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About
Board & Staff
Economic Recovery Resources
Diversity, Equity, and Inclusion
Committees
Internship Opportunities
Contact Us
Choose Muskegon
Relocation
Economic Development
Things To Do
Port/Cruise Ships
Education/Talent
Wedding Directory
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Member Benefits
Advocacy Center
Member Login
Business Resources
Events
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Member Celebrations
Community Events
ATHENA
Business Excellence Awards
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Muskegon In Focus
Muskegon STAR!
Muskegon Lakeshore Financial Services
Muskegon Lakeshore Financial Services
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Name
City
Millennium Capital Management
_
200 Viridian Drive, Suite 131
Muskegon
,
MI
49440
Mr. Brandon Turnbull
989-714-7423
Member Since: 2019
Investment firm
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Davis Financial LLC
_
318 Houston Avenue
Muskegon
,
MI
49441
Mr. Robert Davis
231-750-3399
Member Since: 2014
Financial Planning for individuals and business owners
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Left Coast Capital Resources
_
297 West Clay Avenue, Suite 101
Muskegon
,
MI
49440
Mr. Eric Seifert
616-822-3804
Member Since: 2017
Financial services
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H&S Companies
_
4985 South Harvey
Norton Shores
,
MI
49444
Mr. Randal Filbrandt CPA
231-798-1040
231-286-1895
Member Since: 1991
CPA's & Business Advisors
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Precision Tax Service
_
1384 Holton Road, Suite B
Muskegon
,
MI
49445
Mr. J.C. Cox
231-744-2910
Member Since: 2010
Tax Planning & Preparation Services
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Morgan Stanley, Mr. Larry Bluhm - Resident Manager
_
800 Ellis Road, Suite 125
Norton Shores
,
MI
49441
231-799-3030
Member Since: 2000
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Bank of America Merrill Lynch - Muskegon
_
380 West Western Avenue, Suite 303
Muskegon
,
MI
49440
Ms. Kim Hammond
231-725-6404
888-214-6355
Member Since: 1989
Financial advisors
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Edward Jones Investments - Michael Hansen
_
175 North Causeway Street
North Muskegon
,
MI
49445
Mr. Michael Hansen
231-719-0459
Member Since: 2018
Financial Advisor
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Huntington Bank Wealth and Investment
_
3580 Henry Street
Muskegon
,
MI
49441
Ms. Denise Stone
616-748-4247
231-725-0273
Member Since: 2005
Financial services for individuals and families
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Edward Jones Investments
_
333 West Western Avenue / Suite #208
Muskegon
,
MI
49440
Mr. Jay Wallace Jr.
231-799-8899
Member Since: 2009
Financial Advisor
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BDO USA, LLP
_
200 Ottawa Avenue NW, Suite 300
Grand Rapids
,
MI
49503
Mr. Ryan Bryker
616-774-7000
Member Since: 2020
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Raymond James & Associates, Inc.
_
700 Terrace Point, Suite 400
Muskegon
,
MI
49440 0156
Mr. Steven Dangel
231-722-1176
Member Since: 2000
Financial advisors
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Braeburn Wealth Management
_
111 West Western Avenue
Muskegon
,
MI
49440
Ms. Sherri Balaskovitz
231-720-0743
866-577-9116
Member Since: 2011
Financial Advisors
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Waddell & Reed
_
2145 West Sherman Blvd., Suite A
Norton Shores
,
MI
49441
Ms. Jackie Engel CFP
231-903-6284
Member Since: 2011
Financial Advisors
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Bank of America Merrill Lynch - Grand Rapids
_
250 Monroe Avenue NW Ste 550
Grand Rapids
,
MI
49503
Mr. Keith VanderWeele
616-451-7651
Member Since: 2015
Full service financial institution
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Northern Initiatives
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111 West Western Avenue
Muskegon
,
MI
49442
Ms. Melissa Marietti-Evans
231-760-6900
906-228-5571
Member Since: 2017
Provides loans to small business owners & entrepreneurs
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Fox Financial Services
_
1975 Holton Road
Muskegon
,
MI
49445
Mr. Troy Fox
231-719-1081
Member Since: 2006
Full service financial institution
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Kar-Mel Financial Planners - Muskegon
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794 Pine Street #220L
Muskegon
,
MI
49440-1020
Ms. Karmen Gearhart
231-733-1122
Member Since: 2012
Comprehensive Financial Planning & Insurance
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Northwestern Mutual
_
12 Washington Avenue, Suite 200
Grand Haven
,
MI
49417
Mr. John Gork
616-842-2722
Member Since: 2019
Financial Planner
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Rehmann
_
570 Seminole Road, Suite 200
Norton Shores
,
MI
49444
Mr. Tom Winkelman
231-739-9441
Member Since: 1989
Accounting and Tax, Financial Advisory, Business Consulting and Forensics
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