Schwallier Wealth Management LLC - Grand Rapids (MI)

5 /5 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.

5 /5 Warren Olson: Adam and his team were recommended to us a few years ago and we couldn’t be happier. They are consummate professionals with the ability to make you feel like family. They go above and beyond whenever you have a financial question, whether or not it is product they are managing. We know our money is beginning managed by a team that really cares about their clients.

5 /5 Dave Cammenga: I searched for a long time to find a financial advisor. My wife and I drove 40 minutes to meet with Adam. I do all of my own investing, but everyone needs someone looking over their shoulder when dealing with money. Lots of people can give you advice, but being an engineer, I wanted someone with a strong math background. Adam has that. We have had multiple in-depth discussions and when I have fact checked what he tells me. He is right on. I have recommended him to friends and would recommend him to you. At this point I go to Adam for advice, but I would not hesitate to entrust him with my investing.

5 /5 David Morris: Weve been super pleased working with Adam and everyone at Schwallier Wealth Management. Our interactions with the team are always positive and thorough and on an even keel, and Adams personal and expert guidance about taking care of our nest egg has helped us think through our goals and even make some decisions about lives right now. Were hopeful for an long, continued relationship.

5 /5 John Williams: We talked with several investors before choosing Adam. We were treated with respect, like we were family. Adam understands the importance of the decision to choose who invests your hard earned money. Taking the time to know your clients is Schwallier Wealth Management. Thanks Adam for all you do.