ClearVista Advisors

Melissa Stewart '09, Financial Advisor

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.

Industry
Financial Services and Banking

Business Ownership
Woman Owned

Website
https://www.clearvistaadvisors.com/

Company Email
melissa@clearvistaadvisors.com

Company Phone
616-330-6177

Locations

630 Kenmoor Ave SE
Suite 104
Grand Rapids, Michigan 49546

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