Best Financial Advisors in Muskegon, MI

“From top to bottom, the individuals at this company take great pride with what they do, and they make sure you're comfortable and happy with your account.”

“I made an innocent mistake on my taxes from 2015, had the IRS telling me I owed more money than I thought I did, hired Mike Farmer to help me figure it out, and the outcome was better than I had hoped.”

“Brian and his team listen well, work hard and put your best interests before their profits.”

“Brandon genuinely wants to set you up for long-term, financial success and security.”

“We offer a variety of programs to help our clients get educated on all things financial. From financial literacy to research and advocacy, we provide the resources and support necessary to help individuals achieve their financial goals.”

“” They are mindful of what the best choices are for a client based on that client's circumstances, retirement goals and life stage.”

“Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particu...”

“​Since River Financial Planner's establishment in 1999, we'vemaintained a focus on establishing long-term relationships with every person that walks in the door. Your goals become our goals. It's not about selling a product, it's about serving a comm...”

“He will never make you feel like he is trying to "sell" you anything and will take the time to get to know you as a person and find a solution that is right for you.”

“With respect to building and distributing wealth, planning out a tax-smart strategy can help you keep much more of what you have worked hard to earn. We offer a friendly approach while providing expert advice at a reasonable cost. Contact us to learn...”

“At Jay Greer & Co., we strive to simplify and strengthen your financial life. Our philosophy is simple: planning should inspire clarity, not confusion. In addition to growing and protecting your wealth, we are committed to helping you secure every ar...”

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

“They have managed my retirement savings and taxes before my retirement and now that I am retired, they are helping me with many of the big decisions that impact our finances.”

“We are a full-service Accounting firm licensed in Michigan. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”

“Absolutely the best financial guruv I've ever worked with.”