Best Financial Advisors in Kalamazoo County, MI

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

Connect With a Financial Planner

As Seen In

List of Firms

Kalamazoo County, MI Fiduciary Financial Advisors

CWS Financial Advisors, LLC
SEC File# 801-113289
CRD# 297000

5 out of 5

Location 405 W Michigan Ave #110, Kalamazoo, MI 49007, USA
Phone (269) 349-4600
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Raymond James & Associates
Location 125 S Kalamazoo Mall Ste 201, Kalamazoo, MI 49007, USA
Phone (269) 349-7744
Rose Street Advisors
SEC File# 801-57304
CRD# 43285

5 out of 5

Location 244 N Rose St, Kalamazoo, MI 49007, USA
Phone (269) 552-3200
George Smojver - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 6800 W Q Ave, Kalamazoo, MI 49009, USA
Phone (269) 321-5021
Beyond Financial Planning
Location 2632 S 11th St, Kalamazoo, MI 49009, USA
Phone (269) 492-9701
Jeff K Ross Financial Services
Location 259 E Michigan Ave #307, Kalamazoo, MI 49007, USA
Phone (269) 385-0001
Jason Reed - Financial Advisor, Ameriprise Financial Services, LLC

5 out of 5

Location 5991 Venture Park Dr, Kalamazoo, MI 49009, USA
Phone (269) 375-3782
Verlin Financial
Location 2632 S 11th St, Kalamazoo, MI 49009, USA
Phone (269) 492-9701
Image of Kalamazoo County, MI
Image from Google Maps

About Kalamazoo County, MI

Kalamazoo County is a county located in the U.S. state of Michigan. As of the 2010 census, the population was 269,801. The county seat is Kalamazoo. The county was created on October 18, 1829 and organized on February 5, 1831. Some of the landmarks in Kalamazoo County include the Kalamazoo Mall, Bronson Park, and Milham Park. Some of the top employers in Kalamazoo County include Stryker Corporation, Upjohn Company, and Borgess Health. Major highways and streets in Kalamazoo County include I-94 and US-131. Some of the neighborhoods in Kalamazoo County include Westwood Hills, Vineyard Pointe, and Oshtemo Township.

Where Certified Financial Advisors in Kalamazoo County, MI Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Kalamazoo County, MI residents have a number of services that banks can provide them. These services include, but are not limited to: checking and savings accounts, loans, mortgages, and credit cards. In addition to these services, banks can also provide their customers with other products and services such as investments and insurance.

Insurance Broker

Kalamazoo County, MI residents can get help from insurance brokers when they are looking for the best rates on auto, home, and health insurance.Brokers have access to a variety of different plans from a variety of different insurers, so they can help you find the right plan for your needs and budget. They can also help you compare rates and find discounts that you may not have known about.

Retirement Planning

Kalamazoo County, MI residents can benefit from working with a financial advisor when it comes to retirement planning. Financial advisors have the experience and expertise to help people create a retirement plan that will meet their needs. They can also help people save for retirement and make the most of their money during retirement.

Wealth Management

Kalamazoo County, MI residents can benefit from wealth management services in order to make the most of their money. Wealth management is a process that helps individuals and families manage their finances in a way that allows them to reach their financial goals. This includes creating and implementing a plan for saving and investing money, as well as reducing taxes and protecting assets.

Estate Planning Lawyer

Kalamazoo County, MI residents can benefit from the services of estate planning lawyers. These legal professionals can help individuals create wills and trusts that will ensure their property is distributed in the manner they desire after they die. In addition, estate planning lawyers can also provide guidance on tax issues related to inheritance and estate planning.

Mortgage Loan Officer

Mortgage loan officers in Kalamazoo County, MI can help residents by providing them with the best options for their mortgage. They can also provide valuable advice on what to do if they are struggling to make their monthly payments. In addition, mortgage loan officers can work with residents to help them keep their home during difficult times.

Tax Services

Tax accountants can help Kalamazoo County, MI residents by filing their taxes and helping them to understand what deductions they are eligible for. They can also help residents to plan for their taxes throughout the year, so that they know how much they need to save in order to cover their taxes. This can help residents to avoid any surprise bills from the IRS.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Kalamazoo County, MI