Best Financial Advisors in Kentwood, MI

The highest-rated Financial Planning & Wealth Management companies out of 162 vetted & reviewed in the Kentwood area.

Mattson Financial Services

Mattson Financial Services

(3)
“Very honest and great folks to work with.”
Licensed, BBB Accredited
In Business Since 2010
3226 28th St SE, Kentwood, MI
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Bridgepoint Wealth Management

Bridgepoint Wealth Management

Small Business Retirement Plans, Divorce Planning, Retirement Planning
“Whether it's owning your own home, funding your children's education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to mee...”
Licensed, BBB Rating: A+
In Business Since 2020
3635 29th St SE, Kentwood, MI
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Regal Holdings

Regal Holdings

“"As I've shared with many people over the years, success (especially mine) is never a straight line. The journey towards achieving one's goals is laden with challenges and obstacles, and it's in these moments of uncertainty that the true value of an ...”
In Business Since 2015
2687 44th St SE, Kentwood, MI
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Malinowski Law, PLC

Malinowski Law, PLC

(44)
  • Outcome
  • Questions
  • Understand
“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.”
Free Initial Consultation
Accepts Cash, Check
In Business Since 2004
740 Alger St SE, Grand Rapids, MI
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Team Mortgage Company

Team Mortgage Company

(48)
Zero Down, Mortgage Loan Programs, VA Loans | FHA Mortgages
“Amazing people Tom and Mike helped where a lot of people couldn't with a va loan in what took 4 years of looking with other companies these guys got me the prefect home with the prefect price with in a year Amazing team”
Offers Financing Options
In Business Since 2006
5043 Cascade Rd SE Suite A, Grand Rapids, MI
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Goodlander Swett & Rybicki

Goodlander Swett & Rybicki

(9)
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!”
Transparent Fees & Pricing
Offers Financing Options
Licensed, BBB Rating: A+
Free Initial Consultation
4462 Plainfield Ave NE, Grand Rapids, MI
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Voisard Asset Management Group

Voisard Asset Management Group

(7)
Financial Relationship is With Our Clients, Independent Investment Management Practice
“They genuinely care about getting to know their clients, discovering concerns, and facilitating a solid plan for retirement with confidence knowing they will not drop the ball anywhere along the way.”
Licensed, BBB Rating: A+
In Business Since 2006
99 Monroe Ave NW #504, Grand Rapids, MI
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AAM Financial Planning and Investments

AAM Financial Planning and Investments

(17)
Investment Management, Estate Planning, Retirement Planning
“He always keeps us informed and is always willing to meet with us to discuss any changes.”
Licensed, BBB Rating: A+
In Business Since 1999
Serving Kentwood Area
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Midwest Capital Advisors

Midwest Capital Advisors

(1)
School Employees, Services Overview, For Individuals
“The visibility of seeing everything in one spot, playing out various scenarios and understanding the uniqueness of our situation has been truly invaluable.”
CRD# 125389
In Business Since 2007
630 Kenmoor Ave SE Suite 206, Grand Rapids, MI
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Calder Financial Group

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.”
Licensed, BBB Rating: A+
In Business Since 1992
1331 Lake Dr SE #100, Grand Rapids, MI
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Eastown Financial Advisors

Eastown Financial Advisors

(5)
Financial Planning
“He has done mine for several years and I highly recommend his services.”
Licensed, BBB Rating: A+
In Business Since 2004
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
Licensed, BBB Rating: A+
In Business Since 1935
40 Pearl St NW Suite 500, Grand Rapids, MI
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JVL Wealth Strategies

JVL Wealth Strategies

(1)
“JVL Associates is a first class operation, I would highly recommend them to anyone!”
Accepts Cash
Family Business
Licensed, BBB Rating: A+
In Business Since 2008
1657 Gezon Pkwy SW Suite C, Wyoming, MI
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Baker Holtz

Baker Holtz

(4)
Certified Public Accounting
“I value their approach to open interactions throughout the year without the concern about having the "meter running" anytime I pick up the phone or email a question.”
Licensed, BBB Rating: A+
In Business Since 1983
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
Licensed, BBB Rating: A+
In Business Since 1956
946 Cherry St SE, Grand Rapids, MI
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Culver CPA Group

Culver CPA Group

(12)
“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!”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1983
1419 Coit Ave NE, Grand Rapids, MI
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Kroon & Mitchell

Kroon & Mitchell

(8)
Investments, Taxes, Business Consulting
“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.”
ONLY Certified
In Business Since 1997
29 Pearl St NW # 400, 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.”
Licensed, BBB Accredited
In Business Since 2021
4843 Cascade Rd SE Ste 400, Grand Rapids, MI
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Schwallier Wealth Management

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”
In Business Since 2009
607 Cascade W Pkwy SE, Grand Rapids, MI
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Watkins Ross

Watkins Ross

(7)
Profit Sharing Plans, Employee Stock Ownership Plans, Multiemployer Plans
“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.”
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.”
Licensed, BBB Rating: A+
In Business Since 1998
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.”
Licensed, BBB Accredited
In Business Since 2010
770 Kenmoor Ave SE STE 203, Grand Rapids, MI
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O'Neill Asset Management

O'Neill Asset Management

(4)
Generational Vault, Income Planning, Asset Maximization
“Have had great advice and superior service on all of our investments.”
In Business Since 2014
346 Wealthy St SE, Grand Rapids, MI
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Integrity Financial Service

Integrity Financial Service

(14)
  • Saving
  • Retirement
  • Future
“What has most impressed me about Dave is his calming influence in helping us learn how to transition from saving for the future to wisely spending and enjoying our money today.”
Free Initial Consultation
In Business Since 2014
Serving Kentwood Area
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Retirement Planning and Investment Management Services in Kentwood, MI Cost Estimates

Minimum cost
$1034
Maximum cost
$8781
National Average
$3100
Avg Per Hour Rates
$310
$2067
$5682
Typical price range is based on 318 cost profiles
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Average Cost $3100
Minimum cost $1034
Maximum cost $8781
Avg Per Hour Rates $310

Typical range $2067 to $5682 is based on 318 cost profiles.

Why these companies made our list

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