207 results for:

Financial Planning in Grand Rapids

Axiom Wealth Partners

Axiom Wealth Partners Verified by Yext

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45 Ottawa Ave SW, Suite 700, Grand Rapids, MI

616-305-2950

Axiom Wealth Partners

Axiom Wealth Partners Verified by Yext

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45 Ottawa Ave SW, Suite 700, Grand Rapids, MI

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of Grand Rapids, MI.

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Andrew Cousino - Thrivent

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1550 East Beltline Avenue Southeast, Suite 250, Grand Rapids, MI

734-693-5713

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Andrew Cousino - Thrivent

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1550 East Beltline Avenue Southeast, Suite 250, Grand Rapids, MI

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Andrew Cousino is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Grand Rapids, MI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Andrew Cousino - Thrivent

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Rockefeller Capital Management

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45 Ottawa Avenue Southwest, Suite 700, Grand Rapids, MI

616-305-2969

Rockefeller Capital Management

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45 Ottawa Avenue Southwest, Suite 700, Grand Rapids, MI

Rockefeller Capital Management is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals, with this office based in Grand Rapids, MI.

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Chris Smith - Thrivent

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1550 East Beltline Avenue Southeast, Suite 250, Grand Rapids, MI

989-737-4842

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Chris Smith - Thrivent

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1550 East Beltline Avenue Southeast, Suite 250, Grand Rapids, MI

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Chris Smith is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Grand Rapids, MI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Chris Smith - Thrivent

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Luke Gruppen - Thrivent

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1550 East Beltline Avenue Southeast, Suite 250, Grand Rapids, MI

616-610-6365

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Luke Gruppen - Thrivent

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1550 East Beltline Avenue Southeast, Suite 250, Grand Rapids, MI

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Luke Gruppen is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Grand Rapids, MI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Luke Gruppen - Thrivent

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Christine Steinmetz

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45 Ottawa Avenue Southwest, Suite 700, Grand Rapids, MI

616-305-2957

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Christine Steinmetz

Christine Steinmetz Verified by Yext

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45 Ottawa Avenue Southwest, Suite 700, Grand Rapids, MI

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of Grand Rapids, MI.

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Emie Badersnider

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45 Ottawa Avenue Southwest, Suite 700, Grand Rapids, MI

616-305-2959

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Emie Badersnider

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45 Ottawa Avenue Southwest, Suite 700, Grand Rapids, MI

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of Grand Rapids, MI.

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Beckie Garvey - Financial Advisor, Ameriprise Financial Services, LLC

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3220 N Evergreen Dr NE, Ste 101, Grand Rapids, MI

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Grand Rapids, MI area, Beckie Garvey will take the time to understand you and your goals, as well as those... Read More about Beckie Garvey - Financial Advisor, Ameriprise Financial Services, LLC

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Leah Cooley - Financial Advisor, Ameriprise Financial Services, LLC

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3220 N Evergreen Dr NE, Ste 101, Grand Rapids, MI

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Grand Rapids, MI area, Leah Cooley will take the time to understand you and your goals, as well as those... Read More about Leah Cooley - Financial Advisor, Ameriprise Financial Services, LLC

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Equitable Advisors

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3501 Lake Eastbrook Boulevard Southeast, #260, Grand Rapids, MI

616-719-3174

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Equitable Advisors

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3501 Lake Eastbrook Boulevard Southeast, #260, Grand Rapids, MI

Equitable Advisors is committed to providing meaningful financial advice and services to our clients. As a strong and growing wealth management firm with over 4,500 financial professionals and more than $240 billion in assets under management and administration (as of December 31, 2026), we bring the same insight and empathy to our relationship with our financial professionals. Our supported independence... Read More about Equitable Advisors

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Fifth Third Securities - Marsha Daugherty

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2828 Michael Avenue Southwest, Wyoming, MI

Fifth Third Securities offers a range of services.

Welcome to Fifth Third Bank – home to the best mobile banking app for customer satisfaction among regional banks, as ranked by J.D. Power!* Take advantage of our suite of banking products and we’ll help you find a solution that fits your unique financial needs. Find out how we can help you with checking, savings, credit cards, mobile banking, and... Read More about Fifth Third Securities - Marsha Daugherty

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Eric Fitzwilliams - Financial Advisor, Ameriprise Financial Services, LLC

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3351 Eagle Run Dr NE, Ste C, Grand Rapids, MI

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Grand Rapids, MI area, Eric Fitzwilliams will take the time to understand you and your goals, as well as those... Read More about Eric Fitzwilliams - Financial Advisor, Ameriprise Financial Services, LLC

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Joel Barrett

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45 Ottawa Ave SW, Suite 700, Grand Rapids, MI

616-305-2956

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Joel Barrett

Joel Barrett Verified by Yext

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45 Ottawa Ave SW, Suite 700, Grand Rapids, MI

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of Grand Rapids, MI.

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Jeffrey Towner

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45 Ottawa Ave SW, Suite 700, Grand Rapids, MI

616-305-2951

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Jeffrey Towner

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45 Ottawa Ave SW, Suite 700, Grand Rapids, MI

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of Grand Rapids, MI.

