Best Financial Advisors in Wyoming, MI

The highest-rated Financial Planning & Wealth Management companies out of 167 vetted & reviewed in the Wyoming area.

JVL Wealth Strategies

JVL Wealth Strategies

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

Eagle Financial Services

“Additionally, neither Eagle Financial Services, Inc. nor any of its affiliates, directors, officers or employees warrant the accuracy or completeness of the information, text, graphics, links or other items contained within these materials. Neither E...”
Family Business
In Business Since 1992
1575 44th St SW, Wyoming, MI
i
Brookstone Investments

Brookstone Investments

“Our mission is to provide every client with the tools, advice and best-in-class customer service they need to help reach their goals and dreams.”
In Business Since 2009
309 E Main St, Wyoming, MI
i
Goodlander Swett & Rybicki

Goodlander Swett & Rybicki

(8)
Non-Profit Organizations, Tax Services, 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!”
Offers Financing Options
Free Initial Consultation
Licensed, BBB Rating: A+
In Business Since 1994
4462 Plainfield Ave NE, Grand Rapids, MI
i
Brandon Gardner & Associates

Brandon Gardner & Associates

(27)
Personal Injury, Domestic Mediation, Family Law
“Very professional all the way around if you're in trouble don't plead guilty call these guys they will go out of their way to make sure that you get the best representation possible”
Accepts All Major Credit Cards
In Business Since 2014
Free Initial Consultation
600 Monroe Ave NW Suite 104, Grand Rapids, MI
i
Kroon & Mitchell

Kroon & Mitchell

(10)
Taxes, Business Consulting, Accounting
“After meeting with Kroon & Mitchell not only did we realize how bad our previous experiences were but we also realized the value in looking at both our taxes and investments in tandem.”
ONLY Certified
In Business Since 1995
29 Pearl St NW # 400, Grand Rapids, MI
i
Malinowski Law, PLC

Malinowski Law, PLC

(30)
  • Stress
  • Feel
  • Questions
“Explained everything clearly, always called back and do very helpful I'm so glad I found him ad an attorney for my bankruptcy, it went so easy with his help..”
Accepts Cash, Check
In Business Since 2006
Free Initial Consultation
740 Alger St SE, Grand Rapids, MI
i
Culver CPA Group

Culver CPA Group

(14)
  • Team
“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!”
Licensed, BBB Rating: A+
In Business Since 1981
Accepts All Major Credit Cards
1419 Coit Ave NE, Grand Rapids, MI
i
Schwallier Wealth Management

Schwallier Wealth Management

(8)
Family Action Plan, Retirement Plan Resource Group, 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”
Licensed, BBB Rating: A+
In Business Since 2009
Accepts All Major Credit Cards
607 Cascade W Pkwy SE, Grand Rapids, MI
i
Advanced Asset Management

Advanced Asset Management

(13)
The Process
“Professional and knowledgeable.”
Licensed, BBB Rating: A+
In Business Since 1999
Serving Wyoming Area
i
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 1990
1331 Lake Dr SE #100, Grand Rapids, MI
i
Eastown Financial Advisors

Eastown Financial Advisors

(5)
Financial Planning
“They have done my taxes for over 14 years.”
Licensed, BBB Rating: A+
In Business Since 2006
1514 Wealthy St SE STE 226, Grand Rapids, MI
i
Spoelman Hovingh & Feldt

Spoelman Hovingh & Feldt

(5)
“Feldt, helped me a lot!”
Licensed, BBB Rating: A+
In Business Since 1976
Transparent Fees & Pricing
Serving Wyoming Area
i
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.”
Licensed, BBB Rating: A+
In Business Since 1954
Accepts All Major Credit Cards
946 Cherry St SE, Grand Rapids, MI
i
Integrated For Me

Integrated For Me

“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...”
Licensed, BBB Rating: A+
In Business Since 1991
Accepts All Major Credit Cards
3351 Claystone St SE Suite #111, Grand Rapids, MI
i
NPF Investment Advisors

NPF Investment Advisors

“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...”
Licensed, BBB Rating: A+
In Business Since 1935
40 Pearl St NW Suite 300, Grand Rapids, MI
i
Equitable Advisors -- David Sayfie, Mba. Grand Rapids, MI

Equitable Advisors -- David Sayfie, Mba. Grand Rapids, MI

Investing, Taxwise Strategies, Federal Tax Forms
“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...”
Licensed, BBB Accredited
In Business Since 2008
Transparent Fees & Pricing
3501 Lake Eastbrook Blvd SE #304, Grand Rapids, MI
i
Kanai Wealth Management Group

Kanai Wealth Management Group

(3)
Estate Planning, Tax Planning, Employer Sponsored Retirement Plans
“I've been with this group for years and have been impressed by their accessibility and ability to carve out time to discuss my matters and feel they have performed very well against the market changes.”
Licensed, BBB Rating: A+
In Business Since 2012
2050 Celadon Dr NE Suite D, Grand Rapids, MI
i
Mattson Financial Services

Mattson Financial Services

(1)
Private Wealth
“Very honest and great folks to work with.”
Licensed, BBB Accredited
In Business Since 2010
3226 28th St SE, Kentwood, MI
i
Dehoek & Company

Dehoek & Company

(2)
Make A Payment
“They have a professional service and are quick to answer questions.”
Free Initial Consultation
Accepts All Major Credit Cards
In Business Since 2001
Transparent Fees & Pricing
2025 E Beltline Ave SE Suite 204, Grand Rapids, MI
i
Watkins Ross & Co

Watkins Ross & Co

(7)
Calculation of Ibnr Reserves, Profit Sharing Plan, Multiemployer Plan
“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
i
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
i
GLP Financial Group

GLP Financial Group

(2)
Individualized Investment Plan, Financial Calculators, Retirement Plan Enrollment
“All of the team members of this firm are professional and concerned with their customers' wellbeing.”
Free Initial Consultation
In Business Since 2020
3258 Clear Vista Ct NE, Grand Rapids, MI
i
Drake Financial Group-Primerica

Drake Financial Group-Primerica

(14)
  • Investing
  • Future
  • Questions
“She impressed the both of us so much that while we allowed for cursory (wholly unimpressive) interviews, our minds were already made up (she set a rather high bar).”
In Business Since 1993
Serving Wyoming Area
i

Retirement Planning and Investment Management Services in Wyoming, MI Cost Estimates

Minimum cost
$1120
Maximum cost
$9519
National Average
$3360
Avg Per Hour Rates
$336
$2240
$6160
Average price range is based on 386 cost profiles
Click to copy
Successfully copied!
Average Cost $3360
Minimum cost $1120
Maximum cost $9519
Avg Per Hour Rates $336

Average range $2240 to $6160 is based on 386 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top