Keywords: establishment,finance,point_of_interest

Integrated for Me | Wealth Management and Retirement Plan Consultant - Grand Rapids (MI)

Address: 🏡 3351 Claystone St SE #111, Grand Rapids, MI 49546
Phone : +1 (616) 942-9080

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJEwAaQUNNGIgRn_lL1GuORzI

Others Near Grand Rapids,MI

Hundred Financial Planning - Grand Rapids
Zach Wilkinson: My family is grateful to have worked with Ryan at Hundred Financial for over one year now. His approach is thoughtful and personal, and it is clear in each meeting that he cares to listen to your values and the direction your family wants to head, all the while helping to course correct and find a better route when needed. You can tell he has a passion both for his clients, but also to never stop learning in his field, which instills confidence that his guidance is trustworthy. He has helped eliminate confusion to give our family financial confidence in the present, as well as an adaptable roadmap for the future. We highly recommend partnering with Hundred Financial!!
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Pam Kerr: Weve been working with FCM for 5+ years. We really appreciate their personal service. They listen to us and help us to manage our finances in accordance with our values!
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Tom Rettenmaier: Prior to retirement we visited 3 different “retirement specialists”. The first was Dennis Joppe who many people at my work enjoyed and did a great job managing their monies. The second a mid 30’s investor and the third was a social security specialist. The second guy was very likeable until he started slamming Dennis Joppe, which is a “turn off” for us if you have to slam your competition. I had to finally tell Justin to never contact us again to stop him from calling or emailing us. The third investor specializes in maximizing your social security which basically means not drawing until age 70. She was excellent, but both my wife and I were not in favor of delaying our social security. We saw Dennis Joppe for 1-1/2 years before we retired and I had given Dennis a portion of my Roth monies to invest. Dennis and my wife hit it off and suggested taking a portion of her 401k monies and investing those in a Prudential index annuity which would bring in a guaranteed amount of money very month. In the 2 years since retiring, we couldn’t be happier with Dennis or his Assistant Vicki. Wonderful people!
FCM Financial Planning - Grand Rapids
Bob Anderson: Dennis has been my financial advisor for going on two decades. He has helped me secure my future by providing solid advice and guidance during both up and down times. Dennis and his team not only facilitate my financial management, but they give me the knowledge and tools to make my own educated decisions. As my abilities and needs have evolved, so have the FCM services. Everyone is always responsive, helpful, and professional. I look forward to continuing our working relationship into retirement.
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Danielle Ortega: Its so refreshing to work with someone who understands my needs and is willing to help answer all of my questions when it comes to retirement planning. Jenna is always so knowledgeable and helps me think through what options are best for me. I also love the fact RPI is women owned! Highly recommend!
Zhang Financial - Ada
Dan Kaczanowski: I’ve shopped many financial advisors in Grand Rapids. Zhang is no nonsense, straightforward, and no hidden fees. They take the time to explain, treat you like a unique person with your own level of risk tolerance and needs, and keep you informed. This is the way all financial advisors should operate.
Kroon & Mitchell - Grand Rapids
Tracy Nafe: You wont find a more capable adviser than Phil Mitchell. He is personable, candid and supremely insightful. It was obvious when we sat down with him that he takes his job very seriously but has a welcoming demeanor and put us at ease right away. He offered us practical advice about a wise plan of action with the best outcome for our needs.