Here’s The Deal: Fiduciary Financial Advisors is an independent financial planner in Grand Rapids, Michigan. Ben VerWys is the Founder and Senior Financial Advisor of the firm. As Lead Advisor of the team, his priority is overseeing client relationships. His time is dedicated to helping clients navigate situations related to managing their business, exiting their business, and managing their family’s financial affairs, with a focus on deep-dive planning and tax mitigation for clients in a high tax bracket. The team at Fiduciary Financial Advisors is a diverse mix of experts working with various clients. The team has accumulated a slew of helpful designations and uses them to serve several dozen specialty client situations. They are a value-focused firm that seeks to remain as prudent as possible 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.
3 Best Financial Services in Grand Rapids, MI
Expert recommended Top 3 Financial Services in Grand Rapids, Michigan. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 FIDUCIARY FINANCIAL ADVISORS REVIEWS
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 have nothing but good things to say about Action Point Financial. I have had many discussions with my advisor on preparing for retirement and all of his recommendations have really benefited me. I feel like I am not just a client but an important person to them and I like the fact that my advisor knows me personally. It gives me confidence that he is looking out for my best interests and that I am not just a number.
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.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Global Financial Trust is a locally owned financial planner in Grand Rapids, Michigan. Their team aims to give the viewer a basic understanding of some of their specialties. They offer high-quality insurance, financial products, and services to the individual and business marketplace. They are committed to establishing trust and long-lasting relationships with their clients. They take time to listen to your needs for the future and then make recommendations based on those. They highly encourage you to speak with them when planning for your future. The team endeavors 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. They take the time to understand your goals, experiences, and tolerance for risk throughout the financial planning process.
Specialty:
Contact:
Working Hours:
Fri: 9am - 12pm
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 GLOBAL FINANCIAL TRUST REVIEWS
My only regret is not meeting with Global Financial Trust sooner. I appreciate the considerable time they took to learn about us, to educate themselves on what we wanted before they would recommend anything. Then, every recommendation they offered us fully respected our wants, needs and goals. They also educated us and offered us several options to choose from. We like the fact they allowed us to be directly involved in our own investments. Whatever the issue is they are always very very honest and forthright. I have recommended them to friends and family
Global Financial Trust respects that my time is valuable and always returns my phone calls immediately. I have never had to play the ‘waiting game.’ Their personal service is wonderful and even though I’m sure I’m not one of their biggest investors they treat me as an important client with the utmost respect. I can always count on them and I have the highest regard for them.
We are so glad to have met with Global Financial Trust. They treat us like family. Their honest and sincere desire to do what is best for us is refreshing. They have even made recommendations that were in our best interest and of no benefit to them whatsoever. We enjoy doing business with them.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Calder Financial Group is a well-known financial planner in Grand Rapids, Michigan. The firm's objective is to deliver customized, unparalleled financial advice in terms of quality and value so that the client can achieve their desired financial goals. Their customized asset management services match the client's return and risk requirements to a portfolio utilizing multiple investment asset classes and styles designed, monitored, and managed to achieve short. and long-term investment objectives. Their goal is to consistently think and act in the best interest of all their clients in every service they provide. That is why they accept no commissions or fees that might influence their choices. They understand that they are only successful if their clients are successful.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 CALDER FINANCIAL GROUP REVIEWS
Great investment advisors that work in their client's interests. I would highly recommend having them take a look at your current financial portfolio. It was the best thing I ever did.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.