Best Financial Advisors in Allegan County, MI

We did the hard work of finding trustworthy partners in Allegan County, MI. Fill out the form to get connected.

Connect With a Financial Planner

As Seen In

List of Firms

Allegan County, MI Fiduciary Financial Advisors

Fifth Third Securities - Kelly Liebbe
Location 1511 Lincoln Rd, Allegan, MI 49010, USA
Phone (269) 637-8261
Raymond James
Location 201 E Center St, Douglas, MI 49406, USA
Phone (269) 857-2860
Edward Jones - Financial Advisor: Rob Marciniak, AAMS™
SEC File# 801-3297
CRD# 250
Location 1745 34th St, Allegan, MI 49010, USA
Phone (269) 673-1855
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Matt Goodwin
SEC File# 801-3297
CRD# 250
Location 711 E Allegan St, Otsego, MI 49078, USA
Phone (269) 694-1548
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Stacey Workman, AAMS™|CRPC®|CRPS®
Location 246 S River Ave Suite 102, Holland, MI 49423, USA
Phone (616) 377-5984
Roger Gamache - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 44 E 8th St Ste 215, Holland, MI 49423, USA
Phone (616) 392-1040
Tibbitts & Associates, PLC

5 out of 5

Location 233 Hubbard St, Allegan, MI 49010, USA
Phone (269) 673-2222
Tibbitts Financial Consulting
Location 231 Hubbard St, Allegan, MI 49010, USA
Phone (269) 673-4600
Edward Jones - Financial Advisor: Rick Buller
SEC File# 801-3297
CRD# 250

3 out of 5

Location 850 Marshall St, Allegan, MI 49010, USA
Phone (269) 686-8025
Edward Jones - Financial Advisor: Steven P Neideck
SEC File# 801-3297
CRD# 250
Location 1743 142nd Ave Suite 3, Dorr, MI 49323, USA
Phone (616) 729-1582
Huizenga Gamache & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 44 E 8th St Ste 215, Holland, MI 49423, USA
Phone (616) 392-6614
Edward Jones - Financial Advisor: James R Meles, AAMS™
SEC File# 801-3297
CRD# 250
Location 101 S Main St, Plainwell, MI 49080, USA
Phone (269) 685-1181
Edward Jones - Financial Advisor: Darren K Conklin
SEC File# 801-3297
CRD# 250
Location 101 S Main St, Plainwell, MI 49080, USA
Phone (269) 685-1181
Brad Buist - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 117 S Main St Ste 4, Wayland, MI 49348, USA
Phone (231) 924-8780
Edward Jones - Financial Advisor: David W Hart, AAMS™
SEC File# 801-3297
CRD# 250
Location 705 W Superior St, Wayland, MI 49348, USA
Phone (269) 792-1342
Edward Jones - Financial Advisor: David Rowe
SEC File# 801-3297
CRD# 250
Location 113 E Allegan St, Otsego, MI 49078, USA
Phone (269) 692-2280
Kinard Financial, LLC.

5 out of 5

Location 232 Trowbridge St, Allegan, MI 49010, USA
Phone (269) 673-6266
Edward Jones - Financial Advisor: Clayton R Schauss
SEC File# 801-3297
CRD# 250
Location 1521 Lincoln Rd, Allegan, MI 49010, USA
Phone (269) 686-0210
Edward Jones - Financial Advisor: Glen A McNeil
SEC File# 801-3297
CRD# 250
Location 3219 Blue Star Hwy Suite 100, Saugatuck, MI 49453, USA
Phone (269) 857-4610
Edward Jones - Financial Advisor: Brandon R Gualtiere
Location 983 Lincoln Ave, Holland, MI 49423, USA
Phone (616) 494-9551
Edward Jones - Financial Advisor: Cooper J Jennings
SEC File# 801-3297
CRD# 250
Location 1745 34th St, Allegan, MI 49010, USA
Phone (269) 673-1855
Edward Jones - Financial Advisor: George A Stoutin, CFP®|AAMS™|ADPA®
SEC File# 801-3297
CRD# 250

