Kent County, MI Financial Advisors and Resources



Financial Advisor Firms in Kent County, MI


BURNHAM & DELLS ADVISORS

Website

(616) 940-9124

750 Front Street
Suite 305
Grand Rapids, MI 49504

SEC#: 801-60510
Years in Business: 20 years

ANDREWS & COMPANY

Website

(616) 458-3870

40 Pearl Street N.W.
Suite 333-A Trust Building
Grand Rapids, MI 49503

SEC#: 801-67547
Years in Business: 14 years

STONEBRIDGE FINANCIAL GROUP

Website

(855) 530-0500

125 Ottawa Ave, Suite 357

Grand Rapids, MI 49503

SEC#: 801-110584
Years in Business: 4 years

RED CEDAR INVESTMENT MANAGEMENT

Website

(616) 378-6894

333 Bridge Street Nw
Suite 601
Grand Rapids, MI 49504

SEC#: 801-79728
Years in Business: 7 years

BLUE WATER ASSET MANAGEMENT

Website

(616) 447-1600

4120 E. Beltline Ave.
Suite 100
Grand Rapids, MI 49525

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

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

Website

(616) 942-1580

2900 Charlevoix Dr. Se, Suite 302

Grand Rapids, MI 49546

SEC#: 801-78536
Years in Business: 8 years

STRATEGIES WEALTH ADVISORS, LLC

Website

(616) 719-5007

3333 Grand Ridge Drive Ne

Grand Rapids, MI 49525

SEC#: 801-112177
Years in Business: 3 years

MIDWEST CAPITAL ADVISORS, LLC

Website

(616) 454-9600

630 Kenmoor Ave. Se
Suite 206
Grand Rapids, MI 49546

SEC#: 801-79681
Years in Business: 7 years

CENTENNIAL SECURITIES COMPANY INC

Website

(616) 942-7680

3075 Charlevoix Dr Se

Grand Rapids, MI 49546

SEC#: 801-106623
Years in Business: 6 years


How Retirement-Friendly is Kent County, MI?

  • Population: 648,121
  • % of Population 62 Years and Over: 16.7%
  • Average Home Value: $179,800
  • Average Monthly Housing Cost: $962
  • Average Household Income: $85,054
  • 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.)


Kent County, MI Financial Advisor FAQs

Start by figuring out what type of investment approach is best suited for your financial needs, from stocks, bonds, gold or other assets. Then identify different financial planners who focus on those specifics and interview them to learn which style would be a good fit.
Financial advisors help clients with their long-term investment goals, including retirement planning or college funding. Some financial advisors specialize in advising on areas such as corporate bonds or mutual funds. These are all parts of the complex process of understanding what it takes to provide for yourself at a point in the future when you might no longer have an income.
To ensure that you are not judged for your age, income, or net worth, it's best to build a relationship with someone who will understand your needs. They should be able to help you figure out an appropriate strategy for building wealth.
It depends on your specific situation and goals. If you want to save for retirement, support a large family with many expenses, or take care of your disabled children, then yes - it's probably worth it to see an advisor.