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Brett Howell

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45 Ottawa Ave SW, Suite 700, Grand Rapids, MI

616-305-2953

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Brett Howell

Brett Howell Verified by Yext

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45 Ottawa Ave SW, Suite 700, Grand Rapids, MI

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of Grand Rapids, MI.

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Jonathan Lund

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45 Ottawa Ave SW, Suite 700, Grand Rapids, MI

616-305-2952

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Jonathan Lund

Jonathan Lund Verified by Yext

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45 Ottawa Ave SW, Suite 700, Grand Rapids, MI

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of Grand Rapids, MI.

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Craig Sharp

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45 Ottawa Ave SW, Suite 700, Grand Rapids, MI

616-305-2954

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Craig Sharp

Craig Sharp Verified by Yext

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45 Ottawa Ave SW, Suite 700, Grand Rapids, MI

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of Grand Rapids, MI.

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Jeffrey Dykstra

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45 Ottawa Ave SW, Suite 700, Grand Rapids, MI

616-305-2955

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Jeffrey Dykstra

Jeffrey Dykstra Verified by Yext

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45 Ottawa Ave SW, Suite 700, Grand Rapids, MI

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of Grand Rapids, MI.

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David Lund

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45 Ottawa Ave SW, Suite 700, Grand Rapids, MI

616-305-2950

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David Lund

David Lund Verified by Yext

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45 Ottawa Ave SW, Suite 700, Grand Rapids, MI

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of Grand Rapids, MI.

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Jason Klein - Private Wealth Advisor, Ameriprise Financial Services, LLC

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3351 Eagle Run Dr NE, Ste C, Grand Rapids, MI

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Grand Rapids, MI area, Jason Klein will take the time to understand you and your goals, as well as those... Read More about Jason Klein - Private Wealth Advisor, Ameriprise Financial Services, LLC

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James Smilde - Branch Manager, Ameriprise Financial Services, LLC

James Smilde - Branch Manager, Ameriprise Financial Services, LLC Verified by Yext

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333 Bridge St NW, Ste 205, Grand Rapids, MI

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Grand Rapids, MI area, James Smilde will take the time to understand you and your goals, as well as those... Read More about James Smilde - Branch Manager, Ameriprise Financial Services, LLC

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Grand Wealth Management

Grand Wealth Management

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(0 Reviews)

333 Bridge Street Northwest, Suite 800, Grand Rapids, MI

616-451-4228

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Grand Wealth Management

Grand Wealth Management

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333 Bridge Street Northwest, Suite 800, Grand Rapids, MI

Grand Wealth Management serves top businesses and families across the United States and around the world, while remaining true to our roots and clients here in West Michigan. With expertise in the fields of financial management, business operations, tax policy, law, and more, we believe that the strength of our community is measured by the success of our clients.

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The Good Life Money Coach (Inheritance Development)

The Good Life Money Coach (Inheritance Development) Verified by Uberall

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4327 Airlane Drive Southeast, Grand Rapids, MI

616-340-6427

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The Good Life Money Coach (Inheritance Development) Verified by Uberall

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4327 Airlane Drive Southeast, Grand Rapids, MI

Inheritance Development offers business and financial coaching to professionals and organizations.

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Fifth Third Securities - Cortney Furey

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111 Lyon Street Northwest, Grand Rapids, MI

Fifth Third Securities offers a range of services.

Welcome to Fifth Third Bank – home to the best mobile banking app for customer satisfaction among regional banks, as ranked by J.D. Power!* Take advantage of our suite of banking products and we’ll help you find a solution that fits your unique financial needs. Find out how we can help you with checking, savings, credit cards, mobile banking, and... Read More about Fifth Third Securities - Cortney Furey

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45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 616-305-2950
Andrew Cousino - Thrivent
1550 East Beltline Avenue Southeast, Suite 250, Grand Rapids, MI 734-693-5713
45 Ottawa Avenue Southwest, Suite 700, Grand Rapids, MI 616-305-2969
Chris Smith - Thrivent
1550 East Beltline Avenue Southeast, Suite 250, Grand Rapids, MI 989-737-4842
Luke Gruppen - Thrivent
1550 East Beltline Avenue Southeast, Suite 250, Grand Rapids, MI 616-610-6365
45 Ottawa Avenue Southwest, Suite 700, Grand Rapids, MI 616-305-2957
45 Ottawa Avenue Southwest, Suite 700, Grand Rapids, MI 616-305-2959
Equitable Advisors
3501 Lake Eastbrook Boulevard Southeast, #260, Grand Rapids, MI 616-719-3174
Joel Barrett
0 reviews
Joel Barrett
45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 616-305-2956
45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 616-305-2951
Brett Howell
0 reviews
Brett Howell
45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 616-305-2953
Jonathan Lund
0 reviews
Jonathan Lund
45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 616-305-2952
Craig Sharp
0 reviews
Craig Sharp
45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 616-305-2954
45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 616-305-2955
David Lund
0 reviews
David Lund
45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 616-305-2950
333 Bridge Street Northwest, Suite 800, Grand Rapids, MI 616-451-4228
4327 Airlane Drive Southeast, Grand Rapids, MI 616-340-6427