2 out of 5

Location 45 Blue Star Hwy, Douglas, MI 49406, USA
Phone (269) 857-5626
Wells Fargo Advisors

4 out of 5

Location 321 Settlers Rd, Holland, MI 49423, USA
Phone (616) 392-1221
Edward Jones

5 out of 5

Location 4681 Washington Ave, Hamilton, MI 49419, USA
Phone (269) 751-2282
Timothy Jongsma - Financial Advisor, Ameriprise Financial Services, LLC
Location 44 E 8th St Ste 215, Holland, MI 49423, USA
Phone (616) 392-6614
Edward Jones - Financial Advisor: Christopher Hebel, AAMS™

5 out of 5

Location 533, Holland, MI 49423, USA
Phone (616) 396-2459
D B & C Advisors LLC
Location 355 Settlers Rd, Holland, MI 49423, USA
Phone (616) 355-3455
Image of Allegan County, MI

About Allegan County, MI

Allegan County is a county located in the U.S. state of Michigan. It is part of the Holland-Grand Haven, MI Metropolitan Statistical Area. The county has a population of 114,000 and a total area of 963 square miles. Major highways in the county include Interstate 196 and U.S. Route 31. Some of the county's major landmarks include Allegan Lake, the Kalamazoo River, and Mt. Baldhead Park. The top employers in Allegan County are Meijer, Inc., Walmart, and Spectrum Health Systems. Some of the neighborhoods in Allegan County include Douglas, Gun Plain Township, Hopkins, Laketown Township, Otsego, Plainwell, Pullman, Salem, and Wayland.

Where Certified Financial Advisors in Allegan County, MI Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a necessary part of any community, and Allegan County, MI is no exception. Banks provide many essential services to their customers, including but not limited to: -Checking and savings accounts -Loans for cars, homes, and businesses -Credit cards -Investment advice Banks are an important part of the community fabric, and we should be grateful for all they do to support our local economy.

Insurance Broker

Residents of Allegan County, MI can benefit from the services of insurance brokers. Insurance brokers can help residents compare rates and find the best coverage for their needs. They can also help residents file claims and resolve any disputes with insurance companies.

Retirement Planning

Allegan County, MI residents can benefit from working with a financial advisor when it comes to retirement planning. A financial advisor can help you map out your retirement goals and create a plan that will help you achieve them. Advisors have the expertise and knowledge to help you make sound investment decisions and avoid common mistakes that can cost retirees dearly. If you're nearing retirement age, it's time to start thinking about your plans for the future. Contact a financial advisor today and get started on the path to a secure retirement.

Wealth Management

Allegan County, MI is a beautiful place to live, with plenty of natural resources and friendly people. However, the cost of living in Allegan County can be prohibitive for some residents, who may find it difficult to save money or invest for the future. Wealth management services can help Allegan County residents manage their finances and grow their wealth over time. Wealth management firms offer a variety of services, including investment advice, retirement planning, and tax preparation. They can help Allegan County residents make the most of their money and plan for a secure financial future.

Estate Planning Lawyer

Estate planning lawyers can help Allegan County, MI residents in a variety of ways. They can help you create a will or trust, and can also advise you on how to best distribute your assets in the event of your death. They can also help you set up guardianship arrangements for your children or pets, and can assist with estate tax planning. If you need assistance with any aspect of estate planning, contact an estate planning lawyer today.

Mortgage Loan Officer

Mortgage loan officers in Allegan County, MI can help residents by providing them with information on the best mortgage loans for their needs. They can also assist residents in filling out the necessary paperwork and getting their mortgages approved. In addition, mortgage loan officers can provide advice on choosing the right type of mortgage, such as a fixed-rate or adjustable-rate mortgage.

Tax Services

Tax accountants can help Allegan County, MI residents by preparing their tax returns. They can also help them find tax deductions and credits that they may be eligible for. Tax accountants can also help residents file amended returns if they find that they have made mistakes on their original returns.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Allegan County, MI