LDB Wealth Management

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Cross Financial LLC is a financial services firm based in Holland, MI, specializing in providing personalized financial solutions to individuals and businesses. With a focus on wealth management, retirement planning, and investment strategies, Cross Financial LLC aims to help clients achieve their financial goals through tailored advice and expertise. Generated from their business information

Oxford Financial Group, Ltd. - Grand RapidsAt Oxford, we provide unbiased, fee-only financial advice, placing our clients at the heart of our business. As a truly independent firm in Grand Rapid, we do not sell products or receive commissions, ensuring our sole commitment is to serve your best interests. Our services include investment advisory, estate planning, wealth management, investment consulting, trust administration, and family office services. With over 43 years of experience and $30 billion in assets under advisement, we pride ourselves on our independence, expertise, and results-oriented approach. Trust Oxford for multigenerational estate planning and forward-thinking investment solutions.