Best Financial Advisors in Calhoun County, MI

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List of Firms

Calhoun County, MI Fiduciary Financial Advisors

SEC File# 801-114032
CRD# 298496
5 out of 5
Location 500 Country Pine Ln # 1, Battle Creek, MI 49015, USA
Phone (269) 979-8700
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
SEC File# 801-70541
CRD# 118261
5 out of 5
Location 15 Capital Ave NE # 104, Battle Creek, MI 49017, USA
Phone (269) 441-1444
Directions
SEC File# 801-72987
CRD# 159257
Location 70 W Michigan Ave #100, Battle Creek, MI 49017, USA
Phone (269) 965-0777
Directions
SEC File# 801-110021
CRD# 143788
5 out of 5
Location 801 W Michigan Ave, Marshall, MI 49068, USA
Phone (269) 781-5129
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
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Edward Jones - Financial Advisor: Brent D Fast, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 18 W Michigan Ave Suite 1A, Battle Creek, MI 49017, USA
Phone (269) 965-8531
Directions
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Robert Cumberland - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
1 out of 5
Location 391 S Shore Dr STE 112, Battle Creek, MI 49014, USA
Phone (269) 224-6640
Directions
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Pamela Wesley - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 391 S Shore Dr STE 112, Battle Creek, MI 49014, USA
Phone (269) 979-3521
Directions
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Edward Jones - Financial Advisor: Karen Reeves, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
4 out of 5
Location 3164 Capital Ave SW, Battle Creek, MI 49015, USA
Phone (269) 979-7720
Directions
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Edward Jones - Financial Advisor: Keith Corts
Location 4055 W Dickman Rd E, Springfield, MI 49037, USA
Phone (269) 660-1067
Directions
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Edward Jones - Financial Advisor: Lori A Nay
5 out of 5
Location 8599 N 32nd St, Richland, MI 49083, USA
Phone (269) 629-4270
Directions
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Edward Jones - Financial Advisor: Renea Perry
SEC File# 801-3297
CRD# 250
Location 77 S 20th St Suite 2, Battle Creek, MI 49015, USA
Phone (269) 963-3360
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
Directions
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Matt Buikema - Raymond James
Location 3494 Capital Ave SW, Battle Creek, MI 49015, USA
Phone (269) 979-3300
Directions
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Edward Jones - Financial Advisor: Jennifer N Harty
SEC File# 801-3297
CRD# 250
4 out of 5
Location 12898 Beadle Lake Rd Suite 130, Battle Creek, MI 49014, USA
Phone (269) 979-5618
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Dave Hoppe, AAMS™
SEC File# 801-3297
CRD# 250
Location 4625 Beckley Rd Ste 400 A, Battle Creek, MI 49015, USA
Phone (269) 979-5652
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Brandy N Eggleston, CFP®|ChFC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 201 N Clinton St, Albion, MI 49224, USA
Phone (517) 629-5362
Directions
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Donnie Speck
Location 113 Westchester Way, Battle Creek, MI 49015, USA
Phone (269) 209-8733
Directions
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Edward Jones - Financial Advisor: Patrick H Garrett
SEC File# 801-3297
CRD# 250
Location 727 Capital Ave SW, Battle Creek, MI 49015, USA
Phone (269) 964-6341
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 – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Petersen, Hutson, Smith Wealth Advisors of Raymond James
5 out of 5
Location 25 W Michigan Ave STE 240, Battle Creek, MI 49017, USA
Phone (269) 924-3080
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 94 Michigan Ave, Battle Creek, MI 49017, USA
Phone (269) 963-3360
Directions
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Summit Bay Private Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 391 S Shore Dr STE 112, Battle Creek, MI 49014, USA
Phone (269) 979-3521
Directions
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Edward Jones - Financial Advisor: Justin A Schaub, AAMS™
5 out of 5
Location 12898 Beadle Lake Rd Suite 130, Battle Creek, MI 49014, USA
Phone (269) 288-0224
Directions
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Mass Mutual Financial Group
Location 15 Capital Ave SW #225, Battle Creek, MI 49017, USA
Directions
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OsborneKlein - Ameriprise Financial Services, LLC
Location 928 W Columbia Ave Ste C, Battle Creek, MI 49015, USA
Phone (269) 966-0558
Directions
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Dennis Asaro - Commonwealth Financial Network
Location 395 S Shore Dr STE 206, Battle Creek, MI 49014, USA
Phone (269) 358-8470
Directions
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Edward Jones - Financial Advisor: Jacob Miller, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 291 E Columbia Ave, Battle Creek, MI 49015, USA
Phone (269) 962-0791
Directions
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Girard Financial Services
Location 7 Heritage Oak Ln Suite 4, Battle Creek, MI 49015, USA
Phone (269) 266-9989
Directions
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Sean Dugan - Commonwealth Financial Network
Location 395 S Shore Dr STE 206, Battle Creek, MI 49014, USA
Phone (269) 441-9476
Directions
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Jason Klein - Financial Advisor, Ameriprise Financial Services, LLC
Location 928 W Columbia Ave Ste C, Battle Creek, MI 49015, USA
Phone (269) 966-0558
Directions
Financial Advisors in Calhoun County, MI

