Baird Financial

151 Central Avenue, Suite 120
Holland, MI 49423

Baird is an international wealth management, capital markets, asset management and private equity firm with client assets of nearly $84 billion. Their 2,700 employees living and working around the world strive to provide the best financial advice and service through a combination of deep expertise, broad resources and unwavering client focus.

616-546-6700
800-285-4792 Toll Free
616-546-6750 Fax
www.bairdoffices.com/holland_mi/

CapTrust Financial Advisors

85 East 8th Street, Suite 160
Holland, MI 49423

CapTrust is a privately held Registered Investment Advisory firm headquartered in Holland, Michigan and serving clients across the nation. The team is comprised of professionals who serve clients with excellence through relationships built on the foundation of trust. Our team strives to take the complex and emotional nature of investing for the long-term and simplify the process so that discipline and good sense rule the day. We believe investment success is best measured on a calendar, not a stopwatch and that our clients deserve access to the best investment managers in the world. At CapTrust we desire for each client to feel like they are our only client. Our hope for you is confidence and a greater sense of empowerment whereby wise investment decisions are made for your present and your future. We would be honored to become your trusted advisor.

616.392.5332
www.ctfa.com

Coastal Financial Corporation

194 South River Avenue, Suite 1
Holland, MI 49423

Highly trained professional staff with superior customer service, great boat and RV loan rates, and outstanding response times. Coastal Financial uses up-to-date comprehensive industry knowledge to keep you well informed throughout your boat loan and RV loan financing experience.

616-494-2628
888-887-2628 Toll Free
616-494-2629 Fax
www.your-marine-lender.com

Eagle Company

235 Central Avuenue
Holland, MI 49423

Financial planning consultants.

616-494-8000

Edward Jones

99 East 8th Street Suite 320
Holland, MI 49423

Edward Jones serves nearly 7 million investors and we have more offices than any other investment firm in America. They attribute a great deal of success to their principles and personal, long-term approach to investing.

616-396-9768
www.edwardjones.com

Geenen & Kolean, PC

246 South River Avenue, Suite 201
Holland, MI 49423

Local CPA firm serving the West Michigan area with a general practice that includes compilations, reviews, audits, tax planning and preparation, and management consulting.

616-393-0398
616-393-0090 Fax
cpamichigan.com/

Grand Angels

36 West 8th Street, Suite 200
Holland, MI 49423

Grand Angels is the an investment group that offers mentoring paired with a relatively patient exit strategy, meaning invested funds may not need to be returned as quickly as would be expected by commercial or other investors.

616-566-1770
www.grandangels.org

Greenleaf Trust

150 Central Avenue
Holland, MI 49423

Specializing in wealth management, trust administration, and employee sponsored retirement plans, our privately owned corporate trustee is void of any proprietary products. Their clients, whether individual, corporate, endowment or foundation, all have the assurance that Greenleaf Trust will continue to work on the same side of the desk as our customers, for many generations to come.

6164949020
8004164555 Toll Free
2695537238 Fax
www.greenleaftrust.com

Hilliard Lyons

85 East 8th Street, Suite 350
Holland, MI 49423

Providing comprehensive wealth management services and customized advice. Focus is on planning includes the ever important arenas of education, retirement, business succession and trust and estate planning.

(616) 394-9199
800-444-1854 Toll Free
www.hilliard.com/

Lorence & VanderZwart

240 South River Avenue
Holland, MI 49423

Lorence & Vander Zwart is a financial planning and investment management firm located in Downtown Holland. Since 1960 Lorence & Vander Zwart has believed that taking the time to create a sound financial plan is the foundation of being prepared for life’s financial uncertainties and success. The advisors of Lorence & Vander Zwart take the time to listen to each client’s goals, fears, and challenges turning them into financial strategies that work for each individual client. Contact one of our partners Jim Lorence, Ryan Vander Zwart or Nate Baumann to see if our firm may be a fit for you.

616-394-4994
616-394-5986 Fax
lvzfinancialplanning.com

Raymond James

99 East 8th Street, Suite 400
Holland, MI 49423

As independent professional advisers, Raymond James offers you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

616-395-4150
866-589-0774 Toll Free
866-597-3929 Fax
www.raymondjames.com/Holland

Ronald Blue & Co.

183 College Avenue
Holland, MI 49423

Ronald Blue & Co. is one of the largest independent fee-only wealth management firms in the United States, serving more than 6,000 clients through a network of 13 branch offices. Founded in Atlanta in 1979, the firm manages over $7 billion in assets and employs close to 350 people (12/31/13). Our services include comprehensive fee-only financial and estate planning, investment analysis and management, strategies for charitable giving, as well as complete tax preparation and business consulting services for individuals and organizations.

616-392-3108
616-392-2629 Fax
www.ronblue.com

Royal Securities Company

170 College Avenue, Suite 100
Holland, MI 49423

The Royal Securities Company of investment professionals is a investment firm helping individuals with financial, educational, and retirement planning.

6163932054
6163932160 Fax
www.royalsecurities.com

Smith Associates, LLC

106 East 8th Street
Holland, MI 49423

WiFi

Smith Associates, LLC is a Registered Investment Advisor in the State of Michigan and in the state of Florida. Located in Holland, Michigan, since 1992, Smith Associates also provides advisory services to the Smith & Associates Financial Fund, LLC. As an independent Registered Investment Advisor, Smith Associates offers each client a professional and personalized financial strategy. Clients may be individuals, corporations, foundations, trusts, partnerships and institutions seeking investment expertise in the management of personal funds, profit sharing plans, pension accounts, and retirement accounts.

616-396-0119
800-265-3939 Toll Free
www.smithinvestments.com/

VantagePointe Financial Group

44 East 8th Street Suite 200
Holland, MI 49423

VantagePointe Financial Group, a member of John Hancock Financial Network, has been helping individuals, families and businesses work towards their financial goals for over 30 years. The firm has a team of 60+ experienced professionals who are licensed and trained to help you achieve your financial goals.

Professional services include:

Financial Needs Analysis
Mutual Funds
Life Insurance
Long-Term Care Insurance
Fixed Annuities
Variable Annuities
Stocks
Bonds
Products for College Savings
Business Conservation Strategies
Employee Benefits
Estate Conservation Strategies

616-796-2904
616-796-2095 Fax
www.vplakeshore.com

VIA Wealth Management

36 West 8th Street, Suite 200
Holland, MI 49423

Life is a Journey…Plan for Longevity

Via Wealth Management is an independent financial services firm that provides personalized, comprehensive wealth management and investment services for individuals, families, and business owners to help you determine and achieve your life goals and personal wishes. They follow a disciplined process that focuses on:

Comprehensive Financial Planning
Investment Consulting and Portfolio Management
Risk Management and Tax Minimization
Personalized Services and Programs

616-214-4333
616-438-9980 Fax
www.viawealthmanagement.com

Visionary Financial Group, Inc.

177 College Avenue
Holland, MI 49423

Providing an alternative to big banks for people who are looking for home financing. Personal service, great rates and a long list of happy customers!

6163945363
6163941414 Fax

Vista Ventures

186 South River Avenue
Holland, MI 49423

616-395-9377

Waddell & Reed, Inc. - Todd VanderLugt, CFP, CMFC

194 1/2 South River Avenue
Holland, MI 49423

Comprehensive financial planning, investments, retirement and insurance planning and services.

616-396-1994
616-396-0554 Fax
www.waddell.com
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