Fiduciary advisors in Grandville, MI

Grandville, Michigan

Aaron Verbrugge is a financial advisor at Affinity Financial Group, LLC in Grandville, Michigan, which he co-founded in 2016 with John DeMaar. He offers fee-based financial planning and investment advisory services through Eagle Strategies LLC, an SEC-registered investment adviser and subsidiary of New York Life Insurance Company, with specializations in retirement planning and investment management. Verbrugge has worked in financial services since 2001 and holds a Bachelor's degree in Business Administration from Central Michigan University. His practice emphasizes long-term client relationships and personalized guidance across financial planning, investments, and insurance products including life insurance, fixed annuities, and long-term care coverage.

Grandville, Michigan

Affinity Financial Group, based in Grandville, Michigan, was co-founded in 2016 by Aaron Verbrugge and John DeMaar to serve individuals, families, and businesses. Through Eagle Strategies LLC, a registered investment adviser and subsidiary of New York Life Insurance Company, the firm delivers fee-based financial planning and investment advisory services. The team takes an educational approach focused on building long-term client relationships and informed decision-making, supported by access to New York Life's insurance products including life insurance, fixed annuities, and long-term care coverage.

Grandville, Michigan

Evergreen Capital Management, based in Grandville, Michigan, provides investment management, wealth management, and financial planning services to individuals and businesses across the nation. The firm offers personalized investment strategies, retirement planning, tax-focused wealth management, legacy planning, and employer-sponsored retirement plan design, leveraging LPL Financial's platform and tools. With over 90 years of combined team experience, the firm emphasizes a long-term investment philosophy centered on lower-cost strategies and personalized roadmaps aligned to clients' goals and life stages.

Grandville, Michigan

Evergreen Capital Management, headquartered in Grandville, Michigan, provides investment management, wealth management, and financial planning services to individuals and businesses across the nation. The firm offers personalized investment strategies, retirement planning guidance, employer-sponsored retirement plan design, and legacy planning services, drawing on over 90 years of combined team experience. Operating through the LPL Financial platform, the firm emphasizes a long-term approach using lower-cost investments.

Grandville, Michigan

Money Concepts Financial Planning Center, based in Grandville, Michigan, offers financial planning services with a focus on multigenerational planning. The firm takes a holistic approach to wealth management, working to understand each client's values and objectives in order to develop personalized plans aligned with their long-term vision.

Grandville, Michigan

Postma Wealth Management serves individuals, families, retirees, and business owners in Grandville, Michigan, offering investment management and wealth management services. The firm coordinates investment strategy, retirement planning, tax considerations, insurance, and estate planning to address clients' financial needs across different life stages. Their stated planning process begins with understanding client objectives and values before developing a personalized financial plan, with ongoing guidance intended to keep clients aligned with their long-term goals.