Best Financial Advisors in Grand Rapids, MI

“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.”

“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.”

“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”

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

“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.”

“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...”

“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...”

“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 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.”

“Amazing as usual!”

“They truly care about doing what's right for people.”

“In-depth examination and confirmation of account balances, inventories, and selected transactions.”

“From years of experience we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for now as well as the future. Whether you are investing to build wealth, protect your family...”

“Charles Rushmore and Keagan Rushmore are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member”

“The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between th...”

“At Midwest Capital Advisors, we partner with our clients to fully understand your specific long-term financial and lifestyle goals. We will work with you to design, build, and implement a financial plan to meet those goals while staying within your r...”