Voisard Asset Management Group - Grand Rapids (MI)

5 /5 Joseph Lanz: I met Dan Haines after interviewing several advisors, including some big name providers, when I was contemplating retirement over three years ago. Dan’s review, analysis and guidance convinced me the time was right and that I could enjoy a comfortable retirement. Since retiring Dan’s ongoing support has been invaluable. Dan’s recommendations to secure my assets during recent market turbulence proved to be exactly the right choices. A recent meeting with Dan and Doug Voisard specifically addressed my concerns about meeting increased medical costs as I age. Dan and Doug provided a thoughtful and fact-based analysis which reassured both me, and my children, that I’m well prepared for that future. I trust Dan implicitly.

5 /5 erik lang: Doug handled finances for my Mother. When she passed everything with the estate was in place for my brother and myself. Doug was an excellent resource in helping us navigate this process. I was so impressed, I moved my accounts to Voisard. The attention to detail and personalized service is far superior to what i was receiving from my advisor at Edward Jones. Jordan is very insightful and a joy to work with. I really feel like my goals and situation are well taken care of.

5 /5 BTF DPT: Brandon and the Voisard Team are great to work with. My wife and I have been clients for over 6 years and continually recommend their services to friends and family in need of asset management advice. They are a great group to work with !

5 /5 Ben Abbate: I have been using Voisard Asset Management Group for my personal finances, and I couldn’t be happier with their service. Brandon and his team have been exceptional. He is knowledgeable, attentive, and always takes the time to understand my financial goals and needs. His advice has been invaluable, and I feel much more confident about my financial future. I highly recommend Brandon, and the entire Voisard team, for anyone looking for trustworthy and professional financial advice.

5 /5 Aaron Lanning: Brandon and the Voisard team have been fantastic to work with. They took a holistic view of our financials and consolidated everything under one umbrella, giving us a clear plan and direction that gives us confidence in our financial future.