Retirement Planning Firms in Grand Rapids, MI

We did the hard work of finding trustworthy partners in Grand Rapids, MI. Fill out the form to get connected.

Get Connected with a Retirement Planning Firm in Grand Rapids, MI

As Seen In

List of Firms

Retirement Planning Firms in Grand Rapids, MI

Grand Wealth Management
SEC File# 801-63306
CRD# 132137
Location 333 Bridge St NW Ste 800, Grand Rapids, MI 49504, USA
Phone (616) 451-4228
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Cornerstone Retirement Partners
SEC File# 801-68010
CRD# 141413
Location 2900 Charlevoix Dr SE Suite 310, Grand Rapids, MI 49546, USA
Phone (616) 301-2581
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
TIAA Financial Services
Location 333 Bridge St NW Suite 110, Grand Rapids, MI 49504, USA
Phone (800) 842-4551
EQUITABLE ADVISORS -- David Sayfie, MBA. Grand Rapids, MI
Location 3501 Lake Eastbrook Blvd SE #304, Grand Rapids, MI 49546, USA
Phone (616) 575-3501
KDP Retirement Plan

4 out of 5

Location 3060 Lake Eastbrook Blvd SE, Grand Rapids, MI 49512, USA
Phone (616) 940-4114
Elevate Financial Planning
SEC File# 801-72913
CRD# 159359
Location 2050 Celadon Dr NE Unit A-12, Grand Rapids, MI 49525, USA
Phone (616) 227-0051
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Midwest Capital Advisors
SEC File# 801-79681
CRD# 125389
Location 630 Kenmoor Ave SE Suite 206, Grand Rapids, MI 49546, USA
Phone (616) 454-9600
GLP Financial Group
SEC File# 801-106707
CRD# 152339

5 out of 5

Location 3258 Clear Vista Ct NE, Grand Rapids, MI 49525, USA
Phone (616) 272-3524
Fiduciary Financial Advisors
SEC File# 801-120619
CRD# 172103

5 out of 5

Location 124 Fulton St E Suite 200, Grand Rapids, MI 49503, USA
Phone (616) 622-3062
Greenleaf Trust

4 out of 5

Location 25 Ottawa Ave SW #110, Grand Rapids, MI 49503, USA
Phone (616) 888-3210
Retirement Wealth Advisors
SEC File# 801-67628
CRD# 137658

5 out of 5

Location 89 Ionia Ave NW #600, Grand Rapids, MI 49503, USA
Phone (616) 226-8867
Provisio Retirement Partners

5 out of 5

Location 5088 Corporate Exchange Blvd SE SUITE 200, Grand Rapids, MI 49512, USA
Phone (616) 820-0404
Schwallier Wealth Management LLC
SEC File# 801-122547
CRD# 143329

5 out of 5

Location 607 Cascade W Pkwy SE, Grand Rapids, MI 49546, USA
Phone (616) 855-2051
Investment Services Group
Location 5242 Plainfield Ave NE STE D, Grand Rapids, MI 49525, USA
Phone (800) 227-3861
Premier Financial
Location 2025 E Beltline Ave SE # 203, Grand Rapids, MI 49546, USA
Phone (616) 942-1635
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Retirement Planning Made Easy
Location 89 Ionia Ave NW, Grand Rapids, MI 49503, USA
Phone (800) 903-2562
Mosaic Wealth Management
SEC File# 801-123417
CRD# 142793

5 out of 5

Location 607 Cascade W Pkwy SE, Grand Rapids, MI 49546, USA
Phone (616) 949-0900
Charles Lindholm - Raymond James
Location 51 Ionia Ave SW, Grand Rapids, MI 49503, USA
Phone (616) 222-2536
Rush, Coda and Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 333 Bridge St NW Ste 205, Grand Rapids, MI 49504, USA
Phone (800) 442-8787
Image of Grand Rapids, MI
Image from Google Maps

About Grand Rapids, MI

Grand Rapids is the second largest city in Michigan with a population of over 190,000. The city was founded in 1826 and is home to many notable landmarks, including the Gerald R. Ford Presidential Museum, the Grand Rapids Art Museum, and the Frederik Meijer Gardens and Sculpture Park. Grand Rapids is also home to some of the largest employers in the state, including Spectrum Health, Amway, and Meijer. The city is served by several major highways and streets, including US-131 and I-96. Grand Rapids is divided into several neighborhoods, including Heritage Hill, East Hills, and Downtown.

Related Services

Banks and Credit Unions

If you live in Grand Rapids, Michigan, you have a number of banks and credit unions to choose from. Each has its own strengths and weaknesses, so it's important to do your research before deciding which one is right for you.Banks are good for people who need a lot of customer service and hand-holding. Credit unions are great for people who want more personal service and lower interest rates on loans. Some banks offer free checking accounts with no minimum balance requirement, while others charge monthly fees whether you have money in the account or not.Credit unions usually don't charge monthly fees, but they may not offer as many services as larger banks. So it's important to figure out what's important to you and then find the bank or credit union that best meets your needs.

Estate Planning Lawyer

If you live in Grand Rapids, MI and want to protect your assets and ensure that your loved ones are taken care of after you die, you need to work with an estate planning lawyer. An estate planning lawyer can help you create a will or trust that will make sure your wishes are carried out after you die. They can also help you set up powers of attorney and health care proxies so that your loved ones can make decisions for you if you become unable to do so yourself. Contact an estate planning lawyer today to get started.

Mortgage Loan Officer

Grand Rapids, MI is a great place to live. It's home to a number of major corporations, and it's known for its high quality of life. But in order to make the most of living in Grand Rapids, it's important to work with a mortgage loan officer who can help you find the best mortgage products available.

Wealth Management

Grand Rapids, Michigan is a great place to live and work. With a wealth manager in your area, you can benefit from their many years of experience and expertise. A wealth manager can help you with all aspects of financial planning, including investment advice, retirement planning, and estate planning. They can also help you stay on track with your budget and make sure you are making the most of your money. If you are looking for someone to help you manage your finances, contact a wealth manager today.

Financial Advisor

People living in Grand Rapids, MI can benefit by working with a financial advisor. A recent study found that people who worked with a financial advisor were more likely to save for retirement, have healthier finances, and feel more confident about their money decisions. Working with a financial advisor can help you stay on track with your finances, make wise investment choices, and retire comfortably.

Insurance Broker

Grand Rapids, MI residents can benefit from working with an insurance broker by getting the best rates and coverage for their needs. An insurance broker will work with you to find the best policy for your situation, and can help you get discounts on your premiums. They also know the ins and outs of the insurance industry, so they can help you file a claim quickly and easily if you ever need to use it.

Tax Services

Grand Rapids, MI residents can benefit greatly from working with a tax accountant. A good accountant can help you understand your tax situation and find deductions and credits that can save you money. They can also help you file your taxes accurately and on time. If you have any questions about your taxes, an accountant is the best person to ask.