Best Financial Advisors in Kent County, MI

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

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Kent County, MI Fiduciary Financial Advisors

SEC File# 801-111823
CRD# 289886
Location 250 Monroe Ave NW 4th floor, Grand Rapids, MI 49503, USA
Phone (248) 377-8761
Directions
SEC File# 801-114535
CRD# 249789
Location 2910 Lucerne Dr SE, Grand Rapids, MI 49546, USA
Phone (616) 551-5452
Directions
SEC File# 801-119648
CRD# 288255
Location 4095 Park E Ct SE ste c, Grand Rapids, MI 49546, USA
Phone (616) 200-6512
Directions
Edward Jones - Financial Advisor: Philip Streng, AAMS®|CRPC®
SEC File# 801-3297
CRD# 250
Location 825 Parchment Dr SE Suite 200, Grand Rapids, MI 49546, USA
Phone (616) 957-2139
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Pathway Financial Design
5 out of 5
Location 7152 Knapp St NE, Ada, MI 49301, USA
Phone (616) 682-4604
Directions
Raymond James Financial Services
Location 741 E Beltline Ave NE, Grand Rapids, MI 49525, USA
Phone (616) 774-2281
Directions
Sylvia Frattallone - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6300 Fulton St E, Ada, MI 49301, USA
Phone (616) 682-5000
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Jared Mysliwiec - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3351 Eagle Run Dr NE Ste D, Grand Rapids Charter Township, MI 49525, USA
Phone (616) 363-3489
Directions
Kanai Pettigrew Financial Group
5 out of 5
Location 2050 Celadon Dr NE, Grand Rapids, MI 49525, USA
Phone (616) 818-3150
Directions
Northwestern Mutual
3 out of 5
Location 55 Campau Ave NW #400, Grand Rapids, MI 49503, USA
Phone (616) 774-2031
Directions
Strategic Financial Group
Location 3358 Eagle Run Dr NE Suite #4, Grand Rapids, MI 49525, USA
Phone (616) 935-7400
Directions
Frattallone Wealth Management Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6300 Fulton St E, Ada, MI 49301, USA
Phone (616) 682-5000
Directions
Morgan Stanley Financial Advisors
Location 5122 Cascade Rd SE 1st Fl, Grand Rapids, MI 49546, USA
Phone (616) 771-6000
Directions
Innovative Financial Group
3 out of 5
Location 6011 W River Dr NE, Belmont, MI 49306, USA
Phone (616) 365-1100
Directions
Edward Jones - Financial Advisor: Cory Bulemore
SEC File# 801-3297
CRD# 250
Location 825 Parchment Dr SE Suite 200, Grand Rapids, MI 49546, USA
Phone (616) 957-2139
Directions
Edward Jones - Financial Advisor: Laura J Morrison
SEC File# 801-3297
CRD# 250
Location 6739 Fulton St E # B20, Ada, MI 49301, USA
Phone (616) 676-1403
Directions
Edward Jones - Financial Advisor: Lisa J Rios, CFP®
SEC File# 801-3297
CRD# 250
Location 40 Pearl St NW Suite 424, Grand Rapids, MI 49503, USA
Phone (616) 459-4341
Directions
Edward Jones - Financial Advisor: Becky Anderson, CFP®|AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 99 Monroe Ave NW Suite 701, Grand Rapids, MI 49503, USA
Phone (616) 459-4216
Directions
Edward Jones - Financial Advisor: Greg Flick, AAMS®
SEC File# 801-3297
CRD# 250
Location 5990 Fulton St E Ste D, Ada, MI 49301, USA
Phone (616) 676-0891
Directions
Moerdyk Financial
SEC File# 801-123345
CRD# 297578
Location 5005 Cascade Rd SE B, Grand Rapids, MI 49546, USA
Phone (616) 742-1166
Directions
Jason Kuennen - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 7700 Byron Center Ave SW, Byron Center, MI 49315, USA
Phone (616) 272-4179
Directions
Edward Jones - Financial Advisor: Justin D Gritter, CFP®|AAMS®
SEC File# 801-3297
CRD# 250
Location 6617 Crossings Dr SE Suite 103, Grand Rapids, MI 49508, USA
Phone (616) 656-3242
Directions
Edward Jones - Financial Advisor: Kim Hensley
SEC File# 801-3297
CRD# 250
Location 275 S State St Suite B, Sparta, MI 49345, USA
Phone (616) 887-2584
Directions
Hayden Ries Investment Management
Location 2215 Oak Industrial Dr NE #209, Grand Rapids, MI 49505, USA
Phone (616) 233-9077
Directions
Owens Financial Group LLC
5 out of 5
Location 4829 E Beltline Ave NE Suite 100, Grand Rapids, MI 49525, USA
Phone (616) 608-6440
Directions
Advosion
Location 6440 Fulton St E Suite 203, Ada, MI 49301, USA
Phone (616) 954-2501
Directions
Edward Jones - Financial Advisor: Chris Carlson, CFP®
SEC File# 801-3297
CRD# 250
