Wealth Management in Holland, MI

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List of Firms

Holland, MI Wealth Management Firms

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Baird Private Wealth Management
5 out of 5
Location 151 Central Ave Ste 120, Holland, MI 49423, USA
Phone (800) 285-4792
Directions
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Baird Private Wealth Management
Location 85 E 8th St #350, Holland, MI 49423, USA
Phone (616) 394-9199
Directions
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Legacy Financial Network
SEC File# 801-114705
CRD# 169361
Location 56 E Lakewood Blvd Suite 50, Holland, MI 49424, USA
Phone (616) 589-4004
Directions
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Edward Jones - Financial Advisor: Kristopher Reinhardt, AAMS™|CRPS™
5 out of 5
Location 205 W 29th St Suite 1, Holland, MI 49423, USA
Phone (616) 377-5927
Directions
SEC File# 801-66772
CRD# 124228
5 out of 5
Location 240 S River Ave, Holland, MI 49423, USA
Phone (616) 394-4994
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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Northwestern Mutual
Location 305 Hoover Blvd #400, Holland, MI 49423, USA
Phone (616) 396-1458
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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Edward Jones - Financial Advisor: Erin M Zylman, CFP®
Location 1362 S Point Pl Suite 110, Holland, MI 49423, USA
Phone (616) 396-0359
Directions
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Securities America Inc
Location 1496 Waukazoo Dr, Holland, MI 49424, USA
Phone (616) 399-5853
Directions
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Edward Jones - Financial Advisor: Jeffrey Bodkins
Location 56 E Lakewood Blvd Suite 10, Holland, MI 49424, USA
Phone (616) 394-4611
Directions
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Cap Trust Financial Advisors
SEC File# 801-80687
CRD# 173736
5 out of 5
Location 85 E 8th St #160, Holland, MI 49423, USA
Phone (616) 392-5332
Language http://ctfa.com/
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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Schipper & Osterink Wealth Management
Location 348 S Waverly Rd, Holland, MI 49423, USA
Phone (616) 530-1400
Directions
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Wealth Foundations
SEC File# 801-111055
CRD# 158043
Location 29 W 8th St Suite 230, Holland, MI 49423, USA
Directions
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S.A. Mason Capital Management
Location 170 College Ave, Holland, MI 49423, USA
Phone (616) 355-3500
Directions
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Brooks Capital Management
Location 25 W 8th St #300, Holland, MI 49423, USA
Phone (616) 850-1032
Directions
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Edward Jones - Financial Advisor: Ric Knapp, AAMS™
5 out of 5
Location 99 E 8th St STE 320, Holland, MI 49423, USA
Phone (616) 396-9768
Directions
SEC File# 801-10418
CRD# 705
5 out of 5
Location 99 E 8th St, Holland, MI 49423, USA
Phone (616) 395-4150
Directions
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Bryan Zichterman - Raymond James
Location 99 E 8th St, Holland, MI 49423, USA
Phone (616) 395-4150
Directions
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Vander Lugt Capital Management
SEC File# 801-78808
CRD# 168267
Location 196 S River Ave, Holland, MI 49423, USA
Phone (616) 396-1994
Directions
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Anchor Wealth Management of Raymond James
SEC File# 801-120208
CRD# 312073
Location 320 120th Ave #240, Holland, MI 49424, USA
Phone (616) 820-1040
Directions
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Ronald Blue Trust
5 out of 5
Location 183 College Ave, Holland, MI 49423, USA
Phone (616) 392-3108
Directions
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Ockerlund Capital & Wealth Management Group
5 out of 5
Location Holland, MI 49423, USA
Directions
Wealth Management in Holland, MI

Where Wealth Management Advisors in Holland, MI Serve

Holland, MI is a charming city located on the eastern shore of Lake Michigan, known for its Dutch heritage and stunning tulip fields. The city is home to several iconic landmarks, including the Windmill Island Gardens, the Holland Harbor Lighthouse, and the Holland Museum. Top employers in Holland include Herman Miller, Haworth, and Gentex Corporation, among others. These companies have helped to establish Holland as a hub for manufacturing and innovation in the region. Major highways in Holland include I-196 and US-31, which provide easy access to nearby cities like Grand Rapids and Muskegon. Meanwhile, the city's bustling downtown area is home to several bustling streets, including 8th Street and River Avenue, which are lined with shops, restaurants, and other attractions. Holland is also home to several unique neighborhoods, each with its own distinct character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Holland, MI can benefit from a bank in a variety of ways. For instance, a bank can help individuals open a savings account and manage their finances effectively. Holland, MI is known for its vibrant tourism industry, and a bank can offer loans to small business owners looking to expand their operations. Additionally, a bank can provide financial advice to residents looking to invest in the local real estate market, which is experiencing a surge in demand due to the city's growing population. Furthermore, a bank can offer credit cards to residents, allowing them to make purchases online and in-store with ease. Overall, a bank can be a valuable resource for residents of Holland, MI looking to manage their finances, grow their businesses, and invest in their community.

