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Showing 1 - 12 of 25 results
CENTENNIAL SECURITIES CO. INC.
CENTENNIAL SECURITIES CO. INC.
Grand Rapids, Michigan
25-49 employees
Centennial Securities is a community service-focused, locally owned investment firm with strong Midwestern values. Since the day our doors opened in 1978, we have and will continue to recognize that it’s not prudent to take a “one size fits all” approach to investing. We help our clients understand the opportunities that are available when taking a proactive approach to investing. Our financial advisors and staff serve the communities where they live and share a commitment to you and your family. Our team gets to know you on a personal level before constructing a diversified portfolio designed to help you achieve your unique financial goals and objectives. Join Us: At Centennial Securities, one of Michigan’s largest independently-owned brokerage firms, you will enjoy the best of both worlds: the opportunity to open an independent practice and the freedom of offering a higher level of service to your clients and community. Centennial Securities’ approximately 50 financial advisors run their businesses with a personal touch that best suits their strengths and the unique needs of their clients. We’ve created a comfortable and friendly working environment for our advisors, who enjoy the advantages of: An Industry-Leading Pay Grid • Generous Bonuses • Advanced Technology Resources Highly Accessible Management Team • Comprehensive Administrative Support Whether you already have an independent practice, or are just now considering it, we invite you to come see all the benefits Centennial Securities offers its Financial Advisors. Please contact us today at [email protected] or (616) 942-7680 to learn more about the opportunities Centennial Securities has to take your career to the next level. All inquiries will be handled confidentially.
Retirement Benefits Rank
Top Benefits
CAAS, INC.
CAAS, INC.
Williamston, Michigan
50-99 employees
BJ CAAS Advisors is a boutique consultancy firm focused on bringing operational excellence to our clients and partners. With a foundation based on Six sigma principles , our roots are deep in quality manufacturing and supply chain. Our clients find value in our ability to both identify and understand their core challenges. They love our ability to clearly communicate what needs to happen to solve them. When you're ready to analyze, audit and/or improve the quality in your organization, you're ready for BJ CAAS Advisors. Connect with our principals or visit our website.
Retirement Benefits Rank
Market Leading
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
ASSET & RISK MANAGEMENT, INC.
ASSET & RISK MANAGEMENT, INC.
Fenton, Michigan
1-24 employees
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Retirement Benefits Rank
Market Competitive
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
KAYDAN WEALTH MANAGEMENT, INC.
KAYDAN WEALTH MANAGEMENT, INC.
Fenton, Michigan
1-24 employees
Our singular focus is to make an impactful difference in the lives of our clients and their families. As advocates, we work closely with our clients to clarify the financial landscape and navigate life's most important events. We achieve this through unbiased advice, meaningful portfolio management, and impeccable service. The following principles guide us in all that we do: - We have your best financial interests at heart. We strive to maintain complete objectivity and impartiality in our work and judgment. We provide you with all that you need to make thoughtful investment decisions. - We always conduct ourselves with integrity, dignity, and honesty. - We communicate in a clear and open manner and handle all inquiries/requests as quickly and accurately as possible. - We keep the confidentiality of all information given to us to the full extent permitted by law. - We disclose the services we provide and how we are compensated for them. We perform all services in a fair and reasonable manner and disclose any conflicts of interest. - We maintain and expand our knowledge through continuing education. To learn more about Kaydan Wealth Management and how to engineer your best retirement, subscribe to The Retirement Engineer podcast at www.TheRetirementEngineerPodcast.com or visit www.kaydanwealth.com. Free tools, offers, additional information, etc., here: http://linktr.ee/KaydanWealth Investment advisory services are offered through Kaydan Wealth Management, Inc., a Registered Investment Advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. For important social media disclosures, visit https://www.kaydanwealthmanagement.com/social-media/
Retirement Benefits Rank
Top Benefits
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AVERY WEALTH, INC.
AVERY WEALTH, INC.
Jackson, Michigan
1-24 employees
At Avery Wealth, we understand that managing wealth isn't simply about acquiring assets. It's about you. That's why our approach and the services that we provide focus on our clients. Building an ongoing relationship with you is integral to all that we do. We believe that an understanding of your life goals and your financial objectives will provide the foundation for providing distinct solutions to address the financial complexities in your life. When it comes to achieving your goals, you are best served by a deliberate process that begins before we ask you to commit to a long-term relationship with us. It starts with a “Discovery Meeting” focusing on you and your life. We will discuss your values, personal and professional goals and relationships, assets and interests. In addition, we will ask you to share your thoughts on questions such as: What does financial success look like to you? What resources do you have? What challenges do you face? We believe our approach fosters a relationship grounded in fiduciary obligation and incorporates the best academic evidence on how markets can be used to pursue financial independence. We combine that with a commitment to provide world-class client service and meet every client's highly individualized wealth-management needs. We believe an investment portfolio should directly reflect our clients’ financial and life objectives. That’s the simple principle on which Avery Wealth was founded and continues to do business today.
Retirement Benefits Rank
Market Competitive
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
RICHMOND BROTHERS FINANCIAL MANAGEMENT SPECIALISTS, INC.
RICHMOND BROTHERS FINANCIAL MANAGEMENT SPECIALISTS, INC.
Jackson, Michigan
1-24 employees
Looking for a refreshingly personal approach to retirement and financial planning? Look no further! As a family-owned firm, Richmond Brothers provides truly personal service to our clients—not the “take a number” kind of service that’s become all too common these days. We want to know all about you so that we can serve your best interests financially as well as personally. Imagine that: real people who really care. It’s why folks have entrusted their financial wellness to us since 1994. From our proactive communication to our fun, laid-back office environment, there are a number of reasons why people enjoy doing business with us. We invite you to learn why Richmond Brothers stands in a league of its own. Visit us at: www.richmondbrothers.com for more information! Richmond Brothers, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Richmond Brothers, Inc. and its representatives are properly licensed or exempted. This page is solely for informational purposes. No advice may be rendered by Richmond Brothers, Inc. unless a client service agreement is in place.
Retirement Benefits Rank
Top Benefits
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
CLEAR RIDGE WEALTH MANAGEMENT
CLEAR RIDGE WEALTH MANAGEMENT
Kalamazoo, Michigan
1-24 employees
I co-founded Clear Ridge Wealth Management in 2014 after spending 16 years as a wealth advisor within the financial services industry. At Clear Ridge, we provide comprehensive wealth management including both financial planning and investment management. We work with both families and institutions. Our portfolios are constructed based on the academic research of the long term market returns. Our family clients seek high quality planning advice, a coordinated investment plan that encompasses all of their financial assets, and regular reviews of their progress toward their goals. We are fee only, meaning we don't sell any products nor make any commissions on anything we recommend. We benefit when our clients benefit, putting us on the same side of the table with our services. At Clear Ridge, we're transparent, experienced and importantly, human. For our clients, we set a clear path forward.
Retirement Benefits Rank
Top Benefits
THE PLANNING GROUP
THE PLANNING GROUP
Battle Creek, Michigan
1-24 employees
The Planning Group is an independent financial advisory firm who believes education is the key to achieving financial success. We work alongside our clients throughout the financial planning process, educating and coaching them through all of life's challenging financial decisions. Our multi-diciplined team assists clients with financial planning, investment management, risk management, and estate planning. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. The Planning Group is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice and are not Certified Public Accounting firms. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Compliance Department at 844-553-7872.
Retirement Benefits Rank
Market Leading