Wealth Management in Wyoming, MI

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List of Firms

Wyoming, MI Wealth Management Firms

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Fifth Third Securities - Dallas Riddle
Location 2828 Michael Ave SW, Wyoming, MI 49509, USA
Phone (616) 406-2040
Language https://securitiesadvisors.53.com/mi/wyoming/2828-michael-sw.html
Directions
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Alliance Investment Management
SEC File# 801-121504
CRD# 152012
Location 507 Baldwin St, Georgetown Twp, MI 49428, USA
Phone (800) 890-1246
Language http://www.allianceim.com/
Directions
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Merrill Lynch Wealth Management Advisor Timothy J Long
Location 250 Monroe Ave NW Suite 600, Grand Rapids, MI 49503, USA
Phone (616) 774-4220
Language https://fa.ml.com/michigan/grand-rapids/tim-long
Directions
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Heritage Wealth Management
SEC File# 801-107506
CRD# 122394
Location 4166 56th St SW STE B, Wyoming, MI 49418, USA
Phone (616) 290-1100
Language http://www.heritagewealthmi.com/
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
Language https://fa.ml.com/michigan/grand-rapids/april.armstrong
Directions
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JVL Wealth Strategies
SEC File# 801-61660
CRD# 124018
5 out of 5
Location 1657 Gezon Pkwy SW Suite C, Wyoming, MI 49519, USA
Phone (616) 261-2800
Language https://jvlwealth.com/
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Rush Creek Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 7700 Byron Center Ave SW, Byron Center, MI 49315, USA
Phone (616) 209-5206
Language https://www.ameripriseadvisors.com/team/rush-creek-advisors/?cid=IP_local_google
Time Monday: 8:00 AM – 6:00 PM Tuesday: 8:00 AM – 6:00 PM Wednesday: 8:00 AM – 6:00 PM Thursday: 8:00 AM – 6:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Richard A Houck Jr, AAMS™
5 out of 5
Location 4130 Del Mar Dr SW Suite C, Wyoming, MI 49418, USA
Phone (616) 534-5113
Language https://www.edwardjones.com/us-en/financial-advisor/richard-houck?y_source=1_OTcwMTMwLTcxNS1sb2NhdGlvbi53ZWJzaXRl
Directions
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Grand Valley Investment Management
Location 3000 Ivanrest Ave SW # C, Grandville, MI 49418, USA
Phone (616) 530-5580
Directions
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Culver CPA Group
5 out of 5
Location 4211 Clyde Park Ave SW Suite A, Wyoming, MI 49509, USA
Phone (616) 257-1099
Language http://www.culvercpagroup.com/
Directions
Wealth Management in Wyoming, MI

Where Wealth Management Advisors in Wyoming, MI Serve

Wyoming, MI is a bustling city located in Kent County, Michigan. Known for its rich history and vibrant culture, this city is home to a plethora of landmarks that are sure to impress. From the towering Wyoming Water Tower to the breathtaking Buck Creek Nature Preserve, there is no shortage of sights to see in this charming city. When it comes to employment opportunities, Wyoming, MI is home to some of the top employers in the region. Companies like Gordon Food Service, Metro Health Hospital, and SpartanNash are just a few of the major players in the local job market. In terms of transportation, Wyoming, MI is conveniently situated near several major highways and streets. The city is easily accessible via the US-131, M-6, and M-37 highways, as well as several major thoroughfares like 28th Street and Division Avenue. Finally, Wyoming, MI is home to a diverse array of neighborhoods, each with its own unique character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Wyoming, MI can benefit from a bank in numerous ways. One specific example would be through the provision of loans for small businesses. Wyoming, MI is a city with a growing economy, and many residents are entrepreneurs who are looking to start their own ventures. A bank can help by providing loans to these small business owners, allowing them to purchase equipment, hire employees, and expand their operations. Additionally, a bank can help residents of Wyoming, MI by providing financial education and resources. Many people in the city may not have a strong understanding of personal finance, and a bank can offer guidance on topics such as budgeting, saving, and investing. Overall, a bank can be a valuable resource for residents of Wyoming, MI, providing them with the financial tools and knowledge they need to achieve their goals and improve their lives.

Insurance Broker

Residents of Wyoming, MI could greatly benefit from the assistance of an insurance broker. With a population of over 75,000 people, Wyoming is a bustling city that requires a variety of insurance options to meet the needs of its diverse residents. An insurance broker can help residents navigate the complex world of insurance by providing personalized advice and recommendations based on their unique circumstances. For example, a broker could assist a small business owner in finding the right liability insurance to protect their company from potential lawsuits. They could also help a family find affordable health insurance options that meet their specific needs and budget. With so many insurance options available, an insurance broker can help residents of Wyoming, MI make informed decisions that provide them with the protection they need.

