Best Financial Advisors in Grand Rapids

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Grand Rapids, MI

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
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––

Price: Free consultation

Calder Investment Advisors logo
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Calder Investment Advisors

1331 Lake Drive Southeast, Grand Rapids, MI 49506
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  • Certified Financial Planner (CFP)

Business Description

Calder Investment Advisors offers financial planning services to clients in Grand Rapids and the surrounding areas. The company serves employers and individuals, providing a wide range of services, such as financial and income planning, investment management, and strategic consulting. It also handles employee benefits and compensation programs that focus on retirement plans. Calder Investment Advisors also manage brokerage accounts, such as endowment funds, charitable foundations, IRAs, and HSAs. One of its partners, Daren Shavell, is a Chartered Financial Analyst.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (13)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Eastown Financial Advisors logo
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Eastown Financial Advisors

1514 Wealthy Street Southeast, Grand Rapids, MI 49506
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  • Certified Financial Planner (CFP)
  • Tax Preparation
  • Tax Planning

Business Description

Eastown Financial Advisors provides its services to clients in Grand Rapids. It aids clients identify financial goals based on their circumstances, and then create clear action plans. These plans are implemented and monitored by financial advisors so that clients can have confidence while focusing on other aspects of their lives. Drawing from more than 40 years of combined experience, the team at Eastown Financial Advisors is able to integrate income tax strategies as well as life, health, and disability insurance policies into financial plans.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Elevate Financial Planning logo
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Elevate Financial Planning

2050 Celadon Drive Northeast, Grand Rapids, MI 49525
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  • Certified Financial Planner (CFP)

Business Description

Elevate Financial Planning works with clients in Grand Rapids and nearby areas. The firm provides a range of financial planning services, including portfolio design, retirement planning and projections, investment advice, tax planning and preparation, and risk analysis. Other services include college planning, Roth conversion analysis, and budgeting. Elevate Financial Planning is headed by John Bush, a Certified Financial Planner and enrolled agent. He is a fiduciary financial planner and a member of the Garrett Planning Network.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Fiduciary Financial Advisors logo
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Fiduciary Financial Advisors

1059 Wealthy St SE #202, Grand Rapids, MI 49506
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  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Business Description

Fiduciary Financial Advisors is an employee-owned and employee-operated company serving clients in Grand Rapids and the surrounding areas. It assists individuals, families, and foundations reach their financial objectives through financial planning, retirement guidance, and investment management. The registered investment adviser serves more than 500 families across the country and has over $400 million of assets under advisement. Fiduciary Financial Advisor puts a premium on prudence when selecting financial assets that suit the objectives of clients.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (33)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Financial Advisory Corporation logo
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Financial Advisory Corporation

4251 Cascade Road Southeast, Grand Rapids, MI 49546
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  • Private Wealth Advisor
  • Retirement Planning

Business Description

Financial Advisory Corporation serves clients in Grand Rapids. Its services include investment management, risk management, financial planning, and tax planning. The company also works on retirement planning, wealth transfer, estate planning, and financial counseling for widows. One of its advisors, Ryan Allen, has been in the financial industry for more than 22 years. The corporation is a member of the National Association of Personal Financial Advisors. Financial Advisory Corporation has been lending its expertise for over 30 years.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Grand Wealth Management logo
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Grand Wealth Management

333 Bridge Street Northwest, Grand Rapids, MI 49504
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  • Certified Financial Planner (CFP)

Business Description

Grand Wealth Management is an independent firm that has been serving clients in Grand Rapids and the neighboring communities since 2004. Its team of financial advisors offers investment management and financial planning services. They also assist clients in a variety of wealth management aspects, including charitable, education, retirement, tax, and estate planning. Furthermore, the firm's managing principal, Jeffrey S. Williams, has been in the finance industry since 1986. He is a Certified Investment Management Analyst and a Certified Financial Planner.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Harvest Wealth Advisors logo
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Harvest Wealth Advisors

