The highest-rated Financial Planning & Wealth Management companies out of 163 vetted & reviewed in the Holland area.
Learn how we score.
Prominent finalists A-Z in Holland
Cap Trust Financial Advisors
Clearview Investments
Custer Financial Advisors
D B & C Advisors
Delong & Brower Pc
Eagle Strategies
Generational Wealth Management
Hoolsema & Co
Ideal Life Financial
Kammeraad Financial Group
Koele Godfrey Investment Group
LVS Cpas & Associates
LVZ Financial Planning
Multi Packaging Solutions
Schaner Financial
Schipper & Osterink Wealth Management
Straight Path Wealth Management
Union Financial Group
Utility Financial Solutions
Vander Lugt Capital Management
Vision Financial Advisory
Vision Financial Group
West Michigan Advisors
Westshore Financial Services
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Utility Financial Solutions
(1)
Cost of Service Studies, Specialized Consulting, Training
“Some of the smartest and most knowledgeable people I've met.”
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Cap Trust Financial Advisors
(3)
“They do business with the utmost honesty and professionalism.”
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Delong & Brower
(1)
“Expert advice and a holistic approach to financial planning and advising.”
i
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Westshore Financial Services
(3)
Tax
“Every time I call them about a tax question or financial issue they are on top of it.”
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Kammeraad Financial Group
(1)
“After switching employers Jeff caught that my new employer's long term disability insurance was not sufficient for my family's needs.”
i
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West Michigan Advisors
Personal Planning, Generational Wealth Transfer, Investment Selection & Monitoring
“Our financial advisors sit down with you to hear where you're coming from and where you want to go. With decades of experience and hundreds of happy clients, we have the expertise to help you get there. Whether you're planning to enjoy a long retirem...”
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D B & C Advisors
Retirement Plan Consulting, Wealth Plan, Insurance
“At DB&C Advisors, LLC, our clients have long relied on our consultative and customized approach for pursuing a broad range of personal of personal and business wealth management goals. We provide the resources and experience that individuals, familie...”
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Multi Packaging Solutions
(2)
“It is very very friendly print shop, Nice people work here”
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LVZ Financial Planning
“Lorence and Vander Zwart Financial is a quality organization willing to give back to the community.”
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Schipper & Osterink Wealth Management
“Stagflation is a misnomer, mused the great twentieth-century American economist Milton Friedman. Stagflation is not simply a period of slow economic growth and rising prices, it's a cycle of inflation causing stagnation, concluded the monetarist sage...”
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Vander Lugt Capital Management
“At Vander Lugt Capital Management, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue thei...”
i
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Straight Path Wealth Management
(6)
Tax Planning, Retirement Planning, Social Security Optimization
“They have managed my retirement savings and taxes before my retirement and now that I am retired, they are helping me with many of the big decisions that impact our finances.”
i
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Custer Financial Advisors
(2)
“The difference I noticed about this comforting family first office is that they really wanted to help me grow my wealth, and didn't discard me because I'm not a "big dog".”
i
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Schaner Financial
(1)
“Ryan was very knowledgeable and helpful in finding me the best medical insurance that fit me.”
i
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Generational Wealth Management
(5)
Goals
“Being at an earlier stage myself I have different goals and have also been very happy.”
i
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Koele Godfrey Investment Group
(3)
Family Wealth Planning, Retirement, Life Insurance
“He explained everything with incredibly understandable simplicity and even drew diagrams to help.”
i
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Ideal Life Financial
(1)
“Friendly, courteous, knowledgeable, upright and integrity all rolled up into one.”
i
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Hoolsema & Co
“We are a full-service Accounting firm licensed in MI. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”
i
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Vision Financial Advisory
(2)
Long Term Care Insurance, Retirement Planning, Disability Insurance
“He walked me through a ton of financial scenarios and ran a lot of numbers so we could visually see what the numbers were based on different scenarios, and make truly informed decisions.”
i
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LVS Cpas & Associates
“At LVS CPAs & Associates, P.C., we've been serving the accounting needs of Zeeland, MI and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.”
i
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Clearview Investments
“Each with backgrounds in the United States Navy and law enforcement, Tim and Karl have spent their lives serving and protecting others. It's what they do and who they are. Working in the investment advisory industry is simply an extension of the “ser...”
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Union Financial Group
“Rob has been providing white collar service for blue collar families since he opened the doors of Union Financial Group in 2002. Previously a journeyman tool and die maker for 13 years, he fully understands the financial concerns that hard-working fa...”
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Eagle Strategies
Products, Investment Advisory Services
“Timothy Vrieland is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, FL, GA, IN, MI, NC, SC, and TN....”
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Vision Financial Group
“Holland Sentinel Readers' Best of West Michigan Top 3 Winner - Investment/Retirement Planning Firm category, 2010-2015, and Holland Community's Choice Awards Best of the Best Top 3 Winner - Investment/Retirement Firm category, 2016-2022, are based on...”
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Retirement Planning and Investment Management Services in Holland, MI Cost Estimates