Find the Best 18 Finance services in Grand Rapids, MI (Part 2)

Winona Curtis They were very polite and eager to help resolve my issue. I will gladly recommend this company to everyone. Good job.

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.

James Peacock My financial advisor joined Mosaic Wealth Management a number of years ago. Ive been with him for about 13 years. Hes been such a great help for myself and wife. The whole staff at Mosaic Wealth Management are very friendly from the time you open the door till the time you leave. Ill leave my financial advisors name here, so if you are interested in a visit to see him or another advisor, Id highly recommend it. My advisors name is, Jonathan Hayes. So if you are in the process of using a financial management service, check out Mosaic Wealth Management, you wont be disappointed.

Peter Langlois Rick gives solid advice from years of experience. Wouldnt go anywhere else.

Marti OBrien Chad Dutcher and the expert staff at NPF Investment Advisors have been just phenomenal. Not only in growing my portfolio and helping me strategize/plan for my future...but also in helping me navigate the unexpected ups and downs of life. Simply put, they really care. Cannot recommend NPF highly enough!

Joseph Brock These people were our former financial partners. One of their advisors saw fit to insert herself into my divorce by not only picking sides, but actually hooked my wife up with a lawyer and hosted the consultation call. Grand Rapids office. Not good people.

Andrew Belock All team members I have interacted with have been polite, friendly, and professional.

Charlie Thornbury Absolute great service. Very knowledgeable personnel. Happy to explain their advice ie how, when and why. I highly recommend this company for ALL your investment needs.

Natalie Venuto Hawkins Rog is the best! Can’t recommend him and his team enough.

Shane Davis As a salon owner, I sometimes need extra funds for equipment upgrades and product stocking. The loan process was smooth and fast, with clear communication at every step. The funds arrived on time, allowing me to purchase new styling chairs and expand services for my clients. A truly five-star experience.

Carma Johnson I learned about the opportunity for this review at a Thatcher sponsored event. It was informative and helpful to have the review process done. Thank you very much for your kind comments and advice.

bly bylsma We appreciate the sound advice from our advisor. She gave advice that was molded to my desires and level of risk. No pressure and regular attentive communication.

Tracy Nafe You wont find a more capable adviser than Phil Mitchell. He is personable, candid and supremely insightful. It was obvious when we sat down with him that he takes his job very seriously but has a welcoming demeanor and put us at ease right away. He offered us practical advice about a wise plan of action with the best outcome for our needs.

Marc Larabel Adam and his staff are FANTASTIC. Very helpful in all aspects of Financial and Tax Planning. Especially for those over the age of 62. I will recommend Schwallier Wealth Management to Family and Friends without hesitation.

Zach Wilkinson My family is grateful to have worked with Ryan at Hundred Financial for over one year now. His approach is thoughtful and personal, and it is clear in each meeting that he cares to listen to your values and the direction your family wants to head, all the while helping to course correct and find a better route when needed. You can tell he has a passion both for his clients, but also to never stop learning in his field, which instills confidence that his guidance is trustworthy. He has helped eliminate confusion to give our family financial confidence in the present, as well as an adaptable roadmap for the future. We highly recommend partnering with Hundred Financial!!

Jon Brickner Ethical. Culture of high expectations. Building an exceptional digital experience to put clients at the center of their financial life with an advisor to walk along side.