Ottawa County, MI Financial Advisors and Resources



Financial Advisor Firms in Ottawa County, MI


GENERATIONAL WEALTH MANAGEMENT

Website

(616) 931-1270

244 East Main Avenue

Zeeland, MI 49464

SEC#: 801-118828
Years in Business: 1 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: 2 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


How Retirement-Friendly is Ottawa County, MI?

  • Population: 286,558
  • % of Population 62 Years and Over: 17.9%
  • Average Home Value: $197,900
  • Average Monthly Housing Cost: $978
  • Average Household Income: $87,410
  • 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.)


Ottawa County, MI Financial Advisor FAQs

It largely depends on your personal situation, but for most people it's advisable to have a financial advisor.
It depends on what you're looking for. Things like how much control over your money you want to retain, the investment philosophy or style of the advisor, their fee structure, payouts for active funds vs. index funds are all good starting points.
Fee-based Financial Advisors are paid based on the amount of work they put into each financial plan that they offer. Commission-based advisors are paid based on what stocks or investments they sell their clients which can also result in conflicts of interest between the advisor's interests and those of the client.
Financial advisors are experts in all matters money. They can help with everything from budgeting to saving for your children's college education or retirement.