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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
630 Kenmoor Ave SE STE 104, Suite 104, Grand Rapids, MI, 49546, United StatesGet directions
|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.|
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.
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 is a trusted partner and Advisor! I have worked with her professionally for 9 years as our partner leading our Retirement Plan and Committee at a University. Although I am not with the Unviersity anymore, I was confident in the fact that Melissa was still there to continue all the great work we did. I was very fortunate to have worked with her to now be able to continue having her as my Financial Advisor and I would not want to put my personal retirement and financial planning in anyone else's hands! She was, and is,... read more
I've worked with Melissa Stewart for over 15 years. We met when I served on a board of trustee for an institutional trust fund. Melissa was one of the financial advisors for that trust fund. I was very impressed with the service the trust fund received over the years and Melissa's professionalism and efforts to provide the best service possible. I moved the management of my personal assets to ClearVista Advisors because I know I can trust Melissa to do her very best at all times.
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!
ClearVista Advisors has a 5 star rating with 6 reviews.
ClearVista Advisors is closed now. It will open on Monday at 9:00 a.m.