- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- United Kingdom
- Italy
- Poland
- Australia
- Spain
- New Zealand
- France
- Germany
TOP 30 Wealth transfer planning in Grand Rapids, MI
6 results found
Search for local businesses, places and services near you
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.
Merrill Lynch Financial Advisor Rua Hekhuis
Merrill Lynch Financial Advisor Rua Hekhuis is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. Rua is dedicated to building strong relationships with clients and providing personalized guidance tailored to their unique goals and circumstances. With a background in private consulting and a focus on goals-based planning, Rua leverages the resources of Merrill and Bank of America to help clients achieve their evolving financial goals. Committed to personalized service, Rua lives in Spring Lake with her husband and two dogs and is actively involved in supporting homeless animals through the Humane Society of West Michigan. As a Senior Portfolio Advisor, Rua can manage investment strategies on a discretionary basis, offering clients access to a range of portfolios and investment solutions. Through Merrill Personal Wealth Analysis™, Rua helps clients develop personalized financial plans centered on their goals. With a team of experienced professionals and the global resources of Merrill, Rua is dedicated to building strong client relationships based on trust and personalized service. By understanding each client's unique needs and aspirations, Rua creates customized financial approaches designed to help clients pursue their goals and manage investment risk. Whether clients are planning for retirement, education expenses, or wealth transfer, Rua works closely with them to develop strategies that align with their priorities. By staying informed about changes in clients' lives and the financial markets, Rua ensures that their financial approaches remain aligned with their goals. Through ongoing discussions and adjustments, Rua helps clients stay on track to achieve what matters most to them. As a Certified Financial Planner and Chartered Retirement Planning Counselor, Rua is equipped to provide clients with comprehensive financial solutions and personalized investment strategies. With a focus on understanding clients' personalities and priorities, Rua offers tailored advice to help clients navigate market fluctuations and life changes. By working closely with clients and drawing on the resources of Merrill and Bank of America, Rua helps clients live their best financial lives and achieve their goals.
Cornerstone Retirement Partners
Cornerstone Retirement Partners is an independent fiduciary financial advisory and Medicare firm located in Grand Rapids, Michigan. With over 20 years of experience, our professional financial advisors and Medicare specialists assist working individuals with the transition into retirement. We help our clients navigate the process of signing up for Medicare, Social Security, and creating income plans from their accumulated wealth. Our team also collaborates with elder law attorneys to help retirees transfer their wealth to their loved ones while qualifying for Medicaid. As fiduciaries, Ron and Nolan are committed to acting in the best interest of our clients when recommending investments. They specialize in managing assets throughout retirement and working with Medicaid annuities. Our Medicare specialists, Nancy and Kristin, provide guidance on Part D and supplemental insurance options during Medicare open enrollment.
Huntington Private Bank
Huntington Private Bank is a premier finance institution located at 150 Ottawa Avenue Northwest in Grand Rapids, Michigan, United States. Our dedicated team of professionals offers a full range of wealth and financial services, including premium banking solutions, trust and estate administration, portfolio management, and securities and investment advisory services. We are committed to providing personalized solutions to help our clients achieve their financial goals. Trust Huntington Private Bank for all your wealth management needs.
Merrill Lynch Financial Advisor James D Veldheer
Merrill Lynch Financial Advisor James D Veldheer, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, is a finance institution dedicated to helping clients achieve their long-term financial goals. Whether you are an individual or an institution, our team offers personalized financial strategies tailored to your specific needs. With a focus on investment research, portfolio allocation, and tax policy, we provide expert guidance to help you manage, grow, and preserve your wealth. By listening to your aspirations and priorities, we develop a customized approach to address your financial needs, whether you are planning for retirement, saving for a major purchase, or transferring wealth to future generations. Our team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Let us help you achieve your financial goals and secure your financial future.
The Tholl Pearson Group - Morgan Stanley
The Tholl Pearson Group - Morgan Stanley is a leading financial institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan, United States. Specializing in wealth management, investment banking, and advisory services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a strong reputation for excellence and a commitment to client satisfaction, The Tholl Pearson Group - Morgan Stanley is a trusted partner for individuals and businesses seeking expert financial guidance. Contact us today to learn more about how we can help you secure your financial future.
List of local businesses, places and services in Michigan
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos