Find a Financial Advisor in Grand Haven, MI

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Grand Haven, MI.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Grand Haven Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Grand Haven, MI


  • Financial Advisor Close to Grand Haven, MI

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Grand Haven, MI


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Grand Haven, MI

We evaluated over 13,000 RIA firms to bring you the best of the best Grand Haven financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Grand Haven, MI?

  • Population: 10,994
  • % of Population 62 Years and Over: 27.6%
  • Average Home Value: $167,200
  • Average Monthly Housing Cost: $819
  • Average Household Income: $79,046
  • Michigan Total Tax Burden: 8.34% (24th Highest in U.S.)
  • Michigan Property Tax: 3.02% (19th Highest in U.S.)
  • Michigan Individual Income Tax: 2.23% (20th Lowest in U.S.)
  • Michigan Sales and Excise Tax: 3.09% (18th Lowest in U.S.)



The Top Financial Advisor Firms in Grand Haven, MI

 

ABBIT MANAGEMENT CORP

Website

(616) 842-0280

16986 Robbins Rd
Suite 100
Grand Haven, MI 49417

SEC#: 801-15995
Years in Business: 40 years

HUNTINGTON MANAGEMENT, LLC

Website

(312) 855-4432

41 Washington Avenue
Suite 385
Grand Haven, MI 49417

SEC#: 801-80034
Years in Business: 7 years

CROSS STATE FINANCIAL GROUP LLC

Website

(800) 621-6974

41 Washington Ave
Suite 318
Grand Haven, MI 49417

SEC#: 801-117843
Years in Business: 1 years

BLUE WATER ASSET MANAGEMENT, LLC

Website

(616) 844-7250

41 Washington Ave
Suite 260
Grand Haven, MI 49417

SEC#: 801-81153
Years in Business: 6 years

DB & C ADVISORS, LLC

Website

(616) 355-3455

110 N. 3Rd Street

Grand Haven, MI 49417

SEC#: 801-114290
Years in Business: 3 years

USA FINANCIAL SECURITIES CORPORATION

Website

(517) 862-8623

16964 Robbins Rd.
Suite 100A
Grand Haven, MI 49417

SEC#: 801-68276
Years in Business: 14 years

 


Grand Haven, MI Financial Advisor FAQs

What financial advisor gets paid is often determined by the size and type of firm they work for, as well as what those companies offer their clients. Some clients may pay on an hourly basis, some may pay through commissions based on what products or services they want to buy, some may offer flat fees.
The answer is probably yes. There are many benefits of having a Financial Advisor: They will help you map out your finances and set up appropriate systems, put into place protections for an unexpected risk or event that can cause hardship, provide advice on what types of investment options may be best for your situation (or even help monitor investments).
Select your financial advisor wisely, because you have entrusted him or her with taking care of your assets and future. Here are questions to ask yourself before hiring a financial advisor. 1) Do they have adequate insurance coverage? 2) How long have they been in the industry? 3) Have they ever filed for bankruptcy protection in the past?
If you are looking for a financial advisor, it is important to find one that will best suit your personality. Consider things like how much financial risk you can tolerate, do you want an advisor with significant industry experience versus one who specializes in certain areas or trades. Decide what level of service threshold is most appropriate for your needs.