5075 Cascade Road Southeast, Grand Rapids, MI 49546
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  • Private Wealth Advisor
  • Retirement Planning
  • Insurance Products

Business Description

Harvest Wealth Advisors is a financial planning firm that serves clients throughout Grand Rapids and the surrounding areas. It provides asset management, retirement planning, and insurance design and planning services. It also assists clients in developing customized investment strategies and constructing retirement plans and lasting life insurance plans. Principal of the firm David Rasch co-authored the book "Life Insurance 10X" which talks about how you buy insurance. Rasch holds more than three decades of industry expertise and is a Million Dollar Round Table member.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Integrated Financial Services, Inc. logo
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Integrated Financial Services, Inc.

3351 Claystone Street Southeast, Grand Rapids, MI 49546
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  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

With more than 35 years of industry experience, Integrated Financial Services, Inc. is an advisory firm that serves the residents of Grand Rapids and the surrounding areas. Its financial services include retirement planning, tax planning, wealth management, and asset protection. The firm also assists clients with life insurance, annuities, 401(k) plans, and 403(b) plans. Its founder and CEO Rick Myers is a member of the Society of Financial Service Professionals. His financial articles have been published in Forbes, Fox Business, and The Wall Street Journal.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Kroon & Mitchell logo
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Kroon & Mitchell

29 Pearl Street Northwest, Grand Rapids, MI 49503
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  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

Kroon & Mitchell is a family-owned and family-operated firm that has been offering financial services to clients in Grand Rapids and the neighboring areas since 1991. It provides consolidated solutions to accounting, tax, and investment needs. It also helps clients in analyzing their cash flows and managing retirement plans, college funds, and wealth transfers. In addition, it assists business owners by giving financial advice on audits and taxes. Owner Arthur Kroon graduated from Michigan State University with a major in Finance.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (13)
Facebook
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
LaFleur & Godfrey Private Wealth Management logo
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LaFleur & Godfrey Private Wealth Management

2900 Charlevoix Drive Southeast, Grand Rapids, MI 49546
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

LaFleur & Godfrey Private Wealth Management is a fiduciary financial advisory firm that offers services to clients in the Grand Rapids metro and the surrounding areas. It helps clients in their financial situations by providing holistic wealth advice, generating retiree income solutions, and analyzing equity portfolios. In addition, it divides clients' short, intermediate, and longer-term holdings to have a more clear understanding of the clients' assets for fixed income handling. LaFleur & Godfrey Private Wealth Management has been in operation since 1987.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Legacy Planning & Associates, Inc. logo
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Legacy Planning & Associates, Inc.

630 Kenmoor Avenue Southeast, Grand Rapids, MI 49546
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  • Private Wealth Advisor

Business Description

For more than four decades, Legacy Planning & Associates, Inc. has been serving clients in Grand Rapids. It offers financial services in investment and asset management that consider estate gifting and contributions, tax consequences, and financial trends. Aside from that, it covers pension or profit-sharing plans, trusts, charitable organizations, and corporations. This firm utilizes the triple crown approach, which incorporates traditional, opportunistic, and tactical methods to asset management. Its owner, Michael Wood, started working as a financial advisor in 1966 for New England Financial.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (2)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Midwest Capital Advisors logo
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Midwest Capital Advisors

630 Kenmoor Avenue Southeast, Grand Rapids, MI 49546
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  • Certified Financial Planner (CFP)

Business Description

Grand Rapids-based Midwest Capital Advisors provides retirement planning and wealth management services to individuals and organizations. Since its establishment in 2003, the firm has been assisting its clients to meet their investment goals while reducing taxes and risks. Included in its services are education planning, estate planning, defined benefit plans, and 457 retirement plans. In addition, the firm also offers school employees with retirement plan options. Midwest Capital Advisors adheres to the highest fiduciary requirements in order to deliver impartial advice to its clients.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
NPF Investment Advisors logo
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NPF Investment Advisors