Location 6739 Courtland Dr NE Suite 202, Rockford, MI 49341, USA
Phone (616) 874-8335
Directions
Wealthcare Capital Management - Scott Davison, CFP®, CPA
Location 625 Kenmoor Ave SE #301, Grand Rapids, MI 49546, USA
Phone (616) 202-1881
Directions
R Jim Van Loo - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2851 Charlevoix Dr S Ste 200, Grand Rapids, MI 49546, USA
Phone (616) 988-4618
Directions
Edward Jones - Financial Advisor: Chad E Zagel, CFP®|AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 705 Bagley Ave SE, East Grand Rapids, MI 49506, USA
Phone (616) 233-9472
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
FCM Financial
4 out of 5
Location 4461 Cascade Rd SE, Grand Rapids, MI 49546, USA
Phone (616) 323-0021
Directions
Edward Jones - Financial Advisor: Paul A Storm
SEC File# 801-3297
CRD# 250
Location 275 S State St Suite B, Sparta, MI 49345, USA
Phone (616) 887-2584
Directions
James Haberlein - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3347 Eagle Run Dr NE ste c, Grand Rapids, MI 49525, USA
Phone (616) 726-1452
Directions
Baird Private Wealth Management
SEC File# 801-7571
CRD# 8158
5 out of 5
Location 333 Bridge St NW Ste 1000, Grand Rapids, MI 49504, USA
Phone (800) 888-6200
Directions
Lisa Cargill - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 6701 Old 28th St SE Ste A, Grand Rapids, MI 49546, USA
Phone (616) 682-5103
Directions
Jamie T May - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 250 E Division St NE, Rockford, MI 49341, USA
Phone (616) 866-0202
Directions
Edward Jones - Financial Advisor: David Johnson
SEC File# 801-3297
CRD# 250
5 out of 5
Location 6355 Belmont Ave NE Ste 160, Belmont, MI 49306, USA
Phone (616) 365-7950
Directions
Legacy Planning & Associates, Inc.
5 out of 5
Location 630 Kenmoor Ave SE Suite #100, Grand Rapids, MI 49546, USA
Phone (616) 719-2930
Directions
Rick Rolf - Thrivent
Location 7679 Cidermill Dr SE, Grand Rapids, MI 49508, USA
Phone (616) 248-4600
Directions
James Sanford - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3347 Eagle Run Dr NE Ste C, Grand Rapids Charter Township, MI 49525, USA
Phone (616) 726-1452
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 7:00 PM Wednesday: 8:00 AM – 7:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Paul Mysliwiec - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3351 Eagle Run Dr NE Ste D, Grand Rapids Charter Township, MI 49525, USA
Phone (616) 363-3489
Time Monday: 7:30 AM – 5:00 PM Tuesday: 7:30 AM – 5:00 PM Wednesday: 7:30 AM – 5:00 PM Thursday: 7:30 AM – 5:00 PM Friday: 7:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Integrated for Me | Wealth Management and Retirement Plan Consultant
3 out of 5
Location 3351 Claystone St SE Suite #111, Grand Rapids, MI 49546, USA
Phone (616) 942-9080
Directions
River Valley Wealth Management - Raymond James
Location 5940 Tahoe Dr SE Ste 101, Grand Rapids, MI 49546, USA
Phone (616) 988-1125
Directions
Edward Jones - Financial Advisor: David J Hibschman, CFP®|AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4130 Del Mar Dr SW Suite A, Wyoming, MI 49418, USA
Phone (616) 249-3865
Directions
Claude Mc Manus - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 975 3 Mile Rd NW Ste 12, Grand Rapids, MI 49544, USA
Phone (616) 647-8638
Directions
Lakeman Financial
5 out of 5
Location 3333 Evergreen Dr NE # 200, Grand Rapids, MI 49525, USA
Phone (616) 988-9794
Directions
Lesley Kris
Location 3333 Evergreen Dr NE # 200, Grand Rapids, MI 49525, USA
Phone (616) 952-0200
Directions
Michael Fiorenzo - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3347 Eagle Run Dr NE Ste C, Grand Rapids Charter Township, MI 49525, USA
Phone (616) 726-1452
Directions
Redfield Financial Group
Location 4120 E Beltline Ave NE #100, Grand Rapids, MI 49525, USA
Phone (616) 447-1600
Directions
Modern District Financial
Location 3351 Eagle Run Dr NE suite b, Grand Rapids, MI 49525, USA
Phone (616) 931-5062
Directions
George Wit - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3347 Eagle Run Dr NE Ste C, Grand Rapids Charter Township, MI 49525, USA
Phone (616) 726-1452
Directions
Financial Advisors in Kent County, MI

