Keywords: establishment,finance,point_of_interest

NPF Investment Advisors - Grand Rapids (MI)

Address: 🏡 40 Pearl St NW Suite 500, Grand Rapids, MI 49503
Phone : +1 (616) 459-3421

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJIZ5K7sWtGYgRUuDjCIkkDew

Others Near Grand Rapids,MI

Mariner - Grand Rapids
Edelman Financial Engines - Grand Rapids
Edelman Financial Engines
Rivertown Finance LLC - Grand Rapids
Becky Barrett: Small businesses can greatly benefit from the help Rivertown Finance has to offer with accounting and payroll. Give them a call today!
Integrated for Me | Wealth Management and Retirement Plan Consultant - Grand Rapids
Peter Langlois: Rick gives solid advice from years of experience. Wouldnt go anywhere else.
Thatcher Wealth Management - Grand Rapids
Carma Johnson: I learned about the opportunity for this review at a Thatcher sponsored event. It was informative and helpful to have the review process done. Thank you very much for your kind comments and advice.
Financial institution - Grand Rapids
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!!
Family Capital Management - Grand Rapids
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!
First Mutual Investment Inc - Grand Rapids
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.