Kentwood, MI Financial Advisors and Resources



Financial Advisor Firms in Kentwood, MI


REGAL INVESTMENT ADVISORS LLC

Website

(616) 224-2204

2687 44th Street Se

Kentwood, MI 49512

SEC#: 801-71923
Years in Business: 11 years

LFN ADVISORS INC.

Website

(616) 589-4004

1676 Viewpond Drive Se
Suite 4A
Kentwood, MI 49508

SEC#: 801-114705
Years in Business: 2 years

IAMS WEALTH MANAGEMENT, LLC

Website

(616) 916-8622

2350 32nd St Se
Suite 100
Kentwood, MI 49508

SEC#: 801-108875
Years in Business: 4 years

IAMS WEALTH MANAGEMENT, LLC

Website

(616) 916-8622

2350 32nd St Se
Suite 100
Kentwood, MI 49508

SEC#: 801-108875
Years in Business: 4 years


How Retirement-Friendly is Kentwood, MI?

  • Population: 51,693
  • % of Population 62 Years and Over: 17%
  • Average Home Value: $162,200
  • Average Monthly Housing Cost: $941
  • Average Household Income: $67,921
  • 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.)


Kentwood, MI Financial Advisor FAQs

Consultants like financial advisors will typically operate on a fixed or hourly fee, and be paid up-front. Financial advisors can also charge periodic retainers for their services.
First, it is important to differentiate between the various services a financial advisor offers. The difference between investing and wealth management is mostly in the level of service and access to securities, investments and other instruments.
Find the right advisor for your style- Developing a relationship with your advisor takes time and trust; make sure they align with your values and financial goals. Understanding what drives them will help you determine if they’re invested in their clients’ success or simply looking out for their own interests.
If you are looking to invest or make changes to your portfolio, you will need the help of a financial advisor. Financial advisors can work for stock brokers, banks and insurance companies, but most specialize in stocks and bonds.