Retirement Planning in Wyoming, MI

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List of Firms

Top Retirement Planners in Wyoming, MI

JVL Wealth Strategies
SEC File# 801-61660
CRD# 124018
5 out of 5
Location 1657 Gezon Pkwy SW Suite C, Wyoming, MI 49519, USA
Phone (616) 261-2800
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Jacobs Financial Services LLC
5 out of 5
Location 3061 Macatawa Dr # D, Grandville, MI 49418, USA
Phone (616) 622-4654
Advanced Asset Management, LLC
SEC File# 801-118483
CRD# 109178
5 out of 5
Location 4555 Wilson Ave SW #2, Grandville, MI 49418, USA
Phone (616) 531-5220
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Scott Kline
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4489 Byron Center Ave SW Ste C, Wyoming, MI 49519, USA
Phone (616) 531-4951
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 3:00 PM Saturday: Closed Sunday: Closed
Brigman Wealth Management
Location 1416 44th St SW, Wyoming, MI 49509, USA
Phone (616) 389-0553
Integrity Financial Group - Grand Rapids
5 out of 5
Location 144 44th St SW #2, Grand Rapids, MI 49548, USA
Phone (616) 301-9291
Allworth Financial
SEC File# 801-68255
CRD# 111167
Location 4320 44th St SW Suite 102, Grandville, MI 49418, USA
Phone (616) 988-1180
Holiday Aurora Pond
4 out of 5
Location 2380 Aurora Pond Dr SW, Wyoming, MI 49519, USA
Phone (616) 219-2092
Edward Jones - Financial Advisor: MaryKay Zoulek
SEC File# 801-3297
CRD# 250
Location 5675 Burlingame Ave SW Suite B, Wyoming, MI 49509, USA
Phone (616) 532-3157
Edward Jones - Financial Advisor: Rich Wadsworth
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1851 44th St SW H, Wyoming, MI 49519, USA
Phone (616) 530-5521
Legacy Capital Planners, LLC
Location 1009 44th St SW #106, Grand Rapids, MI 49509, USA
Phone (616) 929-0896
Rivertown Ridge
4 out of 5
Location 3555 Copper River Ave SW, Wyoming, MI 49418, USA
Phone (616) 580-1098
Heritage Wealth Management
SEC File# 801-107506
CRD# 122394
Location 4166 56th St SW STE B, Wyoming, MI 49418, USA
Phone (616) 290-1100
Success Financial Group LLC
SEC File# 801-120658
CRD# 312170
5 out of 5
Location 4144 Chicago Dr SW, Grandville, MI 49418, USA
Phone (616) 261-9480
Culver CPA Group
5 out of 5
Location 4211 Clyde Park Ave SW Suite A, Wyoming, MI 49509, USA
Phone (616) 257-1099
Edward Jones - Financial Advisor: Richard A Houck Jr, AAMS¿
SEC File# 801-3297
CRD# 250
5 out of 5
Location 901 Gezon Pkwy SW Suite A1, Wyoming, MI 49509, USA
Phone (616) 534-5113
Williams & Company Financial Services
SEC File# 801-39177
CRD# 11869
3 out of 5
Location 4445 Wilson Ave SW, Grandville, MI 49418, USA
Phone (616) 257-7221
Edward Jones - Financial Advisor: Brenda S Kading-Payne, AAMS¿
SEC File# 801-3297
CRD# 250
Location 2380 Health Dr SW Suite 220, Wyoming, MI 49519, USA
Phone (616) 538-6322
Ellija Capital Management, LLC
5 out of 5
Location 3950 Wilson Ave SW, Grandville, MI 49418, USA
Phone (616) 531-7300
Plan It Financial Group
Location 3784 30th St SW, Grandville, MI 49418, USA
Phone (616) 552-1329
Rush Creek Advisors - Ameriprise Financial Services, LLC
5 out of 5
Location 7700 Byron Center Ave SW, Byron Center, MI 49315, USA
Phone (616) 209-5206
Edward Jones - Financial Advisor: Tina Fierro, AAMS™
Location 2380 Health Dr SW Suite 220, Wyoming, MI 49519, USA
Phone (616) 538-6322
Fifth Third Securities - Dallas Riddle
Location 2828 Michael Ave SW, Wyoming, MI 49509, USA
Phone (616) 406-2040
Journey Retirement Plan Services Llc
Location 3001 Orchard Vista Dr SE, Grand Rapids, MI 49546, USA
Phone (616) 558-9491
American House Wyoming
4 out of 5
Location 5812 Village Dr SW, Wyoming, MI 49519, USA
Phone (616) 421-2675
Gabriel Kuperus - Financial Advisor, Ameriprise Financial Services, LLC
Location 7700 Byron Center Ave SW, Byron Center, MI 49315, USA
Phone (616) 272-4179
Retirement Planning in Wyoming, MI

