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Showing 1 - 12 of 30 results
CENTENNIAL SECURITIES CO. INC.
CENTENNIAL SECURITIES CO. INC.
Grand Rapids, Michigan
51-200 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
LVM CAPITAL MANAGEMENT, LTD.
LVM CAPITAL MANAGEMENT, LTD.
Portage, Michigan
11-50 employees
LVM Capital Management was founded in 1988 by Russ Leonard and Craig Vander Molen as a research intensive investment management firm. In 2001, services were expanded to include financial planning in order to offer our clients a more holistic wealth management solution. While our capabilities have grown, our mission has remained true to the original philosophy of our founders—to ensure our clients’ ongoing financial success through a combination of unparalleled personal attention, creative planning, and experienced investing.    We do not sell products. Rather, we utilize a personal advisory approach that is service-based and fee-only. This sets the stage for the optimal wealth management relationship with clients because our interests are aligned. Client confidentiality is paramount and strong communication essential. LVM puts client interests first, from the design of our business model, to the day-to-day details of answering questions and solving problems.
Retirement Benefits Rank
Market Leading
ZHANG FINANCIAL LLC
ZHANG FINANCIAL LLC
Portage, Michigan
11-50 employees
Zhang Financial sets a new standard for your finances. Established three decades ago,* Zhang Financial has developed into a prominent industry leader while maintaining its client-centered focus. Our comprehensive, fee-only solution is built upon an academic, evidence-based investment philosophy aimed at providing the highest probability of success. For the past seven years, Charles Zhang, CFP®, has been placed in the top 10 on Barron's list of America's Top 100 Independent Wealth Advisors. Most recently he was ranked #1 in the nation.** Charles was also ranked #6 in the nation on Forbes' list of America's Top Wealth Advisors for 2021 and is the highest ranked Independent Advisor on the list.*** Zhang Financial is also known for its commitment to philanthropy. *Zhang Financial formerly operated under dba Zhang & Associates **As reported in Barron's August 22, 2015, August 27, 2016, September 15, 2017, September 14, 2018, September 16, 2019, September 12, 2020, and September, 17, 2021. The rankings reflect the volume of assets overseen by the advisors and their teams, revenues generated for the firms, quality of the advisors'​ practices, and other factors. ***As reported in Forbes August 16, 2021. The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. See zhangfinancial.com/disclosure for full ranking criteria.
Retirement Benefits Rank
Top Benefits
WISER ACQUISITIONS, INC. DBA WISER FINANCIAL GROUP
WISER ACQUISITIONS, INC. DBA WISER FINANCIAL GROUP
Kalamazoo, Michigan
11-50 employees
The Wiser Financial Group (WFG) is one of southwest Michigan's oldest and largest independent financial services organizations. Since 1960 our team has been helping families throughout the country identify a plan to help achieve their financial goals including retirement, wealth management, risk management, and estate planning. WFG financial professionals represent more than 300 years of experience in financial planning. Our firm includes CERTIFIED FINANCIAL PLANNERS™ (CFP®), Chartered Life Underwriters (CLU), Chartered Financial Consultants (ChFC), Certified Public Accountants (CPA), attorneys and financial advisors. While you will work closely with one advisor, you have the benefit of all our knowledge and experience - a combination that we feel you will not find anywhere else. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (www.finra.org) / SIPC (www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Wiser Financial Group is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor its affiliates provide legal or tax advice and are not Certified Public Accounting firms. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, 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 of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 737-443-2582.
Retirement Benefits Rank
Top Benefits
FINANCIAL ADVISORY CORPORATION
FINANCIAL ADVISORY CORPORATION
Grand Rapids, Michigan
11-50 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 Competitive
NPF INVESTMENT ADVISORS
NPF INVESTMENT ADVISORS
Grand Rapids, Michigan
11-50 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
LEGACY TRUST
LEGACY TRUST
Grand Rapids, Michigan
11-50 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
LVZ, INC.
LVZ, INC.
Holland, Michigan
1-10 employees
Prepared monthly bank reconciliations. Processed accounts receivable and accounts payable. Received and reviewed invoices for payment. Processed invoices and prepared checks. Reconciled and posted revenues to the general ledger on a daily basis. Processed payroll. Prepared the annual budget.
Retirement Benefits Rank
Top Benefits
SCHMIDT, KONING, VILLARREAL & ASSOCIATES, LLC
SCHMIDT, KONING, VILLARREAL & ASSOCIATES, LLC
Grand Rapids, Michigan
1-10 employees
https://mvschmidtcpa.com
Retirement Benefits Rank
Below Market
VOISARD ASSET MANAGEMENT GROUP
VOISARD ASSET MANAGEMENT GROUP
Grand Rapids, Michigan
1-10 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
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SPECTRAL ENTERPRISES INC.
SPECTRAL ENTERPRISES INC.
Grand Haven, Michigan
11-50 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
MIDWEST CAPITAL ADVISORS, LLC
MIDWEST CAPITAL ADVISORS, LLC
Grand Rapids, Michigan
1-10 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