Fiduciary Financial Advisors is a boutique financial advisory firm that exists to help clients pro-actively save, invest, and plan for retirement. Their team is a diverse mix of experts working with a wide variety of clients. The team has accumulated many helpful designations and utilizes them to serve several dozen specialty client situations. They are a value focused firm that seeks to remain as prudent as possible at all times in both investing and financial planning decisions. They focus on financial planning and prudent investment management by implementing low-cost solutions with a high emphasis on conflict-free and fully transparent investments. Contact them to schedule a free consultation.
Best Financial Services in Grand Rapids
Handpicked 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!
FIDUCIARY FINANCIAL ADVISORS REVIEWS
We have been using Action Point Financial for several years now and after just having our most recent review, we walked away feeling more confident than ever that our accounts were in the right hands. They are knowledgable, honest and break things down for us to understand and have been integral in getting our investments to where we want them to be. Great company and people with heart.
Action Point is a very reputable company that is amazing at communication, insight, and putting it's client first. Ben and his team care about each client individually and go above and beyond to make sure my needs, desires, and questions are answered in an extremely timely manner. Wouldn't trust anyone else with such important decisions dealing with finances!
I couldn't be happier as a client under Action Point Financial. Ben and his team were right to brass taxes with me and really had the best intentions for our family. I have a hard time, as anyone would, trusting someone else with our finances but Ben and his team has always put their best foot forward. It's relieving to have a company that genuinely cares about their clients like Action Point Financial.
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GLP Investment Services, LLC offers retirement and investment services to the greater Grand Rapids, MI, area. With 75 years of combined experience, GLP Financial Group informs and educates its clients instead of just selling products. Scott Byrne is an Investment Advisor Representative in the West Michigan area. He strives to simplify complicated concepts like investments, retirement, and pensions by drawing pictures and using standard terminology. He aims to inform and educate their clients about retirement planning and investments. GLP Investment Services, LLC offers a variety of products so that their clients can retire with good wealth and enjoy retirement. They endeavor 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. Contact them to schedule a free consultation.
Specialty:
Retirement Analysis, Investment Management, 401k Plan, Financial Planning & Personal savings
Contact:
Working Hours:
Mon-Thu: 8:30am - 4pm
Fri: 8:30am - 12:30pm
Sat & Sun: Closed
Fri: 8:30am - 12:30pm
Sat & Sun: Closed
TBR® Inspection Report:
GLP INVESTMENT SERVICES, LLC REVIEWS
I have worked with Dave Sawinski for many years. He is honest and trustworthy and I value his wise advice. Dave has always looked out for my best interest and I value our relationship highly. I have recently brought my wife and daughter to Dave and he is now managing their accounts as well. Everyone in the office is also great, especially Julie whom I have had the pleasure of working with for many years, too. I highly recommend GLP Services.
I have worked with Scott Byrne of GLP/Compass Financial for about 10 years. Scott is an honest and thoughtful financial professional. He cares about his clients and works to provide peace of mind about their retirement. All of the team members of this firm are professional and concerned with their customers' wellbeing.
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Eastown Financial Advisors LLC is a registered investment adviser located in Grand Rapids. They have over 40 years of collective experience helping people manage their financial lives. They provide professional tax return preparation to minimize taxes on your current income and work to determine how best to plan for the future. They offer unbiased advice and non-proprietary investments for their clients. They are committed to providing 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
Contact:
Working Hours:
Mon-Thu: 8:30am - 5pm
Fri-Sun: Closed
Fri-Sun: Closed
TBR® Inspection Report:
EASTOWN FINANCIAL ADVISORS, LLC REVIEWS
Dan Vandenberg and the gang at Eastown Financial Services always do a great job with my returns. Friendly, responsive and professional. They have been preparing my returns for 6+ years. I would highly recommend to anyone in need of a their tax filing services ranging from simple to complex.
Eastown Financial has done my business's tax return for several years now, and I really enjoy working with Dan Vandenberg. Good honest advice, he's responsive, professional, and knowledgeable. Their rates are fair and predictable (unlike other accounting firms I have worked with in the past).
Great group of people. They have done my taxes for over 14 years.
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