Best Financial Advisors in Grand Haven, MI

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List of Firms

Grand Haven, MI Fiduciary Financial Advisors

SEC File# 801-117843
CRD# 282011
Location 41 Washington Ave #318, Grand Haven, MI 49417, USA
Phone (248) 224-7733
Directions
SEC File# 801-120619
CRD# 172103
5 out of 5
Location 124 Fulton St E Suite 200, Grand Rapids, MI 49503, USA
Phone (616) 622-3062
Directions
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Edward Jones - Financial Advisor: Dale W Miller
SEC File# 801-3297
CRD# 250
5 out of 5
Location 212 S Harbor Dr Suite 100, Grand Haven, MI 49417, USA
Phone (616) 842-1062
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: Tom Baetens, AAMS™
SEC File# 801-3297
CRD# 250
Location 17034 Robbins Rd Suite 300, Grand Haven, MI 49417, USA
Phone (616) 842-6190
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Stifel
5 out of 5
Location 1 S Harbor Dr, Grand Haven, MI 49417, USA
Phone (616) 846-3620
Directions
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Strategic Financial Group
Location 16964 Robbins Rd #100a, Grand Haven, MI 49417, USA
Phone (616) 935-7400
Directions
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Edward Jones - Financial Advisor: Julie J DeSanto
SEC File# 801-3297
CRD# 250
Location 212 S Harbor Dr Suite 100, Grand Haven, MI 49417, USA
Phone (616) 842-1062
Directions
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Timothy Jongsma - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 950 Taylor Ave STE 240, Grand Haven, MI 49417, USA
Phone (616) 846-7800
Directions
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Fifth Third Preferred - Ryan Baines
Location 839 Robbins Rd, Grand Haven, MI 49417, USA
Phone (616) 771-4933
Directions
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Northwestern Mutual
Location 12 Washington Ave #200, Grand Haven, MI 49417, USA
Phone (616) 842-2722
Directions
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Ricks Ruth
Location 1410 S Ferry St, Grand Haven, MI 49417, USA
Phone (616) 842-3232
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West Michigan Wealth Management. LLC
5 out of 5
Location 201 S Beacon Blvd, Grand Haven, MI 49417, USA
Phone (616) 457-7526
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Retirement Financial Group, LLC
5 out of 5
Location 233 Washington Ave #207, Grand Haven, MI 49417, USA
Phone (616) 607-8578
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College Planning Advisors, LLC
5 out of 5
Location 208 Franklin Ave, Grand Haven, MI 49417, USA
Phone (616) 456-0794
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Morgan Stanley Financial Advisors
4 out of 5
Location 800 E Ellis Rd Suite 125, Muskegon, MI 49441, USA
Phone (231) 799-3030
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Waddell & Reed Inc
Location 20 S 5th St, Grand Haven, MI 49417, USA
Phone (616) 842-2005
Directions
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Spn Financial Services
SEC File# 801-114290
CRD# 155645
Location 110 N 3rd St, Grand Haven, MI 49417, USA
Phone (231) 722-5177
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Terrill Financial Group, LLC
Location 300 Washington Ave # 250, Grand Haven, MI 49417, USA
Phone (616) 842-7773
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Stegink Financial
5 out of 5
Location 700 Fulton St, Grand Haven, MI 49417, USA
Phone (616) 566-8849
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Utility Financial Services
Location 14986 Sandstone Rd, Grand Haven, MI 49417, USA
Phone (616) 846-6464
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Daniel De Witt - Financial Advisor, Ameriprise Financial Services, LLC
Location 4575 Lake Michigan Dr NW, Grand Rapids, MI 49534, USA
Phone (616) 735-3047
Directions
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Zachary Hunt - Financial Advisor, Ameriprise Financial Services, LLC
Location 4985 Harvey St, Norton Shores, MI 49444, USA
Phone (616) 456-6550
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Edward Jones - Financial Advisor: Matt Strong
SEC File# 801-3297
CRD# 250
5 out of 5
Location 15 S 7th St, Grand Haven, MI 49417, USA
Phone (616) 844-9203
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Jay Greer & Co.
SEC File# 801-81153
CRD# 175362
Location 41 Washington Ave STE 260, Grand Haven, MI 49417, USA
Phone (616) 844-7250
Directions
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Northwestern Mutual - Ryan J. Goldman
Location 12 Washington Ave, Grand Haven, MI 49417, USA
Phone (616) 842-2722
Directions
Financial Advisors in Grand Haven, MI