Retirement Planning

Residents of Wyoming, MI can benefit greatly from the guidance of a retirement planner. One specific aspect of Wyoming, MI that makes retirement planning particularly important is the city's aging population. As of 2020, nearly 20% of the city's residents are over the age of 65, compared to the national average of 16%. A retirement planner can assist these individuals in creating a comprehensive retirement plan that takes into account their unique financial goals and needs, such as managing healthcare costs and maximizing social security benefits. Additionally, a retirement planner can help younger residents of Wyoming, MI prepare for their own retirement by providing education on saving for the future and creating a long-term financial strategy. With the help of a retirement planner, residents of Wyoming, MI can feel confident in their financial security and enjoy a comfortable retirement.

Financial Advisor

Residents of Wyoming, MI would be helped by a financial advisor in a variety of ways. One specific challenge that they face is the high cost of living in the area. A financial advisor could assist in budgeting and creating a long-term financial plan to help residents manage expenses and save for the future. Additionally, with a large percentage of the population employed in the manufacturing industry, a financial advisor could provide guidance on investing in retirement plans and diversifying portfolios to mitigate the risk of economic fluctuations. Furthermore, with the recent growth and development in the area, a financial advisor could assist residents in navigating the real estate market and making informed decisions when purchasing or selling property. Overall, a financial advisor could provide valuable support and guidance to residents of Wyoming, MI in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Wyoming, MI can benefit from the expertise of a mortgage loan officer in various ways. With the city's population growing steadily, the demand for affordable housing options has increased. A mortgage loan officer can assist residents in finding the right mortgage plan that suits their financial situation and helps them purchase their dream home. Additionally, Wyoming, MI is known for its diverse population, which means that a mortgage loan officer can provide specialized services to cater to the unique needs of each individual. For instance, a loan officer can assist non-English speaking residents by providing translation services and guiding them through the mortgage process. Moreover, Wyoming, MI is home to several small and medium-sized businesses, and a mortgage loan officer can help entrepreneurs secure financing to expand their businesses or purchase commercial properties.

Tax Services

Residents of Wyoming, MI can benefit from the expertise of a tax advisor in various ways. For instance, tax advisors can help residents navigate the complex tax laws and regulations in Michigan, which can be overwhelming for the average person. In particular, Wyoming, MI residents may need help with state-specific tax laws, such as the Michigan Business Tax and the Michigan Corporate Income Tax. Tax advisors can also assist residents with tax planning, helping them to minimize their tax liability and take advantage of tax credits and deductions. Additionally, tax advisors can provide guidance on retirement planning and estate planning, which are essential for residents who want to secure their financial future. Overall, a tax advisor can be a valuable resource for residents of Wyoming, MI, helping them to make informed decisions about their finances and achieve their financial goals.

Estate Planning Lawyer

Residents of Wyoming, MI can benefit from the services of an estate planning lawyer in a variety of ways. One specific example is the lawyer's ability to assist with the creation of a trust. In Wyoming, MI, many residents own property or assets that they would like to pass on to their loved ones after they pass away. However, without proper estate planning, these assets may be subject to probate court. An estate planning lawyer can help residents create a trust, which can allow their assets to be distributed to their beneficiaries without going through probate court. Additionally, a trust can provide tax benefits and protect assets from creditors. By working with an estate planning lawyer, residents of Wyoming, MI can ensure that their assets are protected and their wishes are carried out after they pass away.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Wyoming, MI can provide a range of services to help individuals and families manage their finances and investments. With its proximity to Grand Rapids and access to a thriving business community, Wyoming offers unique opportunities for wealth creation and preservation. A wealth manager can help clients navigate the complexities of tax planning, estate planning, and retirement planning, as well as provide guidance on investment strategies and risk management. They can also offer specialized services such as philanthropic planning and business succession planning for entrepreneurs. With their deep knowledge of the financial landscape and their commitment to their clients' success, a wealth manager in Wyoming, MI can help individuals and families achieve their financial goals and build a legacy for future generations.

Wyoming, MI is the prime location to acquire the services of a wealth manager. With its thriving economy and stable financial environment, residents of Wyoming can rest assured that their assets are in good hands. The city's strategic location, situated close to major financial hubs such as Grand Rapids and Detroit, has made it a hub for financial services. The wealth managers in Wyoming, MI are well-versed in the intricacies of the local market and have a deep understanding of the unique financial needs of its residents. Additionally, Wyoming's vibrant community, with its diverse population and rich cultural heritage, provides a dynamic backdrop for wealth managers to offer personalized and tailored financial advice. With a wealth manager from Wyoming, MI, you can be confident that your financial future is secure, and your investments are in good hands.