Where Certified Financial Advisors in Calhoun County, MI Serve

Calhoun County, MI is a bustling hub of activity, with a plethora of landmarks, top employers, major highways and streets, and neighborhoods to explore. From the iconic Binder Park Zoo to the historic Battle Creek Air National Guard Base, there is no shortage of sights to see and experiences to be had in this vibrant community. The county is home to many of Michigan's top employers, including Kellogg Company, Denso Manufacturing, and Bronson Battle Creek Hospital. These companies provide thousands of jobs to local residents and contribute greatly to the economy of the region. When it comes to transportation, Calhoun County is well-connected with major highways such as I-94 and I-69, as well as numerous local streets and roads. This makes it easy to navigate the area and get where you need to go quickly and efficiently. As for neighborhoods, Calhoun County is home to a diverse array of communities, each with its own unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Calhoun County, MI could benefit from the guidance of a financial advisor in several ways. One of the most common ways is by helping them create a budget and stick to it. With a median household income of $47,000, many residents may struggle to make ends meet and need help managing their finances. A financial advisor can also assist with retirement planning, as the county has an aging population with a median age of 40.9 years old. Additionally, with a poverty rate of 16.7%, a financial advisor can help residents navigate government assistance programs and make the most of their resources. Overall, a financial advisor can provide valuable support to Calhoun County residents in achieving their financial goals and improving their quality of life.

Insurance Broker

Residents of Calhoun County, MI can benefit greatly from the services of an insurance broker. With a population of over 130,000 people, there are a wide variety of insurance needs that can be addressed by a broker. For example, residents who live in areas prone to flooding, such as Battle Creek or Marshall, may need specialized flood insurance that is not typically included in standard homeowners policies. Additionally, residents who work in the manufacturing or automotive industries may require specific liability coverage for their businesses. An insurance broker can help residents navigate the complex world of insurance and find policies that are tailored to their specific needs and circumstances. By working with a broker, residents can ensure that they have the coverage they need to protect themselves, their families, and their businesses.

Retirement Planning

Residents of Calhoun County, MI would greatly benefit from the services of a retirement planner. With a population of over 130,000 people, many individuals in the county may not have a clear understanding of how to properly plan for their retirement. A retirement planner can help residents of Calhoun County, MI create a personalized retirement plan that takes into account their unique financial situation, goals, and needs. This could include assistance with creating a budget, identifying investment opportunities, and determining the best time to start receiving Social Security benefits. Additionally, a retirement planner can provide guidance on how to navigate the local retirement landscape, including understanding the benefits and limitations of Calhoun County's pension plans. Overall, a retirement planner can help residents of Calhoun County, MI achieve peace of mind knowing that they are on track to a secure and comfortable retirement.

Wealth Management

Residents of Calhoun County, MI can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing personalized financial planning and investment management services. This is especially important in Calhoun County, where the economy is largely driven by manufacturing and agriculture. A wealth manager can help residents navigate the ups and downs of these industries and create a financial plan that takes into account their unique circumstances and goals. Additionally, a wealth manager can provide guidance on tax planning, retirement planning, and estate planning, ensuring that residents are well-prepared for the future. With the help of a skilled wealth manager, residents of Calhoun County can achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Calhoun County, MI can benefit from the expertise of a mortgage loan officer in a number of ways. For starters, a loan officer can help residents navigate the complex process of obtaining a mortgage, which can be especially daunting for first-time homebuyers. Additionally, a loan officer can help residents find the best possible mortgage rates and loan terms, which can save them thousands of dollars over the life of their loan. In Calhoun County, where the median home value is $117,800, finding a mortgage with favorable terms can be especially important for those looking to purchase a home. A loan officer can also help residents understand the various types of mortgages available to them, such as fixed-rate and adjustable-rate mortgages, and help them decide which option is best for their individual financial situation. Overall, working with a mortgage loan officer can be a valuable resource for residents of Calhoun County who are looking to purchase a home.

Tax Services

Residents of Calhoun County, MI can benefit from the expertise of a tax advisor in a multitude of ways. One of the most common ways that a tax advisor can help is by providing guidance on tax laws and regulations specific to the county. For instance, Calhoun County has a property tax rate of 1.43%, which is higher than the state average. A tax advisor can help residents navigate this tax rate and potentially identify tax credits or deductions that can offset the higher property tax. Additionally, residents who own small businesses in Calhoun County can benefit from a tax advisor's knowledge of local business taxes and regulations. Overall, a tax advisor can provide valuable insights and strategies to help residents of Calhoun County, MI maximize their tax savings and minimize their liabilities.

Estate Planning Lawyer

Residents of Calhoun County, MI can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive plan to protect their assets and provide for their loved ones after they pass away. This is especially important in Calhoun County, where the population is aging and many residents have significant assets tied up in their homes and other property. An estate planning lawyer can help residents navigate the complex legal landscape of wills, trusts, and probate, ensuring that their wishes are carried out and their families are protected. Additionally, an estate planning lawyer can help residents plan for the possibility of incapacity or disability, ensuring that they have the necessary legal documents in place to make important medical and financial decisions if they become unable to do so themselves.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Calhoun County, MI