Where Certified Financial Advisors in Grand Haven, MI Serve

Grand Haven, MI is a charming lakeside town with a rich history and a vibrant community. Its most prominent landmark is the Grand Haven Lighthouse, which has stood watch over Lake Michigan for over 100 years. The town is also home to the Grand Haven State Park, a popular destination for beachgoers and outdoor enthusiasts alike. In terms of top employers, Grand Haven boasts a diverse economy that includes major players in industries such as healthcare, manufacturing, and education. Some of the town's largest employers include North Ottawa Community Health System, Shape Corp, and Grand Haven Area Public Schools. Major highways and streets in Grand Haven include US-31, which runs north-south through the town and connects it to other major cities in Michigan, as well as Grand Haven Road, which provides access to many of the town's residential neighborhoods and commercial districts. Speaking of neighborhoods, Grand Haven has a variety of unique and vibrant communities to explore.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Grand Haven, MI can benefit greatly from the expertise of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized financial plan that aligns with the goals and needs of the individual or family. This is especially important in Grand Haven, where the cost of living is higher than the national average. A financial advisor can help residents navigate the local housing market, plan for retirement, and manage debt. Additionally, a financial advisor can provide guidance on investment opportunities that are unique to the area, such as investing in local businesses or real estate. With the help of a financial advisor, residents of Grand Haven can make informed financial decisions that will set them up for long-term success.

Insurance Broker

Residents of Grand Haven, MI can benefit greatly from the services of an insurance broker. With the city being located on the shores of Lake Michigan, residents may be at risk for flood damage and require specialized coverage. An insurance broker can help residents navigate the complexities of flood insurance and ensure they have adequate coverage in the event of a natural disaster. Additionally, an insurance broker can assist residents in finding affordable health insurance options, which is especially important in a state like Michigan where healthcare costs can be high. Overall, an insurance broker can provide valuable guidance and support to Grand Haven residents as they navigate the insurance landscape and protect themselves and their families.

Retirement Planning

Residents of Grand Haven, MI can benefit greatly from the services of a retirement planner. With a population that is largely made up of retirees and seniors, a retirement planner can help individuals navigate the complex world of retirement planning, including managing investments, creating a budget, and planning for healthcare costs. In addition, a retirement planner can help residents of Grand Haven, MI take advantage of the unique opportunities available in the area, such as the many local parks and beaches, and plan for the specific challenges that come with living in a small town. By working with a retirement planner, residents of Grand Haven, MI can feel confident in their financial future and enjoy all that this beautiful community has to offer.

Wealth Management

Residents of Grand Haven, MI can greatly benefit from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing guidance on retirement planning and investment strategies. With a large population of retirees in Grand Haven, it's important for residents to have a solid plan in place to ensure they can maintain their lifestyle throughout their retirement years. A wealth manager can also assist with estate planning and tax management, which can be especially helpful for those who own businesses or have significant assets. With the unique needs of the Grand Haven community in mind, a wealth manager can tailor their services to provide personalized support and advice to help residents achieve their financial goals.

Mortgage Loan Officer

Residents of Grand Haven, MI can benefit greatly from the expertise of a mortgage loan officer. With the city's prime location on the shores of Lake Michigan and its thriving tourism industry, many residents may be interested in purchasing a vacation home or investment property. A mortgage loan officer can assist with finding the best financing options and navigating the complex process of obtaining a mortgage. They can also provide guidance on refinancing existing mortgages, helping residents save money on monthly payments or pay off their loans faster. Additionally, Grand Haven has a growing population of retirees, who may be interested in reverse mortgages to supplement their income. With the help of a knowledgeable mortgage loan officer, residents of Grand Haven can achieve their financial goals and make the most of their investments.

Tax Services

Residents of Grand Haven, MI can benefit from the expertise of a tax advisor in a variety of ways. One of the most common ways a tax advisor can help is by providing guidance on tax deductions and credits that are specific to the area. For example, Grand Haven residents may be eligible for deductions related to the preservation of the Grand River, or credits for energy-efficient home improvements in this environmentally conscious community. Additionally, a tax advisor can assist with tax planning and preparation, ensuring that residents are taking advantage of all possible deductions and minimizing their tax liability. With the help of a knowledgeable tax advisor, residents of Grand Haven can feel confident that they are making informed financial decisions and maximizing their tax savings.

Estate Planning Lawyer

Residents of Grand Haven, 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 estate plan that ensures the individual's assets are distributed according to their wishes after they pass away. In Grand Haven, where many residents own property along the beautiful Lake Michigan shoreline, an estate planning lawyer can also help with property ownership and transfer issues. Additionally, an estate planning lawyer can assist with creating trusts, establishing power of attorney, and drafting healthcare directives, all of which can provide peace of mind and protection for both the individual and their loved ones.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Grand Haven, MI