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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
WISER ACQUISITIONS, INC. DBA WISER FINANCIAL GROUP
WISER ACQUISITIONS, INC. DBA WISER FINANCIAL GROUP
Kalamazoo, Michigan
1-24 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
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
Below Market
NPF INVESTMENT ADVISORS
NPF INVESTMENT ADVISORS
Grand Rapids, Michigan
1-24 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
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
LVZ, INC.
LVZ, INC.
Holland, Michigan
1-24 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
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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
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
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
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
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