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
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
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/
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
Horizon Bank
77 East 8th Street
Holland, MI 49423
Horizon is a community bank serving northern and central Indiana, and southern, central and the Great Lakes Bay regions of Michigan. Our focus is to anticipate and fulfill customer needs with exceptional service and sensible advice. This philosophy is what has kept us growing stronger than ever since 1873.
www.horizonbank.com
mhamm@horizonbank.com
LVZ Financial Planning
240 South River Avenue
Holland, MI 49423
Sometimes life gets busy and our finances aren’t as organized as we’d like them to be. That’s why we’re here. We don’t start our process with an agenda, we start our process with you. Our goal is to understand your goals, so we can help you reach them. Our firm uses a team approach because we believe two heads are better than one. Since 1960, we’ve taken pride in being a local firm with a hometown atmosphere that has the horsepower of a larger firm – come experience it yourself. We’ll deliver peace of mind for whatever comes next.
616-394-5986 Fax
lvzfinancialplanning.com
hello@lvzadvisors.com
NorthCoast Wealth Advisors of Stifel, Nicolaus & Company
Holland, MI 49423
At Stifel, NorthCoast Wealth Advisors has the support of and access to the deep resources of one of the nation’s leading financial services firms. Stifel, Nicolaus & Company, Incorporated is a full-service wealth management investment banking firm founded in 1890. Our philosophy on investing is grounded on a more than 130-year-old tradition of trust, understanding, solid, studied advice. The company is a registered investment adviser with the U.S. Securities and Exchange Commission.
northcoastwealthadvisors.com
NorthCoastWealthAdvisors@Stifel.com
Old National Bank
100 East 8th Street
Holland, MI 49423
Old National Bancorp (NASDAQ: ONB) is the holding company of Old National Bank. Headquartered in Evansville with $17.5 billion in assets, it is a top 100 U.S. bank, the largest Indiana-based bank and has been recognized as a World’s Most Ethical Company by the Ethisphere Institute for seven consecutive years. For nearly 185 years, Old National has been a community bank committed to building long-term, highly valued relationships with clients. With locations in Indiana, Kentucky, Michigan, Minnesota and Wisconsin, Old National provides retail and commercial banking services along with comprehensive wealth management, investment and capital markets services.
www.oldnational.com/bank-branch/100-e-8th-st-holland-michigan
justin.glover@oldnational.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.
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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