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Closed today
4095 Chicago Dr SW #120, GrandvilleClosed today
7699 Georgetown Center Dr, Jenison“Cara did an amazing job and quick job!
Our old accountant was unable to to help us this year… so it was a quick scramble to find a new one, just 1 month before they were due! Cara did it with time to spare.“
Closed today
6677 Crossings Dr SE Suite 2, Grand Rapids“This team goes above and beyond what you would ever imagine from a financial planner, as they work with you to build a custom plan based on your goals. Great guys, great work ethic, and you can tell right when you walk through the door.“
Closed today
25 Ottawa Ave SW #110, Grand Rapids“We've been a client for nearly a decade. They guided us through the sale of a business, planning strategies thereafter, and many (many) years of sound financial counsel and partnership. I could not speak more highly of this team. They've certainly produced great returns for us, but even more than this, they've been a true partner with us as we've navigated many complex situations on the financial and investment front (not just markets, but also private assets, businesses, family, etc).“
Closed today
124 Fulton St E Suite 200, Grand Rapids“I have been with my Financial advisor Tyler Owczarski for a few years now after being dissatisfied with 2 other firms. I completely respect and trust him. Recognizing that trust is earned, I can say that Tyler has EARNED my trust through the up and down markets. He is ALWAYS looking out for me and staying on top of emerging trends and preemptively positioning my holdings. Tyler is smart and willing to put in the hard work. Can't say enough about him.“
“I have worked with Craig for many years. He has never steered me wrong and made sure my money was protected during the drops in the stock market.“
Closed today
333 Bridge St NW Ste 1000, Grand Rapids“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.“
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