Business Details
About
Financial PlannerInvestment ServiceFinancial Consultant
We empower you to make life's choices on your terms!
GWA is a financial planning firm located in St. Joseph, MO. There's more to financial planning than just investments. In fact, it's hard to give investment advice if we don't have a plan that's explored what you want and the best ways to get you where you want to be. We look at tax strategies, estate, retirement income, behavioral finance, insurance, as well as anything else that has to do with your situation before we feel that we are qualified to give investment advice. The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you
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Reviews
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8 reviews
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- VLVince and LindaJun 1, 20235.0Our friends recommended Mike to us several years ago. We have enjoyed working with Mike and the GWA team. They are always available if you have any questions or concerns. We trust them with our goals and their financial advice. We look forward to their client appreciation events throughout the year. We highly recommend the GWA team for your financial and retirement needs.
- DMDebbie MahoneyMay 24, 20235.0We like the family atmosphere of Gertsema Wealth and the tax advice is invaluable. It is nice knowing that you all are looking out for our best interests and always thinking about what is best for us not only for the present but the future as well. I have no qualms about recommending them when asked if I know who to recommend, Gertsema Wealth is always the first to come to mind.
- LDl dhutMay 4, 20235.0We have been associated with Mike for nearly 40 years. We may actually be his oldest account and we are very thankful that we are. Over the years the market and the economy have had many ups and downs but through it all, we have never lost a dollar. The advice and council he has provided have been infallible . I have recommended his services to family and friends alike because of our total faith in his guidance. Highly recommended
- JBj bighamDec 13, 20215.0My wife and I have been dealing with Mike and Nick for almost 2 years now. Great experience, they have gained our trust and communicate with us on any decision. Much better than the last group we used. I have recommended them to several friends. They are easy to talk to and explain everything .
- KMKat MccrayMay 23, 20215.0We trust GWS with our money, financial planning and our future. Every question was answered until they were sure we understood. Don't hesitate to truth them with your future and that of your family's.