Schwallier Wealth Management LLC 607 Cascade West Parkway Southeast, Grand Rapids, MI 49546
About the Business
Schwallier Wealth Management LLC is a finance institution located at 607 Cascade West Parkway Southeast in Grand Rapids, Michigan, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships based on trust and transparency, we strive to provide comprehensive financial planning and investment solutions tailored to each client's unique needs. Contact us today to learn more about how we can help you secure your financial future.
Photos
Location & Phone number
607 Cascade W Pkwy SE, Grand Rapids, MI 49546, United States
Hours open
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Adam and his staff are FANTASTIC. Very helpful in all aspects of Financial and Tax Planning. Especially for those over the age of 62. I will recommend Schwallier Wealth Management to Family and Friends without hesitation."
"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."
"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."
"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."
"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."
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