Wealth Management in Wyoming, MI

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List of Firms

Wyoming, MI Wealth Management Firms

Heritage Wealth Management
SEC File# 801-107506
CRD# 122394
Location 4166 56th St SW STE B, Wyoming, MI 49418, USA
Phone (616) 290-1100
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
Grand Valley Investment Management
Location 3000 Ivanrest Ave SW # C, Grandville, MI 49418, USA
Phone (616) 530-5580
Culver CPA Group
5 out of 5
Location 4211 Clyde Park Ave SW Suite A, Wyoming, MI 49509, USA
Phone (616) 257-1099
Fifth Third Securities - Dallas Riddle
Location 2828 Michael Ave SW, Wyoming, MI 49509, USA
Phone (616) 406-2040
Rush Creek Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 7700 Byron Center Ave SW, Byron Center, MI 49315, USA
Phone (616) 209-5206
Time Monday: 8:00 AM – 6:00 PM Tuesday: 8:00 AM – 6:00 PM Wednesday: 8:00 AM – 6:00 PM Thursday: 8:00 AM – 6:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Merrill Lynch Wealth Management Advisor April Armstrong
Location 250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, USA
Phone (616) 774-4229
Alliance Investment Management
SEC File# 801-121504
CRD# 152012
Location 507 Baldwin St, Georgetown Twp, MI 49428, USA
Phone (800) 890-1246
Merrill Lynch Wealth Management Advisor Timothy J Long
Location 250 Monroe Ave NW Suite 600, Grand Rapids, MI 49503, USA
Phone (616) 774-4220
Edward Jones - Financial Advisor: Richard A Houck Jr, AAMS™
5 out of 5
Location 4130 Del Mar Dr SW Suite C, Wyoming, MI 49418, USA
Phone (616) 534-5113
Wealth Management in Wyoming, MI

Where Wealth Management Advisors in Wyoming, MI Serve

Wyoming, MI is a suburb of Grand Rapids, located in Kent County. The city was founded in 1854 and named after the Wyoming Territory. Major highways and streets in Wyoming include US-131 and M-6. Some of the city's landmarks include the Calkins Bridge and the Wyoming Historical Society Museum. Top employers in Wyoming include Spectrum Health, Meijer, and Herman Miller. The city's neighborhoods include Alpine Village, Burton Heights, and Cannon Township.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Most people think of banks as places where you go to deposit or withdraw money, but banks in Wyoming, MI offer a variety of services to their customers. Banks offer checking and savings accounts, home and car loans, and credit cards. They also offer a variety of other services, such as investment advice, insurance products, and mortgage loans.

Retirement Planning

Retirement planning in Wyoming, MI is a critical process that everyone should undertake. There are many factors to consider when planning for retirement, and it can be helpful to speak with a retirement planner to create the best plan for your unique situation. Some of the things you'll need to think about include how much money you'll need to live comfortably in retirement, whether you'll continue to work during retirement, what kind of health insurance you will have, and how you will access your savings and investments.

Tax Services

A tax accountant in Wyoming, MI helps individuals and businesses file their taxes. They help with deductions, credits, and other tax-related issues. They can also help with estate planning and other financial planning issues. Speak to a local tax accountant today to learn more about the services available to you.

Financial Advisor

A financial advisor in Wyoming, MI helps people save for retirement and plan for their future. They can help you invest your money and make wise decisions with your finances. If you're looking for someone to help you get your finances in order, a financial advisor in Wyoming, MI is a great option.

Insurance Broker

An insurance broker in Wyoming, MI is a professional who helps clients choose the best type of insurance for their needs. They work with a variety of companies to find the best rates and policies for their clients, and they also help to file claims and provide customer service. Insurance brokers typically have years of experience in the industry, and they are licensed and certified to do their job.

Mortgage Loan Officer

A mortgage loan officer in Wyoming, MI helps people obtain mortgages for their homes. They work with borrowers to find the best mortgage products available, and help them through the application process. They also work with lenders to ensure that the mortgages they approve are profitable for the banks.

Estate Planning Lawyer

An estate planning lawyer in Wyoming, MI helps clients create wills and trusts to ensure their assets are distributed according to their wishes after they die. They can also help with estate taxes, guardianship issues, and other legal matters related to estate planning. If you live in the Wyoming area and are looking for assistance with your estate planning needs, a qualified lawyer can help you get started.


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