Keywords: Financial integrated for me | wealth management and retirement plan consultant mi

Integrated for Me | Wealth Management and Retirement Plan Consultant - Grand Rapids (MI)

Address: 🏡 3351 Claystone St SE #111, Grand Rapids, MI 49546, USA
Phone : +1 (616) 942-9080
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJEwAaQUNNGIgRn_lL1GuORzI
#Michigan

The Wiser Financial Group - Kalamazoo

Dan Martin When I was in my mid 20s, I met with Ron Wiser. I remember the laminated binder we went through, with a hypothetical rate of return, and I was inspired to begin saving for retirement. I was introduced to Wes and others from the Wiser team that helped get a plan in place. That was 20 years ago, and Im so thankful for this connection and their service along the way. I appreciate their commitment to our community, and being willing to help everyone, even those just getting started with savings. Thank you Wiser Financial!!
5 /5

Nick Nauta Financial - Lansing

Jerome White I recently started working with Nick and he has been great to work with. I would recommend him to anyone.
5 /5

JMB Financial Services Group - Bloomfield Hills

Lisa Drew Very professional, helpful and they care all around excellence
5 /5

Flynn Wealth Partners - East Lansing

Charlie Weve been with Flynn Wealth Partners for 15 years now. We love that they treat us like their best clients! Weve gotten great advice, and they helped us know that we dont need to panic when the news would suggest otherwise. If we need urgent help with a life-changing decision, they have squeezed us into the next days schedule. Theyre always available if we need some advice or insight on a subject. Everyone is friendly and treats us like friends, not just clients. We never could have planned our financial future alone as good as weve had with their help. We would highly recommend them to anyone. When should you start? Last year. But dont wait for "the optimum" time, or when you have lots of money. Start today, build a plan, and let them execute it for you.
5 /5

Select Advising - Clinton Township

Samantha Gillespie Selected Advising is hands down the best accounting firm Ive ever worked with! Ive been a client for 20 years now, and I wouldnt dream of going anywhere else. They handle all my financials with the utmost care and expertise. I completely trust them, and theyve consistently provided excellent service and advice over the years. Highly recommend!
5 /5