Best Financial Advisors in Holland, MI

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Holland, MI Fiduciary Financial Advisors

SEC File# 801-120208
CRD# 312073
Location 320 120th Ave, Holland, MI 49424, USA
Phone (616) 820-1040
Directions
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Edward Jones - Financial Advisor: Ric Knapp, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 99 E 8th St STE 320, Holland, MI 49423, USA
Phone (616) 396-9768
Directions
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Edward Jones - Financial Advisor: Kristopher Reinhardt, AAMS™|CRPS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 205 W 29th St Suite 1, Holland, MI 49423, USA
Phone (616) 377-5927
Directions
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Edward Jones - Financial Advisor: Joe Meckley, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 11595 E Lakewood Blvd Suite 60, Holland, MI 49424, USA
Phone (616) 392-7702
Directions
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Edward Jones - Financial Advisor: Kim Bos
5 out of 5
Location 1121 Ottawa Beach Rd Suite 120, Holland, MI 49424, USA
Phone (616) 994-9713
Directions
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Edward Jones - Financial Advisor: Scott W Pedersen
SEC File# 801-3297
CRD# 250
5 out of 5
Location 777 Washington Ave Ste 30, Holland, MI 49423, USA
Phone (616) 393-9568
Directions
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Anchor Wealth Management of Raymond James
Location 320 120th Ave #240, Holland, MI 49424, USA
Phone (616) 820-1040
Directions
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Eagle Co
Location 235 Central Ave, Holland, MI 49423, USA
Phone (616) 494-8000
Directions
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Pathway Financial Design, LLC
Location 833 E 16th St Suite 200, Holland, MI 49423, USA
Phone (616) 682-4604
Directions
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Westshore Financial Services
SEC File# 801-120619
CRD# 172103
3 out of 5
Location 192 W 33rd St, Holland, MI 49423, USA
Phone (616) 392-1222
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Huizenga Gamache & Associates - Ameriprise Financial Services, LLC
Location 44 E 8th St Ste 215, Holland, MI 49423, USA
Phone (616) 392-6614
Directions
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Timothy Huizenga - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 44 E 8th St Ste 215, Holland, MI 49423, USA
Phone (616) 392-6614
Directions
Financial Advisors in Holland, MI

Where Certified Financial Advisors in Holland, MI Serve

Holland, MI is a charming city located on the eastern shores of Lake Michigan. It boasts a variety of landmarks that are worth exploring, such as the Holland State Park, the Windmill Island Gardens, and the DeZwaan Windmill. In terms of top employers, Holland is home to several major companies, including Herman Miller, Haworth, and Gentex Corporation. The city is also conveniently located near major highways and streets, such as US-31 and I-196, making it easy to travel to nearby cities like Grand Rapids and Kalamazoo. As for neighborhoods, Holland has a diverse range of options, from the historic district of Downtown Holland to the upscale community of Macatawa. Whether you're a nature lover, a history buff, or a city slicker, Holland has something to offer everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Holland, MI could greatly benefit from the services of a financial advisor. With a strong Dutch heritage and a thriving tourism industry, many residents in Holland rely on seasonal work to make ends meet. A financial advisor could help these individuals create a budget and savings plan to ensure they have enough money to cover expenses during the off-season. Additionally, Holland is home to several large companies, and a financial advisor could assist employees with retirement planning and investment strategies. With the ever-changing economic landscape, a financial advisor can provide valuable insight and guidance to help residents of Holland achieve their financial goals and secure their future.

Insurance Broker

Residents of Holland, MI could greatly benefit from the services of an insurance broker. Holland is a city located in Ottawa County, Michigan, and it is known for its beautiful beaches and the Tulip Time Festival. An insurance broker can help residents of Holland by providing them with personalized insurance solutions that are tailored to their specific needs. This could include finding the best coverage for their homes, cars, or businesses. Additionally, an insurance broker can help residents navigate the complex world of health insurance, which is especially important in a city where healthcare costs can be high. By working with an insurance broker, residents of Holland can rest easy knowing that they have the right coverage in place to protect themselves and their families.

Retirement Planning

Residents of Holland, MI could greatly benefit from the services of a retirement planner. With the city's strong Dutch heritage and emphasis on community, many retirees may be looking to stay close to family and friends while still enjoying their golden years. A retirement planner can help create a personalized financial plan that takes into account the unique needs and goals of each individual. They can provide guidance on investment strategies, tax planning, and estate planning to ensure a comfortable retirement. Additionally, Holland is known for its beautiful beaches and outdoor activities, and a retirement planner can help retirees budget for travel and leisure expenses to make the most of their retirement years. Overall, a retirement planner can provide peace of mind and a clear path to financial security for residents of Holland, MI.

Wealth Management

Residents of Holland, MI could greatly benefit from the expertise of a wealth manager. In a city that boasts a vibrant economy with a mix of small businesses and large corporations, a wealth manager can help residents navigate the complexities of investing and financial planning. Additionally, Holland is home to a significant population of retirees who may need assistance in managing their retirement funds and creating a plan for long-term financial stability. A wealth manager can provide tailored advice and strategies to help residents achieve their financial goals, whether it be saving for a child's education or planning for a comfortable retirement. With the help of a wealth manager, Holland residents can feel confident in their financial future and enjoy all that this beautiful lakeside city has to offer.

Mortgage Loan Officer

Residents of Holland, MI would greatly benefit from the services provided by a mortgage loan officer. With the city's thriving tourism industry and growing economy, many individuals and families are looking to purchase homes in the area. A mortgage loan officer can assist with the pre-approval process, helping potential buyers determine their budget and what type of home they can afford. In addition, they can provide guidance on the various mortgage options available, such as fixed or adjustable rates, and help borrowers navigate the often complex and confusing mortgage application process. With their knowledge and expertise, a mortgage loan officer can make the dream of owning a home in Holland, MI a reality for many residents.

Tax Services

Residents of Holland, MI can benefit greatly from the expertise of a tax advisor. With its vibrant tourism industry and growing economy, Holland is home to many small businesses and entrepreneurs who could benefit from professional guidance on tax planning and compliance. A tax advisor can help residents navigate the complex tax code and identify opportunities for savings and deductions. Additionally, with the recent changes to the tax laws, a tax advisor can help residents understand how the changes impact their individual tax situation and make adjustments accordingly. Whether it's for personal or business taxes, a tax advisor can provide valuable advice and support to help residents of Holland, MI achieve their financial goals.

Estate Planning Lawyer

Residents of Holland, MI can benefit greatly from the services of an estate planning lawyer. One common way they can be helped is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Holland, MI, where many residents own property and assets that need to be properly managed and distributed. An estate planning lawyer can also help residents create legal documents such as wills, trusts, and powers of attorney that provide protection and peace of mind for themselves and their loved ones. In addition, an estate planning lawyer can assist with tax planning, healthcare directives, and other important legal matters that can affect a person's estate. By working with an experienced estate planning lawyer, residents of Holland, MI can ensure that their legacy is protected and their wishes are carried out according to their wishes.

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