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Showing 1 - 9 of 9 results
FINANCIAL ADVISORY CORPORATION
FINANCIAL ADVISORY CORPORATION
Grand Rapids, Michigan
1-24 employees
Financial Advisory Corporation (FAC) is among the oldest and largest independent registered investment advisor (RIA) firms in West Michigan. We offer wisdom, caring advice, and counsel with the space and time for exceptional service. Established in 1988, FAC has served individuals and institutions with comprehensive investment and financial planning services delivered by committed experts. All of our advisors are Certified Financial Planners (CFP®) or Chartered Financial Analysts (CFA) and bring a team approach as well as a wealth of expertise to everything we do. We enjoy taking the worry and stress out of financial matters and partnering with you for financial success. We utilize our experience to deliver advice and counsel that is comprehensive, thoughtful and uniquely meets your needs and financial goals. In our 25 years of serving clients we have developed our own systems and tools that guide our process and assist you in gaining financial peace of mind.
Retirement Benefits Rank
Market Laggard
NPF INVESTMENT ADVISORS
NPF INVESTMENT ADVISORS
Grand Rapids, Michigan
25-49 employees
Supported partners and portfolio managers by providing timely research on the firm’s top equity holdings. Completed a thorough analysis of the firm’s core positions with a focus on the competitive position of underlying company’s business model, the strength of the underlying fundamentals of the company, the current valuation of the stock relative to market expectations and other critical factors. Delivered timely written earnings reports following a comprehensive review of the quarterly conference call of each core holding. Provided buy & sell recommendations to portfolio managers at weekly manager meetings.
Retirement Benefits Rank
Top Benefits
FINANCIAL TECHNOLOGY, INC.
FINANCIAL TECHNOLOGY, INC.
East Lansing, Michigan
1-24 employees
Managed product development for PC applications in banking.
Retirement Benefits Rank
Market Leading
LEGACY TRUST
LEGACY TRUST
Grand Rapids, Michigan
1-24 employees
At Legacy Trust, we have three areas of interest—you, your family and the generations that will follow. Since 2004, we’ve met the financial management needs of West Michigan’s most prosperous individuals. We do so thoughtfully, proactively and with a deep sense of understanding. The fate of your wealth shouldn’t be a matter of chance. It should be a matter of choice. That’s why we remain entirely independent. With Legacy Trust, our decisions are made together, without a single ulterior motive. We offer fee-based services, eliminating the pressures of sales and commission. This is how wealth management should be: objective, collaborative and client-focused. In order to stay client-focused, we remain right here in West Michigan. Our clients are our neighbors, and decisions are made around the corner, not across the country. This allows you to be involved as much or as little as you’d like. It’s not the common approach, or the easiest, but to us, it’s always been paramount. Wealth management is complex, but it doesn’t have to be convoluted. To sustain a lasting legacy, and build a trusting partnership, we listen to your unique perspectives and ambitions. Through this understanding, we provide more than answers for today. We provide answers for life.
Retirement Benefits Rank
Market Leading
SPECTRAL ENTERPRISES INC.
SPECTRAL ENTERPRISES INC.
Grand Haven, Michigan
25-49 employees
Spectral Enterprises owns Bremer Authentic Ingredients in Zeeland, Michigan and Northland Express Transport in Grand Haven, Michigan. Northland brokers truckload freight, matching customers with carriers nationwide. Specializing in transporting nursery stock and Christmas trees. Dispatching offices in Michigan, Oregon, and Tennessee. Bremer provides sugar, flour, salt, and other food ingredients to bakeries, food manufacturers, and meat processors in Michigan, Indiana, and Ohio.
Retirement Benefits Rank
Market Laggard
DWH, LLC
DWH, LLC
Grand Rapids, Michigan
1-24 employees
DWH was founded on the philosophy that every stakeholder matters. We consider clients, employees, owners, investors and our community as a whole to achieve results that maximize value for all. Our Mission is to be the preferred business advisory services provider and investment solution within our markets in a manner that makes a positive impact in our community. What We Do Turnaround | Restructure | Growth Management | Succession | Transition | Mergers | Acquisitions | Financial Advisory | Tribal Economic Development
Retirement Benefits Rank
Market Laggard
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TRILLIUM MANAGEMENT MSV, LLC
TRILLIUM MANAGEMENT MSV, LLC
Grand Rapids, Michigan
50-99 employees
Trillium Ventures MSV was created to capitalize on investment opportunities in the multifamily real estate market. We provide a broad scope of services including investment and asset management, property management and construction management to investors, strategic partners and property owners. Trillium’s strategy focuses on value-added investing in commercial real estate, mainly in the multifamily sector. We strive to make each project a success by identifying and meeting the strategic goals of the project. We reposition a property by improving management operations, recapitalization, completing deferred capital expenditures and improving the physical plant through renovations. Trillium has a variety of construction experience completing projects for industrial, office, apartment, education facilities. Trillium is a unique firm that is able to handle multifaceted strategies to maximize investment value from acquisition to disposition of the asset.
Retirement Benefits Rank
Top Benefits
MATTSON FINANCIALS SERVICES LLC
MATTSON FINANCIALS SERVICES LLC
Kentwood, Michigan
1-24 employees
At Mattson Financial Services, LLC, we help you achieve your retirement dreams, goals and desires with a fully customized plan. Our Financial Planning Center takes pride in providing comprehensive financial planning services to our clients. We discuss the 4 pieces of the retirement puzzle, which include reviewing our clients tax strategy, investments to provide stable income, estate plans, and insurance. We embrace our role as a fiduciary, acting in our client’s best interests. Our comprehensive services integrate all aspects of our client’s financial picture in a coordinated effort to provide for a carefree retirement and multi-generational wealth.
Retirement Benefits Rank
Below Market
LIFEWORKS ADVISORS LLC
LIFEWORKS ADVISORS LLC
Grand Rapids, Michigan
25-49 employees
Lifeworks Advisors is a modern independent registered investment advisor (RIA) and technology firm that is solving the biggest challenges advisors face today. We are backed by one of the wealth management industry’s most successful and well-known executives, Marty Bicknell, and his team of industry leaders. Our team sits at the intersection of one of the oldest and most outdated industries (Wealth Management) and the future of financial technology (FinTech). We are pushing the boundaries of wealth management, disrupting outdated business models, and delivering personalized solutions to advisory practices and individual clients through our software platform. We are building a digital ecosystem on a common data model that connects a seamless and intuitive client experience across all segments of the wealth management process with the back office operations of clearing, custody, compliance, and account management. Our software leverages machine learning, natural language processing, and native cloud technology to solve many of the biggest challenges advisors and clients face today in the wealth management space. We are delivering The Future of Advice®, today. Lifeworks Advisors, LLC (“Lifeworks Advisors”) is a Registered Investment Advisor (“RIA”).
Retirement Benefits Rank
Below Market