Retirement Planning in Allegan County, MI

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List of Firms

Top Retirement Planners in Allegan County, MI

Securities America Inc
Location 1496 Waukazoo Dr, Holland, MI 49424, USA
Phone (616) 399-5853
Directions
Edward Jones - Financial Advisor: Rick Buller
SEC File# 801-3297
CRD# 250
3 out of 5
Location 850 Marshall St, Allegan, MI 49010, USA
Phone (269) 686-8025
Directions
Tibbitts Financial Consulting
Location 231 Hubbard St, Allegan, MI 49010, USA
Phone (269) 673-4600
Directions
Wealth Foundations
SEC File# 801-111055
CRD# 158043
Location 29 W 8th St Suite 230, Holland, MI 49423, USA
Directions
Bryan Zichterman - Raymond James
Location 99 E 8th St, Holland, MI 49423, USA
Phone (616) 395-4150
Directions
West Michigan Advisors
SEC File# 801-120208
CRD# 312073
Location 320 120th Ave, Holland, MI 49424, USA
Phone (616) 820-1040
Directions
Ronald Blue Trust
5 out of 5
Location 183 College Ave, Holland, MI 49423, USA
Phone (616) 392-3108
Directions
SEC File# 801-8095
CRD# 2881
Location 305 Hoover Blvd #400, Holland, MI 49423, USA
Phone (616) 396-1458
Directions
LVZ Financial Planning
SEC File# 801-66772
CRD# 124228
5 out of 5
Location 240 S River Ave, Holland, MI 49423, USA
Phone (616) 394-4994
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4681 Washington Ave, Hamilton, MI 49419, USA
Phone (269) 751-2282
Directions
Retirement Planning in Allegan County, MI

About Allegan County, MI for Those Planning to Retire

Allegan County, MI is a land of beauty and opportunity, filled with landmarks that will take your breath away. From the stunning Lake Michigan shoreline to the lush Allegan State Game Area, there's no shortage of natural wonders to explore. But it's not just the scenery that makes Allegan County special - it's also home to a thriving business community. Top employers like Perrigo, Allegan General Hospital, and Haworth call the area home, providing jobs and economic stability to the region. When it comes to getting around, Allegan County is well-connected by major highways like I-196 and US-131, as well as a network of local streets and roads. Whether you're commuting to work or exploring the countryside, you'll find plenty of options to get you where you need to go. And if you're looking for a place to call home, Allegan County has a diverse range of neighborhoods to choose from.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Allegan County, MI can benefit from a bank in numerous ways. For instance, the bank can provide them with a range of financial services such as savings accounts, checking accounts, loans, mortgages, and credit cards. Moreover, the bank can offer financial advice, investment opportunities, and retirement planning services to help residents achieve their long-term financial goals. Additionally, Allegan County is known for its agricultural industry, and banks can support local farmers by providing them with agricultural loans and other financial services. Furthermore, banks can help businesses in the county by offering business loans, lines of credit, and other financial products to help them grow and expand. In conclusion, banks can play a vital role in the economic development of Allegan County, MI, by providing financial services and support to its residents, farmers, and businesses.

Insurance Broker

Residents of Allegan County, MI can benefit greatly from the services of an insurance broker. With its diverse population and unique geographical location, Allegan County offers a wide range of insurance needs that can be difficult to navigate without the assistance of a knowledgeable broker. For example, residents living near the shores of Lake Michigan may require specialized coverage for flood or wind damage, while those in more rural areas may need coverage for farm equipment or livestock. Additionally, Allegan County is home to several large manufacturing plants and industrial facilities, which may require specialized liability coverage. An experienced insurance broker can help residents navigate these complex insurance needs, ensuring that they are adequately protected in the event of unforeseen circumstances.

Wealth Management

Residents of Allegan County, MI can benefit from the services of a wealth manager in several ways. One of the most common ways is through investment management. Wealth managers can help residents of Allegan County to manage their investments, diversify their portfolio, and minimize risks. This is especially important for residents of Allegan County, MI, who live in an area that is heavily reliant on agriculture. Wealth managers can help these residents to invest in other sectors and industries, reducing their dependence on agriculture and increasing their financial stability. Additionally, wealth managers can provide financial planning services, including retirement planning, estate planning, and tax planning. These services can help residents of Allegan County, MI to achieve their financial goals and secure their financial future. Overall, the expertise of a wealth manager can be invaluable to residents of Allegan County, MI, helping them to navigate the complex world of finance and achieve financial success.

Financial Advisor

Residents of Allegan County, MI could benefit from the expertise of a financial advisor in a variety of ways. First, with a population of over 100,000 people, there are bound to be many individuals who could use help with budgeting and saving for their future. Additionally, Allegan County is known for its agricultural industry, which presents unique financial challenges for farmers. A financial advisor could assist with managing cash flow, navigating government programs, and planning for succession. Furthermore, the county has a significant tourism industry, with attractions like the Allegan County Fair and the Lake Michigan shoreline drawing visitors from all over. A financial advisor could help local business owners in the tourism industry with financial planning, tax strategies, and investment decisions. Overall, the diverse economy of Allegan County presents many opportunities for a financial advisor to make a meaningful impact on the lives of its residents.

Mortgage Loan Officer

Allegan County, MI is a beautiful area with a diverse population, and a mortgage loan officer can help residents in a variety of ways. One specific way is by assisting first-time homebuyers in navigating the complex process of obtaining a mortgage. This can be especially challenging in Allegan County, where there is a shortage of affordable housing options. A mortgage loan officer can help potential buyers understand the different types of loans available to them, as well as the requirements for each. Additionally, they can help residents refinance their existing mortgages to take advantage of lower interest rates, which can be especially beneficial in a county where the cost of living is higher than the national average. Finally, a mortgage loan officer can provide guidance to residents who are struggling to make their mortgage payments, helping them explore options such as loan modifications or forbearance. Overall, a mortgage loan officer can be a valuable resource for residents of Allegan County, MI who are looking to achieve their homeownership goals.

Tax Services

Residents of Allegan County, MI could benefit from the expertise of a tax advisor in several ways. For instance, a tax advisor could help residents navigate the complex tax laws and regulations that are specific to Allegan County, MI. This could include understanding the tax implications of living in a rural area, where property taxes and income taxes may be different than in an urban area. A tax advisor could also help residents take advantage of tax credits and deductions that are specific to Allegan County, MI, such as the Michigan Homestead Property Tax Credit or the Michigan Earned Income Tax Credit. Additionally, a tax advisor could provide guidance on how to minimize tax liability while still complying with state and federal tax laws. Overall, the knowledge and expertise of a tax advisor could help residents of Allegan County, MI save money and avoid costly mistakes when it comes to their taxes.

Estate Planning Lawyer

Residents of Allegan County, MI would benefit greatly from the expertise of an estate planning lawyer. With its booming agricultural industry and thriving tourism sector, Allegan County is home to a diverse community with unique needs. An estate planning lawyer can help residents navigate these complexities by creating tailored plans that address their specific concerns. For example, farmers in Allegan County may need to consider how their land will be passed down to future generations, while business owners in the tourism industry may need to ensure that their assets are protected in the event of unexpected legal challenges. An estate planning lawyer can also help residents plan for long-term care, including nursing home costs and medical expenses, which can be especially important for seniors in Allegan County. With their expertise in estate law and their deep understanding of the local community, estate planning lawyers can provide invaluable support to residents of Allegan County.

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