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9AM - 5PM
7699 Georgetown Center Dr, Jenison“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.“
9AM - 5PM
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.“
8:30AM - 5PM
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).“
8AM - 4:30PM
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.“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
“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.“