michigan Date: 11-15-2025

Find the Best 15 Finance services in Grand Rapids, MI

Explore the most finance services in in Grand Rapids, MI. Compare customer reviews, locations, and services to find the right financial partner for your needs.

Banking & CreditAddress
1Global Financial Trust770 Kenmoor Ave SE STE 203, Grand Rapids, MI 49546
2America Group Wealth Management - Grand Rapids Financial Advisor2025 E Beltline Ave SE # 205, Grand Rapids, MI 49546
3Eastown Financial Advisors1514 Wealthy St SE STE 226, Grand Rapids, MI 49506
4GLP Financial Group3258 Clear Vista Ct NE, Grand Rapids, MI 49525
5Academy Wealth Management3280 Beltline Ct Suite 400, Grand Rapids, MI 49525
6FCM Financial Planning4915 Cascade Rd SE, Grand Rapids, MI 49546
7Merrill Lynch Wealth Management250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503
8The Braun Walsh Group Private Wealth Management Robert W. Baird & Co.333 Bridge St NW, Grand Rapids, MI 49504
9CooperDavis Financial Group644 Lovett Ave SE, Grand Rapids, MI 49506
10Family Capital Management168 Louis, Campau Promenade Suite 500, Grand Rapids, MI 49503
11Riley Planning & Investments-Financial Planners & Advisors1600 E Beltline Ave NE Ste 114, Grand Rapids, MI 49525
12Fiduciary Financial Advisors124 Fulton St E Suite 200, Grand Rapids, MI 49503
131st Choice Financial Services LLC2505 Ardmore St SE, Grand Rapids, MI 49506
14Wyoming Outlet3261 Division Ave S, Grand Rapids, MI 49548
15Design Financial Group3333 Deposit Dr NE Suite 310, Grand Rapids, MI 49546

1.Global Financial Trust

Address: 770 Kenmoor Ave SE STE 203, Grand Rapids, MI 49546

(8) user ratings total:

Shaker Hites We are retired. Several, 10 years ago, we looked for 100% safe place to move money with the best return possible. Does that sentence seem possible? We found that, with James Moran (and Amie}. He has our total confidence. He understands our goals. He is lighting fast to respond, makes everything happen with least amount of hassle and as a bonus a nice, easy going fellow to interact with.
5 /5

2.America Group Wealth Management - Grand Rapids Financial Advisor

Address: 2025 E Beltline Ave SE # 205, Grand Rapids, MI 49546

(8) user ratings total:

Lyman Thompson I think AGFS is a great company and serves its clientele extremely well. They make it easy to access them for any questions or help needed and have face to face meetings which I believe is very important. Their success has shown this. I have been with them for many years and will continue for many more because of who they are and what they represent.
5 /5

3.Eastown Financial Advisors

Address: 1514 Wealthy St SE STE 226, Grand Rapids, MI 49506

(7) user ratings total:

Nicholas Vander Veen Dan VandenBerg is the tax man to see. He has done mine for several years and I highly recommend his services. Staff is super friendly and knowledgeable.
5 /5

4.GLP Financial Group

Address: 3258 Clear Vista Ct NE, Grand Rapids, MI 49525

(6) user ratings total:

Tony Norkus I have worked with Dave Sawinski for many years. He is honest and trustworthy and I value his wise advice. Dave has always looked out for my best interest and I value our relationship highly. I have recently brought my wife and daughter to Dave and he is now managing their accounts as well. Everyone in the office is also great, especially Julie whom I have had the pleasure of working with for many years, too. I highly recommend GLP Services.
5 /5

5.Academy Wealth Management

Address: 3280 Beltline Ct Suite 400, Grand Rapids, MI 49525

(6) user ratings total:

Rick Hoekstra I am a small business owner and use Geoff to manage my retirement funds. I appreciate his honesty and openness, and achieving above average returns. His personal touch by keeping me informed of market changes and his outlook for the future are key points that I value. He does a great job for me. I feel you will be pleased too.
5 /5

6.FCM Financial Planning

Address: 4915 Cascade Rd SE, Grand Rapids, MI 49546

(6) user ratings total:

Bob Anderson Dennis has been my financial advisor for going on two decades. He has helped me secure my future by providing solid advice and guidance during both up and down times. Dennis and his team not only facilitate my financial management, but they give me the knowledge and tools to make my own educated decisions. As my abilities and needs have evolved, so have the FCM services. Everyone is always responsive, helpful, and professional. I look forward to continuing our working relationship into retirement.
5 /5

7.Merrill Lynch Wealth Management

Address: 250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503

(5) user ratings total:

Bayle Delalic I have nothing but positive things to say about Merrill. My husband and I have been working with Rua for the past 6+ years.
5 /5

8.The Braun Walsh Group Private Wealth Management Robert W. Baird & Co.

Address: 333 Bridge St NW, Grand Rapids, MI 49504

(5) user ratings total:

Brian Ferrick Great!
5 /5

9.CooperDavis Financial Group

Address: 644 Lovett Ave SE, Grand Rapids, MI 49506

images CooperDavis Financial Group

(4) user ratings total:

Patricia Zomerlei Great people to have, treat you like family.
5 /5

10.Family Capital Management

Address: 168 Louis, Campau Promenade Suite 500, Grand Rapids, MI 49503

(4) user ratings total:

Pam Kerr Weve been working with FCM for 5+ years. We really appreciate their personal service. They listen to us and help us to manage our finances in accordance with our values!
5 /5

11.Riley Planning & Investments-Financial Planners & Advisors

Address: 1600 E Beltline Ave NE Ste 114, Grand Rapids, MI 49525

(4) user ratings total:

Danielle Ortega Its so refreshing to work with someone who understands my needs and is willing to help answer all of my questions when it comes to retirement planning. Jenna is always so knowledgeable and helps me think through what options are best for me. I also love the fact RPI is women owned! Highly recommend!
5 /5

12.Fiduciary Financial Advisors

Address: 124 Fulton St E Suite 200, Grand Rapids, MI 49503

(30) user ratings total:

Brian Khousakoun I couldnt be happier as a client under Action Point Financial. Ben and his team were right to brass taxes with me and really had the best intentions for our family. I have a hard time, as anyone would, trusting someone else with our finances but Ben and his team has always put their best foot forward. Its relieving to have a company that genuinely cares about their clients like Action Point Financial.
5 /5

13.1st Choice Financial Services LLC

Address: 2505 Ardmore St SE, Grand Rapids, MI 49506

(30) user ratings total:

Kristin Clemens As a very small dealership in Ohio, every dollar counts. 1st Choice provides me with very reasonable fees. This helps me make every purchase count! My Territory Manager is top-notch, too - super easy to worth with and very approachable. I love that they do not cookie-cutter my dealership with anyone elses. We are unique people with individual needs, and 1st Choice treats me as a valued customer every time.
5 /5

14.Wyoming Outlet

Address: 3261 Division Ave S, Grand Rapids, MI 49548

(3) user ratings total:

Arreyl Carpenter Friendly staff
5 /5

15.Design Financial Group

Address: 3333 Deposit Dr NE Suite 310, Grand Rapids, MI 49546