Retirement Planning in Kalamazoo County, MI

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List of Firms

Top Retirement Planners in Kalamazoo County, MI

Paul D Carlson - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
4 out of 5
Location 6800 W Q Ave, Kalamazoo, MI 49009, USA
Phone (269) 329-7359
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
Neal Miedema - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 5991 Venture Park Dr, Kalamazoo, MI 49009, USA
Phone (269) 329-1683
Directions
Integrated Financial Planning -- Ross Pollard
Location 251 N Rose St suite 200, Kalamazoo, MI 49007, USA
Phone (269) 903-2360
Directions
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 151 S Rose St # 604C, Kalamazoo, MI 49007, USA
Phone (269) 342-2500
Directions
Investment Plus
5 out of 5
Location 2555 S 11th St suite a, Kalamazoo, MI 49009, USA
Phone (269) 353-8280
Directions
Timothy Knapper - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 350 E Michigan Ave Ste 215, Kalamazoo, MI 49007, USA
Phone (269) 216-9016
Directions
Paul Seals - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 1080 10th St N Ste 200, Kalamazoo, MI 49009, USA
Phone (269) 544-1871
Directions
Infinity Advisory Group
5 out of 5
Location 8105 Valleywood Ln suite a, Portage, MI 49024, USA
Phone (269) 888-2301
Directions
Chartwell Financial Management
Location 5464 Holiday Terrace, Kalamazoo, MI 49009, USA
Phone (269) 375-8788
Directions
Retirement Planning in Kalamazoo County, MI

About Kalamazoo County, MI for Those Planning to Retire

Kalamazoo County, located in southwestern Michigan, boasts a plethora of landmarks, including the Kalamazoo Institute of Arts, the Kalamazoo Nature Center, and the Kalamazoo State Theatre. The county is home to several top employers, such as Pfizer, Stryker, and Western Michigan University. Major highways, including I-94 and US-131, intersect the county, providing easy access to nearby cities such as Grand Rapids and Chicago. The streets of Kalamazoo County are lined with diverse neighborhoods, such as the historic Vine neighborhood and the bustling downtown district. Whether you're looking to explore the great outdoors or immerse yourself in the city's vibrant culture, Kalamazoo County has something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Kalamazoo County, MI can be assisted by a bank in a variety of ways. One of the most common ways is through the provision of loans for both personal and business purposes. With Kalamazoo County being home to several small and medium-sized enterprises, many entrepreneurs rely on loans to finance their operations. Additionally, banks can help residents with their financial planning, including opening savings and checking accounts, managing credit cards, and investing in stocks and bonds. Furthermore, banks can provide assistance with mortgages, particularly for first-time homebuyers in Kalamazoo County, where the housing market is competitive and constantly evolving. By offering these services, banks can play a crucial role in helping Kalamazoo County residents achieve their financial goals and improve their overall quality of life.

Insurance Broker

Residents of Kalamazoo County, MI can benefit from the expertise of insurance brokers in several ways. For instance, an insurance broker can help residents navigate the complex insurance market and choose the best insurance policies that meet their unique needs. Moreover, residents can rely on insurance brokers to help them understand the intricacies of different insurance policies, including deductibles, coverage limits, and exclusions. Insurance brokers can also help residents save money by comparing insurance policies from different providers and negotiating better rates. In Kalamazoo County, MI, where natural disasters such as tornadoes and floods are common, insurance brokers can assist residents in selecting insurance policies that cover these risks adequately. Overall, insurance brokers play a crucial role in helping residents of Kalamazoo County, MI protect themselves and their assets from unexpected events and financial losses.

Wealth Management

Residents of Kalamazoo County, MI can benefit greatly from the expertise of a wealth manager. With its diverse economy and growing population, Kalamazoo County presents unique financial challenges for its residents. A wealth manager can provide guidance on investment strategies tailored to the local market, such as the healthcare and education sectors that are major drivers of the economy. They can also assist with estate planning, which is particularly important in Kalamazoo County where the median home value is higher than the state average. Additionally, a wealth manager can help navigate the complex tax laws of Michigan, including the state's unique income tax system and property tax laws that vary by county. With their knowledge and experience, a wealth manager can help residents of Kalamazoo County achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Kalamazoo County, MI could greatly benefit from the services of a financial advisor. With a population of over 260,000 people, Kalamazoo County is home to a diverse group of individuals with varying financial needs. A financial advisor could assist residents in creating a comprehensive financial plan that takes into account the unique economic landscape of Kalamazoo County. For example, the county is home to several large employers, including Western Michigan University and Stryker Corporation, which can provide stable job opportunities for residents. However, the county also has a poverty rate of 15.7%, which is higher than the national average. A financial advisor could help residents navigate these economic realities and create a plan that addresses their personal financial goals, whether that be saving for retirement, paying off debt, or investing in the local community.

Mortgage Loan Officer

Residents of Kalamazoo County, MI can benefit from the services of a mortgage loan officer in numerous ways. Firstly, with the county's diverse economy, ranging from healthcare to manufacturing, residents can have varying financial needs. A mortgage loan officer can provide tailored solutions to meet these needs, whether it's a first-time homebuyer or someone looking to refinance their current mortgage. Additionally, Kalamazoo County is home to several educational institutions, including Western Michigan University, which attracts a large student population. A mortgage loan officer can assist students or parents in securing financing for off-campus housing or investment properties. Moreover, with the county's rich history and cultural attractions, such as the Kalamazoo Valley Museum and the Kalamazoo Institute of Arts, a mortgage loan officer can help residents finance their dream home in close proximity to these amenities.

Tax Services

Residents of Kalamazoo County, MI can benefit greatly from the expertise of a tax advisor. With the county's diverse economy, which includes manufacturing, healthcare, and education, there are a variety of tax issues that may arise for individuals and businesses alike. For example, Kalamazoo County is home to Western Michigan University, which employs many faculty and staff members who may have unique tax situations related to their employment. Additionally, the county has a significant number of small businesses, which may require assistance with tax planning and compliance. A tax advisor can provide guidance on everything from maximizing deductions to navigating complex tax laws, helping residents of Kalamazoo County save money and avoid costly mistakes.

Estate Planning Lawyer

Residents of Kalamazoo County, MI can benefit greatly from the expertise of an estate planning lawyer. These legal professionals can provide assistance with a wide range of matters, including drafting wills, creating trusts, and establishing powers of attorney. Additionally, estate planning lawyers can help individuals navigate the complex tax laws that apply to estates in Kalamazoo County, MI, which can be particularly challenging given the state's unique tax code. Furthermore, an estate planning lawyer can help residents of Kalamazoo County, MI plan for the future of their businesses or farms, which are significant parts of the local economy. With their knowledge of local laws and regulations, estate planning lawyers can help ensure that residents of Kalamazoo County, MI are able to protect their assets and provide for their loved ones in the years to come.

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