Best Financial Advisors in Kalamazoo, MI

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List of Firms

Kalamazoo, MI Fiduciary Financial Advisors

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Baird Private Wealth Management
Location 125 S Kalamazoo Mall UNIT 302, Kalamazoo, MI 49007, USA
Phone (800) 381-8111
Directions
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MainStreet Financial
SEC File# 801-76458
CRD# 118130
Location 2632 S 11th St, Kalamazoo, MI 49009, USA
Phone (269) 492-9701
Directions
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Robert Kerschbaum - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 433 E Michigan Ave, Kalamazoo, MI 49007, USA
Phone (269) 216-7070
Directions
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Prudential Advisors
Location 3018 Oakland Dr Suite A, Kalamazoo, MI 49008, USA
Phone (269) 903-2808
Directions
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Abakon Financial
5 out of 5
Location 2920 Business One Dr #104, Kalamazoo, MI 49048, USA
Phone (269) 532-2269
Directions
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Cherry Tree Financial - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
4 out of 5
Location 433 E Michigan Ave, Kalamazoo, MI 49007, USA
Phone (269) 216-7070
Directions
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Edward Jones - Financial Advisor: Matt McDonald
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3005 Oakland Dr, Kalamazoo, MI 49008, USA
Phone (269) 345-0783
Directions
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Vision Financial Advisory PC
Location 251 N Rose St Suite 200, Kalamazoo, MI 49007, USA
Phone (888) 655-9561
Directions
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Regal Financial Group
Location 4341 S Westnedge Ave Suite 2101, Kalamazoo, MI 49008, USA
Phone (269) 535-0895
Directions
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Harvard Financial Advisors
5 out of 5
Location 5765 Stadium Dr, Kalamazoo, MI 49009, USA
Phone (269) 375-7860
Directions
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David Foster - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 433 E Michigan Ave, Kalamazoo, MI 49007, USA
Phone (269) 216-7070
Directions
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Buetow Asset Management
5 out of 5
Location 2632 11th St. Commons & S. 11th St, 2632 S 11th St, Kalamazoo, MI 49009, USA
Phone (269) 492-9701
Directions
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Edward Jones - Financial Advisor: Jonathan M Vargo, CFP®|CRPC®
SEC File# 801-3297
CRD# 250
Location 350 E Michigan Ave Suite 220, Kalamazoo, MI 49007, USA
Phone (269) 888-2509
Directions
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Beyond Financial Planning
Location 2632 S 11th St, Kalamazoo, MI 49009, USA
Phone (269) 492-9701
Directions
Financial Advisors in Kalamazoo, MI

Where Certified Financial Advisors in Kalamazoo, MI Serve

Kalamazoo, MI is a vibrant city in southwestern Michigan, known for its rich history, diverse culture, and thriving economy. The city boasts several landmarks, including the Kalamazoo Institute of Arts, the Kalamazoo Valley Museum, and the Kalamazoo State Theatre, all of which showcase the city's artistic and cultural heritage. As for top employers, Kalamazoo is home to several major companies, such as Stryker Corporation, Pfizer, and Kellogg's, which provide a wide range of job opportunities for residents. The city is also well-connected by major highways and streets, including I-94, US-131, and M-43, which make it easy to travel to and from Kalamazoo. Kalamazoo is divided into several neighborhoods, each with its own unique character and charm. These include the historic Vine neighborhood, the trendy downtown area, and the upscale Westnedge Hill neighborhood, among others.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Kalamazoo, MI could benefit from the expertise of a financial advisor in several ways. One specific aspect that a financial advisor could help with is navigating the unique tax laws in Michigan. Kalamazoo residents may not be aware of all the tax credits and deductions they are eligible for, and a financial advisor can help them maximize their tax savings. Additionally, a financial advisor can help Kalamazoo residents create a personalized financial plan that takes into account their specific goals and priorities, whether it's saving for retirement, paying off debt, or buying a home. With the help of a financial advisor, Kalamazoo residents can feel more confident and in control of their financial future.

