CFS

Veltman Investment Services, located in Grand Rapids, MI, is dedicated to providing personalized financial advisory services tailored to meet the unique needs of individuals, families, business owners, and institutions. Supported by a seasoned team and extensive experience in financial services, the firm focuses on creating customized investment strategies while maintaining a commitment to service excellence. With offerings that range from retirement planning and estate management to sustainable investing and support for women investors, Veltman Investment Services emphasizes a collaborative and pragmatic approach to wealth management. The firm's affiliation with Raymond James highlights its adherence to high standards of integrity and responsibility in pursuing clients' financial objectives. Generated from the website

Waddell & Reed in Grand Rapids, MI, is a financial services firm that offers investment management and financial planning services to individuals and businesses. With a focus on helping clients achieve their financial goals, Waddell & Reed provides personalized solutions and guidance to navigate the complexities of the financial world. Generated from their business information