Muskegon Lakeshore Financial Services Search | Advanced Search | New Members | Coupons and Discounts | All Categories Sort alphabetically by... Name City Secure Asset Management _ 2251 Colbert DriveMuskegon, MI 49444 Mr. James M. Tietema 954-531-4098 Member Since: 2023 Learn More | Show on Map Impactful Wealth Solutions _ 865 Oak Ridge Road, Unit A3Muskegon, MI 49441 Ms. Tiffany Tippins 888-828-PLAN (7526) Member Since: 2021 Full Service Financial Planning Learn More | Visit Site | Show on Map Rehmann _ 570 Seminole Road, Suite 200Norton Shores, MI 49444 Mr. John Pridnia 231-739-9441 Member Since: 1989 Full-Service Accounting, Tax and Wealth Advisors Learn More | Visit Site | Show on Map Huntington Bank Wealth and Investment _ 3580 Henry StreetMuskegon, MI 49441 Ms. Krista Paulin 616-748-4247 231-725-0273 Member Since: 2005 Financial services for individuals and families Learn More | Visit Site | Show on Map Millennium Capital Management _ 200 Viridian Drive, Suite 226Muskegon, MI 49440 Mr. Brandon Turnbull 989-714-7423 Member Since: 2019 Investment firm Learn More | Visit Site | Show on Map Fox Financial Services _ 1975 Holton RoadMuskegon, MI 49445 Mr. Troy Fox 231-719-1081 Member Since: 2006 Full service financial institution Learn More | Visit Site | Show on Map Edward Jones Investments - Lisa Kraus _ 1848 East Sherman Blvd, Suite DMuskegon, MI 49442 Ms. Lisa Kraus 231-733-7686 Member Since: 2022 Financial Advisor Learn More | Visit Site | Show on Map Left Coast Capital Resources _ 297 West Clay Avenue, Suite 101Muskegon, MI 49440 Mr. Eric Seifert 616-822-3804 Member Since: 2017 Business Financing Consultant Learn More | Visit Site | Show on Map Northern Initiatives _ 111 West Western AvenueMuskegon, MI 49442 Ms. Becky Blom 231-375-9867 Member Since: 2017 Provides loans to small business owners & entrepreneurs Learn More | Visit Site | Show on Map Embark Financial Partners _ 380 West Western Avenue, Suite 250Muskegon, MI 49440 Mr. Bob Garretson 231-903-6286 Member Since: 2021 Financial Advisors Learn More | Visit Site | Show on Map Davis Financial LLC _ 318 Houston AvenueMuskegon, MI 49441 Mr. Robert Davis 231-750-3399 Member Since: 2014 Financial Planning for individuals and business owners Learn More | Show on Map New York Life - Kayla Archer _ 333 Bridge Street NW, Suite 600Grand Rapids, MI 49504 Ms. Kayla Archer 231-670-6984 Member Since: 2021 Financial services Learn More | Visit Site | Show on Map Raymond James & Associates—Downtown Muskegon _ 700 Terrace Point, Suite 400Muskegon, MI 49440 0156Ms. Caterina Holt 231-722-1176 Member Since: 2000 Financial advisors Learn More | Visit Site | Show on Map H&S Companies _ 4985 South HarveyNorton Shores, MI 49444 Mr. Randal Filbrandt CPA 231-798-1040 231-286-1895 Member Since: 1991 CPAs and Business Advisors Learn More | Visit Site | Show on Map UBS Financial Services - The Kendall Group _ 945 West Norton AvenueNorton Shores, MI 49441 Mr. Robert Kendall 231-739-9855 Member Since: 2021 Investment Services Learn More | Visit Site | Show on Map Morgan Stanley, Mr. Larry Bluhm - Resident Manager _ 800 Ellis Road, Suite 125Norton Shores, MI 49441 231-799-3030 Member Since: 2000 Learn More | Visit Site | Show on Map BDO USA, LLP _ 200 Ottawa Avenue NW, Suite 300Grand Rapids, MI 49503 Mr. Ryan Bryker 616-774-7000 Member Since: 2020 Learn More | Visit Site | Show on Map Merrill - A Bank of America Company - Grand Rapids _ 250 Monroe Avenue NW Ste 550Grand Rapids, MI 49503 Mr. Keith VanderWeele 616-451-7651 Member Since: 2015 Full service financial institution Learn More | Visit Site | Show on Map Northwestern Mutual _ 12 Washington Avenue, Suite 200Grand Haven, MI 49417 Mr. John Gork 616-842-2722 Member Since: 2019 Financial Planner Learn More | Visit Site | Show on Map Merrill - A Bank of America Company _ 380 West Western Avenue, Suite 303Muskegon, MI 49440 Ms. Kimberly Hammond 231-725-6404 888-214-6355 Member Since: 1989 Financial advisors Learn More | Visit Site | Show on Map 4Front Credit Union _ 281 Seminole RoadMuskegon, MI 49444 Meghan Morelli 800-765-0110 Member Since: 2022 Learn More | Visit Site | Show on Map BridgePoint Wealth Management _ 800 East Ellis Road, Suite 243, Mailbox #583Norton Shores, MI 49441 Ms. Jackie Engel CFP 231-221-3241 Member Since: 2021 Financial Advisors Learn More | Visit Site | Show on Map Braeburn Wealth Management _ 111 West Western AvenueMuskegon, MI 49440 Ms. Sherri Balaskovitz 231-720-0743 866-577-9116 Member Since: 2011 Financial Advisors Learn More | Visit Site | Show on Map Edward Jones Investments - Jay Wallace Jr. _ 333 West Western Avenue / Suite #208Muskegon, MI 49440 Mr. Jay Wallace Jr. 231-799-8899 Member Since: 2009 Financial Advisor Learn More | Visit Site | Show on Map Kar-Mel Financial Planners - Muskegon _ 794 Pine Street #220LMuskegon, MI 49442-1020 Ms. Karmen Gearhart 231-733-1122 Member Since: 2012 Comprehensive Financial Planningand& Insurance Learn More | Visit Site | Show on Map If you would like to see your business here, contact us today to get listed!