Jeffrey Towner - Rockefeller Global Family Office, Axiom Wealth Partners

Lacroix Financial Service is a reputable financial advisory firm based in Grand Rapids, MI, offering a wide range of services to individuals and businesses. Led by Jonathan D. LaCroix, a highly qualified financial advisor with extensive experience, the firm specializes in investment management, financial planning, tax planning, insurance, estate planning, and retirement plans. With a strong commitment to providing top-notch service and maximizing clients' wealth, Lacroix Financial Service is dedicated to helping individuals and businesses achieve their financial goals. As part of Retirement Wealth Strategies, Lacroix Financial Service benefits from a large support staff, advanced technology, shared values, and an existing relationship with Rocco Scarsella, enhancing the client experience and providing increased resources and protections. With a focus on family values and a passion for serving clients, Lacroix Financial Service is dedicated to delivering exceptional financial knowledge, products, and solutions to empower clients and give them maximum control over their financial future.Generated from the website

Raymond James, situated in Grand Rapids, MI, is a renowned financial services company that specializes in customized wealth management services, investment banking, asset management, and capital market solutions. Catering to a diverse clientele, including individuals, businesses, and municipalities, they excel in offering comprehensive financial planning, portfolio advisory strategies, investment research, and tailored support aligned with the unique goals of each client. Bringing decades of expertise to the table, Raymond James excels in assisting clients in navigating intricate financial landscapes through meticulous analysis and personalized care. Emphasizing the importance of prudent risk management, they provide avenues for clients to enhance, safeguard, and efficiently transfer their financial assets. Combining a global reach with a locally focused ethos, the company is dedicated to providing attentive, meaningful, and objective-driven financial solutions to meet the needs of their clients. Generated using this brand's available information

H&S Companies is a full-service accounting and business advisory firm with multiple locations across West Michigan, and comprehensive service offerings. From handling your payroll to investigating fraud to tax planning, we're here to be your core business network.