Wealthtransfers in Michigan

Located at 460 Ada Drive Southeast in Ada, Michigan, Zhang Financial is a leading finance institution with over $5.7 billion in assets under management. As the #1 Financial Advisor in Grand Rapids, Zhang Financial prides itself on providing customized and unbiased financial advice without conflicts of interest. Led by Charles Zhang, the firm upholds a fiduciary standard and offers first-class service to clients. With assets held in custody by LPL or Charles Schwab, Zhang Financial offers personalized investment recommendations to every client. The team at Zhang Financial boasts a wide range of credentials and certifications, setting them apart from other financial planning firms in the area.

Bridgeriver Advisors LLC, located at 40900 Woodward Avenue, Bloomfield Hills, Michigan, United States, is a finance institution dedicated to empowering individuals to become financially independent. They offer workshops that provide essential information about retirement, with a focus on increasing income and lowering taxes during retirement. Dan Casey, an investment advisory representative of Bridgeriver Advisors, LLC, provides advisory services to help individuals with retirement and financial planning. Please note that the information provided on their website is developed from sources believed to be accurate and complete, but no guarantee is given for such accuracy or completeness. The institution does not provide tax or legal advice, so individuals are encouraged to consult their own legal or tax professionals for specific information regarding their situation.

Fifth Third Private Banker - David Tupper is a finance institution located at 102 West Front Street in Traverse City, Michigan, United States. As a private banker, David Tupper offers personalized financial services and advice to clients, helping them manage their wealth and achieve their financial goals. With a focus on building long-term relationships, Fifth Third Private Banker - David Tupper provides expert guidance and tailored solutions to meet the unique needs of each individual client.

Rush Creek Advisors - Ameriprise Financial Services, LLC is a finance institution located at 7700 Byron Center Avenue Southwest, Byron Center, Michigan, United States. As recipients of the Ameriprise Client Experience Award for 2023, we prioritize your financial goals, whether they involve retirement, education, or a major purchase. Our team provides personalized investment and asset allocation recommendations based on your individual goals and risk tolerance. We document your goals, regularly review your progress, and adjust your approach as life changes. You can easily access your investments and accounts from any device and track your progress towards your goals securely. Schedule a complimentary initial consultation to learn more about how we can help you achieve your financial goals. Our advisors are registered to do business in certain U.S. states, so please refer to our personal website or FINRA's BrokerCheck website for more details. Let's meet to discuss what's most important to you and explore how personalized advice can help you reach your financial goals. Please note that the initial consultation provides an overview of financial planning concepts and does not include written analysis or recommendations. Ameriprise Financial cannot guarantee future financial results. We are committed to helping your friends or family members achieve their financial goals, so feel free to refer them to us. We look forward to connecting with them soon. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and we prioritize privacy and security for all our clients.

Edward Jones - Financial Advisor: Seth Donnan is a reputable finance institution located at 4027 17 Mile Road Northeast in Cedar Springs, Michigan, United States. Seth Donnan is a highly experienced and knowledgeable financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or invest for the future, Seth Donnan can provide personalized advice and guidance to help you make informed financial decisions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Seth Donnan is committed to helping clients secure their financial future.

Fifth Third Securities - Jeffrey Noeker is a reputable finance institution located at 4460 Cascade Road Southeast in Grand Rapids, Michigan. With a focus on providing high-quality financial services, Fifth Third Securities offers a range of investment options and advice to help clients achieve their financial goals. Led by experienced financial advisor Jeffrey Noeker, the institution prides itself on personalized service and expert guidance to assist clients in making informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or save for the future, Fifth Third Securities - Jeffrey Noeker is dedicated to helping you navigate the complex world of finance with confidence.

Edward Jones - Financial Advisor: Derek J Leek is a reputable finance institution located at 746 West Grand River Avenue in Brighton, Michigan, United States. As a dedicated financial advisor, Derek J Leek offers personalized financial solutions to help clients achieve their long-term financial goals. With a strong focus on building lasting relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Derek J Leek is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, Derek J Leek is here to provide expert guidance every step of the way.

Evan Ho - TIAA Wealth Management Advisor is a finance institution located at 777 East Eisenhower Parkway in Ann Arbor, Michigan, United States. As a trusted advisor, Evan Ho specializes in helping individuals and families manage their wealth and achieve their financial goals. With a focus on personalized service and expert guidance, Evan Ho provides comprehensive wealth management solutions to help clients build and protect their assets for the future. Whether you are planning for retirement, saving for education, or investing for growth, Evan Ho is dedicated to helping you navigate the complexities of financial planning and make informed decisions to secure your financial future.

Edward Jones - Financial Advisor: Scott L Wirgau is a reputable financial institution located at 5958 North Canton Center Road in Canton, Michigan, United States. As a dedicated financial advisor, Scott L Wirgau provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Scott L Wirgau offers expert advice on investments, retirement planning, insurance, and wealth management. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Edward Jones - Financial Advisor: Scott L Wirgau is committed to helping you secure a sound financial future.

Dave Collins - Thrivent is a finance institution located at 85 Macomb Place, Mount Clemens, Michigan, United States. Licensing for their services is available through the State Insurance Department's website. They offer advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. Their team members may not provide all products, programs, and services in all states. It is important to consult with your attorney or tax professional for legal, accounting, and tax advice. Visit Thrivent.com for more information on their services and financial advisors.

Luxury Life Taxes is a premier accounting and finance institution located at 15635 West 12 Mile Road in Southfield, Michigan, United States. Our team of experienced professionals specializes in providing top-notch tax preparation and financial planning services for individuals and businesses seeking a luxurious lifestyle. With a focus on maximizing tax savings and optimizing financial strategies, we are dedicated to helping our clients achieve their financial goals and secure a prosperous future. Trust Luxury Life Taxes for all your accounting and finance needs.