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!

GLP INVESTMENT SERVICES, LLC

3258 Clear Vista Court NorthEast, Grand Rapids, MI 49525 Directions

Since 1969

Here’s The Deal:
GLP Investment Services, LLC offers retirement and investment services to the greater Grand Rapids, MI area. Scott Byrne is an Investment Advisor Representative in the West Michigan area. Scott has a unique way of educating his clients. He strives to simplify complicated concepts like investments, retirement, and pensions by drawing pictures and using common terminology. His goal is to inform and educate their clients with retirement planning and investments. They offer a variety of products so that their clients can retire with good wealth and enjoy retirement. Contact them to schedule a free consultation.

SPECIALTY:
Retirement Analysis, Investment Management, 401k Plan, Financial Planning & Personal savings

Request an Appointment

[email protected]

glpwmi.com

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Mon-Thu: 8:30am - 4pm
Fri: 8:30am - 12:30pm
Sat & Sun: Closed

TBR® Inspection Report:

EASTOWN FINANCIAL ADVISORS, LLC

1514 Wealthy Street SouthEast, East Building Suite 226, Grand Rapids, MI 49506 Directions

Since 2000

Here’s The Deal:
Eastown Financial Advisors LLC is a registered investment adviser located in Grand Rapids. They offer unbiased advice and non-proprietary investments for their clients. Their commitment is to provide 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.

SPECIALTY:
401(k), 403(b) and 457 Rollovers, Retirement Income Planning, Fixed and Variable Annuities, 529 College Savings Plans & Personal Investments

[email protected]

eastownfinancial.com

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Mon-Thu: 8:30am - 5pm
Fri-Sun: Closed

TBR® Inspection Report:

LEGACY PLANNING & ASSOCIATES, INC.

630 Kenmoor Avenue Southeast, Suite 100, Grand Rapids, MI 49546 Directions

Since 1998

Here’s The Deal:
Legacy Planning & Associates, Inc. provides financial services in asset management and investments. The firm has been providing superior counsel to assist clients in creating and preserving a personal Legacy. They provide modern-day investment solutions for real-world problems, coupling their strong planning tradition with an additional financial oversight and asset management layer. Their Triple Crown asset management strategy combines a combination of conventional, opportunistic, and tactical low-cost approaches. By integrating these three unique and stylistically varied ways of investing together, investors are provided with three central components of an overarching portfolio that, at times, may possess very low correlations. They manage advisory accounts on a discretionary basis, led by individual needs.

SPECIALTY:
Advisory Services, Protection, Financial and Retirement Planning, Business Succession Planning, Portfolio Management, Philanthropy, Pension and Profit Sharing Plans, Mutual Funds & Exchange-Traded Funds

Book Appointment

[email protected]

legacyplanningassociatesi...

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

TBR® Inspection Report: