The highest-rated Financial Planning & Wealth Management companies out of 140 vetted & reviewed in the Muskegon area.
Learn how we score.
Prominent finalists A-Z in Muskegon
Advanced Asset Management
Affinity Financial Group
Argo Wealth Partners
Benchmark Financial Design Group
Clearview Investments
Ellija Capital Management
H&S Companies
Integrity Financial Service
Jay Greer & Co.
Kaptein Dykstra & Co
Kar-Mel Financial Planners
Lakeman Financial
Main Street Wealth Management
Millennium Capital Management
Pilgrims Capital Advisors
Reed Financial Services
Retirement Financial Group
River Financial Planners
Spoelman Hovingh & Feldt
Stegink Financial
Straight Path Wealth Management
Strategic Financial Group
The Master’s Financial Group
West Michigan Wealth Management.
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Reed Financial Services
(1)
Affiliated Offices,
“He has set me up in a very good Annunity fund thats has made me some really good money in a safe way!!!”
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Millennium Capital Management
(1)
“They genuinely want to set you up for long-term, financial success and security.”
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Argo Wealth Partners
(1)
“Being a CFP, he helps us understand our entire financial picture and guides us to the best avenues for investing and reaching our goals.”
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Kar-Mel Financial Planners
“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...”
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Retirement Financial Group
(1)
“I had entered the workforce for 8 years post high-school before finally heading to college, it was a bit jarring for me to keep my finances and 401k in order and she took the time to really examine my situation and give me sound advice.”
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River Financial Planners
Financial Planning / Investment Management, Life Insurance, Services
“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...”
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Stegink Financial
(3)
“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.”
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West Michigan Wealth Management.
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Strategic Financial Group
“Investment Advisory Services are offered through Strategic Financial Group, L.L.C., a registered investment advisor. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdicti...”
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Jay Greer & Co.
“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...”
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Advanced Asset Management
(13)
The Process
“Ron has been great keeping his eyes on my assets which I appreciate especially when I'm off grid half of the year.”
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Spoelman Hovingh & Feldt
(5)
“So far they have been great to me and my company”
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Affinity Financial Group
(10)
Goals
“They truly value the relationship of their clients, are always available to answer questions, and have had some pretty sweet client appreciation events over the last couple years.”
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Kaptein Dykstra & Co
“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.”
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Integrity Financial Service
(2)
“My husband and I went to see Dave after being tired of losing money in the stock market.”
“If you need the services that this company provides you will be as impressed as I was.”
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Main Street Wealth Management
“We work with individuals, families, and businesses who are referred to us by other trusted sources such as existing clients or professionals. By working in this way, the relationships we build with you run deeper than a simple product. We are investe...”
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Benchmark Financial Design Group
“Benchmark Financial Design Group, Inc., is an independent, fee-based, wealth management and financial planning firm committed to providing leadership for the growth and preservation of our clients' assets. We view our role as stewards of our clients'...”
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Pilgrims Capital Advisors
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Clearview Investments
“With ClearView Investments, our clients can easily align their investment choices with their environmental views and personal values. There has never been a more practical, convenient, data-backed opportunity to do so.”
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The Master's Financial Group
“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.”
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Retirement Planning and Investment Management Services in Muskegon, MI Cost Estimates