Best Financial Advisors in Grand Rapids, MI

The highest-rated Financial Planning & Wealth Management companies out of 144 vetted & reviewed in the Grand Rapids area.

Malinowski Law, PLC

Malinowski Law, PLC

(44)
  • Feel
  • Understand
  • Money
“Explained everything clearly, always called back and do very helpful I'm so glad I found him ad an attorney for my bankruptcy, it went so easy with his help..”
Free Initial Consultation
In Business Since 2004
Accepts Cash, Check
740 Alger St SE, Grand Rapids, MI
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Team Mortgage Company

Team Mortgage Company

(48)
VA Loans | FHA Mortgages, Rural Development Loans, FHA Home Improvement Loans
“I had a not-so-great experience with another lender but once I got Tom and his team involved they got everything figured out super fast and got me a great deal!”
In Business Since 2006
Offers Financing Options
5043 Cascade Rd SE Suite A, Grand Rapids, MI
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Goodlander Swett & Rybicki

Goodlander Swett & Rybicki

(9)
Business Valuation, Part-Time CFO Services, New Business Formation
“Was nervous from all the good reviews that it would be expensive to file, but as soon as my appointment started I was able to ask all the questions I needed and got an extremely reasonable quote to file.”
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 1992
4462 Plainfield Ave NE, Grand Rapids, MI
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Voisard Asset Management Group

Voisard Asset Management Group

(7)
Independent Investment Management Practice, Financial Relationship is With Our Clients
“Doug Voisard has been an invaluable resource to my husband and me for more than twenty five years, guiding our personal finances, pre and post retirement, initially when he was with Fifth Third Bank and later after he founded his own firm.”
In Business Since 2004
Licensed, BBB Rating: A+
99 Monroe Ave NW #504, Grand Rapids, MI
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Calder Financial Group

Calder Financial Group

(11)
For Individuals, For Employers
“I'm not exaggerating when I say the 2 hours I spent sitting down with Calder and learning about financial agility were the best 2 hours I'd spent in a long time.”
In Business Since 1990
Licensed, BBB Rating: A+
1331 Lake Dr SE #100, Grand Rapids, MI
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Midwest Capital Advisors

Midwest Capital Advisors

(1)
Services Overview, School Employees, For Companies
“The visibility of seeing everything in one spot, playing out various scenarios and understanding the uniqueness of our situation has been truly invaluable.”
In Business Since 2009
CRD# 125389
630 Kenmoor Ave SE Suite 206, Grand Rapids, MI
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Eastown Financial Advisors

Eastown Financial Advisors

(5)
Financial Planning
“They have done my taxes for over 14 years.”
In Business Since 2004
Licensed, BBB Rating: A+
1514 Wealthy St SE STE 226, Grand Rapids, MI
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NPF Investment Advisors

NPF Investment Advisors

(1)
“Chad Dutcher and the expert staff at NPF Investment Advisors have been just phenomenal.”
Transparent Fees & Pricing
In Business Since 1937
Licensed, BBB Rating: A+
40 Pearl St NW Suite 500, Grand Rapids, MI
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Baker Holtz

Baker Holtz

(4)
Certified Public Accounting
“We are completely, 100% satisfied with the excellent service--tax return prep, tax planning, YE estimates, business advice--provided by the accountants and tax managers at Baker Holtz.”
In Business Since 1983
Licensed, BBB Rating: A+
161 Ottawa Ave NW #200, Grand Rapids, MI
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Boerkoel & Boerkoel

Boerkoel & Boerkoel

(3)
“I've been working with Bob Boerkoel for over 10 years, and he's one of the most genuine and sincerely caring guys I've worked with since I've been in business.”
Accepts All Major Credit Cards
In Business Since 1956
Licensed, BBB Rating: A+
946 Cherry St SE, Grand Rapids, MI
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Kroon & Mitchell

Kroon & Mitchell

(8)
Taxes, Investments, Accounting
“I can think of three separate occasions where he has gone the extra mile to make sure my tax/investment plan was working for me, especially considering the new tax reform and what it means for my business.”
In Business Since 1995
ONLY Certified
29 Pearl St NW # 400, Grand Rapids, MI
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Culver CPA Group

Culver CPA Group

(12)
“Followed their simple checklist, brought in the documents they needed, and they returned a folder with copies of my returns and stamped envelopes for me to send in checks to federal/state/local.”
Accepts All Major Credit Cards
In Business Since 1983
Licensed, BBB Rating: A+
1419 Coit Ave NE, Grand Rapids, MI
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Thatcher Wealth Management

