KEVIN TOLER & ASSOCIATES
38 Commerce Avenue Southwest, Suite 310, Grand Rapids, MI 49503 Directions
Kevin Toler & Associates is a private wealth advisory practice of Ameriprise Financial Services, LLC. The firm has been committed to putting clients’ needs first. Their advisors are passionate about helping you live the full and rich life you’ve earned. The firm offers full financial advice and a wide range of solutions to aid you, and your loved ones live brilliantly, now and in the future. They can help you prepare for whatever life brings both the expected and the unexpected with personalized advice tailored to you. Kevin Toler & Associates is proud to be associated with a firm known for its unwavering commitment to understanding what’s most important to each client and providing advice based on your unique goals. They continue to hold all client meetings as scheduled and are available to meet by phone or online.
Executive Compensation and Benefits Planning, Small Business and Retirement Planning Strategies, Wealth Preservation, Investment Management, Tax & Estate Planning
TBR® Inspection Report
LEGACY PLANNING & ASSOCIATES, INC.
630 Kenmoor Avenue Southeast, Suite 100, Grand Rapids, MI 49546 Directions
Legacy Planning & Associates, Inc. provides financial services in asset management and investments. The firm has been providing superior counsel to assist clients with the creation and preservation of a personal Legacy. They provide modern-day investment solutions for real-world problems, coupling their strong tradition of planning, with an additional layer of financial oversight and asset management. Their Triple Crown asset management strategy combines a combination of conventional, opportunistic, and tactical low-cost approaches. By integrating these three unique and stylistically varied ways of investing together, investors are provided with three central components of an overarching portfolio that, at times, may possess very low correlations. They manage advisory accounts on a discretionary basis, led by individual needs.
Advisory Services, Protection, Financial and Retirement Planning, Business Succession Planning, Portfolio Management, Philanthropy, Pension and Profit Sharing Plans, Mutual Funds & Exchange-Traded Funds
TBR® Inspection Report
FOREST HILLS FINANCIAL, INC.
3210 Eagle Run Drive Northeast, Suite 104, Grand Rapids, MI 49525 Directions
Forest Hills Financial, Inc. is situated in Grand Rapids, MI, and it is part of the Financial Planners and Investment Advisers Industry. The firm has qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Forest Hills Financial, Inc's team of professionals can help you create a well-thought-out strategy using various investments and insurance products and services.
Wealth Management, Annuities, Investments, Charitable Giving, Estate, Tax and IRA Legacy Planning, IRA/401(K) Rollovers, Asset Protection, Life Insurance, Tax-Efficient & Long-Term Care Strategies