Gertsema Wealth Advisors
2425 North Woodbine Road, Saint Joseph, MO 64506
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Gertsema Wealth Advisors is a finance institution located at 2425 North Woodbine Road in Saint Joseph, Missouri, United States. Our team of financial advisors is dedicated to empowering you to make life's decisions on your own terms. We work with individuals from all walks of life to help define their vision of true wealth and create a plan to pursue and maintain it. Our services include financial planning, estate planning, tax analysis, and investment advisory services. We pride ourselves on our five-step process to help clients avoid personal retirement crises and achieve financial freedom. Our advisors have received prestigious awards such as Forbes Best-in-State Wealth Advisor and InvestmentNews Icons & Innovators. For more information about CWM, LLC and our advisors, visit www.adviserinfo.sec.gov. Let us help you define and work towards your unique version of a life well lived.
Reviews
"Our friends recommended Mike to us several years ago. We have enjoyed working with Mike and the GWA team. They are always available if you have any questions or concerns. We trust them with our goals and their financial advice. We look forward to their client appreciation events throughout the year. We highly recommend the GWA team for your financial and retirement needs."
"Through good times and not so good, Mike has always done what he was instructed, always doing what was in my best interest. I would strongly recommend Gertsma Wealth Advisors"
"We like the family atmosphere of Gertsema Wealth and the tax advice is invaluable. It is nice knowing that you all are looking out for our best interests and always thinking about what is best for us not only for the present but the future as well. I have no qualms about recommending them when asked if I know who to recommend, Gertsema Wealth is always the first to come to mind."
"We have been associated with Mike for nearly 40 years. We may actually be his oldest account and we are very thankful that we are. Over the years the market and the economy have had many ups and downs but through it all, we have never lost a dollar. The advice and council he has provided have been infallible . I have recommended his services to family and friends alike because of our total faith in his guidance. Highly recommended"
"My wife and I have been dealing with Mike and Nick for almost 2 years now. Great experience, they have gained our trust and communicate with us on any decision. Much better than the last group we used. I have recommended them to several friends. They are easy to talk to and explain everything ."
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