3 Best Financial Services in Grand Rapids, MI

“Fiduciary Financial Advisors, founded by Ben VerWys, who also serves as the Senior Financial Advisor. As the Lead Advisor, he prioritizes 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 speciality client situations. They are a value-focused firm that seeks to remain as prudent as possible in 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.”

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“Global Financial Trust is committed to establishing trust and long-lasting relationships with their clients. Their team aims to give the viewer a basic understanding of some of their specialities. They offer high-quality insurance, financial products, and services to the individual and business marketplace. 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 endeavours 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.”

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“Calder Financial Group'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.”

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