Business Hours
Monday 09:00am - 05:00pm
Tuesday 09:00am - 05:00pm
Wednesday 09:00am - 05:00pm
Thursday 09:00am - 05:00pm
Friday 09:00am - 04:00pm
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ClearVista Advisors Verified by Synup
630 Kenmoor Ave SE STE 104 Suite 104, Grand Rapids, MI, 49546
Listed In: Investment Services
ClearVista Advisors is a boutique financial advisory firm providing wealth management, financial planning, investments and retirement plan consulting. Clients include retirees, executives, retirement plans and women in transition (divorcees or widows). What makes us different? We only serve clients… ClearVista Advisors is a boutique financial advisory firm providing wealth management, financial planning, investments and retirement plan consulting. Clients include retirees, executives, retirement plans and women in transition (divorcees or widows). What makes us different? We only serve clients as a fiduciary. When we make a financial recommendation, it needs to be in your best interest today AND we have an ongoing obligation to make sure it is still in your best interest going forward. We are fully independent and currently work with Raymond James, Charles Schwab, TD Ameritrade and Fidelity to custody our client's accounts. *Investment Advisor Representatives are registered with Dynamic Wealth Advisors dba ClearVista Advisors Read more