Best Financial Advisors in Grand Rapids, MI

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List of Firms

Grand Rapids, MI Fiduciary Financial Advisors

SEC File# 801-112177
CRD# 289913
Location 171 Monroe Ave NW Suite 800, Grand Rapids, MI 49503, USA
Phone (616) 719-5007
Directions
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Edward Jones - Financial Advisor: Randy A Renker, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 146 Monroe Center St NW Suite 510, Grand Rapids, MI 49503, USA
Phone (616) 323-3242
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Merrill Lynch Wealth Management Advisor Rachel Mraz
Location 250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, USA
Phone (616) 774-4256
Directions
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The Braun Walsh Group Private Wealth Management Robert W. Baird & Co.
5 out of 5
Location 333 Bridge St NW, Grand Rapids, MI 49504, USA
Phone (616) 233-8721
Directions
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Wells Fargo Advisors
4 out of 5
Location 2025 E Beltline Ave SE Suite 501, Grand Rapids, MI 49546, USA
Phone (616) 975-2020
Directions
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Embark Financial Partners
Location 668 3 Mile Rd NW Suite A, Grand Rapids, MI 49544, USA
Phone (616) 600-9905
Directions
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Merrill Lynch Wealth Management Advisor David Lund
5 out of 5
Location 250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, USA
Phone (616) 774-4234
Directions
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Merrill Lynch Wealth Management Advisor April Armstrong
Location 250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, USA
Phone (616) 774-4229
Directions
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Matthew Hogg, AAMS - Raymond James
Location 51 Ionia Ave SW, Grand Rapids, MI 49503, USA
Phone (616) 222-5739
Directions
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Merrill Lynch Wealth Management Advisor Jeffrey L Dykstra
Location 250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, USA
Phone (616) 774-4288
Directions
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Family Capital Management
SEC File# 801-110407
CRD# 111230
1 out of 5
Location 168 Campau Ave NW suite 500, Grand Rapids, MI 49503, USA
Phone (616) 774-4560
Directions
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Brian McCabe - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 333 Bridge St NW Ste 205, Grand Rapids, MI 49504, USA
Phone (616) 957-4935
Directions
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Eastown Financial Advisors
5 out of 5
Location 1514 Wealthy St SE STE 226, Grand Rapids, MI 49506, USA
Phone (616) 233-9773
Directions
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NPF Investment Advisors
SEC File# 801-3475
CRD# 104683
5 out of 5
Location 40 Pearl St NW Suite 300, Grand Rapids, MI 49503, USA
Phone (616) 459-3421
Directions
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Merrill Lynch Wealth Management Advisor Amy L Freeburg
Location 250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, USA
Phone (616) 774-4291
Directions
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Lincoln Financial Advisors
5 out of 5
Location 4135 Embassy Dr SE, Grand Rapids, MI 49546, USA
Phone (616) 977-0905
Directions
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Don Goetcheus - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 333 Bridge St NW Ste 205, Grand Rapids, MI 49504, USA
Phone (616) 974-2253
Directions
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William D Johnson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 333 Bridge St NW Ste 205, Grand Rapids, MI 49504, USA
Phone (616) 957-1800
Directions
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RWS Financial Group
Location 32 Market Ave SW Suite 310, Grand Rapids, MI 49503, USA
Phone (833) 797-4636
Directions
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Ryan Weaver - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 333 Bridge St NW Ste 205, Grand Rapids, MI 49504, USA
Phone (616) 974-2243
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Regan James Wilda - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 333 Bridge St NW Ste 205, Grand Rapids, MI 49504, USA
Phone (616) 940-0068
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Matt Lindgren - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 333 Bridge St NW Ste 205, Grand Rapids, MI 49504, USA
Phone (616) 974-2269
Directions
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Kroon & Mitchell
5 out of 5
Location 29 Pearl St NW # 400, Grand Rapids, MI 49503, USA
Phone (616) 356-2002
Directions
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Merrill Lynch Wealth Management Advisor Christine N Steinmetz
Location 250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, USA
Phone (616) 774-4243
Directions
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Edward Jones - Financial Advisor: S A (Skip) Knapp III, AAMS®
SEC File# 801-3297
CRD# 250
Location 2311 E Beltline Ave SE Suite 101, Grand Rapids, MI 49546, USA
Phone (616) 942-5770
Directions
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Lakeshore Financial Group
Location 4123 Embassy Dr SE, Grand Rapids, MI 49546, USA
Phone (616) 325-1200
Directions
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JGH & Associates
Location 25 Michigan St NE #1200, Grand Rapids, MI 49503, USA
Phone (616) 391-5406
Directions
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Edward Jones - Financial Advisor: Greg Wyma, CFP®|AAMS®
SEC File# 801-3297
CRD# 250
Location 678 Front Ave NW Suite 254, Grand Rapids, MI 49504, USA
Phone (616) 365-3093
Directions
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Edward Jones - Financial Advisor: Ashley Freeman
SEC File# 801-3297
CRD# 250
Location 2311 E Beltline Ave SE #101, Grand Rapids, MI 49546, USA
Phone (616) 942-5770
Directions
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Chance Coda - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 333 Bridge St NW Ste 205, Grand Rapids, MI 49504, USA
Phone (616) 974-2240
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Rachel Kieras
SEC File# 801-3297
CRD# 250
5 out of 5
Location 959 Wealthy St SE Ste 2, Grand Rapids, MI 49506, USA
Phone (616) 649-3774
Directions
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Christopher Hendryx - TIAA Wealth Management Advisor
Location 333 Bridge St NW Suite 110, Grand Rapids, MI 49504, USA
Phone (800) 842-4551
Directions
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Rush, Coda and Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 333 Bridge St NW Ste 205, Grand Rapids, MI 49504, USA
Phone (800) 442-8787
Directions
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Calder Financial Group
SEC File# 801-67907
CRD# 143973
5 out of 5
Location 1331 Lake Dr SE #100, Grand Rapids, MI 49506, USA
Phone (616) 235-2442
Directions
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Jeff Rush - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 333 Bridge St NW Ste 205, Grand Rapids, MI 49504, USA
Phone (616) 957-3766
Directions
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Voisard Asset Management Group
SEC File# 801-62198
CRD# 118048
Location 99 Monroe Ave NW Suite 504, Grand Rapids, MI 49503, USA
Phone (616) 988-5778
Directions
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IAM Financial, LLC
Location 250 Monroe Ave NW, Grand Rapids, MI 49503, USA
Phone (888) 283-1392
Directions
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Pat Roy - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2025 E Beltline Ave SE Ste 304, Grand Rapids, MI 49546, USA
Phone (616) 954-9456
Directions
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Edward Jones - Financial Advisor: Antoinetta L Freeman
SEC File# 801-3297
CRD# 250
Location 924 Cherry St SE Suite B, Grand Rapids, MI 49506, USA
Phone (616) 451-8645
Directions
Financial Advisors in Grand Rapids, MI

