Retirement Planning in Ottawa County, MI

We did the hard work of finding trustworthy partners in Ottawa County, MI. Fill out the form to get connected.

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Ottawa County, MI

generic_business-71
Northwestern Mutual
SEC File# 801-8095
CRD# 2881
Location 305 Hoover Blvd #400, Holland, MI 49423, USA
Phone (616) 396-1458
Directions
generic_business-71
Waddell & Reed Inc
Location 20 S 5th St, Grand Haven, MI 49417, USA
Phone (616) 842-2005
Directions
generic_business-71
Campbell Smith & Associates
Location 11368 Blue Heron Pkwy, Holland, MI 49424, USA
Phone (616) 403-5608
Directions
generic_business-71
Schaner Financial
Location 3484 Chicago Dr Suite B, Hudsonville, MI 49426, USA
Phone (616) 379-9145
Directions
generic_business-71
Cap Trust Financial Advisors
5 out of 5
Location 85 E 8th St #160, Holland, MI 49423, USA
Phone (616) 392-5332
Language http://ctfa.com/
Directions
generic_business-71
Baird Private Wealth Management
5 out of 5
Location 151 Central Ave Ste 120, Holland, MI 49423, USA
Phone (800) 285-4792
Directions
generic_business-71
Rush Creek Advisors - Ameriprise Financial Services, LLC
5 out of 5
Location 7700 Byron Center Ave SW, Byron Center, MI 49315, USA
Phone (616) 209-5206
Directions
generic_business-71
Kar-Mel Financial Planners
Location 7357 S Walker Rd, Spring Lake, MI 49456, USA
Phone (231) 733-1166
Directions
generic_business-71
Edward Jones - Financial Advisor: Eric O'Brien
5 out of 5
Location 6261 Lake Michigan Dr Suite D, Allendale Charter Twp, MI 49401, USA
Phone (616) 895-7397
Directions
generic_business-71
Boes Financial Center & Money Concepts
Location 13271 Nelva Rose Ct, Coopersville, MI 49404, USA
Phone (866) 597-9995
Directions
generic_business-71
Integrity Financial Service, LLC
5 out of 5
Location 185 44th St SW suite a, Grandville, MI 49418, USA
Phone (616) 719-1979
Directions
generic_business-71
Northwestern Mutual : Daniel Horning, CLU
Location 12 Washington Ave #200, Grand Haven, MI 49417, USA
Phone (616) 842-2722
Directions
generic_business-71
Symmetra Advisors LLC
Location 1121 Ottawa Beach Rd #240a, Holland, MI 49424, USA
Phone (616) 994-3353
Directions
generic_business-71
Edward Jones - Financial Advisor: Del Young
Location 6581 28th Ave Suite B, Hudsonville, MI 49426, USA
Phone (616) 662-8986
Directions
Retirement Planning in Ottawa County, MI

About Ottawa County, MI for Those Planning to Retire

Nestled in the heart of Michigan, Ottawa County is a vibrant community bursting with landmarks, top employers, major highways and streets, and diverse neighborhoods. From the stunning Lake Michigan shoreline to the bustling city of Holland, there is something for everyone in this dynamic region. One of the most iconic landmarks in Ottawa County is the Grand Haven Lighthouse, which stands tall and proud at the mouth of the Grand River. This historic structure is a beloved symbol of the region's maritime heritage and draws visitors from far and wide. When it comes to top employers, Ottawa County is home to a wide range of businesses, including Herman Miller, Gentex, and Meijer. These companies provide jobs for thousands of local residents and contribute to the region's thriving economy. Major highways and streets crisscross the county, including I-196, US-31, and M-45. These thoroughfares make it easy for residents and visitors alike to navigate the area and explore all that it has to offer.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Ottawa County, MI can benefit from a bank in numerous ways. For instance, the county is home to a diverse range of industries, including manufacturing, agriculture, and tourism. Therefore, a bank can provide financial services that cater to the specific needs of each industry. Additionally, banks can offer loans to small businesses, which can help them expand and create more job opportunities for the residents. Furthermore, Ottawa County has a large population of retirees, and a bank can offer retirement planning services and investment options to help them secure their financial future. Overall, a bank can provide tailored financial solutions to the diverse population of Ottawa County, MI, and help them achieve their financial goals.

