Best Financial Advisors in Zeeland, MI

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List of Firms

Zeeland, MI Fiduciary Financial Advisors

SEC File# 801-118828
CRD# 281330
4 out of 5
Location 244 E Main Ave, Zeeland, MI 49464, USA
Phone (616) 931-1270
Directions
Edward Jones - Financial Advisor: AJ Tinholt
SEC File# 801-3297
CRD# 250
Location 154 E Main Ave, Zeeland, MI 49464, USA
Phone (616) 772-6703
Directions
Edward Jones - Financial Advisor: Joshua M Swanson
SEC File# 801-3297
CRD# 250
5 out of 5
Location 135 N State St Suite 100, Zeeland, MI 49464, USA
Phone (616) 748-2597
Directions
Custer Financial Advisors
5 out of 5
Location 1 Royal Park Dr #5, Zeeland, MI 49464, USA
Phone (616) 748-4919
Directions
Libby Berens
Location 400 S State St #210, Zeeland, MI 49464, USA
Phone (616) 566-0072
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 8516 Homestead Dr #110, Zeeland, MI 49464, USA
Phone (616) 748-2597
Directions
Koele Godfrey Investment Group Inc.
5 out of 5
Location 123 E Main Ave, Zeeland, MI 49464, USA
Phone (616) 931-1223
Directions
Financial Advisors in Zeeland, MI

Where Certified Financial Advisors in Zeeland, MI Serve

Zeeland, MI is a charming city with a rich history and a plethora of landmarks that showcase its unique character. From the towering DeZwaan Windmill, a symbol of the city's Dutch heritage, to the elegant Howard Miller Community Center, there is no shortage of sights to see and places to explore. Top employers in Zeeland include Herman Miller, a global leader in furniture design, and Gentex Corporation, a cutting-edge technology company specializing in automotive electronics and lighting. These companies provide ample job opportunities for residents and contribute significantly to the local economy. Major highways and streets in Zeeland include I-196, which runs through the city and connects it to Grand Rapids and other nearby cities, as well as Main Avenue and State Street, which are bustling thoroughfares lined with shops, restaurants, and other businesses. Neighborhoods in Zeeland are diverse and offer a range of housing options, from historic homes in the downtown area to newer developments on the outskirts of the city.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Zeeland, MI could benefit from the expertise of a financial advisor in a variety of ways. A financial advisor can help individuals and families in Zeeland to create a budget and stick to it, manage debt, and plan for long-term financial goals such as retirement or saving for a child's education. In addition, a financial advisor can offer guidance on investing, tax planning, and insurance needs. With the vibrant business community in Zeeland, a financial advisor can also assist local entrepreneurs in developing a business plan and securing financing. Overall, the personalized advice and support of a financial advisor can help residents of Zeeland achieve financial stability and peace of mind.

Insurance Broker

Residents of Zeeland, MI could benefit from the services of an insurance broker in a variety of ways. One of the most common ways an insurance broker can help is by providing personalized advice on the best insurance policies for their unique needs. For example, Zeeland is known for its strong manufacturing industry, and an insurance broker could help business owners in the area find the right coverage to protect their assets and employees. Additionally, an insurance broker can assist residents in finding affordable health insurance options, which can be especially important in a state like Michigan where healthcare costs are high. Overall, an insurance broker can provide valuable guidance and support to Zeeland residents looking to protect their financial well-being.

Retirement Planning

Residents of Zeeland, MI can greatly benefit from the services of a retirement planner. A retirement planner can help them create a personalized plan for their retirement, taking into account their financial goals, lifestyle, and other factors. Specifically, for residents of Zeeland, MI, a retirement planner can help them navigate the various retirement options available to them, such as Social Security and Medicare. They can also help them plan for unexpected expenses, such as healthcare costs, which can be especially important in a state like Michigan where healthcare costs are higher than the national average. With the help of a retirement planner, residents of Zeeland, MI can feel confident and secure in their retirement plans.

Wealth Management

Residents of Zeeland, MI could benefit greatly from the services of a wealth manager. With a population of just over 5,500 people, Zeeland is a small town with a tight-knit community. Many of its residents are hardworking individuals who may not have the time or expertise to manage their finances effectively. A wealth manager could help these individuals by providing personalized financial planning and investment advice, helping them to make informed decisions about their money. Additionally, with a strong agricultural sector in the area, a wealth manager could assist farmers and other business owners in managing their finances and planning for the future. Overall, a wealth manager could be a valuable resource for residents of Zeeland, MI looking to secure their financial future.

Mortgage Loan Officer

Residents of Zeeland, MI can benefit greatly from the expertise of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, whether they are first-time buyers or experienced homeowners. In Zeeland, MI, where the housing market is competitive, a mortgage loan officer can provide valuable guidance on the best loan options available to meet the unique needs of each resident. They can also help residents navigate the complex process of applying for a mortgage, from pre-approval to closing. With their knowledge of the local market and lending practices, a mortgage loan officer can be an invaluable resource for residents looking to make one of the biggest investments of their lives.

Tax Services

Residents of Zeeland, MI could benefit from the expertise of a tax advisor in a number of ways. For example, a tax advisor could help residents navigate the complex tax laws and regulations that govern the state of Michigan. They could also help residents identify tax credits and deductions that they may be eligible for, such as the Michigan Homestead Property Tax Credit or the Earned Income Tax Credit. Additionally, a tax advisor could provide guidance on how to minimize tax liabilities and avoid costly mistakes when filing taxes. With the help of a tax advisor, residents of Zeeland, MI could ensure that they are taking advantage of all available tax benefits and avoiding any potential penalties or fines.

Estate Planning Lawyer

Residents of Zeeland, MI can benefit from the expertise of an estate planning lawyer in a variety of ways. One of the most common ways that an estate planning lawyer can help Zeeland residents is by guiding them through the process of creating a will or trust. This is especially important in a town like Zeeland, where many families have deep roots and strong ties to the community. An estate planning lawyer can help ensure that a person's assets are distributed according to their wishes, and that their loved ones are taken care of after they pass away. Additionally, an estate planning lawyer can help residents navigate complex legal issues related to estate taxes and probate, providing peace of mind and ensuring that their wishes are carried out in a timely and efficient manner.

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