Wealth transfer planning in Muskegon, Michigan

ARGO Wealth Partners is a leading finance institution located at 2145 West Sherman Boulevard in Muskegon, Michigan, United States. With a team of experienced financial advisors, we offer a wide range of wealth management services to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, our experts are here to provide personalized solutions tailored to your unique needs. Trust ARGO Wealth Partners to guide you towards a secure financial future.

Osaic Wealth Inc is a finance institution located at 3324 Maple Grove Road, Muskegon, Michigan, United States. At Osaic Wealth Inc, we make it worth the move to change firms by offering the ease of Pathways Financial Group & FSC. Our services include financial planning for employees with a wide range of benefit programs, determining business value for estate and gift tax purposes, and succession planning for financial advisors. We specialize in helping financial advisors plan for the future success of their businesses, whether through internal or external succession planning. Our leadership skills evaluation and ten leadership traits of successful financial advisors can help you find the right successor for your business. We also offer services for selling a financial advisory practice and reasons why financial advisors may postpone succession planning. Succession Connection is our connecting marketplace for financial professionals, offering affordable online services for established advisors looking for succession plans. Contact us at Osaic Wealth Inc for all your financial planning needs.

Braeburn Wealth Management, LLC, located at 111 West Western Avenue in Muskegon, Michigan, is a finance institution dedicated to helping clients make informed financial decisions and unlock their wealth potential. With over 12 years of experience, our team is committed to providing personalized wealth management and financial planning services tailored to each client's unique needs. Whether you need assistance with investments, retirement planning, insurance, taxes, social security, or employer-sponsored retirement plans, we are here to help you navigate the complexities of personal finance. Our mission is to build long-term relationships with our clients, offering individual attention and genuine concern for their financial well-being. Trust Braeburn Wealth Management to help you achieve your financial goals and secure your future.

Merrill Lynch Wealth Management, located at 380 West Western Avenue in Muskegon, Michigan, United States, is a prestigious finance institution that offers a wide range of wealth management services. The experienced advisors at this branch work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. The advisors at Merrill Lynch Wealth Management offer financial strategies based on years of combined knowledge and experience in wealth management. They go beyond wealth planning advice to assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives.

Cara Galbavi Law is a specialized law firm located at 17190 Van Wagoner Road, Spring Lake, Michigan, United States. The firm focuses on estate planning, wills, trusts, probate, real estate, business, internet law, and personal and business succession planning. Serving individuals and businesses throughout West Michigan, including Grand Haven, Spring Lake, Holland, Muskegon, and Grand Rapids, the firm offers expertise in all aspects of the business lifecycle, from entity selection and formation to sales and mergers. Regardless of your family structure, income level, or assets, Cara Galbavi Law believes that everyone in West Michigan needs an estate plan tailored to their specific needs and wishes. Without a plan in place, the State of Michigan has one for you, which may not align with your desires. The firm's goal is to ensure that your loved ones are taken care of after you are gone, your business interests are protected, and your assets are distributed according to your wishes.

David M. Byrne, Attorney at Law is a reputable law institution located at 28 West Main Street in Fremont, Michigan, United States. Specializing in estate planning, small business law, probate and trust matters, as well as Medicaid cases, David Byrne prides himself on providing personalized representation to each client. With almost 15 years of experience, David Byrne is known for his ability to find solutions to complex legal issues and his approachability in addressing client concerns. Client testimonials speak to David Byrne's professionalism and knowledge in handling legal affairs, including estate planning, business law, and real estate matters. Whether it's drafting a Last Will and Testament, setting up a Limited Liability Company (LLC), or navigating probate proceedings, David Byrne is dedicated to meeting the unique needs of each client.

Edward Jones - Financial Advisor: Nathan D Whipple, AAMS™ is a reputable finance institution located at 5916 Harvey Street in Muskegon, Michigan, United States. With a focus on providing personalized financial advice and services, Nathan D Whipple, AAMS™ is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to invest, Nathan D Whipple, AAMS™ offers expert guidance and support to help you make informed decisions about your finances. Trust in this institution to provide you with the tools and resources you need to secure a stable financial future.

