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“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.”
“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.”
“I have accounts at several banks and have been to dozens of branches over the years and this one is my favorite. The staff are very friendly and take the time to get to know their customers!”
8:30AM - 5PM
2025 E Beltline Ave SE # 205, Grand Rapids
Investing
“Working with America Group Wealth Management over the years has been one of the best decisions I’ve made for my financial future. Their team of advisors consistently demonstrates exceptional expertise, professionalism, and a deep understanding of financial strategy. From the very beginning, they took the time to understand my goals and crafted a personalized plan that has evolved with me through every stage of life.
What truly sets them apart is their unwavering commitment to their clients. They’re not just advisors—they’re partners. They’re proactive, responsive, and always go the extra mile to ensure I feel confident and informed about every financial decision. Whether it’s retirement planning, investment guidance, or navigating market changes, I know I can count on their insight and integrity.
I’m extremely happy to have built this long-term relationship with America Group Wealth Management, and I wholeheartedly recommend them to anyone seeking thoughtful, strategic, and client-focused financial advice.”
“Craig Wells, the Mortgage Loan Officer I worked with, was nothing short of phenomenal. Start to finish, Craig was quick to respond, gave useful insight and seemed to genuinely care.Michigan First had such competitive rates that my original lender wanted proof! I was preapproved at a different bank and ended up going with them out of loyalty, but Craig was a class act and Michigan First is where it’s at— even wished me the best after I’d made my decision!They also service your loan, which is just one more reason to choose them.Fellas and ladies: if you’re looking for a home mortgage in this ridiculous economy, this is your ground zero.”
“Five stars specifically for Kyleigh, who helped me close my account after being handed off from Simple to BBVA, from BBVA to PNC. Although I was initially annoyed that I had to visit a physical branch to close an account with no activity and one penny in it, it turned out to be a comical experience. She had a great sense of humor and made the whole thing easy, and also had a small fee (for paper statements I didn’t want in the first place) waived for me. Again, hooray for Kyleigh, in particular.”
“My employer goes through this bank. We have awesome service and always have had. The ladies are always friendly and as soon as they see us walking in they start our paperwork. I don’t know of their banking procedures as they are my employers bank however the employees of this bank are always super friendly! Would give more stars if I could!”
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
“Top notch service! I was having issues depositing some money orders into my checking account through the mobile app and stopped in the branch to see if they could help. The gentleman who helped me was so accomodating and patient with my request (since this branch is more for investment advice/ wealth management). Note: Any check deposits made here must go into your brokerage account. Then you'll have to move the money to your checking account online. Overall amazing, friendly, non-pretentious service. As a young professional/ investor just starting out I am so happy with the service Schwab offers. Staff here have the heart of a teacher and are so helpful. Thanks guys!”