About Wyoming, MI for Those Planning to Retire

Wyoming, Michigan is located in Kent County and is a suburb of Grand Rapids. The city was incorporated in 1951 and has a population of about 29,000 people. Some of the city's landmarks include the Wyoming Public Library, the Gerald R. Ford Presidential Museum, and the John Ball Zoo. The top employers in Wyoming are Spectrum Health, Meijer, and Amway. Major highways and streets in the city include US-131 and 28th Street. The neighborhoods in Wyoming are primarily residential with some commercial areas.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Wyoming, MI can benefit from banks and credit unions in their area by taking advantage of the many services they offer. For example, banks can help residents save money by offering competitive interest rates on savings accounts and certificates of deposit (CDs). In addition, both banks and credit unions offer a variety of loans, including personal loans, home mortgages, and car loans. By comparison, payday lenders typically charge much higher interest rates and fees than traditional lenders.

Estate Planning Lawyer

If you live in Wyoming, MI, you may be wondering if you need an estate planning lawyer. The answer is yes. An estate planning lawyer can help you create a will and other legal documents that will ensure your wishes are carried out after your death. An estate planning lawyer can help you avoid probate and ensure your assets pass to the people or organizations you choose. An estate planning lawyer can also help you plan for incapacity and make sure your loved ones are taken care of.

Mortgage Loan Officer

If you're a homeowner in Wyoming, MI, and are looking to take advantage of the current market conditions by refinancing your mortgage, you'll need to work with a qualified mortgage loan officer. Mortgage loan officers can help you secure a low interest rate on your new mortgage, which can save you thousands of dollars over the life of your loan. They can also help you get pre-approved for a mortgage, which will give you an edge when bidding on properties in today's competitive market.

Wealth Management

Living in Wyoming, MI comes with a lot of benefits, including a wealth of natural resources and an overall lower cost of living. However, many people in the area may not be taking full advantage of these benefits because they don't have the right financial planning tools in place. A wealth manager can help residents in Wyoming, MI make the most out of their money by creating a plan that fits their unique needs and goals.

Financial Advisor

Living in Wyoming, MI comes with a lot of benefits, including great schools and plenty of job opportunities. However, there are also some things that residents need to be aware of before making important financial decisions. A financial advisor can help residents make the most informed choices possible, ensuring they get the most out of life in Wyoming.

Insurance Broker

If you live in Wyoming, MI, working with an insurance broker can be a great way to get the coverage you need at a price you can afford. A good broker will work with you to find the best policies for your needs and budget, and will help you to avoid any unnecessary or unwanted coverage.

Tax Services

Living in Wyoming, MI comes with a lot of benefits, including low taxes. However, it's important to make sure you're taking advantage of all the tax breaks available to you, and that's where a tax accountant can help. They can ensure that you're getting the most out of your deductions and credits, and they can also help you plan for the future so you know exactly how much tax you'll owe each year.

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Retirement Income Planning FAQs