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
Location
Hours
Reviews
5.0
8 reviews
5 stars
8
4 stars0
3 stars0
2 stars0
1 star0
- 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.
- KRKelly RoumasMay 4, 20235.0The Gertsema team/family provides expert advice & financial guidance. We trust them with our investments & highly recommend them.
- 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 .
- GSGobby SearcyJul 13, 20215.0We trust GWS with our money, financial planning and our future. We recommend Mike to anyone we know that's looking for financial planning.
- 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.
Frequently Asked Questions About Gertsema Wealth Advisors
What services does Gertsema Wealth Advisors offer?
Gertsema Wealth Advisors offers comprehensive financial planning including tax strategies, estate planning, retirement income, behavioral finance, insurance, and investment advice tailored to your individual situation.
Where is Gertsema Wealth Advisors located?
Gertsema Wealth Advisors is located at 2425 N. Woodbine Rd., Suite B & E, Saint Joseph, MO 64506, USA.
What are the business hours for Gertsema Wealth Advisors?
The firm is open Monday through Thursday from 8:00 AM to 5:00 PM, and on Friday from 8:00 AM to 3:00 PM; it is closed on Saturdays and Sundays.
Which cities does Gertsema Wealth Advisors serve?
Gertsema Wealth Advisors serves multiple cities including Elwood, KS; Saint Joseph, MO; Cosby, MO; Easton, MO; Cameron, MO; Amazonia, MO; Savannah, MO; Maryville, MO; Mound City, MO; Avenue City, MO; and Leavenworth, KS.
How can I contact Gertsema Wealth Advisors?
You can reach Gertsema Wealth Advisors by phone at +1 816-259-5060 or visit their website at https://www.gertsema.net/.
Can I follow Gertsema Wealth Advisors on social media?
Yes, you can follow them on LinkedIn at https://www.linkedin.com/company/gertsemawealth, Facebook at https://www.facebook.com/gertsemawealthadv, and on Twitter via their handle @gertsemawealth.
What nearby places could I visit when going to Gertsema Wealth Advisors?
Near Gertsema Wealth Advisors, you can visit places like Freudenthal Home-Based Healthcare for health services, HOTWORX - St Joseph, a yoga studio for fitness, and Casey's General Store if you need convenience items or gas.
Are there nearby financial and real estate services close to Gertsema Wealth Advisors?
Yes, nearby you will find various real estate agents like Ramseier Realty Group and Tina Cotton Real Estate, as well as financial services such as PrimeLending, a PlainsCapital Company.
Is there convenient access to postal and ATM services near Gertsema Wealth Advisors?
Yes, the USPS shipping center and a LibertyX Bitcoin ATM are nearby, providing convenient postal and ATM services.
What is the mission or philosophy of Gertsema Wealth Advisors?
Gertsema Wealth Advisors is passionate about helping clients define their own vision of true wealth and developing a financial plan to help achieve it on their terms.