LVZ, Inc.

About LVZ, Inc.

Since our founding in 1960, LVZ remains constant in our mission to deliver peace of mind for whatever comes next in every subset of our firm. We started as a small firm that sold mutual funds - since then, we have expanded to managing multi-million-dollar portfolios and offering comprehensive financial planning services. Our firm has grown to over $800 million in assets under management across multiple independent broker-dealers.


Personal Financial Planner Intern

February 2022 Holland, MI
“Coworkers were very open and helpful. They welcomed me with open arms and were flexible with many other roles played in my life with school and sports.”
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