Global Financial Trust

Personal service. Proven guidance. Built around your goals.

Global Financial Trust was founded with the goal of assisting our clients in every aspect of their financial lives. We provide personal service, thoughtful planning, and dependable strategies designed to help individuals and families move toward long-term financial confidence.

Retirement Planning Wealth Strategies Estate Planning

Ready when you are

Schedule a Meeting Contact Us Today

As Seen On

Trusted financial insights featured in major media.

Guaranteed Rates

Stability • Security • Confidence

Take Advantage Now

During these uncertain times, knowing your investments are safe, secure, and earning a guaranteed return can be priceless.

Take advantage of today’s higher yields while they’re available. Gain peace of mind and keep your financial future moving in the right direction.

Give us a call at (616) 956-9900 for more information and to help secure your financial future.

Why Average Investors Fall Behind

Too much of the market’s return never reaches the average investor.

For nearly 25 years, studies have shown that the average stock market investor captures only about one-half of the stock market’s return.

That means if the market returns 10%, the average investor may receive only about 5% — while the rest goes somewhere else. In many cases, odds are that large banks and financial institutions, equipped with better tools and advantages than the average investor, are capturing much of that difference.

One of the greatest wealth transfers in history may be happening right now at the average investor’s expense. Even though many newer financial products claim to help solve this problem, the results tell a different story. If those products were truly working, studies would show the average investor matching — or even beating — the market’s return.

Instead, many of these products have done little to improve outcomes for everyday investors and much more to move hard-earned money into the pockets of Wall Street.

Global Financial Trust was created to take a smart, secure, and simple approach to help level the playing field. Through a process called Results in Advance Financial Planning, our advisors can show you hypothetical projections of the investment selections you are considering before you put your hard-earned dollars into them.

This is a proactive approach instead of the reactive pattern that causes so many people to repeat the same investing behavior while expecting different results. We have created a noninvasive way to securely engage our value offer and help you discover what may work best for you before you invest — not after.

Results in Advance Planning

Scientific style financial analysis image

50%

Average investors often capture only about half of the market’s return. That gap can have a major impact on long-term growth, income planning, and overall financial confidence.

Planning for your future starts today.

By making the leap and reaching out to Global Financial Trust, you will kickstart planning for your future.

We guide your journey

We act as your guide throughout your financial planning journey.

Independent & product-agnostic

We are not bound to particular products.

Solutions built around you

We’re focused on finding the solution that is best for YOU.

We know trust is earned

Advice that starts with understanding you.

Your wealth is the result of your hard work and dedication to what matters most.

Too often, financial advice misses the person being advised. We seek to understand what money means to you and support your life well lived.

See How We Plan

Start By Knowing Where You Are

Knowing your Financial Profile can help you decide the next steps on your wealth journey.

Don’t know where to begin? Start by understanding where your current plan is strong and where there’s opportunity for improvement.

Know your profile

Gain a clear, organized view of your assets, liabilities, cash flow, and financial protection strategies all in one place.

Spot your strengths

Validate what’s working: savings rate, debt strategy, investment mix, and risk comfort.

Find smart improvements

Reveal gaps and prioritize high-impact next steps to move your plan forward.

View Our Services

Meet the Global Financial Trust Team

Amie Moran, CRPC®

Co-Founder, Investment Adviser Representative

James Moran

Co-Founder, Licensed Financial Professional

Alex Brussow

Licensed Financial Professional

Tracy Streiff

Head of Operations

Ann Deal

Customer Experience

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What Can You Expect?

We’ve built a custom financial planning experience that meets you where you are.

A Values-Driven Financial Strategy
Solutions for Turning Assets into Income
Confidence about Your Retirement Future
Clarity to Make Today’s Decisions

We’ll plan for the whole journey, together

The Global Financial Trust Way

Global Financial Trust is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.

Step 1

Discovery

Start with your goals & values
Establish what you need from an advisor
Map out your current financial picture

Step 2

Strategy

Evaluate what is needed to reach your goals
Review of red flags and opportunities
A strategic plan to get you where you want to go

Step 3

Implementation

Organize accounts to goals-based investments
Complete additional planning areas
Establish our plan for communication and connection

Family-First Approach

Global Financial Trust is about Family

Helping people like you find your financial independence has been our passion for over 30 years.

Family together outdoors, representing a family-first approach to financial planning.

Our Grand Rapids Office

Visit our office, connect with our team, and get the guidance you need to move forward with confidence.

Office Address

770 Kenmoor Ave SE, Suite 203
Grand Rapids, MI 49546

invest@globalfinancialtrustinc.com

Phone

(616) 956-9900

Call Office Get Directions

Office Location

Global Financial Trust

What clients are saying

      EXCELLENT  
   Based on 10 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Eve Wrest 
 
 
 
 Trustindex verifies that the original source of the review is Google. I know Alex through a referral group, and he’s someone I trust and respect. He’s thoughtful, knowledgeable, and genuinely focused on helping people make smart financial decisions for their specific situation. He explains things clearly and takes a very client-first approach. I’d feel comfortable recommending Alex to anyone looking for a financial advisor.
  
 
      Posted on Google  
   
   Mike DeKuiper 
 
 
 
 Trustindex verifies that the original source of the review is Google. I recommend having a sit down with Alex with the GFT team. You can tell within minutes that he cares about you, what your personal goals are, and how to best get you to where you want and need to be in the future. He surrounds himself with the right tools to help you through the process with a niche for helping you understand as well!
  
 
      Posted on Google  
   
   Paul Allie 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have nothing but praise for the folks at Global Financial Trust. They have delivered on my desire to grow the value of my retirement account and keep it safe during economic downturns, like what we are currently experiencing. I trust that they are working for me.
  
