Michigan, offers personalized financial advisory services for individuals, families, and institutions. Our experienced team creates customized investment strategies to help clients achieve their financial goals. We specialize in providing unique solutions for business owners and entrepreneurs, nurturing wealth for a better quality of life, and confidently managing assets. Our team understands the challenges women face in finance and provides expert guidance. With over 50 years of combined experience in the industry, we have the knowledge and resources to help clients make the most of their investment opportunities. As a part of Raymond James, a reputable independent financial services company, we are committed to delivering quality service and tailored solutions to our clients.
Cornerstone Wealth Partners - Steve Vanderwey, William Wiarda
Cornerstone Wealth Partners, led by Steve Vanderwey and William Wiarda, is a finance institution located in Grand Rapids, Michigan. As a coaching company, their mission is to help families understand the true value of their money, allowing them to invest wisely and with purpose. Through their Pathway system, they guide clients in navigating financial decisions and strategies. Their team is known for being fun, effective, and dedicated to providing top-notch investor services. With a commitment to sound academic investing, Cornerstone Wealth Partners aims to help clients achieve their financial goals while staying true to their greater purpose in life. Advisory services are offered through Cornerstone Wealth Partners, a registered investment adviser, ensuring that clients receive expert guidance in managing their finances.
Shaun Smith - Financial Advisor, Ameriprise Financial Services, LLC
Shaun Smith - Financial Advisor, Ameriprise Financial Services, LLC, located at 900 East Paris Avenue Southeast in Grand Rapids, Michigan, is a finance institution that offers personalized investment recommendations based on individual goals and risk tolerance. They provide regular reviews and updates to help clients track their progress towards financial goals, with secure online access to accounts and investments. The institution offers complimentary initial consultations to discuss retirement, education, major purchases, and more. Shaun Smith is a registered investment adviser with Ameriprise Financial Services, LLC, and may conduct securities business with residents of specific states. Clients can expect professionalism, expertise, and a commitment to helping achieve financial goals.
Synergy Wealth Management
Synergy Wealth Management is a leading financial institution located at 660 Cascade West Parkway Southeast in Grand Rapids, Michigan. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. From investment planning to retirement savings, our comprehensive services are designed to optimize your financial success. Contact us today to start building a brighter financial future with Synergy Wealth Management.
LaFleur & Godfrey Private Wealth Management
LaFleur & Godfrey Private Wealth Management is a prestigious finance institution located at 625 Kenmoor Avenue Southeast in Grand Rapids, Michigan, United States. With a focus on providing personalized wealth management services, LaFleur & Godfrey is dedicated to helping clients achieve their financial goals and secure their financial futures. Their team of experienced professionals offers expert advice and tailored investment strategies to meet the unique needs of each individual client. Trust LaFleur & Godfrey Private Wealth Management to provide top-tier financial guidance and support.
Jared Mysliwiec - Financial Advisor, Ameriprise Financial Services, LLC
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
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.
Michael Klassa - Private Wealth Advisor, Ameriprise Financial Services, LLC
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
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.
Harvest Wealth Advisors
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.
Michael Gascon - Financial Advisor, Ameriprise Financial Services, LLC
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
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.
Chase Carpenter - Financial Advisor, Ameriprise Financial Services, LLC
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
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
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
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.
Jack Hendon - Private Wealth Advisor, Ameriprise Financial Services, LLC
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.
Schaefer and Hollister Wealth Maganement Group of Raymond James
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
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.
Start New Financial
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.
Financial Advisory Corporation
Financial Advisory Corporation is a leading finance institution located at 4251 Cascade Road Southeast in Grand Rapids, Michigan. Our team of experienced financial advisors provides personalized guidance and expert advice to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, our dedicated professionals are here to assist you every step of the way. Trust Financial Advisory Corporation for all your financial needs and let us help you secure a brighter financial future.
Grow
Grow is a finance institution located at 1333 Alger Street Southeast in Grand Rapids, Michigan. Our mission is to help individuals and businesses achieve their financial goals through expert advice and personalized financial solutions. With a team of experienced professionals, we offer a wide range of financial services including investment management, retirement planning, and wealth management. Whether you are looking to grow your savings, plan for the future, or secure a loan, Grow is here to support you every step of the way. Visit us today to learn more about how we can help you thrive financially.
Northview Public Schools
Northview Public Schools is a highly-regarded secondary school located in Grand Rapids, Michigan. With a comprehensive academic curriculum and a variety of co-curricular opportunities, students in grades 9-12 have access to a wealth of resources to support their education. The school's staff, totaling over 100 members, is dedicated to creating a positive and caring environment for students, parents/guardians, and themselves. Emphasizing the value of human relationships and respectful interactions, Northview High School strives to provide a supportive and enriching learning experience for all. The school is led by Principal Mr. Mark Thomas and Assistant Principal Mr. Brent Dickerson, along with Building Administrative Assistants Joylynn Kelly, Patty Zwyghuizen, and Nicole Mulheisen. Graduation ceremonies take place at the Van Noord Arena at Calvin University, offering a memorable and celebratory conclusion to the academic year. For remote learning, the school provides resources and support for using platforms like Canvas, Mavin, and ParentVue. Contact Northview Public Schools at 4365 Hunsberger Ave NE, Grand Rapids, MI, or by phone at (616) 363-6861.
Amy Lidderdale Byerley, PhD
Amy Lidderdale Byerley, PhD is a renowned doctor specializing in health located at 35 Michigan Street Northeast in Grand Rapids, Michigan. With a wealth of experience and expertise, Dr. Byerley offers top-notch medical care and personalized treatment plans to her patients. Her dedication to improving the health and well-being of individuals is evident in her compassionate approach and commitment to excellence. Whether you are in need of routine check-ups, specialized treatment, or preventive care, Dr. Byerley is here to provide comprehensive and effective healthcare services. Visit her practice today to experience the highest standard of medical care in a welcoming and professional environment.
Kuyper College Zondervan Library
The Kuyper College Zondervan Library is a prestigious academic institution located in Grand Rapids, Michigan. As a part of Kuyper College, this library serves as a vital resource for students and faculty alike. With a vast collection of books, journals, and online resources, the library offers a wealth of knowledge on various subjects. Visitors can enjoy a quiet study environment, access to computers and printing services, and assistance from knowledgeable librarians. Whether researching for a paper or simply looking for a good book to read, the Kuyper College Zondervan Library is the perfect place to expand your horizons.
Arreyl Wilson, Bankers Life Agent
Arreyl Wilson, Bankers Life Agent is an insurance agency located at 3350 Eagle Park Drive Northeast in Grand Rapids, Michigan, United States. Specializing in providing insurance products and services from Bankers Life, our dedicated team of professionals is committed to helping clients protect their financial future and achieve peace of mind. With a focus on personalized service and tailored solutions, we strive to build long-lasting relationships with our clients based on trust and integrity. Contact us today to learn more about how we can assist you with your insurance needs.
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