Portage, MI Financial Advisors and Resources



Financial Advisor Firms in Portage, MI


PPS & V ASSET MANAGEMENT CONSULTANTS INC

Website

(269) 321-4444

2750 Old Centre Ave

Portage, MI 49024

SEC#: 801-40057
Years in Business: 29 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: 21 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: 9 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


How Retirement-Friendly is Portage, MI?

  • Population: 48,774
  • % of Population 62 Years and Over: 19.2%
  • Average Home Value: $165,900
  • Average Monthly Housing Cost: $968
  • Average Household Income: $86,552
  • 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.)


Portage, MI Financial Advisor FAQs

Please inquire if your advisor is using a major third-party custodian to hold your investment/retirement/savings accounts. If he/she works with a third-party custodian, he/she will have limited authority to manage your investments.
Every financial advisor has different prices. This usually depends on his/her level of experience, services rendered, and size of portfolio being managed.
Yes. A financial advisor can help you preserve your wealth, keep your investments invested correctly to achieve the best return on investment possible, manage all of your assets so that you have them sitting in the right tax-advantaged accounts, provide counsel about estate planning and protecting against fraud.
You can choose one of many financial advisors, but it's important to know what you are getting. Do they come with any certifications? Have they passed certain examinations? Are they registered investment counselors, if so how long have they been engaged in the business of advising clients on investments and securities transactions?