List of Firms
Kent County, MI Fiduciary Financial Advisors
Edward Jones - Financial Advisor: Philip Streng, AAMS®|CRPC®
Pathway Financial Design
Raymond James Financial Services
Sylvia Frattallone - Private Wealth Advisor, Ameriprise Financial Services, LLC
Jared Mysliwiec - Financial Advisor, Ameriprise Financial Services, LLC
Kanai Pettigrew Financial Group
Northwestern Mutual
Strategic Financial Group
Frattallone Wealth Management Group - Ameriprise Financial Services, LLC
Morgan Stanley Financial Advisors
Innovative Financial Group
Edward Jones - Financial Advisor: Cory Bulemore
Edward Jones - Financial Advisor: Laura J Morrison
Edward Jones - Financial Advisor: Lisa J Rios, CFP®
Edward Jones - Financial Advisor: Becky Anderson, CFP®|AAMS®
Edward Jones - Financial Advisor: Greg Flick, AAMS®
Moerdyk Financial
Jason Kuennen - Financial Advisor, Ameriprise Financial Services, LLC
Edward Jones - Financial Advisor: Justin D Gritter, CFP®|AAMS®
Edward Jones - Financial Advisor: Kim Hensley
Hayden Ries Investment Management
Owens Financial Group LLC
Edward Jones - Financial Advisor: Chris Carlson, CFP®
Wealthcare Capital Management - Scott Davison, CFP®, CPA
R Jim Van Loo - Financial Advisor, Ameriprise Financial Services, LLC
Edward Jones - Financial Advisor: Chad E Zagel, CFP®|AAMS®
FCM Financial
Edward Jones - Financial Advisor: Paul A Storm
James Haberlein - Financial Advisor, Ameriprise Financial Services, LLC
Baird Private Wealth Management
Lisa Cargill - Financial Advisor, Ameriprise Financial Services, LLC
Jamie T May - Financial Advisor, Ameriprise Financial Services, LLC
Edward Jones - Financial Advisor: David Johnson
Legacy Planning & Associates, Inc.
Rick Rolf - Thrivent
James Sanford - Financial Advisor, Ameriprise Financial Services, LLC
Paul Mysliwiec - Private Wealth Advisor, Ameriprise Financial Services, LLC
Integrated for Me | Wealth Management and Retirement Plan Consultant
River Valley Wealth Management - Raymond James
Edward Jones - Financial Advisor: David J Hibschman, CFP®|AAMS®
Claude Mc Manus - Financial Advisor, Ameriprise Financial Services, LLC
Lakeman Financial
Lesley Kris
Michael Fiorenzo - Financial Advisor, Ameriprise Financial Services, LLC
Redfield Financial Group
Modern District Financial
George Wit - Financial Advisor, Ameriprise Financial Services, LLC
Where Certified Financial Advisors in Kent County, MI Serve
Kent County, located in western Michigan, is a bustling area known for its diverse neighborhoods, numerous landmarks, and thriving economy. The county is home to a variety of top employers, including Spectrum Health, Steelcase, and Amway, which employ thousands of residents. Major highways such as I-96, US-131, and M-6 connect Kent County to other parts of the state, making it a convenient location for commuters and travelers alike. The county boasts several well-known landmarks, such as the Gerald R. Ford Presidential Museum, the Frederik Meijer Gardens and Sculpture Park, and the John Ball Zoo. Neighborhoods such as Eastown, Heritage Hill, and Grand Rapids' downtown district are known for their vibrant culture and unique architecture, while suburban areas like Ada and Cascade offer a more tranquil living experience. With so much to offer, it's no wonder that Kent County is one of Michigan's most sought-after places to live, work, and visit.
Services Provided by Fee Based and Fee Only Financial Advisors
Banks and Credit Unions
Insurance Broker
Retirement Planning
Wealth Management
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Kent County, MI
A financial advisor in Kent County, MI can provide a wide range of financial advising services to help individuals and businesses achieve their financial goals. From retirement planning to investment management, tax planning to estate planning, a financial advisor can provide expert guidance and personalized advice tailored to the unique needs of each client. Kent County, MI is home to a diverse range of industries and businesses, from healthcare and education to manufacturing and technology. As such, a financial advisor in Kent County must have a deep understanding of the local economy and business landscape in order to provide the most effective financial advice. With their expertise in financial planning and investment management, a financial advisor can help clients navigate the complex financial landscape of Kent County and achieve their financial goals.
