Wealth Management in Allegan County, MI

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List of Firms

Allegan County, MI Wealth Management Firms

United Wealth Management
SEC File# 801-119185
CRD# 133986
5 out of 5
Location 1131 W Superior St, Wayland, MI 49348, USA
Phone (269) 792-0362
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Securities America Inc
Location 1496 Waukazoo Dr, Holland, MI 49424, USA
Phone (616) 399-5853
Brooks Capital Management
Location 25 W 8th St #300, Holland, MI 49423, USA
Phone (616) 850-1032
Navion Wealth Management
Location 4214 131st Ave, Hamilton, MI 49419, USA
Phone (312) 415-3371
Whiteford Wealth Management, Inc
5 out of 5
Location 404 Broadway St, South Haven, MI 49090, USA
Phone (269) 637-4400
Altruist Financial Advisors
SEC File# 801-66728
CRD# 121897
Location 3754 65th St, Holland, MI 49423, USA
Phone (269) 857-2743
Pathway Financial Design, LLC
Location 833 E 16th St Suite 200, Holland, MI 49423, USA
Phone (616) 682-4604
Mark Zichterman - Raymond James
Location 99 E 8th St, Holland, MI 49423, USA
Phone (616) 395-4150
Tom Bosch - Raymond James
Location 99 E 8th St, Holland, MI 49423, USA
Phone (616) 395-4150
Ronald Blue Trust
5 out of 5
Location 183 College Ave, Holland, MI 49423, USA
Phone (616) 392-3108
Wealth Management in Allegan County, MI

Where Wealth Management Advisors in Allegan County, MI Serve

Allegan County is a county located in the U.S. state of Michigan. As of the 2010 census, the population was 116,916. The county seat is Allegan. The county was created on October 29, 1829 and organized on February 8, 1836. Some of the landmarks in Allegan County include the Allegan Country Club, the Douglas A. Fraser Wetlands Preserve, and the O-H-I-O dune. The top employers in the county are Perrigo Company, Sun Chemical Corporation, and Fruit of the Loom. Major highways and streets in the county include US 131 and M-89. Some neighborhoods in Allegan County include Gun Lake Heights, Laketown Township, and Otsego Township.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Allegan County, MI provide a variety of services to their customers. These services can include checking and savings accounts, loans, mortgages, and more. Banks can also offer other financial products and services to help their customers meet their financial needs.

Retirement Planning

If you're nearing retirement age and are looking for some sound advice, you'll want to check out the options for retirement planning in Allegan County, MI. There are a variety of different strategies that can help you make the most of your golden years, and it's important to consult with an expert who can help you find the best plan for your unique situation. Whether you're looking for a traditional IRA or something more creative, there's sure to be a solution that fits your needs. Reach out to a retirement planner today to get started.

Tax Services

A tax accountant in Allegan County, MI helps individuals and businesses file their taxes. They work with clients to make sure they are getting the best possible return on their investment, and that they are complying with all state and federal tax laws. They can also help businesses set up bookkeeping and accounting systems, and advise them on ways to save money on their taxes.

Financial Advisor

A financial advisor in Allegan County, MI helps individuals and businesses make sound financial decisions by providing advice on investments, insurance, mortgages, and other financial matters. They work with clients to create a plan that meets their needs and helps them achieve their financial goals. Financial advisors may also offer tax planning and investment advice.

Insurance Broker

An insurance broker is a professional who assists clients in finding and purchasing insurance. Brokers are typically independent agents, meaning they represent multiple insurance companies. In Allegan County, MI, there are many brokers who can help residents find the right type of coverage for their needs.

Mortgage Loan Officer

Mortgage loan officers in Allegan County, MI work with customers to help them obtain mortgages. They work with banks and other lenders to find the best mortgage products for their customers, and help them through the application process. They also work with customers who are having trouble making their mortgage payments, to help them avoid foreclosure. Mortgage loan officers are important members of the team that helps people buy homes, and they play a crucial role in the housing market.

Estate Planning Lawyer

Estate planning lawyers in Allegan County, MI help their clients create wills and trusts that will protect their assets and ensure that their loved ones are taken care of after they die. They can also help with estate tax planning and other legal issues related to death and inheritance. If you need help planning your estate, a lawyer in Allegan County, MI can be a great resource.


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