Find a Financial Advisor in Kentwood, MI

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List of Firms

Financial Planning Firms in Kentwood, MI

Edward Jones - Financial Advisor: Chris Munson
SEC File# 801-3297
CRD# 250
Location 3850 29th St SE L, Kentwood, MI 49512, USA
Phone (616) 940-0933
Regal Financial Group
SEC File# 801-71923
CRD# 125004
Location 2687 44th St SE, Kentwood, MI 49512, USA
Phone (616) 224-2204
Regal Holdings, LLC
SEC File# 801-71923
CRD# 125004
Location 2687 44th St SE, Kentwood, MI 49512, USA
Phone (800) 357-4757
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 – 4:00 PM Saturday: Closed Sunday: Closed
Daniel Jay Musick - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4595 Broadmoor Ave SE STE 293, Kentwood, MI 49512, USA
Phone (616) 828-4782
Time Monday: 9:00 AM – 6:00 PM Tuesday: 9:00 AM – 7:00 PM Wednesday: 9:00 AM – 6:00 PM Thursday: 9:00 AM – 6:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Nick Hendon - Financial Advisor, Ameriprise Financial Services, LLC
Location 5136 Cascade Rd SE Ste 2B, Grand Rapids, MI 49546, USA
Phone (616) 456-6550
Edward Jones - Financial Advisor: Justin D Gritter, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
Location 6617 Crossings Dr SE Suite 103, Grand Rapids, MI 49508, USA
Phone (616) 656-3242
Premier Financial
Location 2025 E Beltline Ave SE # 203, Grand Rapids, MI 49546, USA
Phone (616) 942-1635
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
Moerdyk Financial
SEC File# 801-123345
CRD# 297578
Location 5005 Cascade Rd SE B, Grand Rapids, MI 49546, USA
Phone (616) 742-1166
First Mutual Investment Inc

5 out of 5

Location 688 Cascade W Pkwy SE, Grand Rapids, MI 49546, USA
Phone (616) 957-4210
Morgan Stanley Financial Advisors
Location 5122 Cascade Rd SE 1st Fl, Grand Rapids, MI 49546, USA
Phone (616) 771-6000
Edward Jones - Financial Advisor: Mark D Asma, AAMS™

5 out of 5

Location 1179 E Paris Ave SE Ste 120, Grand Rapids, MI 49546, USA
Phone (616) 285-5427
Financial Archtects
Location 3680 44th St SE, Grand Rapids, MI 49512, USA
Phone (616) 871-6696
Lincoln Financial Advisors

3 out of 5

Location 4135 Embassy Dr SE, Grand Rapids, MI 49546, USA
Phone (616) 977-0905
Peterson Financial Strategies
Location 2687 44th St SE, Grand Rapids, MI 49512, USA
Phone (616) 425-9407
Edward Jones - Financial Advisor: Richard W Sottile
SEC File# 801-3297
CRD# 250

5 out of 5

Location 5060 Cascade Rd SE STE C, Grand Rapids, MI 49546, USA
Phone (616) 285-5168
Wealthspan Advisors, LLC
Location 1500 E Beltline Ave SE Suite 200, Grand Rapids, MI 49506, USA
Phone (616) 655-1691
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About Kentwood, MI

Kentwood is a city located in Kent County, Michigan. The city was incorporated in 1959 and is home to just over 48,000 residents. Some of the city's most notable landmarks include the Kentwood Public Library, Millennium Park, and the East Paris Baptist Church. The top employers in Kentwood include Meijer, Walmart, and Stryker. Major highways and streets in Kentwood include I-96, US-131, and East Paris Avenue. The neighborhoods in Kentwood include Cannon Park, Chestnut Hills, and Knapp's Corner.

Related Services

Banks and Credit Unions

Residents of Kentwood, MI can benefit from a wide range of banking services available through local banks. These services can help residents manage their money more effectively and save money on fees and interest rates. Services offered by banks include checking and savings accounts, loans, mortgages, and credit cards. Bank employees are also available to help customers with financial planning and investment advice.

Insurance Broker

Residents of Kentwood, MI can benefit from the services of insurance brokers. These professionals can help residents find the best policies for their needs and budgets. In addition, insurance brokers can help residents file claims and get the money they deserve after an accident or other disaster.

Retirement Planning

Many Kentwood, MI residents are nearing retirement age and have questions about the best way to plan for their golden years. Financial advisors can help by assessing each individual's unique situation and creating a personalized retirement plan. This may include setting aside money in savings accounts, investing in stocks or mutual funds, or purchasing annuities. Advisors can also help retirees stay on track with their budget and make wise choices about spending their money.

Wealth Management

Kentwood, MI residents can benefit from wealth management in a number of ways. By working with a wealth manager, you can get help creating and sticking to a budget, saving for retirement and other financial goals, and investing your money wisely. A wealth manager can also help you protect your assets from unforeseen events such as job loss, illness, or divorce.

Estate Planning Lawyer

Estate planning lawyers can help Kentwood, MI residents protect their families and their assets. When you work with an estate planning lawyer, you create a plan that dictates what will happen to your assets after you die. This plan can include provisions for naming a guardian for your children, setting up trusts, and more. If you don't have an estate plan in place, the state will make decisions about how your assets are distributed- a process that may not reflect your wishes. Working with an estate planning lawyer is the best way to be sure that your loved ones are taken care of after you're gone.

Mortgage Loan Officer

Mortgage loan officers can help Kentwood, MI residents in a number of ways. Mortgage loan officers can help Kentwood, MI residents find the best mortgage products available to them. They can also help Kentwood, MI residents understand the terms of their mortgages and work with them to ensure they are able to make their monthly payments. In addition, mortgage loan officers can help Kentwood, MI residents improve their credit scores and access other financial products that may be beneficial to them.

Tax Services

Tax accountants can help residents of Kentwood, MI in a number of ways. They can help residents understand their tax liability and how to best file their taxes to receive the best possible return. Additionally, tax accountants can help businesses in Kentwood, MI understand their tax obligations and file their taxes in a way that minimizes their liability. Ultimately, tax accountants provide valuable services that benefit both individuals and businesses in the Kentwood, MI community.