Our financial representatives provide expert guidance to policyowners and other clients by helping manage risk, achieve financial security, and address changing needs over a lifetime.

Innovia Wealth is a boutique wealth management firm, focused on providing effective financial planning strategies for business owners and multigenerational wealth.

Vekst Capital invests in companies that want to grow and continue their legacy while staying committed to its core values. When we invest, we serve and support, form meaningful relationships, and put in the hard work to create a lasting impact with emplo

Financial Advisors

Grand Wealth Management is a fee-only wealth management firm in downtown Grand Rapids. We help clients accomplish more for themselves, their family, and their community.

Northern Trust Wealth Management offers holistic wealth management services for affluent individuals and families, family offices, foundations and endowments, and privately held businesses. It is recognized for its innovative technology, service excellen

At Thrivent, we do work that matters—and we're reimagining financial services in ways that help individuals and communities thrive.

Wealth management, retirement and estate planning, insurance, tax preparation, social security maximization, financial education and literacy.

We’re a credit union in Michigan looking to encourage a better tomorrow for our members and communities! Federally Insured by NCUA. Equal Housing Opportunity

Windquest Group is a Michigan-based, privately held enterprise and investment management firm with diversified projects in performance technology, sustainability solutions, consumer goods, manufacturing, craft alcohol, and nonprofit solutions.

For more than 160 years, we have been committed to providing our clients with great service and powerful financial expertise to help them meet their financial goals.

We specialize in providing small and mid-sized not-for-profit organizations and for profit companies with pension- and retirement-related services, along with leading customer support. We work diligently to understand the needs of plan sponsors. We provi

Huntington is a full-service banking provider. Our “Welcome” philosophy centers around deep relationship-building capabilities to best meet each customer’s specific needs.

We provide best in class private equity investment, finance & accounting, tax, philanthropy, technology, talent management, and other professional services.

Fifth Third Bank offers financial services including personal, investment, mortgage and business banking.  As the Curious Bank, we’re dedicated to understanding you and your business.

Adventure Credit Union is Your Trusted Financial Guide as a community-focused financial cooperative that puts people before profits. We provide affordable, high quality and safe banking services that will enrich your financial future. With seven branch

A Michigan bank since 1864, we provide Grand Rapids with retail and commercial banking, mortgage lending, title services, and more. Visit IndependentBank.com for locations.

Centennial Securities is an independent firm offering a range of financial wealth management services for individuals, families, and businesses. Our financial advisors are licensed to offer a wide range of unbiased investment solutions for individuals an

The local community bank committed to families and businesses in West Michigan. Our mission begins with personal service, knowledgeable expertise and helping our local communities.

Horizon is a community bank serving Michigan and Indiana. Each Horizon office is led by experienced professionals with deep roots in their communities.