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Allstate Personal Financial Representative: Bryan Burkey Website Image

When it comes to preparing for your financial future, I understand that each person's needs are unique. That's why when you contact me at my Grand Rapids office, you'll receive personalized service. As an Allstate Personal Financial Representative, my ongoing priority is to help you create a financial strategy to achieve the peace of mind you deserve and that you understand.

L2 Advisors, LLC Website Image
2674 Kraft Ave SE Grand Rapids, MI

www.L2-Advisors.com

L2 Advisors specializes in financial planning for families and small business owners. Our approach utilizes a mix of high-tech and personalized service. With access to your Personal Financial Website, you will be able to access all the information about your financial life in one place. When making recommendations to clients, L2 Advisors will get advice substantiated by one of the CPAs or attorneys in our nationwide network when needed. This network approach ensures we can choose the right professional for advice on each client's plans.

Edelman Financial Engines Website Image

With more than 145 offices nationwide, we're here for you. Our experienced financial planners understand that wealth is personal - it's about you and where you want to be. With an integrated approach to financial planning, retirement planning, investment management, tax planning, insurance guidance and estate planning guidance, we can help get you there. The Edelman Financial Engines office in Grand Rapids serves western Michigan, including the areas of Grand Rapids, Muskegon and Kalamazoo. Call us to schedule a meeting with a financial planner to get started. EFE may request that clients share their experiences.

Richard Olsen II - Morgan Stanley Website Image

Exceptional service, coupled with the intellectual capital of Morgan Stanley, to meet your life and financial goals.

ESI Financial Website Image
7115 Kalamazoo Avenue SE Caledonia, MI

http://www.timmerfinancial.com

At our firm, we are committed to providing common sense education and empowerment, and we seek to instill hope in everyone, from the financially independent to the financially distressed. It's difficult to live life to the fullest when you're tied down with debt. We've develop a customized strategy designed to help you say goodbye to debt and hello to financial freedom.

Rick Wagner - Financial Advisor Website Image
3075 Charlevoix Dr. SE Grand Rapids, MI

http://www.wagner-wealth.com/

My role as a fee-based financial advisor at Centennial Securities, I have the privilege of offering my clients a more extensive array of investment options. The advantage of this approach is that I am not beholden to commissions associated with specific financial products, which allows me to provide objective and tailored advice that precisely matches each client's unique financial goals and circumstances. Moreover, fee-based advisors like myself are known for nurturing enduring relationships with our clients. This is because our compensation directly correlates with the growth of our clients' portfolios, fostering a deep sense of trust and ensuring that our objectives are perfectly aligned with those of our clients.

JMS Financial Resource, LLC Website Image
2828 Kraft Ave Grand Rapids, MI

http://www.jmsfinancialresource.com/

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Hill Island Financial Website Image
38 Commerce Ave SW Grand Rapids, MI

https://hillislandfinancial.com/

At Hill Island Financial, our mission is simple. We provide trusted, reliable financial advice driven by our clients' long-term goals.

America Group Financial Services Website Image
2025 East Beltline Southeast Grand Rapids, MI

http://www.americagroup-randykoenes.com/

America Group Financial is an independent wealth management firm located in Grand Rapids, MI. We have more than twenty years of experience in wealth management and use our diverse tax and legal background to provide unbiased, comprehensive, and appropriate financial strategies to all of our clients.

America Group works not only with high net worth individuals, small businesses, and women in transition in planning for their financial needs, but also University Endowments, Charitable Foundations, and Financial Institutions. We love what we do and are deeply committed to every single client. Every client has a personal relationship with our team and they are all special to us.

Zhang Financial Website Image
2828 Kraft Avenue SE Grand Rapids, MI

http://www.zhangfinancial.com

Zhang Financial is a fee-only advisory firm and a proud member of the National Association of Personal Financial Advisors, otherwise known as NAPFA. NAPFA members must adhere to demanding practice requirements including fee-only compensation, professional designations, continuing education, comprehensive planning, and fiduciary commitments.

Mary E VanderWal - Financial Advisor, 99 Monroe Wealth Group, a financial advisory practice of Ameriprise Financial Services, LLC Website Image
99 Monroe Ave NW Grand Rapids, MI

https://www.ameripriseadvisors.com/Mary.VanderWal/

Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with 99 Monroe Wealth Group, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Grand Rapids, MI area, Mary E VanderWal will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Barbara Pietrangelo - Prudential Financial Website Image
4764 E Fulton St, Ste 203 Ada, MI

www.prudential.com/us/b.pietrangelo?WT.mc_id=Yext

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

Meghan Fenner - Prudential Financial Website Image
3033 Orchard Vista Dr. S.E. Grand Rapids, MI

www.prudential.com/financial-advisors/mi/portage/meghan-fenner

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

Fifth Third Securities - James Sakoski Website Image
4520 Lake Michigan Drive Grand Rapids, MI

http://securitiesadvisors.53.com/

Fifth Third Securities brings you personalized service combined with
comprehensive financial services to help preserve and grow your assets,
protect your family, and help you create the lifestyle you want.
Our objective is to help provide a path, connecting you to the future you
desire - whether you're investing for financial growth, preparing to send
kids to college, planning for your retirement, or working toward another goal.
The experienced Investment Professionals at Fifth Third Securities will work
hard on your behalf to help bridge the gap between where you are, and
where you want to go. As your situation or objectives change, your Investment
Professional is here for you to discuss ways to adapt your strategy.

Edge Wealth Management Website Image
3196 Kraft Ave Grand Rapids, MI

http://www.edge-wm.com/

At Edge Wealth Management, we believe that a plan is a powerful tool. Reaching your long-term financial goals hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where Edge Wealth Management comes in. We're trained, licensed professionals, and we can draw on years of financial planning experience when creating a long-term strategy. Whether you've spent a lifetime building wealth, in need of a financial plan, or manage your employees' retirement plans, you deserve to know you're on the right financial path. We're here to give you an EDGE.

Fifth Third Private Bank - Scott Freeman Website Image

With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn't stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.

Fifth Third Private Bank - Solmeris Hernandez Website Image

With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn't stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.

Fifth Third Preferred - Nathan Abbott Website Image

Our Preferred Program combines premium banking services with comprehensive investment, insurance and borrowing solutions backed by a team of experienced financial professionals giving you personalized support.

Fifth Third Preferred - Spencer Gordon Website Image

Our Preferred Program combines premium banking services with comprehensive investment, insurance and borrowing solutions backed by a team of experienced financial professionals giving you personalized support.

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