Gimbal Capital Management

Oxford Financial Group, Ltd. - Grand RapidsAt Oxford, we provide unbiased, fee-only financial advice, placing our clients at the heart of our business. As a truly independent firm in Grand Rapid, we do not sell products or receive commissions, ensuring our sole commitment is to serve your best interests. Our services include investment advisory, estate planning, wealth management, investment consulting, trust administration, and family office services. With over 43 years of experience and $30 billion in assets under advisement, we pride ourselves on our independence, expertise, and results-oriented approach. Trust Oxford for multigenerational estate planning and forward-thinking investment solutions.

Jordan Financial & Associates has been serving the community of Holland, Michigan and its surrounding areas since 2004. Founded by financial advisor Terry Jordan, the firm specializes in working with successful couples and individuals, and offers unique services to those who have been divorced and/or widowed. In today’s complex financial marketplace, Jordan Financial & Associates recognizes the deep need for transparency, education and prudent, individualized advice for every client.

At Jay Greer & Co., we strive to simplify and strengthen your financial life. Our philosophy is simple: planning should inspire clarity, not confusion. In addition to growing and protecting your wealth, we are committed to helping you secure every area of your financial situation, from 401k rollo...