40 Pearl Street Northwest, Grand Rapids, MI 49503
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  • Estate Planning
  • Retirement Planning
  • Insurance Products

Business Description

NPF Investment Advisors is a group of financial planners in Grand Rapids that offers tax management and wealth planning solutions to clients in the metro. The company started operations in 1933 and is focused on crafting long-term financial portfolios for individuals and firms. Some of its financial strategies include blue-chip income, core strategy, ETF allocation, and fixed income. NPF Investment Advisors is composed of Chartered Financial Analysts, Certified Private Wealth Advisors, and Certified Financial Planners.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Pinnacle Wealth Advisors, LLC logo
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Pinnacle Wealth Advisors, LLC

99 Monroe Avenue Northwest, Grand Rapids, MI 49503
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  • Retirement Planning

Business Description

Pinnacle Wealth Advisors provides financial services to individuals, families, and businesses in Grand Rapids. It handles individual retirement, college funding, trusts, mutual funds, and disability income insurance. Its financial advisors also advise clients on long-term asset accumulation, preservation, and distribution strategies. They also periodically review any changes to their clients' respective financial situations. One of the firm's financial advisors, John Perras, is a member of the National Association of Insurance and Financial Advisors West Michigan and previously served as its president.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Strategic Financial Group logo
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Strategic Financial Group

3358 Eagle Run Drive Northeast, Grand Rapids, MI 49525
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  • Retirement Planning

Business Description

Serving the Grand Rapids area, Strategic Financial Group is an independent firm helping clients make educated wealth management decisions. It provides financial planning services such as retirement tax planning, Roth IRA conversion report, Social Security maximization analysis, and pension maximization analysis. It also offers assistance to asset-based long-term care solutions, traditional long-term care solutions, and leveraging inheritance assets through life insurance. Chris Tanke is the founder and CEO of Strategic Financial Group. He is licensed in health, annuities, and life insurance.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (2)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Strategies Wealth Advisors logo
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Strategies Wealth Advisors

3333 Grand Ridge Drive Northeast, Grand Rapids, MI 49525
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

Strategies Wealth Advisors is a privately held company that has been serving clients in Grand Rapids and the surrounding communities since 2007. Its team of financial advisors incorporates accounting, legal, and insurance needs to its clients' investments. They offer private wealth management services, which include philanthropy and legacy, retirement, estate, and financial planning. It also assists clients in reviewing their insurance policies either annually or bi-annually. Additionally, founder Michael Berkemeier and his team have over 100 years of combined financial experience.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Voisard Asset Management Group logo
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Voisard Asset Management Group

99 Monroe Avenue Northwest, Grand Rapids, MI 49503
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  • Certified Financial Planner (CFP)

Business Description

Voisard Asset Management Group is a fiduciary financial advisory firm that services clients in the Grand Rapids area and its surrounding communities. It helps clients review their holistic financial situation, analyze income information, assemble investment statements, handle income tax returns, and manage estate planning documents. It customizes each of its plans to align with its clients' needs and wants. The firm's founder and president, Douglas Voisard, has over 30 years of experience in helping individuals and families with financial matters.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Wealthcare Capital Management logo
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Wealthcare Capital Management

625 Kenmoor Avenue SE Suite 301, Grand Rapids, MI 49546
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  • Retirement Planning
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Business Description

Wealthcare Capital Management is a financial advisory firm that helps working professionals and retirees have increased confidence that they are on track to live the life they want. The firm uses a unique, patented goals-based financial planning approach that connects clients’ wealth with their goals and determines the probability of achieving those goals. Services include investment management, retirement planning, education planning, debt repayment strategies, and protection planning. The firm does its best to control the controllable by avoiding unnecessary portfolio risk, emphasizing tax efficiency, and minimizing portfolio expenses.

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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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