Find a Financial Advisor in Kalamazoo County, MI

 

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We did the hard work of finding trustworthy partners in Kalamazoo County, MI.

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We Only Work With The Best Kalamazoo County 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 Kalamazoo County, MI


  • Financial Advisor Close to Kalamazoo County, 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 Kalamazoo County, 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 Kalamazoo County, MI

We evaluated over 13,000 RIA firms to bring you the best of the best Kalamazoo County financial advisors.
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How Retirement-Friendly is Kalamazoo County, MI?

  • Population: 262,745
  • % of Population 62 Years and Over: 18.1%
  • Average Home Value: $164,200
  • Average Monthly Housing Cost: $884
  • Average Household Income: $79,194
  • 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 Kalamazoo County, MI

 

PPS & V ASSET MANAGEMENT CONSULTANTS INC

Website

(269) 321-4444

2750 Old Centre Ave

Portage, MI 49024

SEC#: 801-40057
Years in Business: 30 years

HAVERDINK FINANCIAL MANAGEMENT, LLC

Website

(269) 321-5070

440 W. Centre Avenue
Suite 5
Portage, MI 49024

SEC#: 801-112557
Years in Business: 3 years

CAHILL WEALTH MANAGEMENT, LLC

Website

(269) 321-6600

5831 Oakland Drive

Portage, MI 49024

SEC#: 801-64009
Years in Business: 16 years

BRIGHT FINANCIAL ADVISORS, INC.

Website

(269) 373-2700

450 W. Centre Avenue
Suite C
Portage, MI 49024

SEC#: 801-57192
Years in Business: 22 years

LVM CAPITAL MANAGEMENT LTD

Website

(269) 321-8120

7840 Moorsbridge Road

Portage, MI 49024

SEC#: 801-32681
Years in Business: 33 years

ZHANG FINANCIAL

Website

(269) 385-5888

5931 Oakland Dr.

Portage, MI 49024

SEC#: 801-72987
Years in Business: 10 years

JOHN A. WOLFE & ASSOCIATES, INC.

Website

(269) 324-1988

440 West Centre Avenue
Suite 4
Portage, MI 49024

SEC#: 801-36076
Years in Business: 31 years

CX INSTITUTIONAL, LLC

Website

(269) 532-1901

721 West Centre Avenue

Portage, MI 49024

SEC#: 801-112742
Years in Business: 3 years

ADVISORY SERVICES NETWORK, LLC

Website

(269) 888-2301

8105 Valleywood Lane
Suite A
Portage, MI 49024

SEC#: 801-71112
Years in Business: 11 years

 


Kalamazoo County, MI Financial Advisor FAQs

Financial advisors are much like tailors, in that they're often hired for individual projects because their skillsets intersect with particular needs. You will need to hire a financial advisor to get you sound advice in matters of financial planning, investing, debt management, and others.
What qualifications and certifications do you have? Make sure to make clear if they are industry-specific.
A fee-only advisor is the only type that won't charge any commissions, which may make it possible for them to be priced less expensively than commissioned advisors who receive a percentage of revenue generated through commission payments on the investments they recommend to clients.
Financial advisors are providing consulting services, portfolio management, sales of stocks and bonds, insurance strategy consultation, retirement planning services, estate planning consulting or tax preparing.