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Displaying results 1 to 25 of 48

  • 1

    Advanced Asset Management LLC

    Grandville, MI (8.01 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Our mission is to help clients develop wealthy habits and reduce financial stress

  • 2

    Good Harbor Financial Inc.

    Grand Ledge, MI (47.95 miles)

    Our philosophy is that disciplined, model-driven investment approaches generate enhanced risk-adjusted returns. We serve clients all over the U.S. Our NEW CLIENT minimum portfolio amount = $250,000...

  • 3

    MPI Investment Management, Inc.

    Holt, MI (61.31 miles)

    Services offered: Money Management, 401K to IRA Rollover

    Portfolio requirement: $500,000

    MPI is a nationally recognized high quality short/intermediate bond manager founded in 1986. MPI manages both tax free and taxable portfolios for conservative High Net Worth and institutional investors. NEW CLIENT Minimum Portfolio Size = $500,000...

  • 4

    Advanced Asset Management LLC

    East Lansing, MI (63.85 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Our mission is to help clients develop wealthy habits and reduce financial stress...

  • 5

    Cathy Pareto and Associates

    East Lansing, MI (63.85 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $250,000

    **NAPFA Member** We provide a more personal approach to financial planning and investing. We operate as an independent Fee-Only Advisory firm. NEW CLIENT minimum portfolio size = $100,000...

  • 6

    Andrews & Company

    40 Pearl Street, N.w.
    Grand Rapids, MI

  • 7

    Brooktree Capital Management Inc.

    25 Ionia SW
    Grand Rapids, MI

  • 8

    Family Capital Management

    80 Ottawa Ave. Suite 101
    Grand Rapids, MI

  • 9

    Grand Wealth Management, LLC

    200 Ottawa Avenue NW
    Grand Rapids, MI

  • 10

    Norris Perne & French LLP

    40 Pearl St., Nw, Suite 300
    Grand Rapids, MI

  • 11

    Voisard Asset Management Group

    146 Monroe Center NW
    Grand Rapids, MI

  • 12

    IAM Financial

    250 Monroe Northwest
    Grand Rapids, MI

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning

    Portfolio requirement: $250,000

    ** NAPFA Member** We are a low cost, Fee-Only financial planning and investment management firm dedicated to helping clients organize their finances so that they can retire with an income to last a lifetime. NEW CLIENT Minimum Portfolio Size = $250,000...

  • 13

    JVL Associates, LLC

    1535 44th St SW Suite 400
    Wyoming, MI

  • 14

    Aspen Gold Investment Management, Inc.

    4020 E. Beltline Ave NE
    Grand Rapids, MI

  • 15

    CFG Registered Investment Advisors

    607 Cascade West Parkway
    Grand Rapids, MI

  • 16

    Lafleur & Godfrey, Inc. Investment Counsel

    2900 Charlevoix Drive, SE
    Grand Rapids, MI

  • 17

    Schwallier, Wealth Management

    5075 Cascade Rd Se, Ste. B
    Grand Rapids, MI

  • 18

    Summit Investment Guidance Partners LLC

    826 Parchment Drive SE Suite 205
    Grand Rapids, MI

  • 19

    The Mutual Fund Store - Grand Rapids

    1200 East Paris
    Grand Rapids, MI

  • 20

    Retirement Wealth Advisors, Inc.

    501 Baldwin Street
    Jenison, MI

  • 21

    First Financial Advisors Inc

    950 W Norton Ave
    Muskegon, MI

  • 22

    Mainstreet Financial Advisors, LLC

    2632 S. 11th Street
    Kalamazoo, MI

  • 23

    DRG Investment Advisory Services, LLC

    151 Rose Street
    Kalamazoo, MI

  • 24

    Sledrunner Advisory Services

    244 North Rose Street
    Kalamazoo, MI

  • 25

    Integrated Financial Planning

    P.O. Box 175
    Oshtemo, MI

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