Voisard Asset Management Group 99 Monroe Avenue Northwest, Grand Rapids, MI 49503
About the Business
Voisard Asset Management Group is a finance institution located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. As a personal financial advisor practice, we specialize in making complex financial decisions simple for our clients. Our holistic financial planning process ensures that each individualized plan is appropriate for their needs, providing peace of mind.
Founded on the principle of the fiduciary standard, we always prioritize our client's interests above our own. As a fee-only personal financial advisor, we have no hidden agendas or undisclosed fees, ensuring transparency in our services. Our investment selections are based on what we believe best fits your situation, free from kickbacks or commissions.
Our services go beyond investment management and portfolio design, offering a clear and concise plan to help you meet your financial goals and objectives. Whether you're saving for college, retirement, or ensuring your assets last, we are here to help. Our team of CERTIFIED FINANCIAL PLANNER™ certificants can create an individualized financial plan tailored to your unique situation.
Established in 2002, Voisard Asset Management Group is one of the leading fee-only independent financial planning practices in Grand Rapids. Join our mailing list for tips on teaching younger generations about long-term wealth and money management. Web design and digital marketing services are provided by Valorous Circle LLC.
Photos
Location & Phone number
99 Monroe Ave NW #504, Grand Rapids, MI 49503, United States
Hours open
Monday:
08:00 - 16:30
Tuesday:
08:00 - 16:30
Wednesday:
08:00 - 16:30
Thursday:
08:00 - 16:30
Friday:
08:00 - 16:30
Saturday:
Closed
Sunday:
Closed
Reviews
"My husband and I have thoroughly enjoyed working with this company. Our advisor, Jordan B is doing a fantastic job managing our assets. He is very knowledgeable and approachable. Jordan is a great listener and communicates well."
"Doug Voisard has been my financial planner for more than ten years and has shepherded me through the markets' ups and downs. He has been especially helpful during life transitions, both planned and unplanned, and has earned my trust. My calls are always returned, usually the same day. I never hesitate to call with questions that may arise and am always joyfully greeted by Megan rather than voice mail. Indeed, she has helped with many technical issues. Without hesitation, I will continue to refer my friends to Voisard Asset Management Group."
"We hav been working with Doug Voisard for several years. We are very pleased with the relationship. Doug understands how we wish to handle our money and does an excellent job of adhering to our wishes. He also succeeds in making complicated issues clear to us. His staff is wonderful; they always respond to our requests quickly and correctly."
"My husband and I have worked with Jordan Buffum and Robert Lanterman at Voisard Asset Management Group for several years. They make suggestions and we discuss our expectations. They always put our interests first. We have been very impressed with their knowledge and the way they explain things. We have called their office many times and Megan is always courteous and helpful! Thank you Voisard Management Group"
List of local businesses, places and services in Michigan
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos