Top 15 Financial Advisors in Grand Rapids, MI

Shaker Hites We are retired. Several, 10 years ago, we looked for 100% safe place to move money with the best return possible. Does that sentence seem possible? We found that, with James Moran (and Amie}. He has our total confidence. He understands our goals. He is lighting fast to respond, makes everything happen with least amount of hassle and as a bonus a nice, easy going fellow to interact with.

Lyman Thompson I think AGFS is a great company and serves its clientele extremely well. They make it easy to access them for any questions or help needed and have face to face meetings which I believe is very important. Their success has shown this. I have been with them for many years and will continue for many more because of who they are and what they represent.

Nicholas Vander Veen Dan VandenBerg is the tax man to see. He has done mine for several years and I highly recommend his services. Staff is super friendly and knowledgeable.

Rick Hoekstra I am a small business owner and use Geoff to manage my retirement funds. I appreciate his honesty and openness, and achieving above average returns. His personal touch by keeping me informed of market changes and his outlook for the future are key points that I value. He does a great job for me. I feel you will be pleased too.

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.

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.

Brian Ferrick Great!

Bayle Delalic I have nothing but positive things to say about Merrill. My husband and I have been working with Rua for the past 6+ years.

Patricia Zomerlei Great people to have, treat you like family.

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!

Brian Khousakoun I couldnt be happier as a client under Action Point Financial. Ben and his team were right to brass taxes with me and really had the best intentions for our family. I have a hard time, as anyone would, trusting someone else with our finances but Ben and his team has always put their best foot forward. Its relieving to have a company that genuinely cares about their clients like Action Point Financial.

Kristin Clemens As a very small dealership in Ohio, every dollar counts. 1st Choice provides me with very reasonable fees. This helps me make every purchase count! My Territory Manager is top-notch, too - super easy to worth with and very approachable. I love that they do not cookie-cutter my dealership with anyone elses. We are unique people with individual needs, and 1st Choice treats me as a valued customer every time.

Winona Curtis They were very polite and eager to help resolve my issue. I will gladly recommend this company to everyone. Good job.