Alumni Info & Business Update

Employer Information

Business Name
ClearVista Advisors

Name
Melissa Stewart

Business Location
630 Kenmoor Ave SE, Suite 104, Grand Rapids, Michigan 49546

Your Job Title
Financial Advisor

Industry
Financial Services and Banking

Business Ownership
Women Owned

Description
As the founder of ClearVista Advisors, Melissa's mission is to help provide people with a clear view of their financial future. The team at ClearVista Advisors does this through working with employers to provide a successful retirement plan benefit to employees, as well as, working one-on-one with individuals. "Simple can be harder than complex: You have to work hard to get your thinking clean to make it simple. But it's worth it in the end because once you get there, you can move mountains" ~ Steve Jobs Melissa strives at taking complex investment concepts, retirement plan best practices, and financial planning topics and simplify them for our clients. With independent and objective advice she provides clients with customized services to help meet their specific needs. Every institution or individual our team works with is unique and therefore we strongly believe in tailoring customized service approaches and solutions to help meet their unique situations, industry, and demographics. Melissa is passionate about helping others and as a CERTIFIED FINANCIAL PLANNER® professional, an Accredited Investment Fiduciary(TM), Certified Plan Fiduciary Advisor, and with years of experience, I am able be a trusted and knowledgeable resource. Disclaimer: Melissa Jean Stewart is an Investment Advisor Representative with Dynamic Wealth Advisors dba ClearVista Advisors. All investment advisory services are offered through Dynamic Wealth Advisors.

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Company Email
[email protected]

Company Phone
616-330-6177

Website
https://www.clearvistaadvisors.com/

State/Province
Michigan

Please detail your offer/discount here. Include details about the amount of the discount, what it covers, and how to receive it.
Initial consult with comprehensive financial plan completed and recommendations for next best step(s) financially at no charge for alumni with your alumni benefits card.

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