Find a Financial Advisor in Kalamazoo, MI

 

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

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We Only Work With The Best Kalamazoo 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, MI


  • Financial Advisor Close to Kalamazoo, 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, 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, MI

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

  • Population: 76,019
  • % of Population 62 Years and Over: 13.2%
  • Average Home Value: $110,000
  • Average Monthly Housing Cost: $801
  • Average Household Income: $58,536
  • 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, MI

 

CWS FINANCIAL ADVISORS LLC

Website

(269) 349-4600

405 West Michigan Avenue
Suite 110
Kalamazoo, MI 49007

SEC#: 801-113289
Years in Business: 3 years

WOLFF FINANCIAL MANAGEMENT LLC

Website

(269) 372-3100

5938 Venture Park Drive

Kalamazoo, MI 49009

SEC#: 801-107444
Years in Business: 5 years

BREAKWATER CAPITAL

Website

(269) 903-2360

251 N Rose Street Suite 200

Kalamazoo, MI 49007

SEC#: 801-118620
Years in Business: 1 years

TRUNORTH CAPITAL MANAGEMENT, LLC

Website

(877) 469-0446

1321 S. Westnedge Aveune

Kalamazoo, MI 49008

SEC#: 801-119211
Years in Business: 1 years

LONG ROAD INVESTMENT COUNSEL, LLC

Website

(269) 488-8001

107 W. Michigan Ave
Suite 804
Kalamazoo, MI 49007

SEC#: 801-79721
Years in Business: 7 years

N.V.N.G. INVESTMENTS, INC.

Website

(269) 329-2422

555 Crosstown Parkway
Suite 405
Kalamazoo, MI 49008

SEC#: 801-113011
Years in Business: 3 years

ARCADIA INVESTMENT MANAGEMENT CORP

Website

(269) 349-0800

125 South Kalamazoo Mall, Ste 306

Kalamazoo, MI 49007

SEC#: 801-29203
Years in Business: 34 years

HARBOUR INVESTMENTS, INC.

Website

(269) 343-6424

527 South Rose St

Kalamazoo, MI 49007

SEC#: 801-29185
Years in Business: 34 years

HARBOUR INVESTMENTS, INC.

Website

(269) 343-6424

527 South Rose St

Kalamazoo, MI 49007

SEC#: 801-29185
Years in Business: 34 years

 


Kalamazoo, MI Financial Advisor FAQs

Financial advisors can range from a one-time consultation to a monthly retainer. In some cases, they may be paid by commission on the investments they sell but more commonly compensate for advice with a flat fee.
Yes, it's always great to have a knowledgeable third party that can look at your current situation and offer advice.
Financial advisors often offer presentations and seminars to small groups. An advisor should give you an objective, unbiased account of their field of expertise, some background on themselves and their firm, answers to your questions about how they operate as a company and answers to your questions about suitable investments for meeting your objectives.
Most people would benefit from a financial advisor. Financial advisors typically work with clients to plan their finances, saving money and budgeting for expenses.