Wealth Management in Kentwood, MI

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List of Firms

Kentwood, MI Wealth Management Firms

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Tarfis Wealth Management, LLC
Location 3940 Peninsular Dr SE, Grand Rapids, MI 49546, USA
Phone (616) 328-6278
Directions
SEC File# 801-10418
CRD# 705
5 out of 5
Location 2060 E Paris Ave SE #250, Grand Rapids, MI 49546, USA
Phone (616) 974-3003
Directions
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Daniel Jay Musick - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4595 Broadmoor Ave SE STE 293, Kentwood, MI 49512, USA
Phone (616) 828-4782
Time Monday: 9:00 AM – 6:00 PM Tuesday: 9:00 AM – 7:00 PM Wednesday: 9:00 AM – 6:00 PM Thursday: 9:00 AM – 6:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Legacy Financial Network
SEC File# 801-114705
CRD# 169361
5 out of 5
Location 1676 Viewpond Dr SE Ste 4A, Kentwood, MI 49508, USA
Phone (616) 589-4004
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
SEC File# 801-122547
CRD# 143329
5 out of 5
Location 607 Cascade W Pkwy SE, Grand Rapids, MI 49546, USA
Phone (616) 855-2051
Directions
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Kaminski Wealth Management of Raymond James
5 out of 5
Location 2060 E Paris Ave SE Suite 250, Grand Rapids, MI 49546, USA
Phone (616) 974-3358
Directions
SEC File# 801-78536
CRD# 168831
Location 625 Kenmoor Ave SE Suite 209, Grand Rapids, MI 49546, USA
Phone (616) 942-1580
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Hilgendorf Wealth Management of Raymond James
Location 2060 East Paris Avenue South East Ste 250, Grand Rapids, MI 49546, USA
Phone (616) 974-3003
Directions
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Mattson Financial Services
SEC File# 801-120063
CRD# 153067
5 out of 5
Location 3226 28th St SE, Kentwood, MI 49512, USA
Phone (800) 536-8907
Directions
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Bridgepoint Wealth Management
Location 3635 29th St SE, Kentwood, MI 49512, USA
Phone (616) 855-8652
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Harmon Wealth Management
Location 2504 Ardmore St SE Ste # 102B, Grand Rapids, MI 49506, USA
Phone (616) 745-4831
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SageRock Wealth Partners
5 out of 5
Location 4095 Embassy Dr SE, Grand Rapids, MI 49546, USA
Phone (616) 575-3517
Directions
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Kapteyn Wealth Partners
5 out of 5
Location 6677 Crossings Dr SE Suite 2, Grand Rapids, MI 49508, USA
Phone (616) 816-1600
Directions
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Thrivent Financial
Location 5370 Eastern Ave SE, Kentwood, MI 49508, USA
Phone (616) 248-4600
Directions
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America Group Wealth Management - Grand Rapids Financial Advisor
5 out of 5
Location 2025 E Beltline Ave SE # 205, Grand Rapids, MI 49546, USA
Phone (616) 207-3646
Directions
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Harvest Wealth Advisors
Location 5075 Cascade Rd SE A, Grand Rapids, MI 49546, USA
Phone (616) 719-5005
Directions
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Aspire Wealth Advisory
Location 2025 E Beltline Ave SE Suite 402, Grand Rapids, MI 49546, USA
Phone (616) 209-9148
Directions
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Streamsong Advisors
Location 3200 Broadmoor Ave SE, Grand Rapids, MI 49512, USA
Phone (616) 433-6006
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Synergy Wealth Management
Location 660 Cascade W Pkwy SE STE 250, Grand Rapids, MI 49546, USA
Phone (616) 285-7818
Directions
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Mark Oberlin - Raymond James
Location 2060 E Paris Ave SE East, Grand Rapids, MI 49546, USA
Phone (616) 974-3003
Directions
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John T Schaefer - Raymond James
Location 2060 E Paris Ave SE East, Grand Rapids, MI 49546, USA
Phone (616) 974-3003
Directions
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Financial Advisory Corporation
SEC File# 801-33761
CRD# 105472
Location 4251 Cascade Rd SE, Grand Rapids, MI 49546, USA
Phone (616) 235-5260
Directions
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Edward Jones - Financial Advisor: Chris Munson
SEC File# 801-3297
CRD# 250
Location 3850 29th St SE L, Kentwood, MI 49512, USA
Phone (616) 940-0933
Directions
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Thatcher Wealth Management
Location 2020 Raybrook Ave SE STE 204 - C, Grand Rapids, MI 49546, USA
Phone (616) 287-2343
Directions
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Achievement Resources, LLC.
Location 4328 Kalamazoo Ave SE, Grand Rapids, MI 49508, USA
Phone (616) 245-3710
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Evolution Wealth Strategies
Location 4843 Cascade Rd SE, Grand Rapids, MI 49546, USA
Phone (616) 419-3120
Directions
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Thaddeus Phelps - Advance Wealth Management Service, LLC
Location 2960 Lucerne Dr SE #201, Grand Rapids, MI 49546, USA
Phone (616) 363-3209
Directions
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The Tholl Pearson Group - Morgan Stanley
Location 5122 Cascade Rd SE, Grand Rapids, MI 49546, USA
Phone (616) 771-6005
Directions
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Regal Financial Group
SEC File# 801-71923
CRD# 125004
Location 2687 44th St SE, Kentwood, MI 49512, USA
Phone (616) 224-2204
Directions
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MRK Asset Management
Location 4081 Cascade Rd SE # A, Grand Rapids, MI 49546, USA
Phone (616) 957-3740
Directions
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Old National Wealth Management
Location 5200 Cascade Rd SE, Grand Rapids, MI 49546, USA
Phone (616) 228-6042
Directions
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Great Lakes Financial Management
1 out of 5
Location 688 Cascade W Pkwy SE, Grand Rapids, MI 49546, USA
Phone (616) 957-4380
Directions
SEC File# 801-122002
CRD# 315578
Location 660 Cascade W Pkwy SE STE 250, Grand Rapids, MI 49546, USA
Phone (616) 285-7818
Directions
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GFT Wealth Strategies
5 out of 5
Location 770 Kenmoor Ave SE STE 203, Grand Rapids, MI 49546, USA
Phone (616) 344-1400
Directions
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Sherwood & Coupe Wealth Management - Morgan Stanley
Location 5122 Cascade Rd SE 1st Fl, Grand Rapids, MI 49546, USA
Phone (616) 771-6017
Directions
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Midwest Investment Services Inc
SEC File# 801-120063
CRD# 153067
Location 3226 28th St SE, Kentwood, MI 49512, USA
Phone (616) 954-4000
Directions
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Regal Holdings, LLC
SEC File# 801-71923
CRD# 125004
Location 2687 44th St SE, Kentwood, MI 49512, USA
Phone (800) 357-4757
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 – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Advance Capital Management
SEC File# 801-28092
CRD# 110767
Location 625 Kenmoor Ave SE Suite 307, Grand Rapids, MI 49546, USA
Phone (616) 954-2066
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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HS&C Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5136 Cascade Rd SE Ste 2B, Grand Rapids, MI 49546, USA
Phone (616) 456-6550
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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Rohen, Liszewski & Murray - Morgan Stanley
Location 5122 Cascade Rd SE 1st Fl, Grand Rapids, MI 49546, USA
Phone (616) 771-6068
Directions
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Dawes Wealth Management
Location 630 Kenmoor Ave SE #202, Grand Rapids, MI 49546, USA
Phone (855) 329-3796
Directions
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Raymond James Financial Services
Location 4665 Broadmoor Ave SE #210, Grand Rapids, MI 49512, USA
Phone (616) 871-9926
Directions
SEC File# 801-123417
CRD# 142793
5 out of 5
Location 607 Cascade W Pkwy SE, Grand Rapids, MI 49546, USA
Phone (616) 949-0900
Directions
Wealth Management in Kentwood, MI

