55 results for:

Investment Services Firms in Grand Rapids

Anderson Wealth Management Team

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99 Monroe Ave NW, Suite 701, Grand Rapids, MI

616-459-4216

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Anderson Wealth Management Team

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99 Monroe Ave NW, Suite 701, Grand Rapids, MI

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At Anderson Wealth Management Team, our mission is to serve you with dedication and integrity, helping you achieve your financial goals while leaving a lasting legacy. We are committed to making a significant impact on your financial well-being, your family and your community. Our goal is to provide personalized, thoughtful financial advice that empowers you to live a life of... Read More about Anderson Wealth Management Team

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Rebecca Grasmeyer - 1834, a division of Old National Bank

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169 Monroe Ave NW, Suite 300, Grand Rapids, MI

616-649-6475

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Rebecca Grasmeyer - 1834, a division of Old National Bank

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169 Monroe Ave NW, Suite 300, Grand Rapids, MI

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1834 is a high-end Wealth Advisory firm with offices in Grand Rapids. 1834 was formed on the promise of building stable, enduring wealth management and investment advisory relationships with individuals and institutions. Individual clients gain access to a tailored approach to Wealth Planning, Investment Management, Trust & Fiduciary Services and Estate Planning & Administration. Institutional services include Investment Management &... Read More about Rebecca Grasmeyer - 1834, a division of Old National Bank

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Edward Jones - Financial Advisor: Zachary M Tyler

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125 Ottawa Ave NW, Suite 320, Grand Rapids, MI

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Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Fidelity Investments

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3480 28th Street SE, Grand Rapids, MI

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Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

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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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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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Beckie Garvey - Financial Advisor, Ameriprise Financial Services, LLC

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

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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

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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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Wells Fargo Advisors

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146 Monroe Center St NW, Grand Rapids, MI

616-233-6453

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Wells Fargo Advisors

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146 Monroe Center St NW, Grand Rapids, MI

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Edward Jones - Financial Advisor: Andy Garcia

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3107 Prairie SW, Grandville, MI

Calculate the power of long-term saving!

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Edward Jones - Financial Advisor: Scott W Stirdivant

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2900 E Beltline Ave NE, Ste B, Grand Rapids, MI

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Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Edward Jones - Financial Advisor: Craig K Van Ess

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2944 Fuller Ave NE, Ste 203, Grand Rapids, MI

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Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Edward Jones - Financial Advisor: Rachel Kieras, CFP®

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959 Wealthy St SE, Ste 2, Grand Rapids, MI

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Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Edward Jones - Financial Advisor: Steven R Olejnik

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99 Monroe Ave NW, Suite 701, Grand Rapids, MI

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Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Edward Jones - Financial Advisor: Mark D Asma, CFP®|AAMS®

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2311 East Beltline Ave SE, Suite 101, Grand Rapids, MI

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Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Edward Jones - Financial Advisor: Greg Wyma, CFP®|AAMS®

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678 Front Ave NW, Suite 254, Grand Rapids, MI

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Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Edward Jones - Financial Advisor: Becky Anderson, CFP®|CPWA®|CEPA®|AAMS®

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99 Monroe Ave NW, Suite 701, Grand Rapids, MI

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Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Edward Jones - Financial Advisor: Randy A Renker, CFP®|AAMS®

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146 Monroe Center St NW, Suite 510, Grand Rapids, MI

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Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Edward Jones - Financial Advisor: Michael W Rios, CFP®|AAMS®

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665 Seward Ave N.W., Suite 125, Grand Rapids, MI

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Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Edward Jones - Financial Advisor: Chad E Zagel, CFP®|AAMS®

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705 Bagley Avenue SE, East Grand Rapids, MI

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Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Edward Jones - Financial Advisor: Lisa J Ayotte, CFP®|CPWA®

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125 Ottawa Ave NW, Suite 320, Grand Rapids, MI

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Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Edward Jones - Financial Advisor: Nick McFarland

Edward Jones - Financial Advisor: Nick McFarland

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2311 East Beltline Ave SE, Suite 101, Grand Rapids, MI

616-729-0987

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Edward Jones - Financial Advisor: Nick McFarland

Edward Jones - Financial Advisor: Nick McFarland

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2311 East Beltline Ave SE, Suite 101, Grand Rapids, MI

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Wells Fargo Advisors

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2025 East Beltline S.E., Suite 501, Grand Rapids, MI

616-975-2020

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This location does not handle banking transactions

Wells Fargo Advisors

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2025 East Beltline S.E., Suite 501, Grand Rapids, MI

This location does not handle banking transactions

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Anderson Wealth Management Team
99 Monroe Ave NW, Suite 701, Grand Rapids, MI 616-459-4216
Andrew Cousino - Thrivent
1550 East Beltline Avenue Southeast, Suite 250, Grand Rapids, MI 734-693-5713
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
Equitable Advisors
3501 Lake Eastbrook Boulevard Southeast, #260, Grand Rapids, MI 616-719-3174
146 Monroe Center St NW, Grand Rapids, MI 616-233-6453
Edward Jones - Financial Advisor: Nick McFarland
2311 East Beltline Ave SE, Suite 101, Grand Rapids, MI 616-729-0987
2025 East Beltline S.E., Suite 501, Grand Rapids, MI 616-975-2020