Best Financial Advisors in Berrien County, MI

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List of Firms

Berrien County, MI Fiduciary Financial Advisors

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Olson Consulting
Location 2895 W Trail Ln, St Joseph, MI 49085, USA
Phone (269) 876-0824
Directions
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Schadler Financial
Location 1916 Plaza Dr, Benton Harbor, MI 49022, USA
Phone (949) 485-2598
Directions
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Brian Lee - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 505 Pleasant St Ste 200, St Joseph, MI 49085, USA
Phone (269) 983-7555
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
Directions
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Scott Schalk - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2603 Niles Ave B, St Joseph, MI 49085, USA
Phone (269) 471-2639
Directions
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Confer Financial Services
Location 505 Pleasant St #400, St Joseph, MI 49085, USA
Phone (269) 983-3030
Directions
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Steve Dirnberger - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 505 Pleasant St Ste 200, St Joseph, MI 49085, USA
Phone (269) 983-7555
Directions
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Northwestern Mutual
SEC File# 801-8095
CRD# 2881
Location 811 Ship St #2011, St Joseph, MI 49085, USA
Phone (888) 983-2969
Directions
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Personal Financial Advice & Insights, LLC
Location 2588 Ravine Way, Stevensville, MI 49127, USA
Phone (317) 796-3788
Directions
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Raymond James Financial Services
Location 5813 Red Arrow Hwy, Stevensville, MI 49127, USA
Phone (269) 556-0768
Directions
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Koehler Financial Services Inc
5 out of 5
Location 5764 James Dr, Stevensville, MI 49127, USA
Phone (269) 429-0650
Directions
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RMB Capital
SEC File# 801-63939
CRD# 134249
Location 500 Momany Dr, St Joseph, MI 49085, USA
Phone (800) 601-5228
Directions
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Dana Wales - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 505 Pleasant St Ste 200, St Joseph, MI 49085, USA
Phone (269) 983-7555
Directions
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Michael G Constantine - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 1100 Main St, St Joseph, MI 49085, USA
Phone (269) 983-8030
Directions
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Wolf Advisory Services
SEC File# 801-68276
CRD# 103857
Location 728 Pleasant St #4, St Joseph, MI 49085, USA
Phone (269) 982-1988
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
Directions
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Mckee Investment Group LLC
Location 2618 W John Beers Rd, Stevensville, MI 49127, USA
Phone (269) 983-1552
Directions
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Wales Wealth Management Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 505 Pleasant St Ste 200, St Joseph, MI 49085, USA
Phone (269) 983-7555
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
Directions
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True Blue Financial
4 out of 5
Location 7889 Red Arrow Hwy, Stevensville, MI 49127, USA
Phone (269) 982-2710
Directions
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Everett, Schalk & Associates - Ameriprise Financial Services, LLC
Location 2603 Niles Ave B, St Joseph, MI 49085, USA
Phone (269) 983-2700
Directions
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Financial Independence Real Movement
Location 1985 Union Ave #1-D, Benton Harbor, MI 49022, USA
Phone (269) 363-6335
Directions
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Jim Everett - Financial Advisor, Ameriprise Financial Services, LLC
Location 2603 Niles Ave B, St Joseph, MI 49085, USA
Phone (269) 983-2700
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 5922 Cleveland Ave, Stevensville, MI 49127, USA
Phone (269) 429-2880
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Your Center For Investments
Location 620 Broad St # 103, St Joseph, MI 49085, USA
Phone (269) 982-7080
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3069 W John Beers Rd, Stevensville, MI 49127, USA
Phone (269) 429-9859
Directions
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Baird Private Wealth Management
Location 2900 S State St, St Joseph, MI 49085, USA
Phone (269) 983-7500
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3012 Niles Rd Suite B, St Joseph, MI 49085, USA
Phone (269) 408-8499
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 113 W Ferry St, Berrien Springs, MI 49103, USA
Phone (269) 815-5158
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 4221 Lake St, Bridgman, MI 49106, USA
Phone (269) 465-4606
Directions
Financial Advisors in Berrien County, MI

