I love their personalized approach, their continuity, their insights and advice, and their consistent execution of an agree-upon plan. It is amazing how many times "stick to the plan" has been to...
Voisard Asset Management Group
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Voisard Asset Management Group is a leading fee-only independent financial planning practice based in Grand Rapids, MI. Founded in 2002, they are committed to providing their clients with a holistic financial planning process that simplifies complex financial decisions. As a fiduciary, they always prioritize their clients' interests and offer transparent, personalized services that go beyond investment management to help clients achieve their financial goals and objectives.
With a team of CERTIFIED FINANCIAL PLANNER certificants, Voisard Asset Management Group offers individualized financial plans tailored to each client's unique situation. Their approach begins with a conversation to understand clients' needs and goals, and if it aligns, they continue the conversation to create a clear and concise plan for long-term success. With a focus on trust, expertise, and a commitment to the fiduciary standard, Voisard Asset Management Group is dedicated to providing peace of mind and financial security to their clients.
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