Insurance Broker

Residents of Kalamazoo, MI can greatly benefit from the services of an insurance broker. For example, Kalamazoo has a high prevalence of severe weather conditions, including heavy snowfalls and thunderstorms. An insurance broker can help residents find insurance policies that cover damages caused by these weather events, ensuring that they are financially protected in case of a disaster. Additionally, Kalamazoo is home to many small businesses and entrepreneurs, who can benefit from an insurance broker's expertise in finding affordable and comprehensive commercial insurance policies. With the help of an insurance broker, residents of Kalamazoo can have peace of mind knowing that they are covered in the face of unexpected events.

Retirement Planning

Residents of Kalamazoo, MI can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by providing guidance on how to maximize retirement savings while still being able to enjoy the city's unique offerings. Kalamazoo is home to a vibrant arts and culture scene, including the Kalamazoo Institute of Arts and the Kalamazoo Symphony Orchestra. A retirement planner can help residents budget for these activities while also planning for long-term financial stability. Additionally, Kalamazoo has a growing healthcare industry, and a retirement planner can provide advice on how to navigate Medicare and other healthcare options. With the help of a retirement planner, Kalamazoo residents can enjoy all the city has to offer while also securing their financial future.

Wealth Management

Residents of Kalamazoo, MI could greatly benefit from the services of a wealth manager. With its diverse economy and growing population, Kalamazoo offers a unique set of financial challenges and opportunities. A knowledgeable wealth manager can help residents navigate these challenges and take advantage of the opportunities. For example, Kalamazoo has a vibrant arts scene, and a wealth manager could help residents invest in local arts organizations or take advantage of tax incentives for charitable giving. Additionally, Kalamazoo is home to several colleges and universities, and a wealth manager could help families save for college expenses or navigate the complex world of financial aid. Overall, a wealth manager can help residents of Kalamazoo achieve their financial goals and build a secure future.

Mortgage Loan Officer

Residents of Kalamazoo, MI can benefit greatly from the expertise of a mortgage loan officer. With a deep understanding of the local real estate market, a loan officer can help residents navigate the complex process of obtaining a mortgage. For example, Kalamazoo has a diverse housing market with a wide range of home values. A loan officer can help residents determine what type of mortgage is best suited for their specific needs and budget. Additionally, Kalamazoo is home to several reputable universities, which means that many residents may be eligible for special mortgage programs. A loan officer can help residents explore these options and find the best mortgage for their unique situation. Overall, a mortgage loan officer can provide invaluable guidance and support to residents of Kalamazoo, helping them achieve their dreams of homeownership.

Tax Services

Residents of Kalamazoo, MI can benefit greatly from the expertise of a tax advisor. With a bustling downtown and growing economy, Kalamazoo residents may have complex tax situations that require professional guidance. For example, individuals who work for the numerous pharmaceutical and healthcare companies in the area may have stock options or other investment income that needs to be properly reported on their tax returns. Additionally, Kalamazoo is home to several colleges and universities, which means that many residents may have student loan debt or education-related tax credits that a tax advisor can help them navigate. By working with a tax advisor, Kalamazoo residents can ensure that they are maximizing their tax savings and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Kalamazoo, 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 outlines how a person's assets will be distributed after their passing. This is especially important in Kalamazoo, where the city's diverse population includes many families with unique needs and circumstances. An estate planning lawyer can also assist with creating trusts, establishing guardianships for minor children, and minimizing estate taxes. By working with an experienced estate planning lawyer, Kalamazoo residents can ensure that their assets are protected and their wishes are carried out according to their individual needs and preferences.

Kalamazoo, MI Financial Resources

Kalamazoo, MI Chamber of Commerce

https://www.southwestmichiganfirst.com/chamber

Kalamazoo, MI City Hall

https://www.kalamazoocity.org/Home

Kalamazoo, MI Public Library

https://www.kpl.gov/

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