Keywords: establishment,finance,point_of_interest

Fiduciary Financial Advisors - Grand Rapids (MI)

Address: 🏡 124 Fulton St E Suite 200, Grand Rapids, MI 49503
Phone : +1 (616) 622-3062

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJp629GcWtGYgRUGGp2eS5XJI

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    Karen Cardwell: Andy and his team have done a great job the past 15+ years with the funds I have transferred over my 401K after leaving several area admin jobs. With their help I am in a great financial position with my retirement funds to retire in the next 10 years! I have and would suggest Andy and Sam to ANYONE looking for a truly talented team to help with their retirement planning.Their honesty and integrity have help put me in a position that I never believed I would be in at this stage in my life.
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    Ernest Daniels: I run a bakery and café in a college town, and I wanted to offer a wider menu and renovate our seating area before the school year started. Cash flow was tight during the summer, so I turned to an MCA. It gave us the funding we needed without jumping through the hoops of traditional banks. We used it for new kitchen equipment and minor upgrades. When students came back, sales jumped 30%. Repaying the advance through credit card sales felt effortless it aligned with our busy and slow days.!!
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    Marc Larabel: Adam and his staff are FANTASTIC. Very helpful in all aspects of Financial and Tax Planning. Especially for those over the age of 62. I will recommend Schwallier Wealth Management to Family and Friends without hesitation.
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    Joseph Lanz: I met Dan Haines after interviewing several advisors, including some big name providers, when I was contemplating retirement over three years ago. Dan’s review, analysis and guidance convinced me the time was right and that I could enjoy a comfortable retirement. Since retiring Dan’s ongoing support has been invaluable. Dan’s recommendations to secure my assets during recent market turbulence proved to be exactly the right choices. A recent meeting with Dan and Doug Voisard specifically addressed my concerns about meeting increased medical costs as I age. Dan and Doug provided a thoughtful and fact-based analysis which reassured both me, and my children, that I’m well prepared for that future. I trust Dan implicitly.
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    Tony Norkus: I have worked with Dave Sawinski for many years. He is honest and trustworthy and I value his wise advice. Dave has always looked out for my best interest and I value our relationship highly. I have recently brought my wife and daughter to Dave and he is now managing their accounts as well. Everyone in the office is also great, especially Julie whom I have had the pleasure of working with for many years, too. I highly recommend GLP Services.
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