Thoughtful financial planning for a well-balanced life
At Eastown Financial Advisors, we believe that financial planning is not just about managing your money; it's about creating a well-balanced life that aligns with your values and goals. Our experienced team of financial advisors is dedicated to helping individuals, families, and businesses in Grand Rapids, Michigan, achieve financial freedom and security.
Our Mission
Our mission is to provide personalized, comprehensive financial planning services that empower our clients to make informed decisions about their financial lives. We are committed to being transparent, honest, and responsive to our clients' needs, and to providing expert guidance and support every step of the way.
Our Services
We offer a wide range of financial planning services, including:
- Financial Planning: Our comprehensive financial planning process helps you clarify your financial goals and develop a personalized plan to achieve them.
- Portfolio Management: Our experienced investment managers will work with you to create a diversified investment portfolio that aligns with your risk tolerance and financial goals.
- Tax Planning: Our tax planning services are designed to help you minimize your tax liability and maximize your wealth.
- Insurance: We offer a range of insurance products, including life insurance, disability insurance, and long-term care insurance, to help protect you and your loved ones.
Our Commitment to You
At Eastown Financial Advisors, we are committed to being transparent, honest, and responsive to our clients' needs. We are dedicated to providing expert guidance and support every step of the way, and to helping you achieve financial freedom and security.
How We Work
Our financial planning process is designed to be personalized, comprehensive, and easy to understand. We start by getting to know you and your financial goals, and then we work with you to develop a personalized financial plan that aligns with your values and objectives. We'll help you implement your plan, and then we'll continue to monitor and adjust your plan as your financial situation changes over time.
Your Partner in Financial Planning
At Eastown Financial Advisors, we believe that financial planning is a partnership between you and your financial advisor. We're committed to being your trusted partner and guide, helping you make informed decisions about your financial life and achieving financial freedom and security.
Excellent Tax Preparation Services
Consistent and Reliable
Eastown Financial Services has received high praise from its clients, with many reviewers expressing their satisfaction with the company's tax preparation services. The company's team, led by Dan Vandenberg, is commended for their professionalism, responsiveness, and honesty.
Friendly and Knowledgeable Staff
Clients appreciate the friendly and knowledgeable staff, who have been preparing their tax returns for several years. The reviewers highlight the staff's ability to handle both simple and complex tax returns with ease.
Positive Aspects
The company's rates are also praised for being fair and predictable, unlike other accounting firms. The staff's professionalism, quality of service, and value for money are also notable aspects of Eastown Financial Services.
