Acuiti Group

USA Financial Management Services, located in Ada, MI, specializes in supporting independent financial advisors by providing a comprehensive suite of services designed to enhance their business models and client outcomes. Their offerings include coaching, consulting, and a range of investment management solutions, all aimed at fostering predictable growth and operational efficiency. With a family of specialized companies under its umbrella, USA Financial focuses on asset management, financial planning, and insurance services, ensuring advisors have access to the latest technology and resources. Their commitment to advisor success is evident through personalized marketing systems, brand development, and hands-on support throughout the advisory process. Generated from the website

Since 1948, Watkins, Ross & Co. has been a regional consulting firm providing a wide range of services to employers and unions offering retirement benefits. Based in Grand Rapids, Mich., the services offered by the company include retirement plan design, implementation, record keeping and actuarial services, plan termination and preparation/filing of governmental forms. In addition, it provides preparation of tax notice and other benefit-related employee communication pieces as well as general consulting on retirement-related issues. Watkins, Ross & Co. has associations with the American Society of Pension Actuaries (ASPA) and Internal Revenue Service (IRS).

Strategies Fin Grp is a financial services firm based in Grand Rapids, MI, dedicated to providing tailored solutions for various financial needs. With a focus on client relationships and a commitment to excellence, they aim to empower individuals and businesses to achieve their financial goals. The firm prioritizes transparency and integrity in all its dealings, ensuring clients receive the best guidance and support. Their comprehensive approach to financial strategies underscores their role as trusted advisors in the industry. Generated from the website