Insurance Broker

Residents of Ottawa County, MI can greatly benefit from the services of an insurance broker. The county is home to a diverse population with varying insurance needs, ranging from auto and home insurance to life and health insurance. An insurance broker can help residents navigate the complex world of insurance policies and find the coverage that best suits their needs and budget. For example, residents living in the coastal areas of Ottawa County may require specialized flood insurance coverage due to the proximity to Lake Michigan. An insurance broker can provide valuable insight and expertise on the different types of flood insurance policies available and help residents choose the best one for their specific situation. Additionally, an insurance broker can help residents understand the intricacies of the Affordable Care Act and find the right health insurance plan that fits their needs and budget. Overall, an insurance broker can provide much-needed guidance and support to residents of Ottawa County, MI in navigating the often confusing and overwhelming world of insurance.

Wealth Management

Residents of Ottawa County, MI can greatly benefit from the services of a wealth manager in a variety of ways. Given the county's strong economy and thriving business scene, a wealth manager can help individuals and families navigate the complexities of managing their finances, investments, and retirement planning. With a wealth manager's guidance, residents can make informed decisions about their money and develop strategies to achieve their financial goals. Additionally, a wealth manager can provide valuable insights into the unique tax and estate planning considerations that come with living in Ottawa County, where property values are high and there are many opportunities for investment and growth. By working with a wealth manager, residents can enjoy greater financial security and peace of mind, knowing that their wealth is being managed with expertise and care.

Financial Advisor

Residents of Ottawa County, MI would greatly benefit from the expertise of a financial advisor in various ways. Given the county's location on the eastern shore of Lake Michigan, many residents have invested in waterfront properties which require specialized insurance coverage and maintenance. A financial advisor can help navigate the complexities of these investments and ensure that homeowners are adequately protected. Additionally, Ottawa County is home to a thriving agricultural industry, with many residents owning farms or working in related fields. A financial advisor can offer guidance on tax planning, estate planning, and retirement planning for these individuals, taking into account the unique challenges and opportunities presented by the agricultural industry. Overall, a financial advisor can provide invaluable support to residents of Ottawa County, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

As one of the fastest-growing counties in Michigan, Ottawa County is home to a diverse population with a range of financial needs. A skilled mortgage loan officer can assist residents in navigating the complexities of the local real estate market, from identifying the most affordable neighborhoods to securing financing for their dream homes. With its proximity to Lake Michigan and thriving manufacturing industry, Ottawa County is an attractive destination for families, young professionals, and retirees alike. A mortgage loan officer can help residents take advantage of the county's unique opportunities, whether that means financing a vacation home on the lake or investing in a rental property in one of the area's bustling downtown districts. With their expertise in mortgage lending and deep knowledge of the local market, these professionals are essential partners for anyone seeking to make the most of their investment in Ottawa County.

Tax Services

Residents of Ottawa County, MI can benefit from the services of a tax advisor in various ways. One specific example is the identification of tax deductions that are unique to Ottawa County. This county is home to several thriving industries, such as manufacturing, agriculture, and tourism. A tax advisor can help residents who work in these industries to identify deductions that are specific to their line of work. For instance, farmers in Ottawa County can claim deductions for expenses related to crop production, while manufacturers can claim deductions for equipment depreciation. Additionally, a tax advisor can help residents navigate the complex tax laws and regulations that are unique to Michigan. With their expertise, tax advisors can help residents minimize their tax liabilities and avoid costly penalties. Overall, the services of a tax advisor can greatly benefit residents of Ottawa County, MI, especially those who are looking to maximize their tax savings.

Estate Planning Lawyer

Residents of Ottawa County, MI can benefit from estate planning lawyers in several ways. One of the most common ways is by creating a comprehensive estate plan that includes a will, trust, and power of attorney. This is particularly important in Ottawa County, MI, where the population is rapidly aging, and many residents own significant assets such as real estate and businesses. An estate planning lawyer can help residents protect their assets and ensure that their wishes are carried out after they pass away. Additionally, an estate planning lawyer can assist with Medicaid planning, which is especially important in Ottawa County, MI, where the cost of long-term care is among the highest in the state. By working with an estate planning lawyer, residents of Ottawa County, MI can ensure that they have a plan in place to protect their assets and provide for their loved ones.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs