The Best Financial Services in Grand Rapids

Handpicked Top 3 Financial Services in Grand Rapids, Michigan. Our 50-Point Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!

Latest Update April 13, 2017


3210 Eagle Run Dr NE, #104, Grand Rapids, MI 49525

Since 2006

College Plans, Estate Plans, Money Management, Profit Sharing Plans, Retirement Plans, Tax Plans, 401(k) Plan, 403(b) Plan, Bonds, Common Stock, Educational IRA, Brokerage Accounts, Government Securities, Treasury Notes, Roth IRA, SEP IRA, Simple IRA, Treasury Bills, Traditional IRA, Health Insurance, Variable Annuities & Legacy Planning

Provides Saving for a Child's Education, Retirement, Planning Estate & Investment

Mon - Thu 9:00 am - 5:00 pm Fri 9:00 am - 4:00 pm

My husband and I both retired recently and knew we weren't getting very good advice from the guy helping us, so we met Jamie through a friend who was his client. We met with him for over 4 hours on 2 different occassions and we never felt rushed or that he was trying to sell us something. He truly cares about us and our situation and I feel very good knowing he will help us for the rest of our retirement. I tell all my friends about him and his company.
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770 Kenmoor Ave. SE, Suite 103, Grand Rapids, MI 49546

Since 1998

Investment Planning, Pension Plans, Profit Sharing Plans, Trusts, Estates, Charitable Organizations, Business Succession Planning & Portfolio Management

Provides Financial Services in Asset Management & Investments

By Appointment

They really listened to my concerns and helped me plan a secure retirement plan.
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3358 Eagle Run Drive NE, #4, Grand Rapids, MI 49525

Since 1988

Income Planning, Social Security Maximization Analysis, Asset Cycle Portfolio System Plan, Pension Plan, Retirement Tax Planning, Roth IRA, Long Term Care Solutions, Life Insurance & Asset Allocation

Expertise in accumulation and distribution strategies for Pre- & Post-Retirees

By Appointment

They always looks forward to personally welcome new visitors to the Strategic Financial Group offices. Their process is thorough and easy to understand.
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