Insurance Broker

Residents of Holland, MI can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help them navigate the complex insurance market, which can be particularly challenging in a state like Michigan that has unique insurance laws. Additionally, Holland, MI is a city that is prone to flooding due to its proximity to Lake Michigan. An insurance broker can help residents find flood insurance policies that provide adequate coverage for their homes and belongings. Furthermore, Holland, MI is a city with a large population of retirees who may need help finding affordable health insurance plans. An insurance broker can help them compare policies and find the best coverage options for their needs. Overall, an insurance broker can provide valuable assistance to residents of Holland, MI by helping them find the right insurance policies to protect their homes, health, and financial well-being.

Retirement Planning

Residents of Holland, MI could greatly benefit from the expertise of a retirement planner. Specifically, a retirement planner could assist with navigating the unique economic landscape of Holland, MI. With a population of just over 33,000, Holland is a small but bustling city with a diverse economy. Retirement planners could help residents understand the intricacies of the local job market and create a plan to maximize their earning potential in retirement. Additionally, Holland is home to a large number of retirees, many of whom may be seeking guidance on how to make their savings last throughout their golden years. A retirement planner can help these individuals create a personalized financial plan that takes into account their unique goals and needs. With the help of a retirement planner, residents of Holland, MI can feel confident that they are on the right track to a comfortable and secure retirement.

Financial Advisor

Residents of Holland, MI have a unique set of financial needs that a qualified financial advisor could help them navigate. With the city's economy largely dependent on the manufacturing industry, many residents may be looking for ways to diversify their investments and protect themselves from economic downturns. Additionally, Holland is home to a large population of retirees, who may need assistance with retirement planning, estate planning, and managing their investments to ensure long-term financial security. A financial advisor could also help residents take advantage of the city's thriving tourism industry, by providing guidance on investing in rental properties or starting a small business. With so many opportunities and challenges facing residents of Holland, a financial advisor could be an invaluable resource for anyone looking to make smart financial decisions and achieve their long-term goals.

Mortgage Loan Officer

Residents of Holland, MI can benefit from the expertise of a mortgage loan officer in several ways. For instance, a mortgage loan officer can help residents navigate the complex process of obtaining a mortgage loan. This can be particularly helpful in Holland, MI, where the housing market can be competitive and fast-paced, with many properties receiving multiple offers. In addition, a mortgage loan officer can help residents understand the different types of mortgage loans available, such as fixed-rate and adjustable-rate mortgages, and help them choose the best option for their financial situation. Furthermore, a mortgage loan officer can assist residents with calculating their monthly mortgage payments, including taxes and insurance, and provide guidance on budgeting and financial planning. Overall, a mortgage loan officer can be an invaluable resource for residents of Holland, MI who are looking to buy a home and secure their financial future.

Tax Services

Residents of Holland, MI could benefit from the expertise of a tax advisor in numerous ways. One specific area of concern for many individuals is navigating the tax implications of living in a state with a sales tax and property tax. A tax advisor can provide guidance on how to maximize deductions and credits, as well as help residents stay compliant with state and federal tax laws. Additionally, Holland, MI is home to a significant number of small business owners, who may require assistance with tax planning, bookkeeping, and payroll. A tax advisor can help these entrepreneurs minimize their tax liability and avoid costly mistakes. With the ever-changing tax landscape and complex regulations, seeking the advice of a tax professional can provide peace of mind and potentially save residents money in the long run.

Estate Planning Lawyer

Residents of Holland, MI can benefit greatly from the assistance of an estate planning lawyer. With a population of over 33,000, Holland is a vibrant community with a rich history and diverse culture. An estate planning lawyer can help residents navigate the complex legal landscape of wills, trusts, and probate proceedings. They can assist with creating a comprehensive estate plan that ensures their assets are distributed according to their wishes, minimizing the potential for family disputes and legal challenges. Additionally, an estate planning lawyer can provide guidance on tax planning strategies that can help residents reduce their tax burden and maximize their assets. With the help of an estate planning lawyer, residents of Holland can have peace of mind knowing that their loved ones will be taken care of and their legacy will be protected.

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