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.
800-285-4792 Toll Free
616-546-6750 Fax
www.bairdoffices.com/holland_mi/
gsawyer@rwbaird.com
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.
www.ctfa.com
conversations@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.
888-887-2628 Toll Free
616-494-2629 Fax
www.your-marine-lender.com
questions@coastalfinancialcorp.com
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.
www.edwardjones.com
Edward Jones - Daniel P Melnyk
177 College Ave.
Holland, MI 49423
https://www.edwardjones.com/financial-advisor/index.html?CIRN=mD0MKY%2FOcZ4KXDrecxjZB7n1YW4DIFqdNClDpE%2FClaqIzD8xpp3MqHWtFHdqVuWE
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.
616-393-0090 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.
www.grandangels.org
info@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.
8004164555 Toll Free
2695537238 Fax
www.greenleaftrust.com
trust@greenleaf.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.
800-444-1854 Toll Free
www.hilliard.com/
Invest@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.
616-394-5986 Fax
lvzfinancialplanning.com
info@lvzadvisors.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.
866-589-0774 Toll Free
866-597-3929 Fax
www.raymondjames.com/Holland
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.
6163932160 Fax
www.royalsecurities.com
info@royalsecurities.com
Smith Associates, LLC
106 East 8th Street
Holland, MI 49423
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.
800-265-3939 Toll Free
www.smithinvestments.com/
info@smithinvestments.com
Vander Lugt Capital Management
196 1/2 South River Avenue
Holland, MI 49423
Comprehensive financial planning, investments, retirement and insurance planning and services.
616-396-0554 Fax
www.vanderlugtcm.com
todd@vanderlugtcm.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
616-796-2095 Fax
www.vplakeshore.com
nvolkema@vantagepointefinancial.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
616-438-9980 Fax
www.viawealthmanagement.com
susan@viawealthmanagement.com
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