Fiduciary Financial Advisors is a boutique financial advisory firm that exists to help clients proactively save, invest, and plan for retirement. Their team is a diverse mix of experts working with a wide variety of clients. The team has accumulated many helpful designations and utilizes them to serve several dozen specialty client situations. They are a value-focused firm that seeks to remain as prudent as possible at all times in both investing and financial planning decisions. They focus on financial planning and prudent investment management by implementing low-cost solutions emphasizing conflict-free and fully transparent investments. Contact them to schedule a free consultation. They have plenty of convenient parking.
3 Best Financial Services in Grand Rapids, MI
Expert recommended Top 3 Financial Services in Grand Rapids, Michigan. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
FIDUCIARY FINANCIAL ADVISORS REVIEWS
Awesome experience with my new financial advisor in Grand Rapids, Heath Biller! You can see the passion he has for helping people with their financial future. He’s great at “dumbing” it down for someone like me that has no background or knowledge about investing or the financial lingo. He gave my husband and I great advice and options to look at. He never was pushy about anything at all. My husband and I left feeling much more secure about our finances for the future. Thanks Heath.
Ben and his team have been in contact with myself and my wife every step of the way our young family transitioned into long-term financial planning. His team has guided us as though we were their own family... even though were not a big client. Their attention to detail has given us confidence. We highly recommend Ben and the entire team at Action Point.
We have been using Action Point Financial for several years now and after just having our most recent review, we walked away feeling more confident than ever that our accounts were in the right hands. They are knowledgable, honest and break things down for us to understand and have been integral in getting our investments to where we want them to be. Great company and people with heart.
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GLP Investment Services, LLC is a financial planner and offers retirement and investment services to the greater Grand Rapids, Michigan, area. With 75 years of combined experience, GLP Financial Group informs and educates its clients instead of just selling products. Scott Byrne is an Investment Advisor Representative in the West Michigan area. He strives to simplify complicated concepts like investments, retirement, and pensions by drawing pictures and using standard terminology. Additionally, He aims to inform and educate their clients about retirement planning and investments. GLP Investment Services, LLC offers a variety of products so that their clients can retire with good wealth and enjoy retirement. They endeavor to maintain a relationship that meets your needs as they arise and keeps you informed as they come alongside you today while preparing for the future. Contact them to schedule a free consultation.
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Fri: 8:30am - 12:30pm
Sat & Sun: Closed
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GLP INVESTMENT SERVICES, LLC REVIEWS
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.
I have worked with Scott Byrne of GLP/Compass Financial for about 10 years. Scott is an honest and thoughtful financial professional. He cares about his clients and works to provide peace of mind about their retirement. All of the team members of this firm are professional and concerned with their customers' wellbeing.
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Eastown Financial Advisors LLC is a registered investment adviser located in Grand Rapids. They have over 40 years of collective experience helping people manage their financial lives. They provide professional tax return preparation to minimize taxes on your current income and work to determine how best to plan for the future. In addition, they analyze your current course of action to meet your goals and develop present alternatives if necessary. They offer unbiased advice and non-proprietary investments for their clients. They are committed to providing their clients with personal and comprehensive financial services. They take the time to understand your goals, experiences, and tolerance for risk throughout the financial planning process. They work with their clients to find the best plan to fit their needs.
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Fri: By Appointment
Sat & Sun: Closed
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EASTOWN FINANCIAL ADVISORS, LLC REVIEWS
Dan Vandenberg and the gang at Eastown Financial Services always do a great job with my returns. Friendly, responsive and professional. They have been preparing my returns for 6+ years. I would highly recommend to anyone in need of a their tax filing services ranging from simple to complex.
Eastown Financial has done my business's tax return for several years now, and I really enjoy working with Dan Vandenberg. Good honest advice, he's responsive, professional, and knowledgeable. Their rates are fair and predictable (unlike other accounting firms I have worked with in the past).
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.
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