Where Wealth Management Advisors in Kentwood, MI Serve

Kentwood, MI is a vibrant city located in Kent County, Michigan. It is home to several landmarks that attract visitors from all over the world. The Woodland Mall is a popular shopping destination, while the Frederik Meijer Gardens and Sculpture Park is a must-visit for art enthusiasts. The city is also home to the Gerald R. Ford International Airport, which serves as a major gateway to the region. Top employers in Kentwood include Steelcase, SpartanNash, and GE Aviation. These companies provide excellent job opportunities and contribute significantly to the city's economy. Major highways and streets in Kentwood include the M-6, US-131, and Broadmoor Avenue. These roads provide easy access to neighboring cities and towns. Kentwood is also known for its diverse neighborhoods, each with its own unique charm and character. The East Paris neighborhood is home to several parks and recreational areas, while the Princeton Estates neighborhood boasts beautiful homes and tree-lined streets.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Kentwood, MI could benefit from a bank in a multitude of ways. For instance, with the city's growing population, a bank could provide financial services to those who are new to the area and looking to establish themselves. Additionally, with Kentwood's proximity to Grand Rapids, a bank could offer investment opportunities to residents looking to grow their wealth. Furthermore, Kentwood is home to a diverse community, and a bank could provide resources and support to minority-owned businesses looking to expand. With all of these possibilities, it's clear that a bank could play an integral role in the growth and success of Kentwood, MI.

