Our Grand Rapids Office Serves West Michigan and Beyond

Ballast Financial Group is proud to help families and individuals across the country manage their assets, prepare for retirement, and reach their financial goals. We’re based out of the Grand Rapids branch of Wells Fargo Advisors, but work with clients across Kent, Allegan, Barry, Ottawa, Muskegon, Newaygo, and Montcalm Counties. Outside of Michigan, we are licensed to help families across the country.

Just east of Lake Michigan, Grand Rapids is one of the fastest-growing cities in America. It has been nicknamed River City, Furniture City, and Beer City, and is known both for its culture and innovation. Grand Rapids is home to 15 higher education institutions and is regarded as a world-class healthcare destination for its “Medical Mile.” 

No matter where in the U.S. you live or work, our team of financial advisors wants to bring new confidence to your future. Talk with a member of our team to learn how we can help you enjoy more clarity and stability with your finances.


We serve the following zip codes in and around Grand Rapids:

49508  49504  49507  49503  49341  49506  49548  49505  49546  49525  49418  49519  49509  49315  49301  49534  49316  49512  49319  48838  49321  49331  49345  48809  49544  49306  49302  49343  49330  49326 49325  49351  49550  49317  49355  49357  49356  49501  49468  49502  49510  49515  49514  49518  49516  49523  49528  49530  49560  49555  49599  49588

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KY, LA, MA, MI, MN, MO, NC, NE, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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