Client Relationship Summary

Client Logins
Careers
About us
OUR TEAM
Contact

CLIENT RELATIONSHIP SUMMARY FORM

LVZ, Inc. (LVZ) is an investment adviser registered with the U.S. Securities and Exchange Commission. LVZ Financial Planning and LVZ Investment Management are DBAs of LVZ, Inc. Investment advisory and brokerage services and fees are different, and it is important for you to know the difference. Please visit Investor.gov/CRS for free, simple tools to research firms and financial professionals as well as for educational materials about broker dealers, investments advisers, and investing.

To read the full Client Relationship Summary, please click on the link below.

CLIENT RELATIONSHIP SUMMARY FORM
  • 616-394-4994
  • 800-851-7214
  • hello@lvzinc.com

LVZ
Locations

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

Investment
Management

FINANCIAL
PLANNING

ABOUT
LVZ

Legal DISCLOSURE

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.

For more information, see our disclosures page and our privacy policy.

we collect cookies

See what data we collect