Thatcher Wealth Management

(3)
  • Planning
“William created a personalized "Social Security Timing" take-home report outlining our suggested options.”
In Business Since 2021
Licensed, BBB Accredited
4843 Cascade Rd SE Ste 400, Grand Rapids, MI
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Schwallier Wealth Management

Schwallier Wealth Management

(8)
Family Action Plan, Financial Planning, Investment Management
“Very good place to invest , honorable people and trusting , made me more money this year than Fidelity , Athene , New York Life and all my other investments , I recommend”
In Business Since 2009
607 Cascade W Pkwy SE, Grand Rapids, MI
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Watkins Ross

Watkins Ross

(7)
Calculation of Ibnr Reserves, Multiemployer Plans, Plan Documents
“I know there are others at the firm that back her up in delivering such outstanding service, but words cannot describe her reliability, accuracy, and dedication to client service year after year.”
In Business Since 1997
200 Ottawa Ave NW Suite #600, Grand Rapids, MI
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Aspen Investment Management

Aspen Investment Management

“ESG investors examine criteria within these categories and focus on companies who are superior to their competitors from an ethical, sustainable, and corporate governance standpoint.”
In Business Since 1998
Licensed, BBB Rating: A+
4020 E Beltline Ave NE # 103, Grand Rapids, MI
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Global Financial Trust

Global Financial Trust

(8)
  • Retirement
“They have delivered on my desire to grow the value of my retirement account and keep it safe during economic downturns, like what we are currently experiencing.”
In Business Since 2010
Licensed, BBB Accredited
770 Kenmoor Ave SE STE 203, Grand Rapids, MI
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O'Neill Asset Management

O'Neill Asset Management

(4)
Income Planning, Social Security, Retirement Strategy & Risk
“Great non biased place to invest money”
In Business Since 2014
346 Wealthy St SE, Grand Rapids, MI
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Bright Future Financial Services

Bright Future Financial Services

(3)
Accounting, Financial Planning, Taxes
“Amazing as usual!”
In Business Since 2019
3501 Lake Eastbrook Blvd SE #222, Grand Rapids, MI
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Clearvista Advisors

Clearvista Advisors

(7)
  • Investment
  • Financial Planning
  • Market
“I was very impressed with the service the trust fund received over the years and Melissa's professionalism and efforts to provide the best service possible.”
In Business Since 2021
630 Kenmoor Ave SE STE 104 Suite 104, Grand Rapids, MI
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Eagle Strategies

Eagle Strategies

(1)
Nylife Securities, Emoney, Mainstay Mutual Funds
“This review is for advisor David Peerboom.”
In Business Since 2009
333 Bridge St NW UNIT 205, Grand Rapids, MI
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The Masters Financial Group

The Masters Financial Group

(1)
Protect Your Retirement, Protect Your Estate, Plan For Child Education
“Professional, responsive, meets people where they are.”
In Business Since 1998
11253 Tallmadge Woods Dr, Grand Rapids, MI
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Mosaic Wealth Management

Mosaic Wealth Management

Professional Coordination, Protection Strategies, Financial Planning
“We'll work with you to explore the choices you may have already heard about and determine which one(s) fit your individual strategy. Our entire team works together, hand in hand, acting with all your goals, interests and dreams firmly in mind.”
In Business Since 2012
Accepts All Major Credit Cards
607 Cascade W Pkwy SE, Grand Rapids, MI
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Peterson Financial Strategies

Peterson Financial Strategies

Investment Management, Financial Planning
“Our role is to be a true advocate for our clients. Too often, financial advice is delivered in the form of an impersonal sales pitch with a limited understanding of the individual. At Peterson Financial Strategies, we take the time to understand the ...”
In Business Since 2014
5070 Cascade Rd SE #150, Grand Rapids, MI
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Retirement Planning and Investment Management Services in Grand Rapids, MI Cost Estimates

Minimum cost
$1218
Maximum cost
$10353
National Average
$3654
Avg Per Hour Rates
$366
$2436
$6699
Typical price range is based on 516 cost profiles
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Average Cost $3654
Minimum cost $1218
Maximum cost $10353
Avg Per Hour Rates $366

Typical range $2436 to $6699 is based on 516 cost profiles.

Why these companies made our list

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