Where Certified Financial Advisors in Grand Rapids, MI Serve

Grand Rapids, MI is a vibrant city with a plethora of landmarks, top employers, major highways and streets, and diverse neighborhoods. From the iconic Gerald R. Ford Presidential Museum to the stunning Frederik Meijer Gardens and Sculpture Park, Grand Rapids is a city that truly has it all. The city is home to several top employers, including Spectrum Health, Meijer, and Steelcase, who contribute significantly to the city's thriving economy. The bustling highways and streets of Grand Rapids, including I-196 and US-131, connect the city to surrounding areas and make it easily accessible for commuters and visitors alike. Grand Rapids boasts a variety of unique neighborhoods, each with its own distinct character and charm. From the historic Heritage Hill neighborhood to the trendy Eastown district, there is something for everyone in this city. Overall, Grand Rapids, MI is a dynamic and exciting city that offers a wealth of opportunities for residents and visitors alike.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Grand Rapids, MI can benefit greatly from the services of a financial advisor. With a thriving economy and a growing population, Grand Rapids is a city that is full of opportunities. However, navigating the financial landscape can be challenging, especially for those who are unfamiliar with the area. A financial advisor can help residents of Grand Rapids to make informed decisions about their finances, whether they are planning for retirement, saving for a child's education, or investing in the stock market. Additionally, a financial advisor can help residents of Grand Rapids to take advantage of the many tax incentives and other financial benefits that are available in the area. With the help of a financial advisor, residents of Grand Rapids can achieve their financial goals and enjoy a secure financial future.

