Raymond James

America Group Financial is an independent wealth management firm located in Grand Rapids, MI. We have more than twenty years of experience in wealth management and use our diverse tax and legal background to provide unbiased, comprehensive, and appropriate financial strategies to all of our clients. America Group works not only with high net worth individuals, small businesses, and women in transition in planning for their financial needs, but also University Endowments, Charitable Foundations, and Financial Institutions. We love what we do and are deeply committed to every single client. Every client has a personal relationship with our team and they are all special to us.

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Olsson Investment Group LLC is an independent, family-owned financial firm based in Grand Rapids, MI, boasting over 50 years of collective experience. Established in 1964 by Wally Olsson, the firm focuses on providing conservative financial planning solutions for individuals, families, business owners, foundations, and endowments, prioritizing personal service and consistent investment results. In 2019, Olsson Investment Group expanded its footprint into Kalamazoo through the acquisition of Olmsted Mulhall, the oldest brokerage firm in Michigan at that time. The firm is dedicated to building enduring relationships with clients, maintaining high ethical standards, and striving for professional excellence while keeping investment costs reasonable. Generated from the website