Top Michigan Financial Services Companies (52)
Wipfli is an advisory firm that delivers holistic solutions to help clients navigate the modern marketplace, optimize performance and drive growth. Our more than 3,000 full-time associates deliver digital, people, strategy, risk, financial and outsourcing solutions to 54,000+ clients. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli...
CU*Answers was founded 50 years ago and is a 100% credit union-owned CUSO located in Grand Rapids, Michigan. We build core solutions, not just core software. CU*Answers offers a wide variety of services for credit unions including its flagship CU*BASE processing system in both an online (SaaS) and in-house environment; self-service options featuring the It’s Me 247 Online Banking product,...
Alfa (formerly CHP Consulting) has been delivering systems and services to the global asset and automotive finance industry since 1990. Our best practice methodologies and specialised knowledge of asset finance mean that we deliver the largest system implementations and most complex business change projects. With an excellent delivery history over our 27 years in the industry, Alfa's track record is unrivalled. Alfa...
"High Risk" Merchant Accounts Why is it that even though you can be making millions, processing companies call the industry “High Risk”?? We prefer the term “Special Needs” – and we understand that business model – and many others. Most importantly, we know how profitable that can be and we won’t penalize you for it. Easy To Use and Understand Credit card...
Xtend is a Credit Union Service Organization (CUSO) that was founded in 2002. We were imagined and created in Grand Rapids, Michigan. We can proudly say we are collectively owned by our clients, and we act as a shared resource for over 300 credit unions across the United States. We offer a wide range of products and services from our departments: Communications,...
Regal Financial Group is a full-service financial firm specializing in retirement planning, investment management, and multi-generational planning. We believe a client’s trust should be placed in the hands of knowledgeable experts with credentials such as the: Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter. Our approach to financial planning does not contain piecemeal recommendations or transactional product offerings but rather...
Founded in 1949, Beene Garter quickly established a presence in the Grand Rapids community. We became known as West Michigan’s largest independently owned certified public accounting and business consulting firm. In 2022, Beene Garter merged with Doeren Mayhew, the 60th largest U.S. certified public accounting and advisory firm. Together, we bolster our existing service line offerings and industry expertise, while...
North, and our family of companies, are committed to helping entrepreneurs grow their businesses. As an end-to-end payment solutions company, we provide everything business owners need to get paid, whether they serve customers in a physical storefront, online, or both. We pride ourselves on being large enough to offer customized solutions to our enterprise-level clients while remaining agile enough to...
Vander Ploeg, Bergakker & Associates We offer a variety of services to our clients, including: • Accounting and Auditing • Tax Planning • Tax Reporting • Business Consulting • Business Valuations Key Points in Our Statement of Values and Culture • A commitment to quality for all of our work • Integrity in all that we do • Kindness – for...
When it comes to optimizing secondary execution, experience matters. Since 2001, Vice Capital Markets has successfully managed interest rate risk and maximized profitability on over half a trillion of MBS trades and mortgage-related transactions for lenders of all sizes. With an average of 10+ years’ experience behind each of the traders on their team, Vice Capital has helped its clients...
Rocket Companies® is a Detroit-based company made up of businesses that provide simple, fast and trusted digital solutions for complex transactions. The name comes from our flagship business, now known as Rocket Mortgage®, which was founded in 1985. Today, we’re a publicly traded company involved in many different industries, including mortgages, fintech, real estate, automotive and more. We’re insistently different...
Two award-winning broker-dealers and a registered investment adviser live under the same roof in Ann Arbor, Michigan — Sigma Financial Corporation and Parkland Securities, LLC, broker-dealers, and one Sigma Planning Corporation, an RIA. We are dedicated to helping independent representatives and their clients build their legacies. Independence. DELIVERED.
Since 1926, Loomis, Sayles & Company has helped fulfill the investment needs of institutional and mutual fund clients worldwide. The firm’s performance-driven investors integrate deep proprietary research and integrated risk analysis to make informed, judicious decisions. Using foresight and flexibility, Loomis Sayles looks far and wide for value – across traditional asset classes and alternative investments – to pursue attractive,...
At Acclarity, we give numbers meaning, helping businesses sharpen decision-making and strengthen business results through our people-powered accounting, financial, and technology solutions tailored to the needs of the Office of the CFO. Our agile, scalable team of expert professionals meets businesses where they are and takes them where they want to go. Together we deliver clarity, accuracy, and strategic guidance to...
We are in the client service business, we just happen to do mortgages. ⭐️⭐️⭐️⭐️⭐️ NMLS: 1467435 We strive daily to provide all our clients with impeccable, VIP, 5-star service. In doing so we have achieved over 5,000 5-star reviews! Currently, we are on a mission to reach 10,000 5-star reviews from our happy clients, and with our hard work and commitment, we are...
Jackson® is committed to helping clarify the complexity of retirement planning. Our range of annuity products, financial know-how, history of award-winning service*, and streamlined experiences strive to reduce the confusion that complicates retirement plans. We dedicate our time, money, and resources to strengthening financial literacy, striving to make sure every American has access to the resources they need to master their...
NorthAB, LLC (North) and its subsidiaries are committed to helping entrepreneurs grow their businesses. As an end-to-end payment solutions company, we provide everything business owners need to get paid, whether they serve customers in a physical storefront, online, or both. We pride ourselves on being large enough to offer customized solutions to our enterprise-level clients while remaining agile enough to...
Ritholtz Wealth Management is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients. We use our technological savvy and planning expertise to enable investors to achieve their specific life and retirement goals. We work directly with clients on a fee-only basis and choose to be held to a fiduciary standard. Giving the...
ChoiceOne has always taken the lead in providing innovative services and technology. The bank’s customers have come to rely on digital banking including mobile banking, mobile deposits, innovative payroll solutions, online loan applications, online account opening, and digital mobile savings tools. ChoiceOne serves corporations, partnerships, and individuals located primarily in the Kent, Muskegon, Newaygo, Ottawa, Lapeer, St. Clair, Macomb, and Oakland...
At Wealth Strategies Financial Group, our goal is to develop and maintain a professional business atmosphere in our agency, with a focus on high ethical standards. We take pride on being able to recruit experienced professional sales team for our clients, while developing marketing plans to help our representatives reach their career goals. Our agency strives to provide excellent service,...
