The highest-rated Financial Planning & Wealth Management companies out of 162 vetted & reviewed in the Kentwood area.
Learn how we score.
Prominent finalists A-Z in Kentwood
Advanced Asset Management
Aspen Investment Management
Boerkoel & Boerkoel
Brandon Gardner & Associates
Bright Future Financial Services
Calder Financial Group
Culver CPA Group
Dehoek & Company
Drake Financial Group-Primerica
Eastown Financial Advisors
Equitable Advisors — David Sayfie, Mba. Grand Rapids, MI
GLP Financial Group
Goodlander Swett & Rybicki
Integrated For Me
JVL Wealth Strategies
Kanai Wealth Management Group
Kroon & Mitchell
Legacy Financial Network
Malinowski Law, PLC
Mattson Financial Services
NPF Investment Advisors
Regal Holdings
Schwallier Wealth Management
Watkins Ross & Co
View Profile
Mattson Financial Services
(1)
Private Wealth
“Very honest and great folks to work with.”
i
View Profile
Legacy Financial Network
(1)
Legacy Planning, Life Insurance, Insurance Solutions
“No push, no hard sell - just walking us through the processes of understanding how to make the best use of our retirement monies using our own self determined levels of risk.”
i
View Profile
Regal Holdings
“Regal Financial Group is a full service financial firm specializing in retirement planning, investment management, and multi-generational planning. We believe a client's trust should be placed in the hands of knowledgeable experts with credentials su...”
i
View Profile
Goodlander Swett & Rybicki
(8)
Bank Financing, Payroll, Part-Time CFO Services
“Family owned accounting firm that has taken my family business to the next level, recommend them to anyone who wants to ensure their books are kept in excellent shape!”
i
View Profile
Brandon Gardner & Associates
(27)
Wealth Management, Personal Injury, Family Law
“Very professional all the way around if you're in trouble don't plead guilty call these guys they will go out of their way to make sure that you get the best representation possible”
i
View Profile
Culver CPA Group
(14)
Team
“Special shout out to Heather (and others) for your patience and darn can't think of another good word that starts with "p" right now but you can see how I feel!”
i
View Profile
Malinowski Law, PLC
(30)
Questions
Understanding
Stress
“I gave them a call one day and he explained everything I needed to know and help me understanding what I needed to do, when I needed to do and how it will be done.”
i
View Profile
Kroon & Mitchell
(10)
Investments, Taxes, Business Consulting
“After meeting with Kroon & Mitchell not only did we realize how bad our previous experiences were but we also realized the value in looking at both our taxes and investments in tandem.”
i
View Profile
Schwallier Wealth Management
(8)
Financial Planning, Family Action Plan, Emoney Wealth Management System
“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”
i
View Profile
Advanced Asset Management
(13)
The Process
“Also, it is very evident that Ron's top priority is doing what is best for his clients.”
i
View Profile
Calder Financial Group
(11)
For Employers, For Individuals
“I especially appreciate this since I am a younger professional, it is refreshing to work with advisors who are just as passionate to help people just starting out.”
i
View Profile
JVL Wealth Strategies
(1)
“JVL Associates is a first class operation, I would highly recommend them to anyone!”
i
View Profile
Eastown Financial Advisors
(5)
Financial Planning
“He has done mine for several years and I highly recommend his services.”
i
View Profile
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.”
i
View Profile
NPF Investment Advisors
“IKUS encourages individuals with disabilities to discover their potential and learn new skills. Thanks to a donation from NPF last fall, IKUS was able to realize the yearlong goal of creating a “Silent Disco” in January of 2021. By obtaining headphon...”
i
View Profile
Integrated For Me
“The role of a financial advisor is to be a guide, who can assist in navigating the complexities of your financial life. It's their job to help you understand the risks and rewards of the decisions you make. For this reason, it may be preferable to ch...”
i
View Profile
Equitable Advisors -- David Sayfie, Mba. Grand Rapids, MI
Federal Tax Publications, Life Insurance, Investing
“Previously, he spentover 15 yearsin corporate strategy and international marketing with industry leading corporations in consumer goods, automotive andfinancial services. He is also an adjunct professor at Aquinas College and has lectured at other ar...”
“I've been with this group for years and have been impressed by their accessibility and ability to carve out time to discuss my matters and feel they have performed very well against the market changes.”
i
View Profile
Dehoek & Company
(2)
Make A Payment
“They have a professional service and are quick to answer questions.”
i
View Profile
Watkins Ross & Co
(7)
Other Post-Employment Benefit Plan, Employee Stock Ownership Plan, Calculation of Ibnr Reserves
“Their support of both our original pension plan and current 401(k) has been exceptional and has made my administration of these benefits as simple as possible.”
i
View Profile
GLP Financial Group
(2)
Long-Term Care Insurance, Education, Individualized Investment Plan
“All of the team members of this firm are professional and concerned with their customers' wellbeing.”
i
View Profile
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.”
i
View Profile
Drake Financial Group-Primerica
(14)
Questions
Investing
Future
“We were randomly matched with Abby Lininger from Drake Financial Group and my wife and I could not be happier by moving our asset management into her control.”
i
View Profile
Bright Future Financial Services
(3)
Accounting, Taxes, Financial Planning
“Amazing as usual!”
i
Retirement Planning and Investment Management Services in Kentwood, MI Cost Estimates