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Showing 1 - 12 of 15 results
SCHMIDT, KONING, VILLARREAL & ASSOCIATES, LLC
SCHMIDT, KONING, VILLARREAL & ASSOCIATES, LLC
Grand Rapids, Michigan
1-24 employees
https://mvschmidtcpa.com
Retirement Benefits Rank
Below Market
VOISARD ASSET MANAGEMENT GROUP
VOISARD ASSET MANAGEMENT GROUP
Grand Rapids, Michigan
1-24 employees
Voisard Asset Management Group is a fee-only, investment management practice that works with high net worth individuals nationwide. Our firm operates independently, free from outside conflicts of interest, to provide our clients with unbiased advice designed to assist them in achieving their financial goals. We address issues including, but not limited to, investment management of assets, retirement planning, estate objectives and general review of income tax issues. We believe in personal relationships built on trust and integrity, open communication, understanding your circumstances and maintaining a long term perspective.
Retirement Benefits Rank
Market Leading
MIDWEST CAPITAL ADVISORS, LLC
MIDWEST CAPITAL ADVISORS, LLC
Grand Rapids, Michigan
1-24 employees
Midwest Capital Advisors was founded on a sole principle: Always do what is right for the client. There are too many advisors selling high-cost products and not acting in the best interests of their clients. We wanted to be different. So, in 2003, we did just that. We built a transparent, independent advisory firm where people would feel comfortable working with us. We are a fiduciary, which means our clients come first. No products. No commissions. We simply offer unbiased advice from a team of hard-working and honest professionals. MCA Disclosures: https://midwestcap.com/required-disclosures/
Retirement Benefits Rank
Market Competitive
TOTAL INVESTMENT PLANNERS, INC.
TOTAL INVESTMENT PLANNERS, INC.
Mt. Pleasant, Michigan
1-24 employees
Front Office Management for a financial planning firm with 3 Certified Financial Planners and 3 additional support staff empoyees.
Retirement Benefits Rank
Below Market
FAMILY CAPITAL MANAGEMENT, INC.
FAMILY CAPITAL MANAGEMENT, INC.
Grand Rapids, Michigan
1-24 employees
Family Capital Management was born out of the desire to find a BETTER way to help clients improve and organize their financial lives into an easty-to-understand format. Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, "Planning with Purpose", helps you pursue your financial independence. For additional information, call FCM at 616.774.4560 or visit the website at http://www.familycapitalmgt.com. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Family Capital Management, an SEC Registered Investment Advisor. Family Capital Management is independent of Osaic Wealth. Any opinions expressed in this forum are not the opinion or view of Osaic Wealth, Inc. and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors. Neither Osaic Wealth nor its Representatives provide tax, legal or accounting advice. Please consult your own tax. legal or accounting professional before making any decisions.
Retirement Benefits Rank
Market Leading
ACTIUM LLC DBA BEMANAGED
ACTIUM LLC DBA BEMANAGED
Grand Rapids, Michigan
1-24 employees
BeManaged is a leader in education, managed accounts and advice for 401k/403b investors. Our participant success services integrate with a company's existing retirement plan and investment options, while we work with participants to maximize their retirement outcomes.
Retirement Benefits Rank
Market Laggard
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WASHINGTON AVENUE ADVISORS, LLC
WASHINGTON AVENUE ADVISORS, LLC
Lansing, Michigan
1-24 employees
Washington Avenue Advisors, LLC ("WAA") is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where WAA and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. WAA does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.
Retirement Benefits Rank
Top Benefits
FINANCIAL INDEPENDENTS INC.
FINANCIAL INDEPENDENTS INC.
Lansing, Michigan
1-24 employees
FINANCIAL INDEPENDENTS INC. is a financial services company based out of 15851 SOUTH US 27, LANSING, Michigan, United States.
Retirement Benefits Rank
Below Market
THORNAPPLE RIVER CAPITAL
THORNAPPLE RIVER CAPITAL
Grand Rapids, Michigan
1-24 employees
Thornapple River Capital actively creates and invests in early-stage companies in a wide array of industries.
Retirement Benefits Rank
Market Competitive
HEITZMAN & ASSOCIATES, INC.
HEITZMAN & ASSOCIATES, INC.
Grand Rapids, Michigan
1-24 employees
Certified Financial Planner; Securities Broker, and Insurance Agent, Currently managing retirement income for 450 families.We utilize a variety of services to help create a comprehensive financial plan for both our individual and business clients. Our approach is based on your financial and life goals.Jeff Heitzman offers products and services using the following business names: Heitzman & Associates, Inc. or Canvas Financial – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.org and www.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Heitzman & Associates, Inc. or Canvas Financial.Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.All of the endorsements and/or client testimonials posted on this LinkedIn page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.
Retirement Benefits Rank
Market Laggard
LANGSCHIED FINANCIAL LLC
LANGSCHIED FINANCIAL LLC
Grand Rapids, Michigan
1-24 employees
Financial Advisor
Retirement Benefits Rank
Market Competitive
KROON & MITCHELL ASSET MANAGEMENT, LLC
KROON & MITCHELL ASSET MANAGEMENT, LLC
Grand Rapids, Michigan
1-24 employees
Kroon & Mitchell is a family owned firm with over 50 years of experience that provides both Accounting and Investment Management services. Our firm provides a unique pairing of Accounting and Investment planning, offering sound guidance while analyzing the overall financial picture for each client. Kroon & Mitchell values integrity, hard work and aims to provide exemplary services.
Retirement Benefits Rank
Below Market