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ClearVista Advisors
- Investment Service
- Grand Rapids, MI
About this business
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 curre... read more
Location details
630 Kenmoor Ave SE STE 104, Suite 104, Grand Rapids, MI, 49546, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
ClearVista Advisors receives a 5-star rating from me. Melissa and the staff have guided me through the years with good sound advice about estate planning, investments and retirement needs. They have provided direction in up/down markets with solid and alternative investments to grow and maintain a healthy retirement account for my present and future needs. I believe that communication is essential when selecting an advisor and Melissa meets with me regularly and responds expeditiously to my emails and phone calls.
We really enjoy working with Melissa. She is professional, knowledgeable, responsive, and very personable. We always look forward to our annual meetings, as well as connecting with her throughout the year.
Clear Vista Advisors has been a great resource for us. Our advisor Melissa is very knowledgeable about the intricacies of the stock market as well as other financial investment strategies. She has taken the time to fully understand our needs which have been clearly prioritized in her financial recommendations. We wholeheartedly recommend Clear Vista Advisors to anyone seeking professional financial investment guidance.
Melissa Stewart and Clear Vista Advisors have a proven track record of financial acumen backed by solid research and experience. They also have an unusual sense of empathy, personal caring, and social responsibility. My wife and I would heartily recommend them to anyone looking for retirement advice or financial planning.
ClearVista Advisors (specifically Melissa and Jenni) are providing well rounded service and thorough attention to our client and portfolio needs. Happy to be with their organization, and the working/caring relationship that we have with them!
Frequently asked questions about ClearVista Advisors
How is ClearVista Advisors rated?
ClearVista Advisors has a 5 star rating with 8 reviews.
When is ClearVista Advisors open?
ClearVista Advisors is open now. It will close at 5:00 p.m.