3 Best Financial Services in Grand Rapids, MI

“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.”

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“Schwallier Wealth Management is a team of fee-only financial advisors focused on serving your best interests. They adhere to the strict fiduciary standards and code of ethics set by the National Association of Personal Financial Advisors (NAPFA). They strive to be transparent, objective, and fair. They are not incentivized to sell investment or insurance products that will earn them more money. This can introduce a conflict of interest into the advisor/client relationship, resulting in skewed recommendations that don’t put a client’s best interests at heart. Schwallier Wealth Management is not made up of salespeople working on commission, trying to hit production targets. They are here to help you achieve your financial goals so you can live out your dreams.”

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“Northwestern Mutual's version of financial planning brings the right insurance and investment strategies together, so you can do the things that matter most, with the ones who matter most. Their financial advisors and representatives have a wide range of best-in-class products and industry-leading expertise to help people at different life stages, in different career fields, and with different financial goals. Northwestern Mutual's dedicated team of advisors will create a personalized plan with the right insurance and investment strategies, so you can do all the things that matter most, with the people who matter most. Their digital tools will help you work hand-in-hand with your advisor to design a personalized financial plan. Plus, you'll always have a clear view of your finances from any device.”

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