Insurance Broker

Residents of Kentwood, MI can benefit greatly from the services of an insurance broker. With the city's population of over 50,000 people, navigating the complex world of insurance can be overwhelming. An insurance broker can help residents find the right coverage for their unique needs, whether it be for home, auto, or health insurance. In addition, Kentwood is a rapidly growing city with a diverse population, which means that an insurance broker can help residents find policies that are tailored to their specific cultural and linguistic needs. With the help of an insurance broker, residents can ensure that they are getting the best coverage at the best price, without having to spend hours researching and comparing policies on their own.

Retirement Planning

Residents of Kentwood, MI can greatly benefit from the assistance of a retirement planner. With the city's population of over 50,000 people, many individuals may find themselves unsure of how to properly plan for their retirement. A retirement planner can offer guidance on creating a comprehensive retirement plan, taking into consideration factors such as social security benefits, pensions, and personal savings. Additionally, with Kentwood's diverse community, a retirement planner can provide tailored advice based on each individual's unique circumstances, whether it be cultural or financial. Furthermore, a retirement planner can assist in navigating the complex tax laws and investment options that may be overwhelming for the average person. Overall, a retirement planner can provide invaluable support and peace of mind for residents of Kentwood, MI as they plan for their golden years.

Financial Advisor

Residents of Kentwood, MI can benefit from the expertise of a financial advisor in various ways. One specific area where financial advisors can help is in navigating the complex tax laws that govern the state of Michigan. With its unique tax structure and regulations, residents of Kentwood may need help in maximizing their tax savings and minimizing their liabilities. A financial advisor can also help in creating a comprehensive financial plan that takes into account the specific needs and goals of each individual or family. This plan can include investment strategies, retirement planning, and risk management, among others. Furthermore, a financial advisor can provide ongoing support and guidance to ensure that the plan remains relevant and effective in the face of changing circumstances. Overall, the services of a financial advisor can be invaluable to residents of Kentwood who are looking to secure their financial future and achieve their long-term goals.

Mortgage Loan Officer

Residents of Kentwood, MI could greatly benefit from the expertise of a mortgage loan officer. With the city's diverse population and growing economy, there are a variety of unique circumstances and financial situations that may require the guidance of a professional. From first-time homebuyers to seasoned investors, a mortgage loan officer can provide personalized support and assistance throughout the home buying process. Additionally, with Kentwood's close proximity to major cities like Grand Rapids and Kalamazoo, residents may have access to a wider range of mortgage options and programs that a loan officer can help navigate. Whether it's securing a lower interest rate, understanding complex financial jargon, or simply having a trusted advisor to turn to, a mortgage loan officer can make all the difference for Kentwood residents looking to achieve their homeownership goals.

Tax Services

Residents of Kentwood, MI can benefit from the expertise of a tax advisor in a variety of ways. One specific area in which a tax advisor can provide assistance is in navigating the complex tax laws and regulations that apply to small business owners in Kentwood. With a thriving business community and a range of industries represented, Kentwood's small business owners face unique challenges when it comes to managing their finances and complying with tax requirements. A skilled tax advisor can help these entrepreneurs stay on top of their tax obligations, minimize their tax liability, and make informed decisions about the financial future of their businesses. Additionally, tax advisors can provide guidance on personal tax matters, such as estate planning and retirement planning, helping Kentwood residents to achieve their long-term financial goals.

Estate Planning Lawyer

Residents of Kentwood, MI can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can assist with the creation of a comprehensive estate plan that reflects the unique needs and circumstances of the individual. This includes drafting a will, establishing trusts, and designating beneficiaries. Secondly, an estate planning lawyer can help navigate the complex tax laws in Kentwood, MI to minimize the tax burden on the estate. In addition, an estate planning lawyer can provide guidance on how to protect assets from creditors and ensure that the estate is distributed according to the individual's wishes. Given the diverse population of Kentwood, MI, an estate planning lawyer can also provide specialized services to individuals with unique cultural or religious considerations, such as setting up a charitable trust or endowment. Overall, an estate planning lawyer can provide invaluable assistance to residents of Kentwood, MI in ensuring that their assets are protected and their wishes are carried out after their passing.

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