Hyper-personalized expertise for the crossroads of life and finance, seamlessly integrated in your personal and professional matters.
With comprehensive expertise in tax and estate planning, cash flow management, insurance, investments, and retirement planning, our team of financial professionals assess each facet, curating a solution and strategy for you.
Our team of financial professionals become your dedicated back office, meticulously overseeing portfolios in real-time, while granting you precious time to focus on what truly matters – your clients.
In 1960, we started as a small firm that sold mutual funds. Since then, we’ve evolved to managing multi-million-dollar portfolios and tailoring bespoke financial strategies for our clients.
Our team approach to planning brings over a century of combined experience in the markets. LVZ offers active solutions, direct market access, and a dedicated team at your service as your boutique investment manager.
HOLLAND
240 S. River Avenue
Holland, MI 49423
OKEMOS
By appointment only
2133 University Park Dr. Suite 250
Okemos, MI 48864
ANN ARBOR
By appointment only
Atria Business Park
2008 Hogback Road Suite 3A
Ann Arbor, MI 48105
Securities offered through Harbour Investments, Inc. Member FINRA/SIPC. Investment advisory services offered through LVZ, Inc. LVZ Financial Planning and LVZ Investment Management are DBAs of LVZ, Inc. LVZ, Inc. is a federally registered investment adviser. Please download our Client Relationship Summary or request our ADV for information about our firm.
Securities are offered in Alaska, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Louisiana, Massachusetts, Michigan, Missouri, New York, Ohio, South Carolina, Tennessee, Texas, Vermont, Virginia, and Wisconsin.
Insurance is offered in Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Michigan, Missouri, New York, Ohio, South Carolina, Tennessee, Texas, Virginia, and Wisconsin.
LVZ, Inc. is committed to providing an accessible experience for all visitors to our website, including those with disabilities. If you experience difficulty in accessing the LVZ website, please contact us at 1-800-851-7214 or info@lvzinc.com.
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