United Planners Financial Service

We are an Independent Registered Investment Advisory Firm comprised of an integrated team of financial experts. Through comprehensive financial planning we help individuals and families manage their full financial picture.Our firm has helped individuals and families manage their full financial picture for nearly 40 years.What we offer is not much different than what other financial advisors might be selling: Comprehensive Financial Planning, Investment advice, Asset Management, Insurance Planning, Tax Planning, Estate Planning, Business Solutions Planning, and so on.However, what you may find to be unique is why we do it. Our team comes in every day and works diligently on your behalf because we have the tools and processes in place to give you and your family a sense of security, by way of financial planning.

Stifel Independent Advisors, LLC is a financial services firm based in Grand Rapids, MI, specializing in providing independent investment advice to clients. With a focus on personalized financial planning, the company offers a range of services to help individuals and businesses achieve their financial goals. Committed to transparency and client-centered solutions, Stifel Independent Advisors, LLC aims to build long-term relationships based on trust and integrity. Their team of experienced advisors works closely with clients to develop customized strategies tailored to their unique financial needs and objectives. Generated from their business information

River Valley Wealth Management is a comprehensive wealth management firm located in Grand Rapids, MI. They offer personalized services, support, and guidance to help clients pursue their financial goals and create comprehensive wealth management plans. With a focus on managing wealth with an eye toward the future, they work closely with clients and their professional advisors to ensure the best use of their wealth today and for future generations. Their team of experienced financial advisors provides a range of services, including financial planning, portfolio management, and retirement planning. They take a personalized approach to managing wealth, constructing, managing, and monitoring customized portfolios that suit each client's needs. With a commitment to clear communication and placing clients' best interests first, River Valley Wealth Management strives to make a positive difference in the pursuit of financial goals.Generated from the website