Kent County, MI is undoubtedly the best place to seek financial advising due to its robust financial ecosystem, which is backed by a diverse array of financial institutions, industry experts, and regulatory bodies. The county boasts an extensive network of banks, credit unions, and investment firms that provide top-notch financial services to individuals and businesses alike. Kent County is also home to several reputable financial advisory firms that offer personalized financial planning and investment management services to clients. Additionally, the county is known for its strong regulatory framework, which ensures that financial institutions operate in a transparent and ethical manner. With its deep-rooted financial expertise and a commitment to excellence, Kent County, MI is the go-to destination for anyone seeking sound financial advice.
A financial planner in Kent County, MI is responsible for providing comprehensive financial advice and guidance to individuals and businesses in the region. They work with clients to assess their current financial situation, develop a personalized financial plan, and help them achieve their financial goals. One particular challenge faced by financial planners in Kent County is the region's rapidly changing economic landscape. With a diverse range of industries, from manufacturing to healthcare to agriculture, the financial needs of Kent County residents and businesses are constantly evolving. As such, a skilled financial planner must be able to navigate this complexity, adapting to changing circumstances and providing innovative solutions to meet their clients' unique needs. Whether it's helping a family plan for retirement or assisting a small business with cash flow management, a financial planner in Kent County plays a critical role in helping individuals and organizations achieve financial success.
Kent County, MI residents should reach out to a financial advisor when they are facing complex financial situations that require expert guidance. With its diverse economy and growing population, Kent County is a hub of financial activity, with individuals and businesses alike facing unique financial challenges. From navigating the complexities of tax laws to managing investments and retirement planning, there are a myriad of financial issues that can arise in Kent County, making it essential to seek out a skilled and experienced financial advisor. Whether you are looking to grow your wealth, protect your assets, or plan for the future, a financial advisor can provide the knowledge and expertise needed to achieve your financial goals in a complex and ever-changing financial landscape. So if you are a resident of Kent County, MI, and find yourself in need of financial guidance, don't hesitate to reach out to a trusted financial advisor today.
A financial advisor in Kent County, MI needs to possess several important qualities to succeed in their profession. Firstly, they must have a deep understanding of the local economy and financial landscape of Kent County. This includes knowledge of the county's major industries, employment trends, and tax policies. Additionally, the advisor must have excellent communication skills to effectively convey complex financial concepts to their clients. They must also be highly analytical and detail-oriented to identify potential investment opportunities and risks. Furthermore, the advisor must have a strong ethical compass and prioritize their clients' best interests above all else. Lastly, given the diverse population of Kent County, the advisor must be culturally sensitive and able to work with clients from various backgrounds. Overall, a successful financial advisor in Kent County, MI must possess a unique blend of financial expertise, communication skills, and cultural competence to effectively serve their clients.
Kent County, MI is home to several top financial advising firms that offer a range of services to individuals and businesses alike. These firms have established themselves as leaders in the industry, providing expert guidance and advice on everything from investment strategies to retirement planning. One specific feature of Kent County that sets it apart from other areas is its thriving agricultural industry. Many of these financial advising firms have tailored their services to meet the unique needs of farmers and other agricultural businesses, offering specialized expertise in areas such as crop insurance and estate planning. With their burstiness and complexity, these firms are well-equipped to help clients navigate the ever-changing financial landscape and achieve their long-term goals.
Financial advisors in Kent County, MI are compensated in a variety of ways. One common method is through commissions on the sale of financial products such as insurance policies or mutual funds. Another way is through fees charged for their services, either as a percentage of assets under management or as a flat fee. In Kent County, MI, financial advisors may also receive compensation through referral fees from other professionals, such as attorneys or accountants. Additionally, some advisors may receive bonuses or incentives for meeting certain performance metrics. It is important for clients to understand how their advisor is compensated, as it can affect the advice they receive. In Kent County, MI, it is particularly important for advisors to disclose any potential conflicts of interest, as the area has a strong community of small businesses and close-knit professional networks.