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BEST RATED GRAND RAPIDS, MI FINANCIAL SERVICES

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. You deserve only the best!

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VOISARD ASSET MANAGEMENT GROUP

(4.9 Score)
99 Monroe Avenue Northwest, Suite 504,
Grand Rapids, MI 49503 Directions

Since 2002

Specialty:

✓ Financial Planning ✓ Portfolio Management ✓ Investment Management ✓ Tax Planning ✓ Estate Planning ✓ Retirement Planning ✓ Asset Allocation

“2026 Update: Voisard Asset Management Group works with clients to bring structure to significant assets, multi-layered tax considerations, retirement income design, and long-term legacy planning. Douglas Voisard is the Founder and President of Voisard Asset Management Group. He is a Certified Financial Planner™ and has over three decades of experience in the financial services industry. They offer disciplined strategy designed to adapt as markets, laws, and family circumstances evolve. They create a clear and concise Plan that meets your goals and objectives.”

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License CRD #118048

Price:

Portfolio Management Fee
Annual Fee 1.00%
For First $1,000,000
Annual Fee 0.75%
For Second $1,000,000
Annual Fee 0.60%
Over $2,000,000

Contact:

(616) 988-5778

Mon-Thu: 8am - 4:30pm
Fri,Sat & Sun: Closed

TBR® Inspection Report:

Fiduciary Financial Advisors - Grand Rapids, MI Financial Services - Portrait
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4+ YEARS IN TBR
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FIDUCIARY FINANCIAL ADVISORS

(4.8 Score)
124 Fulton Street East,
Grand Rapids, MI 49503 Directions

Since 2014

Specialty:

✓ Insurance Planning ✓ Finance Planning ✓ 401(k) and 403(b) Planning ✓ IRA SEP ✓ Simple IRA ✓ Trusts ✓ Brokerage Accounts ✓ Retirement and Tax Planning ✓ Social Security ✓ Charitable Gifting ✓ Healthcare ✓ Business Succession and Estate Planning ✓ Investment ✓ Wealth Management

"Fiduciary Financial Advisors is an independent financial planning and wealth management firm founded on the core principles of bringing lower-cost investment management combined with robust financial and retirement planning to help its clients navigate financial life. Ben VerWys is the Founder and Senior Financial Advisor of Fiduciary Financial Advisors. Along that journey, it made sense for him to get credentialed as a Certified Exit Planning Advisor (CEPA), so he did. Fiduciary Financial Advisors is passionate about serving its clients well. Their team works in a manner that is anti-commission, fee-only, and low-fee-oriented, and fully transparent on all investment management.

2026 Update: Fiduciary Financial Advisors is employee owned and operated. They help you make better investments and plan for the future."

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License CRD #172103

Price:

Financial Planning Services Flat Fee $100,000
Financial Planning Services Hourly Fee $500

Contact:

(616) 622-3062

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Mosaic Wealth Management - Grand Rapids, MI Financial Services - Professional Team Image
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MOSAIC WEALTH MANAGEMENT

(4.8 Score)
607 Cascade West Parkway Southeast,
Grand Rapids, MI 49546 Directions

Since 2021

Specialty:

✓ Financial Planning ✓ Retirement Planning ✓ Risk Management ✓ Income ✓ Assets and Liabilities ✓ Mutual Funds/ETFs ✓ Goal Management

“2026 Update: Mosaic Wealth Management provides the guidance you need to pursue your financial goals. They want to learn more about your personal situation, identify your dreams and goals, and strive to provide you with the highest level of service. Ryan Mabie is the President and Managing Director of Mosaic Wealth Management. He holds Series 7, 66, 31, Life and Health insurance licenses. Mosaic Wealth Management keeps their service offerings as straightforward as possible and their guidance easy to understand.”

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License #802553615

Contact:

(616) 949-0900 (866) 949-0907

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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VOISARD ASSET MANAGEMENT GROUP REVIEWS

Managing wealth is more than the financial piece. In my experience with Voisard Asset Management, I've been involved in conversations on Tax Planning, Estate Planning, Risk Management, and other aspects of managing wealth. Their focus far exceeds the scope of other "Wealth Management" groups I've encountered. First class group.

I have been using Voisard Asset Management Group for my personal finances, and I couldn’t be happier with their service. Brandon and his team have been exceptional. He is knowledgeable, attentive, and always takes the time to understand my financial goals and needs. His advice has been invaluable, and I feel much more confident about my financial future. I highly recommend Brandon, and the entire Voisard team, for anyone looking for trustworthy and professional financial advice.

Brandon and the Voisard Team are great to work with. My wife and I have been clients for over 6 years and continually recommend their services to friends and family in need of asset management advice. They are a great group to work with.

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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.

Fiduciary Financial Advisors helps us manage our money, save for retirement, and accomplish our other financial goals. Because they are fiduciaries, they're legally obligated to act in our best interest, even when that might mean lower income for them. We really appreciate the great advice and careful money management that FFA gives us, and recommend them to any others looking for a true adviser, not just a sales person of financial products.

I would highly recommend Ben Verwys and the team at Action Point. Highly knowledgeable and willing to take the time to educate on investing options. Thank you Action Point.

MOSAIC WEALTH MANAGEMENT REVIEWS

LPL Mosaic, specifically Mr. Jonathan Hayes has been instrumental in developing a retirement Strategy for my wife and I, as well as supporting my daughters in their quest for financial independence. Jonathan is very professional and is very customer service oriented. He projects and aura of trust which makes me sleep well. My finances are in good hands with LPL Mosaic and Jonathan Hayes.

The staff at Mosaic Wealth Management are always willing to go out of their way to be helpful. My questions are always answered in a timely and efficient manner. They convey friendliness along with professionalism. Very happy with Mosaic Wealth Management.

Mosaic has done very well with my investments. All the staff and investment counselors are easy to work with and knowledgeable. They have allowed me to participate in the management my portfolio.

TBR® Inspection Score Report

VOISARD ASSET MANAGEMENT GROUP Total Inspection Points: 117/120
Current Evaluation: 8
Experience: 9
Business Images: 10
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Video: 10
Website Standard: 10

TBR® Inspection Score Report

FIDUCIARY FINANCIAL ADVISORS Total Inspection Points: 116/120
Acknowledgments: 8
Experience: 8
Business Images: 10
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Standard: 10

TBR® Inspection Score Report

MOSAIC WEALTH MANAGEMENT Total Inspection Points: 115/120
Acknowledgments: 8
Current Evaluation: 8
Complete Info: 9
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Source: 10