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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..”

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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!”

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Mike and Jim recently went to UWM Live in Pontiac, MI. It was a great day of learning from the best! Thank you #Team Mortgage Company #Mortgage #Grand Rapids MI #Grand Rapids Mortgage #Refinance #New Mortgage #Construction Loan #VA Mortgage #New Home #Realtor #Buying A Home #Are You Qualified #Pre Qualification #House Shopping #Second Mortgage #HELOC #Home Improvement Loan #Local Mortgage #Mortgage Broker #Mortgage Lender #Mortgage Provider #Local Business #Home Buying #Home Ownership...

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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.”

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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.”

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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.”

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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.”

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Eastown Financial Advisors

(5)

Financial Planning

“They have done my taxes for over 14 years.”

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NPF Investment Advisors

(1)

“Chad Dutcher and the expert staff at NPF Investment Advisors have been just phenomenal.”

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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.”

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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.”

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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.”

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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.”

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Thatcher Wealth Management

(3)

Planning

“William created a personalized "Social Security Timing" take-home report outlining our suggested options.”

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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”

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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.”

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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.”

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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.”

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O'Neill Asset Management

(4)

Income Planning, Social Security, Retirement Strategy & Risk

“Great non biased place to invest money”

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Bright Future Financial Services

(3)

Accounting, Financial Planning, Taxes

“Amazing as usual!”

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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.”

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Eagle Strategies

(1)

Nylife Securities, Emoney, Mainstay Mutual Funds

“This review is for advisor David Peerboom.”

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The Masters Financial Group

(1)

Protect Your Retirement, Protect Your Estate, Plan For Child Education

“Professional, responsive, meets people where they are.”

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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.”

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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 ...”

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Average Cost	$3654
Minimum cost	$1218
Maximum cost	$10353
Avg Per Hour Rates	$366

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

Team Mortgage Company

Goodlander Swett & Rybicki

Voisard Asset Management Group

Calder Financial Group

Midwest Capital Advisors

Eastown Financial Advisors

NPF Investment Advisors

Baker Holtz

Boerkoel & Boerkoel

Kroon & Mitchell

Culver CPA Group

Thatcher Wealth Management

Schwallier Wealth Management

Watkins Ross

Aspen Investment Management

Global Financial Trust

O'Neill Asset Management

Bright Future Financial Services

Clearvista Advisors

Eagle Strategies

The Masters Financial Group

Mosaic Wealth Management

Peterson Financial Strategies

Retirement Planning and Investment Management Services in Grand Rapids, MI Cost Estimates

Why these companies made our list

Wealth Management Advisors near Grand Rapids

Popular in Grand Rapids