Financial Advising in Grand Rapids, MI

10 locations found near Grand Rapids

“Jackie and Jeff were instrumental in navigating this market. Both were extremely diligent to answer all my fthb questions. They are an awesome team to have in your corner. I wouldn't have been able to do it without them.

Thanks again, you two.”

4.8 Superb45 Reviews

“Great experience with Start New Financial. My debt was solved in less than 2 years, it was a total relief. Always had great customer service via phone, everyone I ever spoke to was patient and kind. Have recommended this service to various friends and family members going thru rough times.”

3.9 Good216 Reviews

“Great people to work with, especially Dan Mcgraw and Eric Hula. They took a very complicated issue(s) for my nonprofit and made a platform that saves us all time and money. They took a very very complex problem and were able to understand it easily and help us fix it”

5 Superb14 Reviews

“Kroon And Mitchell are a pleasure to work with.I trust my most important asset with them, and them alone.Personal inservices have been provided in the comfort of my home.My needs are taken into account to strategize the best personalized plan.This plan is updated yearly or as frequently as neededI know that I can call or text anytime with questions/concerns.I feel safe and secure with this company, therefore wholeheartedly recommending this outstanding an upstanding company.”

5 Superb13 Reviews

“Top notch service! I was having issues depositing some money orders into my checking account through the mobile app and stopped in the branch to see if they could help. The gentleman who helped me was so accomodating and patient with my request (since this branch is more for investment advice/ wealth management). Note: Any check deposits made here must go into your brokerage account. Then you'll have to move the money to your checking account online. Overall amazing, friendly, non-pretentious service. As a young professional/ investor just starting out I am so happy with the service Schwab offers. Staff here have the heart of a teacher and are so helpful. Thanks guys!”

4.6 Superb18 Reviews

“I have been working with Tri Found for 3 years. I appreciate the all in one concept of finances, legal, and tax expertise sharing the same office and meeting my needs in all 3 areas.Very easy to maneuver and the Team approach to my situation is appreciated.”

4 Good18 Reviews

“Working with America Group Wealth Management over the years has been one of the best decisions I’ve made for my financial future. Their team of advisors consistently demonstrates exceptional expertise, professionalism, and a deep understanding of financial strategy. From the very beginning, they took the time to understand my goals and crafted a personalized plan that has evolved with me through every stage of life.

What truly sets them apart is their unwavering commitment to their clients. They’re not just advisors—they’re partners. They’re proactive, responsive, and always go the extra mile to ensure I feel confident and informed about every financial decision. Whether it’s retirement planning, investment guidance, or navigating market changes, I know I can count on their insight and integrity.

I’m extremely happy to have built this long-term relationship with America Group Wealth Management, and I wholeheartedly recommend them to anyone seeking thoughtful, strategic, and client-focused financial advice.”

3.8 Good11 Reviews

“I have been with this bank for over 30 years I love it and wouldn't change Bank ever ❤️ good our bad I still love this bank it's the staff ❤️❤️❤️❤️”

3.4 Good26 Reviews

“I had the pleasure of speaking with Alexxus Durham, she was so helpful and pleasant. Alexxus was very patient with me answered every question I had. I have to say she had outstanding customer service and excellent model employee for Boom Credit Union.I would recommend Alexxus, to my friends and family for all of you service needs @ Bloom Credit Union Meadowbrook location. Bloom Credit Union over all for me has been a wonderful experience each and every time. Thank you, Alexxus for all you do you are such an excellent fit for the company.Thanks, Angela Woods”

3.3 Good9 Reviews