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Allstate Personal Financial Representative: Bryan Burkey Website Image

As a Personal Financial Representative in Grand Rapids, I've gotten to know many local families. I understand that When it comes to preparing for your financial future, each person's needs are unique. That's why when you contact me at my Grand Rapids office, you'll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From saving for your child's education to your retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.

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

All our offices are safe and open for business. Please call to schedule a meeting with one of our experienced financial planners. The Edelman Financial Engines Advisor Center in Grand Rapids serves Western Michigan, including the areas of Grand Rapids, Muskegon and Kalamazoo. We are one of the top wealth management firms in the nation and can give you personalized advice on your 401(k), retirement planning, tax strategy and much more.

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.

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.

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.

Schwallier Wealth Management Website Image
4764 Fulton St. East Ada, MI

https://www.swmadvisor.com/

SWM Works For You
As a fee-only planning firm, SWM works for you, making sure your money does the same.

J.P. Morgan Private Bank Website Image

J.P. Morgan Private Bank delivers customized wealth management advice and solutions to individuals and their families, leveraging our broad capabilities in investing, family office management, philanthropy, lending, fiduciary services and special advisory services to help our clients advance toward their own particular goals.

Fifth Third Securities - Fallien Schwein Website Image

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.

Ridgetown Investments Website Image
33 Applewood Drive Sparta, MI

https://www.ridgetowninvestments.com/

Our team here at Ridgetown Investments understands that every individual's life is different. We take pride in our dedication to better listen and understand your unique financial situation and personal goals. This allows us to create a customized financial management plan that aligns with your short and long-term objectives. By building a stronger personal relationship with you, we are able to help you anticipate needs and plan for a more confident tomorrow.

We look forward to earning your business and working with you!

Fifth Third Preferred - Roberta Hacker 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 Securities - Shaun Smith Website Image

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.

Fifth Third Preferred - Jacob Mysliwiec 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.

Find financial planners websites near Grand Rapids, MI

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