UBS Financial Services Inc. is a finance institution located at 945 West Norton Avenue in Muskegon, Michigan, United States. With a strong reputation for providing high-quality financial services, UBS offers a wide range of financial solutions to individuals and businesses alike. From wealth management to investment advice, UBS is dedicated to helping clients achieve their financial goals. With a team of experienced professionals, UBS Financial Services Inc. is committed to providing personalized and tailored financial solutions to meet the unique needs of each client.

Kar-Mel Financial Planners, located at 794 Pine Street in Muskegon, Michigan, is a finance institution dedicated to helping clients navigate today's economic challenges and opportunities. With a focus on long-term trends and investment ideas, we aim to assist individuals facing retirement or seeking to better understand financial strategies. Our team prioritizes building strong, long-term relationships with clients, ensuring open communication and understanding of personal goals and risk tolerance. Securities, advisory services, and financial planning are offered through LPL Financial, a registered investment advisor. Our representatives are available to discuss securities business with residents of select states. Contact us today at (231) 733-1122 or via email at karmen.gearhart@lpl.com to learn more about how we can help you achieve financial confidence and success.

Caterina Holt - Raymond James is a finance institution located at 700 Terrace Point Drive in Muskegon, Michigan, United States. Our team of experienced professionals is dedicated to providing personalized financial services and investment advice to help our clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, we are here to help. Contact us today to schedule a consultation and see how we can help you secure your financial future.

Merrill Lynch Financial Advisor Gregory G. DeVoursney, located at 380 West Western Avenue in Muskegon, Michigan, is a Vice President and Senior Financial Advisor with over 25 years of experience in the financial services industry. Greg holds a BBA from the University of Notre Dame and specializes in developing customized investment portfolios for retirees, professionals, business owners, and high net worth individuals seeking financial independence. Greg's approach is centered on building strong client relationships based on trust and personalized service. He believes in creating a personalized plan tailored to each client's goals and priorities, whether it's saving for retirement, funding a child's education, or planning for future generations. With access to the global resources of Merrill, Greg's team is dedicated to helping clients achieve their financial goals.

The Investment Management Group is a leading finance institution located at 221 West Webster Avenue in Muskegon, Michigan, United States. Our team of expert financial advisors specializes in providing personalized investment solutions tailored to meet the unique needs and goals of our clients. With a focus on wealth management, retirement planning, and portfolio diversification, we strive to help our clients achieve financial success and security. Contact us today to schedule a consultation and start building a brighter financial future.

Edward Jones - Financial Advisor: Brett A Adkins is a reputable finance institution located at 837 Seminole Road in Muskegon, Michigan, United States. Brett A Adkins, the financial advisor, is dedicated to providing personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and offering tailored investment strategies, Edward Jones - Financial Advisor: Brett A Adkins is committed to helping individuals and families navigate the complexities of financial planning. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Brett A Adkins and his team are here to provide expert guidance and support.

Merrill Lynch Financial Advisor Joseph B Masvero is a reputable finance institution located at 380 West Western Avenue in Muskegon, Michigan, United States. Specializing in providing expert financial advice and services, Joseph B Masvero and his team offer personalized solutions to help clients achieve their financial goals. With a strong focus on building long-term relationships based on trust and integrity, Merrill Lynch Financial Advisor Joseph B Masvero is dedicated to helping individuals and businesses make informed decisions to secure their financial futures.

Edward Jones is a reputable financial institution located at 335 West Western Avenue in Muskegon, Michigan, United States. Specializing in personalized financial services, Edward Jones offers a wide range of investment options, retirement planning, and wealth management solutions to help clients achieve their financial goals. With a commitment to providing exceptional customer service and expert financial advice, Edward Jones is a trusted partner for individuals and families seeking to secure their financial future.

Steve Dangel - Raymond James is a finance institution located at 700 Terrace Point Drive in Muskegon, Michigan, United States. With a focus on providing comprehensive financial planning and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to build wealth, plan for retirement, or protect your assets, we offer personalized guidance and tailored solutions to meet your individual needs. Trust in Steve Dangel - Raymond James to provide you with expert financial advice and superior customer service.

Edward Jones - Financial Advisor: David A Conley, AAMS™ is a reputable financial institution located at 837 Seminole Road in Muskegon, Michigan, United States. With a focus on providing personalized financial planning and investment services, David A Conley, AAMS™ is dedicated to helping clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, David A Conley, AAMS™ can provide expert guidance and support. Trust in Edward Jones for all your financial needs.