Financial Advising in Grand Rapids, MI

10 locations found near Grand Rapids

“I have been using Charles Bennett for my taxes for years now and its always a pleasure, even if I have a bunch of stuff he does everything he can to make me feel like a complete and honest job has been done.”

4.9 Superb83 Reviews

“I consolidated with this company a while back and have an amazing experience with them! They always make sure to answer your questions to the best of their abilities! Each person I have spoken with has been friendly and helpful! They even worked quick to help me when a creditor filed a law suit on me! Thanks to this company I will soon be debt free!”

4.1 Good266 Reviews

“I visited the Cascade office to do some end of year things I dreaded, and had no expertise in. Sean was very helpful, friendly, and made the whole experience quick, easy, and painless. I appreciate help and service like that.”

4.6 Superb22 Reviews

“Kroon And Mitchell are a pleasure to work with.I trust my most important asset with them, and them alone.Personal inservices have been provided in the comfort of my home.My needs are taken into account to strategize the best personalized plan.This plan is updated yearly or as frequently as neededI know that I can call or text anytime with questions/concerns.I feel safe and secure with this company, therefore wholeheartedly recommending this outstanding an upstanding company.”

4.8 Superb17 Reviews

“Great people to work with, especially Dan Mcgraw and Eric Hula. They took a very complicated issue(s) for my nonprofit and made a platform that saves us all time and money. They took a very very complex problem and were able to understand it easily and help us fix it”

5 Superb14 Reviews

“My father was a client and was very pleased with everything Randy did for him and his portfolio. I am blessed to be a client as well. I personally wouldn't go anywhere else to handle my portfolio.”

4.4 Superb19 Reviews

“I have been working with Tri Found for 3 years. I appreciate the all in one concept of finances, legal, and tax expertise sharing the same office and meeting my needs in all 3 areas.Very easy to maneuver and the Team approach to my situation is appreciated.”

3.7 Good19 Reviews

“This was my first time at this location, and they have a shared account with my credit union. Shawn was very friendly and helpful. It's usually more confusing when I use different locations, but he made it look so easy.”

3.4 Good29 Reviews

“I had the pleasure of speaking with Alexxus Durham, she was so helpful and pleasant. Alexxus was very patient with me answered every question I had. I have to say she had outstanding customer service and excellent model employee for Boom Credit Union.I would recommend Alexxus, to my friends and family for all of you service needs @ Bloom Credit Union Meadowbrook location. Bloom Credit Union over all for me has been a wonderful experience each and every time. Thank you, Alexxus for all you do you are such an excellent fit for the company.Thanks, Angela Woods”

3.3 Good13 Reviews