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 2006
Accepts Cash
1657 Gezon Pkwy SW Suite C, Wyoming, MI
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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...”
In Business Since 1992
1575 44th St SW, Wyoming, MI
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Malinowski Law, PLC

Malinowski Law, PLC

(44)
  • Understand
  • Patient
  • Stress
“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 2004
Free Initial Consultation
740 Alger St SE, Grand Rapids, MI
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Team Mortgage Company

Team Mortgage Company

(48)
VA Loans | FHA Mortgages, FHA Home Improvement Loans, Zero Down
“I had a not-so-great experience with another lender but once I got Tom and his team involved they got everything figured out super fast and got me a great deal!”
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)
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 1992
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 2004
99 Monroe Ave NW #504, Grand Rapids, MI
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Midwest Capital Advisors

Midwest Capital Advisors

(1)
Services Overview, For Individuals, For Companies
“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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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
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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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NPF Investment Advisors

NPF Investment Advisors

(1)
“Chad Dutcher and the expert staff at NPF Investment Advisors have been just phenomenal.”
Licensed, BBB Rating: A+
In Business Since 1937
Transparent Fees & Pricing
40 Pearl St NW Suite 500, Grand Rapids, MI
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AAM Financial Planning and Investments

AAM Financial Planning and Investments

(17)
Estate Planning, Tax Planning, Retirement Planning
“As a fee only, Certified Financial Planner we get objective advice.”
Licensed, BBB Rating: A+
In Business Since 1999
Serving Wyoming Area
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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 1981
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.”
Licensed, BBB Rating: A+
In Business Since 1956
Accepts All Major Credit Cards
946 Cherry St SE, Grand Rapids, MI
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Kroon & Mitchell

Kroon & Mitchell

(8)
Taxes, Business Consulting, Accounting
“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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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!”
Licensed, BBB Rating: A+
In Business Since 1983
Accepts All Major Credit Cards
1419 Coit Ave NE, Grand Rapids, MI
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Spoelman Hovingh & Feldt

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.”
Licensed, BBB Rating: A+
In Business Since 1974
Transparent Fees & Pricing
Serving Wyoming Area
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Thatcher Wealth Management

Thatcher Wealth Management

(3)
  • Planning
“Your genuine concern for my family's welfare, and caring, thoughtful approach to our financial planning is what impressed me the most.”
Licensed, BBB Accredited
In Business Since 2021
4843 Cascade Rd SE Ste 400, Grand Rapids, MI
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Mattson Financial Services

Mattson Financial Services

(3)
“When you have to trust someone with your finances this is the place to go.”
Licensed, BBB Accredited
In Business Since 2010
3226 28th St SE, Kentwood, MI
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Schwallier Wealth Management

Schwallier Wealth Management

(8)
Family Action Plan, Emoney Wealth Management System, Investment Management
“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)
Multiemployer Plans, Other Post-Employment Benefits, Non-Qualified 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 1996
4020 E Beltline Ave NE # 103, Grand Rapids, MI
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O'Neill Asset Management

O'Neill Asset Management

(4)
Income Planning, Retirement Strategy & Risk, Social Security
“Great non biased place to invest money”
In Business Since 2014
346 Wealthy St SE, Grand Rapids, MI
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Integrity Financial Service

Integrity Financial Service

(14)
  • Future
  • Investment
  • Saving
“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 Wyoming Area
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Global Financial Trust

Global Financial Trust

(8)
  • Retirement
“We know our financial resources are well taken care of in this time of uncertainty We would highly encourage you to speak with them when planning for your future.”
Licensed, BBB Accredited
In Business Since 2010
770 Kenmoor Ave SE STE 203, Grand Rapids, MI
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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
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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

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