 
      Posted on Google  
   
   Diane D 
 
 
 
 Trustindex verifies that the original source of the review is Google. We have had the privilige of their services for many years now. James and Aime Moran are very professional, as well as being caring and compassionate individuals. They take the time to listen to your needs for the future and then make recommendations based on those.  We know our financial resources are well taken care of in this time of uncertainty We would highly encourage you to speak with them when planning for your future.
  
 
      Posted on Google  
   
   Dexter Gebbens 
 
 
 
 Trustindex verifies that the original source of the review is Google. Global Finacial Trust a terrific organization. James and Amie Moran, two people passionate about providing their clients with great customer service. They have proven to operate with the utmost of integrity.
  
 
      Posted on Google  
   
   Henry Baron 
 
 
 
 Trustindex verifies that the original source of the review is Google. I value the integrity of the owners, their professional standards of quality and customer understanding and satisfaction.  They are always ready to explain, help, and inform customers. They are friendly and ready to serve.And very importantly, they seek and secure the customer's trust.
  
 
      Posted on Google  
   
   Shaker Hites 
 
 
 
 Trustindex verifies that the original source of the review is Google. We are retired. Several, 10 years ago, we looked for 100% safe place to move money with the best return possible. Does that sentence seem possible? We found that, with James Moran (and Amie}. He has our total confidence. He understands our goals.  He is lighting fast to respond, makes everything happen with least amount of hassle and as a bonus a nice, easy going fellow to interact with.
  
 
      Posted on Google  
   
   Marc Henry 
 
 
 
 Trustindex verifies that the original source of the review is Google. Great people to work with! always there to answer my questions about my investments. James and Amie are at the top of their game. I would not hesitate to refer anyone to meet with them for a second opinion regarding your assets.
  
 
      Posted on Google  
   
   Ray W 
 
 
 
 Trustindex verifies that the original source of the review is Google. James and Amie have been great to work with on our retirement plan.  Before we met with them, I was very concerned as to what our position was for retirement.  They put us at ease and worked with us to create a plan that now allows me to sleep better at nights, knowing that we're on track to reach our dream of retirement with financial independence.  I cannot say enough about James and Amie!  They are absolutely wonderful people and always place your comfort and goals first.  We highly recommend them!
  
 
  
  
 
     Verified by Trustindex  Trustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more

      EXCELLENT  
   Based on 10 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Eve Wrest 
 
 
 
 Trustindex verifies that the original source of the review is Google. I know Alex through a referral group, and he’s someone I trust and respect. He’s thoughtful, knowledgeable, and genuinely focused on helping people make smart financial decisions for their specific situation. He explains things clearly and takes a very client-first approach. I’d feel comfortable recommending Alex to anyone looking for a financial advisor.
  
 
      Posted on Google  
   
   Mike DeKuiper 
 
 
 
 Trustindex verifies that the original source of the review is Google. I recommend having a sit down with Alex with the GFT team. You can tell within minutes that he cares about you, what your personal goals are, and how to best get you to where you want and need to be in the future. He surrounds himself with the right tools to help you through the process with a niche for helping you understand as well!
  
 
      Posted on Google  
   
   Paul Allie 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have nothing but praise for the folks at Global Financial Trust. They have delivered on my desire to grow the value of my retirement account and keep it safe during economic downturns, like what we are currently experiencing. I trust that they are working for me.
  
 
      Posted on Google  
   
   Diane D 
 
 
 
 Trustindex verifies that the original source of the review is Google. We have had the privilige of their services for many years now. James and Aime Moran are very professional, as well as being caring and compassionate individuals. They take the time to listen to your needs for the future and then make recommendations based on those.  We know our financial resources are well taken care of in this time of uncertainty We would highly encourage you to speak with them when planning for your future.
  
 
      Posted on Google  
   
   Dexter Gebbens 
 
 
 
 Trustindex verifies that the original source of the review is Google. Global Finacial Trust a terrific organization. James and Amie Moran, two people passionate about providing their clients with great customer service. They have proven to operate with the utmost of integrity.
  
 
      Posted on Google  
   
   Henry Baron 
 
 
 
 Trustindex verifies that the original source of the review is Google. I value the integrity of the owners, their professional standards of quality and customer understanding and satisfaction.  They are always ready to explain, help, and inform customers. They are friendly and ready to serve.And very importantly, they seek and secure the customer's trust.
  
 
      Posted on Google  
   
   Shaker Hites 
 
 
 
 Trustindex verifies that the original source of the review is Google. We are retired. Several, 10 years ago, we looked for 100% safe place to move money with the best return possible. Does that sentence seem possible? We found that, with James Moran (and Amie}. He has our total confidence. He understands our goals.  He is lighting fast to respond, makes everything happen with least amount of hassle and as a bonus a nice, easy going fellow to interact with.
  
 
      Posted on Google  
   
   Marc Henry 
 
 
 
 Trustindex verifies that the original source of the review is Google. Great people to work with! always there to answer my questions about my investments. James and Amie are at the top of their game. I would not hesitate to refer anyone to meet with them for a second opinion regarding your assets.
  
 
      Posted on Google  
   
   Ray W 
 
 
 
 Trustindex verifies that the original source of the review is Google. James and Amie have been great to work with on our retirement plan.  Before we met with them, I was very concerned as to what our position was for retirement.  They put us at ease and worked with us to create a plan that now allows me to sleep better at nights, knowing that we're on track to reach our dream of retirement with financial independence.  I cannot say enough about James and Amie!  They are absolutely wonderful people and always place your comfort and goals first.  We highly recommend them!
  
 
  
  
 
     Verified by Trustindex  Trustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more