4 Best Gold IRA Investment Companies Near Me in Grand Rapids, MI – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Fiduciary Financial Advisors
ADDRESS: 124 Fulton St E Suite 200, Grand Rapids, MI 49503, United States
NUMBER: +1 616-622-3062
DESCRIPTION FROM BUSINESS: Fidcuciary Financial Advisors is a team of Financial Advisors who specialize in managing investments and financial planning…
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – 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. – Dennis Rice
REVIEW #2 – I couldn’t be happier as a client under Action Point Financial. Ben and his team were right to brass taxes with me and really had the best intentions for our family. I have a hard time, as anyone would, trusting someone else with our finances but Ben and his team has always put their best foot forward. It’s relieving to have a company that genuinely cares about their clients like Action Point Financial. – Brian Khousakoun
REVIEW #3 – I have nothing but good things to say about Action Point Financial. I have had many discussions with my advisor on preparing for retirement and all of his recommendations have really benefited me. I feel like I am not just a client but an important person to them and I like the fact that my advisor knows me personally. It gives me confidence that he is looking out for my best interests and that I am not just a number – Laura Jordan
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Mosaic Wealth Management
ADDRESS: 607 Cascade W Pkwy SE, Grand Rapids, MI 49546, United States
NUMBER: +1 616-949-0900
DESCRIPTION FROM BUSINESS: Mosaic Wealth Management is a full-service financial services firm. Our advisors provide investment advice, portfolio management, financial advising, retirement planning, tax planning, estate planning and other wealth management services via access to a wide variety of services and investment vehicles…
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My financial advisor joined Mosaic Wealth Management a number of years ago. I’ve been with him for about 13 years. He’s been such a great help for myself and wife. The whole staff at Mosaic Wealth Management are very friendly from the time you open the door till the time you leave. I’ll leave my financial advisors name here, so if you are interested in a visit to see him or another advisor, I’d highly recommend it.
My advisors name is, Jonathan Hayes. So if you are in the process of using a financial management service, check out Mosaic Wealth Management, you won’t be disappointed. – James Peacock
REVIEW #2 – The staff at Mosaic Wealth Management are always willing to go out of their way to be helpful. My questions are always answered in a timely and efficient manner. They convey friendliness along with professionalism. Very happy with Mosaic Wealth Management!! – Sue Dabakey
REVIEW #3 – Nate & Matt at Mosaic are great guys to work with. They are very knowledgeable and always keep me up todate on all my finalial matters. I would highly recommend Mosaic Wealth Management. – Rodney Cripe
REVIEW #4 – LPL Mosaic, specifically Mr. Jonathan Hayes has been instrumental in developing a retirement Strategy for my wife and I, as well as supporting my daughters in their quest for financial independence. Jonathan is very professional and is very customer service oriented. He projects and aura of trust which makes me sleep well. My finances are in good hands with LPL Mosaic and Jonathan Hayes. – Pete Minerva
REVIEW #5 – Mosaic has done very well with my investments. All the staff and investment counselors are easy to work with and knowledgeable. They have allowed me to participate in the management my portfolio. – Dan Welch
REVIEW #6 – Matt Sernau has been a top notch agent for me. He keeps me apprised of trends and recommends investments based on my needs and risk factors. I couldn’t be happier with Matt and the firm. – Jerry Klunder
REVIEW #7 – The entire team at Mosaic is the best! They are so responsive and detail oriented and they are the best to work with on any aspect of financial planning. – Kylen Ver Steeg
REVIEW #8 – Ryan and Carol are such good listeners! And my go-to advisers. They’ve been a great team for me and my investments. – Gloria B Aukeman
REVIEW #9 – Nate and Jonathan have been extremely helpful with my many questions and concerns. They are very knowledgeable and have helped me plan for a secure future, – Steven Rymal
Hundred Financial Planning
ADDRESS: 77 Monroe Center St NW Suite 600, Grand Rapids, MI 49503, United States
NUMBER: +1 616-283-5151
DESCRIPTION FROM BUSINESS: Premier financial planning firm in Grand Rapids. Hundred Financial Planning was created to help people in their 30s and 40s do more with their money…
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Ryan at hundred financial has been awesome. We were recommended to him by a very well known wealth management firm who we were a little small for. We couldn’t be happier. Ryan’s approach is personal, educational, and thoughtful. Just in the first few months we have seen immediate value. We feel more organized and educated on our finances and confidence in our decisions with Ryan. – Peter Britz
REVIEW #2 – I have consistently had positive experiences with Ryan. He treats me with the utmost care, as if I were a member of his own family. He genuinely considers my best interests when offering guidance on my financial decisions. He is adept at prioritizing my goals and assisting me in achieving them. – William Burrel
REVIEW #3 – Ryan is exceptionally skilled and genuinely cares about his clients. His guidance has transformed the way I approach both investing and personal finance. Thanks to his expertise, I’ve saved a substantial amount and seen real growth in my portfolio’s value. He’s an outstanding advisor and a pleasure to work with. – Tim Haines