Where Certified Financial Advisors in Berrien County, MI Serve

Berrien County, located in southwestern Michigan, is a vibrant and bustling area that boasts a wide array of landmarks, top employers, major highways and streets, and neighborhoods. From the sandy shores of Lake Michigan to the rolling hills of the countryside, this county has something for everyone. Some of the most notable landmarks in Berrien County include the Silver Beach Carousel, the St. Joseph North Pier Lighthouse, and the Warren Dunes State Park. These iconic destinations draw visitors from far and wide and are a testament to the rich history and natural beauty of the area. When it comes to top employers, Berrien County is home to a diverse mix of businesses, ranging from manufacturing and healthcare to education and hospitality. Some of the largest employers in the area include Whirlpool Corporation, Lakeland Health, and Andrews University. In terms of major highways and streets, Berrien County is well-connected to the rest of Michigan and beyond.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Berrien County, MI could greatly benefit from the guidance of a financial advisor in a number of ways. For example, with a median household income of $48,000, many families in the area could use help creating a budget and managing their expenses to ensure they are able to save for the future. Additionally, with the county's strong agricultural industry, farmers and other small business owners may need assistance with financial planning and investment strategies to help their businesses thrive. A financial advisor could also provide guidance on retirement planning, estate planning, and other long-term financial goals to help residents of Berrien County achieve financial security and peace of mind.

Insurance Broker

Residents of Berrien County, MI can benefit greatly from the services of an insurance broker. With its diverse population and unique location in southwestern Michigan, Berrien County presents a range of insurance challenges that an experienced broker can help navigate. For example, living near the shores of Lake Michigan means that residents may be more vulnerable to flooding and other weather-related damage. A broker can help residents find the right coverage to protect their homes and belongings in the event of a natural disaster. Additionally, with a large number of small businesses in the area, an insurance broker can assist entrepreneurs in finding the right coverage to protect their assets and minimize their liability. Overall, an insurance broker can provide valuable guidance and support to residents of Berrien County as they navigate the complex world of insurance.

Retirement Planning

Residents of Berrien County, MI can benefit from the expertise of a retirement planner in several ways. Firstly, a retirement planner can help them create a comprehensive retirement plan that takes into account their financial goals, assets, and liabilities. This is especially important in Berrien County, where the cost of living is higher than the national average. Secondly, a retirement planner can help residents navigate the complex world of Social Security and Medicare, ensuring that they receive the maximum benefits they are entitled to. Lastly, a retirement planner can provide guidance on tax-efficient investment strategies and estate planning, which can help residents preserve their wealth for their heirs. Overall, a retirement planner can provide invaluable assistance to Berrien County residents in securing their financial future and achieving their retirement goals.

Wealth Management

Residents of Berrien County, MI can benefit from the services of a wealth manager in several ways. One of the most common ways is by helping them to develop a comprehensive financial plan that aligns with their long-term goals. A wealth manager can assist residents of Berrien County, MI in creating a budget, managing debt, and investing in a diversified portfolio that is tailored to their specific needs. Additionally, a wealth manager can help residents of Berrien County, MI navigate complex financial situations such as estate planning, tax planning, and retirement planning. With a wealth manager's expertise, residents of Berrien County, MI can feel confident in their financial decisions and achieve their financial goals. With the county's diverse population and industries, a wealth manager can provide a personalized approach to help each resident navigate their unique financial situation.

Mortgage Loan Officer

Residents of Berrien County, MI could benefit from the services of a mortgage loan officer in a number of ways. One of the most common ways is by helping them navigate the local housing market. Berrien County is known for its beautiful beaches and thriving tourism industry, which can make finding affordable housing a challenge. A mortgage loan officer can help residents understand their options for financing a home purchase, including programs that may be specific to the area. They can also provide guidance on the best lenders to work with and help residents secure competitive interest rates. Additionally, a mortgage loan officer can assist with refinancing existing mortgages, which can be a smart financial move for homeowners looking to lower their monthly payments or access equity in their homes. Overall, a mortgage loan officer can be an invaluable resource for residents of Berrien County looking to achieve their homeownership goals.

Tax Services

Residents of Berrien County, MI can benefit greatly from the expertise of a tax advisor. With the county's diverse economic landscape, ranging from agriculture to manufacturing, individuals and businesses alike may face unique tax challenges. A tax advisor can help navigate the complex tax code and ensure that taxpayers are taking advantage of all available deductions and credits. Additionally, Berrien County residents may need assistance with estate planning, retirement planning, and minimizing tax liabilities. With the help of a tax advisor, residents can feel confident in their financial decisions and maximize their financial well-being.

Estate Planning Lawyer

Residents of Berrien County, MI can benefit from the expertise of an estate planning lawyer in several ways. One of the most common ways is by creating a will or trust to ensure that their assets are distributed according to their wishes after they pass away. This is especially important in Berrien County, which has a large retirement community and a high number of seasonal residents who may have property in multiple states. An estate planning lawyer can also help residents minimize their estate tax liability and protect their assets from potential creditors or lawsuits. Additionally, they can assist in establishing powers of attorney and healthcare directives to ensure that an individual's wishes are respected in the event of incapacity. Overall, an estate planning lawyer can provide valuable guidance and peace of mind for residents of Berrien County, MI.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Berrien County, MI