Financial Advising near Wyoming, MI

12 locations found near Wyoming

“I greatly appreciate Brian Mathiot's eye for detail! He has been a pleasure to work with as he is very understanding and straight forward. He has done an amazing job taking care of any issue that has arisen. I hope others are able to demonstrate strong skills and quickly assess situations like him- as he has made this process a whole lot easier for me. I appreciate having someone who is always readily available to hear me out and finds prompt reasonable solutions.”

3.4 Good45 Reviews

“Wow. What a great experience. Everyone in this office is so kind and helpful. I was so nervous going in to talk about money. I thought I would be there forever ? not at all. And we didn't feel rushed at all. Truly an awesome experience.”

5 Superb38 Reviews

“My first time filing business taxes—and let me tell you, it felt chaotic on my end! But Mike made the process completely seamless. I’m so grateful for his help. He was not only knowledgeable and efficient, but also kind and even funny! Highly recommend working with him!”

4.8 Superb55 Reviews

“I started with “Start New Financial” about 4 months ago and I couldn’t be happier. That first phone call is hard to make but once you make it things will look better. They are very professional but real people at the same time. They listen to each question you have and they will also ask questions. The last part of this process is the amount of money you have to pay each month so they can make payments to your creators. It doesn’t happen overnight but it does happen! I am on the Right Path for me and it could be “YOUR RIGHT PATH””

4.1 Good261 Reviews

“I've been very impressed with the competency and responsiveness of everyone I've interacted with at Kaptein Dykstra & Co, and I enjoy working with them.”

5 Superb14 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

“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!”

4.6 Superb19 Reviews

“We had an incredible experience working with Victoria for our income tax preparation. She helped walk us through the options on how to maximize our deductions, and even helped us save money along the way. The process was very quick and efficient, and I was very happy with the professionalism and amazing service we received.”

5 Superb8 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

“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.”

3.8 Good11 Reviews

“I have been with this bank for over 30 years I love it and wouldn't change Bank ever ❤️ good our bad I still love this bank it's the staff ❤️❤️❤️❤️”

3.5 Good26 Reviews