REVIEW #4 – My family is grateful to have worked with Ryan at Hundred Financial for over one year now. His approach is thoughtful and personal, and it is clear in each meeting that he cares to listen to your values and the direction your family wants to head, all the while helping to course correct and find a better route when needed. You can tell he has a passion both for his clients, but also to never stop learning in his field, which instills confidence that his guidance is trustworthy. He has helped eliminate confusion to give our family financial confidence in the present, as well as an adaptable roadmap for the future. We highly recommend partnering with Hundred Financial!! – Zach Wilkinson
REVIEW #5 – While we have been saving for years, we never knew if we were doing it right or were on track for a good retirement. Ryan reviewed our finances and provided excellent insight on where we could improve. It was the small suggestions and easy changes that have helped us feel better about where we stand. Thank you so much for providing wonderful guidance to improve our financial footprint. – Karen Cloutier
REVIEW #6 – We have been working with Ryan for the last 7 months. He has provided excellent services and support. Ryan is very detail-oriented and really listens to our needs, and provides specific guidance tailored to our unique circumstances. When we have a question, he does thorough research to make sure he has the best answer possible and it’s clear he spends time and energy on our specific needs. I have never felt like “just another client” to Ryan; he is thoughtful and helpful and has provided us with a thorough financial plan and timeline to be successful. Highly recommend! – Vicki Adams
REVIEW #7 – Ryan has been instrumental in creating a sustainable financial plan for our family. He took the time to understand what matters most to us and built a customized plan that reflects our values and our short- and long-term goals. Ryan’s ability to provide clear, actionable steps has made it easy to implement our plan. Working with Ryan has given us more confidence and a greater sense of control over our finances. – Jeffrey Maleska
REVIEW #8 – Working with Ryan has been an incredible experience for our family. We have been working with him for the past year and we feel more confident about our financial decisions than we ever have. He took the time to really understand our family’s values and hopes for this partnership. His wisdom has helped us navigate many aspects of our finances and hopes for the future. We are so grateful! – Haley Moorse
REVIEW #9 – We’ve been working with Ryan for a few months now, and the experience has been nothing short of excellent. After welcoming our first child last year, we wanted to make sure we were making smart, long-term financial decisions for her future and for our family. Ryan has helped us do exactly that.
What once felt like an overwhelming and intimidating process now feels manageable. He breaks down complex topics in a way that’s easy to understand, and we’ve genuinely felt more at ease throughout this entire journey because of his guidance.
In just a few months, our goals and needs have already evolved, and Ryan has been incredibly flexible—meeting us where we are and willing to adjust our plan/goals as life continues to change. His communication is consistently clear and timely, and he provides a well-defined and transparent process that keeps us feeling organized and confident.
We’re grateful to have him in our corner and highly recommend him to anyone looking for a knowledgeable, supportive, and trustworthy financial advisor. – Sarah G
Schwallier Wealth Management LLC
ADDRESS: 535 Cascade W Pkwy SE, Grand Rapids, MI 49546, United States
NUMBER: +1 616-855-2051
DESCRIPTION FROM BUSINESS: Schwallier Wealth Management was founded to serve clients directly without the trappings of a broker-dealer…
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We’ve been super pleased working with Adam and everyone at Schwallier Wealth Management. Our interactions with the team are always positive and thorough and on an even keel, and Adam’s personal and expert guidance about taking care of our nest egg has helped us think through our goals and even make some decisions about lives right now. We’re hopeful for an long, continued relationship. – David Morris
REVIEW #2 – I searched for a long time to find a financial advisor. My wife and I drove 40 minutes to meet with Adam. I do all of my own investing, but everyone needs someone looking over their shoulder when dealing with money. Lots of people can give you advice, but being an engineer, I wanted someone with a strong math background. Adam has that. We have had multiple in-depth discussions and when I have fact checked what he tells me. He is right on. I have recommended him to friends and would recommend him to you. At this point I go to Adam for advice, but I would not hesitate to entrust him with my investing. – Dave Cammenga
REVIEW #3 – Adam and his team were recommended to us a few years ago and we couldn’t be happier. They are consummate professionals with the ability to make you feel like family. They go above and beyond whenever you have a financial question, whether or not it is product they are managing. We know our money is beginning managed by a team that really cares about their clients. – Warren Olson
REVIEW #4 – We talked with several investors before choosing Adam. We were treated with respect, like we were family. Adam understands the importance of the decision to choose who invests your hard earned money. Taking the time to know your clients is Schwallier Wealth Management. Thanks Adam for all you do. – John Williams
REVIEW #5 – Adam has put together a great team. Always informative, they make time to answer my questions. I am very comfortable here, and feel the advice and support are just what I was looking for. – Joe Feistritzer
REVIEW #6 – Very good place to invest, honorable people and trusting, made me more money this year than Fidelity, Athene, New York Life and all my other investments, I recommend – Dave
REVIEW #7 – The team at Schwallier Wealth management is very friendly and knowledgeable. I would recommend them to anyone! – Kevin Clark
REVIEW #8 – The team at Schwallier Wealth management is very friendly and knowledgeable. I would recommend them to anyone! – Kyle Schwallier
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