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

Residents of Kent County, MI can benefit greatly from the services of a financial advisor. With a population of over 650,000 people, many individuals in Kent County are looking for guidance on how to manage their finances effectively. A financial advisor can help residents of Kent County create a personalized plan for their financial goals, whether that be saving for retirement, paying off debt, or investing in the stock market. Additionally, Kent County is home to a diverse range of industries, including healthcare, manufacturing, and education, which means that financial advisors in the area have experience working with clients in a variety of professions. By working with a financial advisor, residents of Kent County can gain peace of mind knowing that they have a trusted expert helping them navigate their finances.

Insurance Broker

Residents of Kent County, MI can greatly benefit from the services of an insurance broker. With the county being home to a diverse population, an insurance broker can help individuals and families navigate the complex world of insurance and find the best coverage to fit their unique needs. For example, many residents in Kent County work in the manufacturing industry, which can come with its own set of risks and insurance needs. An insurance broker can help these individuals find comprehensive coverage for their homes, vehicles, and health, as well as provide guidance on workers' compensation and liability insurance for their businesses. By working with an insurance broker, residents of Kent County can have peace of mind knowing they have the right coverage to protect themselves and their loved ones.

Retirement Planning

Residents of Kent County, MI would greatly benefit from the services of a retirement planner. With a population of over 650,000 people, Kent County is one of the largest counties in Michigan. A retirement planner can help residents navigate the complex world of retirement planning, including understanding social security benefits, creating a budget for retirement, and investing in retirement accounts. Additionally, Kent County has a diverse population with various income levels and lifestyles, so a retirement planner can tailor their services to meet the unique needs of each individual. Whether someone is planning for retirement in their 20s or 60s, a retirement planner can provide valuable guidance to ensure a comfortable and secure retirement.

Wealth Management

Residents of Kent County, MI could benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager could help is by providing guidance on retirement planning. Kent County has a large population of baby boomers who are reaching retirement age and may need help navigating complex retirement accounts and investment options. A wealth manager could provide personalized advice on how to maximize retirement savings and create a sustainable income stream for the future. Additionally, Kent County is home to a thriving business community, and a wealth manager can help business owners with financial planning, tax strategies, and succession planning. With the help of a skilled wealth manager, residents of Kent County can achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Kent County, MI can benefit greatly from the services of a mortgage loan officer. With the cost of living on the rise, many individuals and families are struggling to afford their dream homes. A mortgage loan officer can help them navigate the complex world of home financing and find the best possible mortgage rates. This is especially important in Kent County, MI, where the real estate market is highly competitive and home prices are constantly fluctuating. A mortgage loan officer can also provide valuable advice on how to improve credit scores, which is crucial for securing favorable mortgage terms. In addition, they can assist with refinancing existing mortgages, which can help residents save money on monthly payments and reduce their overall debt. Overall, a mortgage loan officer can make the process of buying a home in Kent County, MI much less stressful and more affordable.

Tax Services

Residents of Kent County, MI can benefit greatly from the expertise of a tax advisor. With its diverse economy and growing population, Kent County presents unique tax challenges for its residents. A tax advisor can help individuals navigate the complex tax laws and regulations specific to the county, ensuring they are taking advantage of all available deductions and credits. For example, Kent County has a variety of tax incentives for businesses, including the Industrial Facilities Exemption and the Renaissance Zone program. A tax advisor can help businesses and individuals understand and utilize these incentives to their fullest potential. Additionally, with the recent changes to federal tax laws, a tax advisor can help residents of Kent County navigate the new tax landscape and make informed decisions about their finances.

Estate Planning Lawyer

Residents of Kent County, MI can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help residents of Kent County is by creating a comprehensive estate plan that addresses all of their unique needs and concerns. This includes drafting wills, trusts, and other documents that ensure their assets are distributed according to their wishes and that their loved ones are taken care of after they pass away. Additionally, an estate planning lawyer can assist with Medicaid planning, which is particularly important in Kent County where the population is aging and healthcare costs are rising. By working with an estate planning lawyer, residents of Kent County can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of in the future.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Kent County, MI