Best Financial Advisors in Ottawa County, MI

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List of Firms

Ottawa County, MI Fiduciary Financial Advisors

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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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Edward Jones - Financial Advisor: Cameron Dolbow, CFP®
5 out of 5
Location 12662 Riley St Suite 150, Holland, MI 49424, USA
Phone (616) 928-0892
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Terrill Financial Group, LLC
Location 300 Washington Ave STE 100, Grand Haven, MI 49417, USA
Phone (616) 842-7773
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Tim Caywood - Financial Advisor, Ameriprise Financial Services, LLC
Location 4575 Lake Michigan Dr NW, Grand Rapids, MI 49534, USA
Phone (855) 885-1644
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Kar-Mel Financial Planners
Location 7357 S Walker Rd, Spring Lake, MI 49456, USA
Phone (231) 733-1166
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Edward Jones - Financial Advisor: Matt Strong
5 out of 5
Location 15 S 7th St, Grand Haven, MI 49417, USA
Phone (616) 844-9203
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Ronald Blue Trust
5 out of 5
Location 183 College Ave, Holland, MI 49423, USA
Phone (616) 392-3108
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Edward Jones - Financial Advisor: Breanna Hansen
Location 5867 Harvey St, Norton Shores, MI 49444, USA
Phone (231) 246-2815
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Financial Advisors in Ottawa County, MI

Where Certified Financial Advisors in Ottawa County, MI Serve

Ottawa County, MI is a vibrant and bustling community located in the western part of the state, known for its stunning natural beauty and thriving economy. From the towering dunes of Grand Haven State Park to the charming streets of Holland's historic downtown, there is no shortage of landmarks to explore in this dynamic region. When it comes to employment, Ottawa County is home to a diverse array of top employers, including automotive giant General Motors, healthcare provider Spectrum Health, and office furniture manufacturer Herman Miller. These companies, along with many others, provide thousands of jobs to residents and contribute to the area's robust economy. Major highways and streets crisscross the county, providing easy access to neighboring cities and beyond. The I-196 and US-31 highways are major thoroughfares that connect Ottawa County to Grand Rapids and other nearby communities, while local roads like James Street and 16th Avenue provide convenient access to popular destinations within the county.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Ottawa County, MI can benefit greatly from the guidance of a financial advisor. With a median household income of $67,000, many families in the area are looking to invest their money wisely and plan for their financial future. A financial advisor can help residents create a personalized plan for saving, investing, and managing their money. Additionally, with the high cost of living in Ottawa County, a financial advisor can provide guidance on how to budget effectively and make the most of their income. Whether it’s planning for retirement, saving for a child’s education, or purchasing a home, a financial advisor can provide valuable advice to help residents achieve their financial goals.

Insurance Broker

Residents of Ottawa County, MI can benefit greatly from the services of an insurance broker. With the county's growing population and diverse demographic, an insurance broker can help residents navigate the complex world of insurance and find the right coverage for their unique needs. For instance, Ottawa County is home to many small businesses, and an insurance broker can help these entrepreneurs find the best health insurance plans for their employees. Additionally, with the county's proximity to Lake Michigan, an insurance broker can help residents find the right coverage for their boats and other watercraft. Overall, an insurance broker can provide valuable guidance and support to Ottawa County residents, helping them protect their assets and plan for the future.

Retirement Planning

Residents of Ottawa County, MI can benefit greatly from the services of a retirement planner. With a population of over 290,000, Ottawa County is one of the fastest-growing counties in Michigan. Many individuals in this area are approaching retirement age and are looking for guidance on how to plan for their financial future. A retirement planner can help residents of Ottawa County by providing personalized advice on retirement savings, investment strategies, and tax planning. They can also help individuals navigate the complex world of Social Security and Medicare. With the help of a retirement planner, residents of Ottawa County can feel confident in their retirement plans and enjoy their golden years without financial stress.

Wealth Management

Residents of Ottawa County, MI would greatly benefit from the expertise of a wealth manager. With a population of over 290,000 people, Ottawa County is one of the fastest-growing areas in Michigan. As the county continues to grow, many residents are looking for ways to manage their wealth and plan for their future. A wealth manager can help Ottawa County residents navigate the complex world of financial planning, offering guidance on everything from retirement savings to investment strategies. With their knowledge and experience, a wealth manager can help residents of Ottawa County achieve their financial goals and secure a brighter future for themselves and their families.

Mortgage Loan Officer

Residents of Ottawa County, MI would greatly benefit from the assistance of a mortgage loan officer. With the county's population growing rapidly, many individuals and families are in need of a mortgage to purchase a home. A loan officer can help guide residents through the process of obtaining a mortgage, including determining the best type of loan for their unique financial situation and assisting with the application process. Additionally, Ottawa County is home to a diverse range of communities, each with their own unique housing market. A mortgage loan officer with knowledge of the local real estate market can provide valuable insight and advice to residents looking to buy or refinance a home in the area.

Tax Services

Residents of Ottawa County, MI can benefit greatly from the services of a tax advisor. With the county's growing population and diverse economy, tax laws and regulations are constantly changing, making it difficult for individuals to keep up. A tax advisor can provide guidance on how to minimize tax liability, maximize deductions, and avoid costly mistakes. For example, Ottawa County has a large agricultural industry, and a tax advisor can provide specialized knowledge on tax credits and deductions available to farmers. Additionally, with the recent changes to the tax code, a tax advisor can help residents navigate new deductions and changes to the standard deduction. Overall, a tax advisor can provide valuable assistance to residents of Ottawa County, MI in navigating the complex world of taxes and ensuring they are making the most of their financial situation.

Estate Planning Lawyer

Residents of Ottawa County, MI can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help residents of Ottawa County is by assisting them in creating a comprehensive estate plan that meets their specific needs and goals. This can include drafting a will, establishing trusts, and designating beneficiaries. Additionally, an estate planning lawyer can provide guidance on tax planning strategies and help residents navigate the complex legal system in Ottawa County. With its growing population and diverse demographics, Ottawa County presents unique challenges for estate planning, making the expertise of a lawyer even more valuable.

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FAQs About Personal Financial Advisors in Ottawa County, MI