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Custer Financial Advisors

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Zeeland, United States

custerfinancialadvisors.com
Financial planner· Financial Services

Custer Financial Advisors Reviews | Rating 5 out of 5 stars (2 reviews)

Custer Financial Advisors is located in Zeeland, United States on 1 Royal Park Dr #5. Custer Financial Advisors is rated 5 out of 5 in the category financial planner in United States. Custer Financial Advisors exists to educate and empower clients to make financial decisions that will have a positive impact on them and their families for generations to come. Our financial planning process is not a product we sell but a long term relationship we build. We start by listening to our clients, learning about all aspects of their current financial situation, and developing a plan that will work for them. Once we have established and implemented a financial plan we walk alongside our clients to help them work towards their goals, despite life's changes. With offices in Zeeland, Jenison, and Ludington, we proudly help individuals and families pursue goals like saving for retirement and college, developing and sticking to a budget, communicating about money effectively, and establishing financial freedom.

Address

1 Royal Park Dr #5

Phone

+1 6167484919

Company size

1-10 employees

Headquarters

Zeeland, MI

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

...
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Jay Smith

I was nervous about going to another small financial advising office, but they exceeded my expectations! I am not good with planning for the future or have extensive knowledge of the financial markets, but the people in there made it so easy to understand! My adviser ( Michael) is very enthusiastic and interested how I wanted to plan for my future, and not another cookie cutter plan. The difference I noticed about this comforting family first office is that they really wanted to help me grow my wealth, and didn't discard me because I'm not a \big dog\. When I went into the chain financial advisers I didn't feel the same comfort or secure planning as I did when I was in the Custer Agency. Michael did an outstanding job on what funds we were going to use in order to grow our family wealth. For such a young man he really knew what he was talking about. I am confident my money is in good hands!! If you're looking for an adviser I would hope you join me and look into Custer Financial Advisers!!

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Joshua Groenhof

Four words I’d use to describe Custer Financial Advisors. Knowledgeable, trustworthy, fiduciary, and approachable. The advisors there are happy to answer questions free of charge. They take a holistic approach to your finances and set you up with an individual plan designed best for you. But what I like best about Custer Financial Advisors is that they are very transparent and knowledgeable financial advisors that are there to put you, the customer first. 10/10 would I recommend using Custer Financial Advisors.

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