Insurance Broker

Residents of Grand Rapids, MI could benefit greatly from the assistance of an insurance broker. With the city's growing population and diverse range of industries, finding the right insurance coverage can be a daunting task. An insurance broker can help navigate the complex world of insurance policies and providers, ensuring that residents have access to the coverage they need at a price they can afford. Additionally, with Grand Rapids' unpredictable weather patterns, an insurance broker can help residents understand their options for protecting their homes and property from potential damage caused by severe storms or flooding. Overall, an insurance broker can provide invaluable support and guidance to Grand Rapids residents seeking to secure their financial futures and protect their assets.

Retirement Planning

Residents of Grand Rapids, MI can benefit greatly from the expertise of a retirement planner. With the city's aging population, many individuals are looking for guidance on how to best prepare for their golden years. A retirement planner can help residents navigate the complex world of retirement planning, including how to save for retirement, how to maximize Social Security benefits, and how to create a sustainable income stream during retirement. Additionally, with the cost of living in Grand Rapids on the rise, a retirement planner can help residents ensure that their retirement savings will be enough to cover their expenses. Overall, a retirement planner can provide peace of mind and help residents feel confident in their financial future.

Wealth Management

Residents of Grand Rapids, MI can benefit from the services of a wealth manager in a number of ways. One of the most common is by receiving personalized financial advice that is tailored to their specific needs and goals. With the help of a wealth manager, residents can create a comprehensive financial plan that takes into account their income, expenses, and long-term objectives. Additionally, a wealth manager can help residents navigate the unique financial landscape of Grand Rapids, which is known for its diverse economy and strong community spirit. Whether it's investing in local businesses or supporting the city's vibrant arts and culture scene, a wealth manager can help residents make informed decisions that align with their values and priorities.

Mortgage Loan Officer

Residents of Grand Rapids, MI can benefit greatly from the assistance of a mortgage loan officer. These professionals can help residents secure financing for a home purchase, refinance an existing mortgage, or obtain a home equity loan. One specific way that residents of Grand Rapids may benefit from the expertise of a mortgage loan officer is by taking advantage of the city's thriving housing market. With a growing population and a strong local economy, Grand Rapids is an attractive destination for homebuyers. A mortgage loan officer can help residents navigate the competitive housing market and find the financing they need to purchase their dream home. Additionally, these professionals can provide valuable advice on the best mortgage products and interest rates available in Grand Rapids and the surrounding areas.

Tax Services

Residents of Grand Rapids, MI can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to minimize tax liabilities while maximizing deductions. For example, Grand Rapids residents may be able to take advantage of tax credits for installing energy-efficient appliances or making charitable donations to local organizations. Additionally, a tax advisor can help navigate the complex tax laws and regulations that vary from state to state, including Michigan's unique tax laws. With the help of a tax advisor, Grand Rapids residents can ensure they are filing their taxes correctly and taking advantage of all possible deductions, ultimately saving them money and reducing the stress of tax season.

Estate Planning Lawyer

Residents of Grand Rapids, MI can benefit greatly from the services of an estate planning lawyer. With the city's thriving economy and growing population, it's important for individuals to have a plan in place for their assets and properties. An estate planning lawyer can help residents create a will, establish trusts, and navigate the complex legal process of probate. Additionally, with Grand Rapids being a popular destination for retirees, an estate planning lawyer can assist with Medicaid planning and long-term care options. Overall, working with an estate planning lawyer can provide peace of mind and ensure that residents' wishes are carried out after they pass away.

Grand Rapids, MI Financial Resources

Grand Rapids, MI Chamber of Commerce

https://www.grandrapids.org/

Grand Rapids, MI City Hall

https://www.grandrapidsmi.gov/Home

Grand Rapids, MI Public Library

https://www.grpl.org/

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Grand Rapids, MI