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
Braeburn Wealth Management
Ellija Capital Management
H&S Companies
Integrity Financial Service
Jay Greer & Co.
Kaptein Dykstra & Co
Kar-Mel Financial Planners
Kar-Mel Financial Planners
Lakeman Financial
Millennium Capital Management
Reed Financial Services
Retirement Financial Group
River Financial Planners
Schaner Financial
Spoelman Hovingh & Feldt
Stegink Financial
Stewardship Trust Advisors
Straight Path Wealth Management
Strategic CPA Investment and Wealth Mgmt
Strategic Financial Group
West Michigan Wealth Management.
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Braeburn Wealth Management
(13)
Portfolio
Market
Team
“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.”
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Millennium Capital Management
(1)
“Brandon genuinely wants to set you up for long-term, financial success and security.”
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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...”
i
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Reed Financial Services
(1)
“” They are mindful of what the best choices are for a client based on that client's circumstances, retirement goals and life stage.”
i
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Argo Wealth Partners
(2)
“Brian and his team listen well, work hard and put your best interests before their profits.”
i
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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.”
i
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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.”
“Typically, the women my team works with are single, divorced, widowed or are the financial decision makers in their household. BUT, I wrote the #1 best-selling book, Going Rogue! Unconventional Financial Strategies for Women, for ALL women. Because, ...”
i
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Strategic CPA Investment and Wealth Mgmt
Method 10®, Who We Serve
“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...”
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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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West Michigan Wealth Management.
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Strategic Financial Group
Financial Planning
“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...”
“Ron has been great keeping his eyes on my assets which I appreciate especially when I'm off grid half of the year.”
i
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Spoelman Hovingh & Feldt
(6)
“I had her do my tax return this year and was very pleased with her thoroughness, flexibility and professionalism while being very friendly to work with.”
i
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Integrity Financial Service
(14)
Market
Investment
Retirement
“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.”
i
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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.”
i
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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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Stewardship Trust Advisors
(2)
Tolerance For Risk, Understanding of Markets, Mutual Funds and Etfs, Moral or Social Investing Preferences
“Fantastic service”
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Ellija Capital Management
(1)
“The office girls are very helpful whenever you call.”