Expertise.com

Best Financial Advisors in Grand Rapids

2024

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls
Financial Advisors FAQs 〉

Providers

Last updated:

SmartAdvisor by SmartAsset logo
FEATUREDExpertise.com

SmartAdvisor by SmartAsset

Grand Rapids, MI
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

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

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Grand Rapids, MI

Why choose this provider?

Need help contacting a Financial Advisor in Grand Rapids? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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

Price: Free booking service | Call 848.Book.Pro!

Website
124 Fulton Street E, Grand Rapids, MI 49503
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Why choose this provider?

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 (34)

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

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

Why choose this provider?

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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)
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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.

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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

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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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

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

Why choose this provider?

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

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How can a financial advisor help with education funding/planning?

    Education funding is part of estate planning, which is one of the services that a financial advisor in Grand Rapids provides. A financial advisor can assist couples in setting up a 529 plan, which is named after Section 529 of the Internal Revenue Code aimed toward helping families save for their children's and grandchildren's education. In Grand Rapids, 529 plan assets are tax-free when withdrawn, given that the money will be used for particular college costs.

  • What factors do financial advisors in Grand Rapids consider in an evidence-based investment?

    Portfolios based on evidence-based investing are those that are predicted to boost future returns and/or reduce related risk exposures based on the most solid evidence available. Financial advisors in Grand Rapids consider and match several factors based on investors' risk tolerances and personal goals. These include market (stocks versus bonds), company size (small versus large companies), relative price (value versus growth), profitability (high versus low profitability), term (shorter versus longer maturity bonds), and credit (lower versus higher credit quality bonds).

  • Is it ideal to make a business investment in Grand Rapids?

    Based on the data released by the U.S. Bureau of Statistics, Grand Rapids is first among 10 of the fastest-growing large-metro economies in the nation. It has resources that contribute to company growth, which include more than 150,000 manufacturing professionals, toll-free road infrastructure, and its proximity to Canada. Grand Rapids' cost of living is 11% below the national average, and it does not impose a local sales tax on business owners.

  • How is Roth IRA in Grand Rapids different from a traditional retirement account?

    Roth IRA differs from a traditional retirement account in terms of how it is taxed. In a traditional retirement account, you will need to pay taxes once you withdraw the amount. In contrast, Roth IRA does not require you to pay taxes when you pull out the funds because the taxes are already deducted upon contribution. Distributions in Grand Rapids are still subject to Michigan individual income tax if the amount is included in your federal adjusted gross income.

  • How can people in Grand Rapids protect their finances from unexpected medical expenses?

    People in Grand Rapids can get a health savings account (HSA) to help them in medical-related emergencies. HealthEquity created the program, which seeks to pay one's medical expenses even after retirement. It can be used tax-free to cover insurance deductibles, healthcare bills that insurance providers may not cover, and co-payments and coinsurance until the policyholder's health plans reach their limit. HSAs are offered to anyone with a high-deductible health plan.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.