Wealth Management in Kalamazoo County, MI

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List of Firms

Kalamazoo County, MI Wealth Management Firms

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Kindred Financial Partners of Raymond James
Location 7995 Moorsbridge Rd, Portage, MI 49024, USA
Phone (269) 775-3163
Directions
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Retirement Wealth Management Group
Location 7900 Kirkland Ct, Portage, MI 49024, USA
Phone (269) 978-0238
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Chartwell Financial Management
Location 5464 Holiday Terrace, Kalamazoo, MI 49009, USA
Phone (269) 375-8788
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TruNorth Capital Management, LLC
Location 1321 S Westnedge Ave, Kalamazoo, MI 49008, USA
Phone (877) 469-0446
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SEC File# 801-121285
CRD# 172689
Location 259 E Michigan Ave #105, Kalamazoo, MI 49007, USA
Phone (269) 381-1700
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Merrill Lynch Wealth Management Advisor Tara B Nulty
Location 750 Trade Centre Way Suite 120, Portage, MI 49002, USA
Phone (269) 388-8238
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Bison Financial Group
Location 350 E Michigan Ave, Kalamazoo, MI 49007, USA
Phone (765) 742-8300
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HFG Financial Group LLC
SEC File# 801-42017
CRD# 7461
Location 5659 W Michigan Ave, Kalamazoo, MI 49009, USA
Phone (269) 372-3229
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Merrill Lynch Wealth Management
Location 750 Trade Centre Way Suite 120, Portage, MI 49002, USA
Phone (269) 388-8230
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Hartwell & Company
5 out of 5
Location 4341 S Westnedge Ave Suite 1202, Kalamazoo, MI 49008, USA
Phone (269) 327-5250
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Robert W Baird & Co
Location 125 S Kalamazoo Mall UNIT 302, Kalamazoo, MI 49007, USA
Phone (269) 381-0592
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Weissert & Kakabeeke Retirement and Wealth Management Group of Raymond James
Location 125 S Kalamazoo Mall, Kalamazoo, MI 49007, USA
Phone (269) 349-7744
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Southwest Michigan Financial, LLC
Location 4341 S Westnedge Ave Ste. 1201, Kalamazoo, MI 49008, USA
Phone (269) 323-7964
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LVM Capital Management
SEC File# 801-32681
CRD# 111039
5 out of 5
Location 7840 Moorsbridge Rd, Portage, MI 49024, USA
Phone (269) 321-8120
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Lori Bagwell - Raymond James
Location 125 S Kalamazoo Mall Ste 201, Kalamazoo, MI 49007, USA
Phone (269) 349-7744
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Knibbe Paul
3 out of 5
Location 527 S Rose St, Kalamazoo, MI 49007, USA
Phone (269) 343-6424
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MainStreet Financial
Location 2632 S 11th St, Kalamazoo, MI 49009, USA
Phone (269) 492-9701
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Adam Kokinis - Morgan Stanley
Location 277 S Rose St, Kalamazoo, MI 49007, USA
Phone (269) 373-2645
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Blodgett Wealth Management
Location 8051 Moorsbridge Rd, Portage, MI 49024, USA
Phone (269) 492-1250
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The Wiser Financial Group
SEC File# 801-56126
CRD# 283330
4 out of 5
Location 6100 Stadium Dr, Kalamazoo, MI 49009, USA
Phone (800) 292-1472
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
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R D Graves Wealth Management
Location 5955 W Main St, Kalamazoo, MI 49009, USA
Phone (269) 353-4868
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Rose Street Advisors
SEC File# 801-57304
CRD# 43285
5 out of 5
Location 244 N Rose St, Kalamazoo, MI 49007, USA
Phone (269) 552-3200
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 – 4:30 PM Saturday: Closed Sunday: Closed
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Wealth Management
Location 108 E Michigan Ave, Kalamazoo, MI 49007, USA
Phone (269) 376-0292
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Morgan Stanley Financial Advisors
1 out of 5
Location 277 S Rose St, Kalamazoo, MI 49007, USA
Phone (269) 373-2650
Directions
SEC File# 801-121052
CRD# 123807
5 out of 5
Location 7110 Stadium Dr, Kalamazoo, MI 49009, USA
Phone (269) 324-0080
Directions
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The Rose Street Group - Morgan Stanley
Location 277 S Rose St, Kalamazoo, MI 49007, USA
Phone (269) 373-2650
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Wealth Management in Kalamazoo County, MI

Where Wealth Management Advisors in Kalamazoo County, MI Serve

Kalamazoo County, located in southwestern Michigan, is a bustling and vibrant community with a rich history and diverse culture. From the iconic Kalamazoo Mall to the historic Kalamazoo State Theatre, there are numerous landmarks that make this county a unique and exciting place to live. Top employers in Kalamazoo County include the pharmaceutical company Pfizer, Western Michigan University, and Bronson Healthcare Group, which provide numerous job opportunities for residents. Major highways such as I-94 and US-131 run through the county, making it easily accessible for commuters and travelers alike. The county is also home to several distinct neighborhoods, each with its own character and charm. From the quaint and cozy Vine neighborhood to the bustling and vibrant downtown area, there is something for everyone in Kalamazoo County.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Kalamazoo County, MI can benefit from a bank in several ways. Firstly, banks provide a safe and secure place for residents to store their money, protecting them from the risk of theft or loss. Additionally, banks offer a range of financial services such as loans, mortgages, and credit cards that can help residents achieve their financial goals. Kalamazoo County, MI is home to a diverse population with varying financial needs, and banks can offer tailored solutions to meet these needs. For instance, banks can provide loans to small businesses in the area, helping to stimulate economic growth and create job opportunities. Furthermore, banks can offer financial education to residents, helping them to better understand their finances and make informed decisions. In a county with a rich history and a vibrant cultural scene, banks can play a crucial role in supporting the financial well-being of its residents.

Insurance Broker

Residents of Kalamazoo County, MI can greatly benefit from the services of an insurance broker. With the county's diverse population and varied economic landscape, an insurance broker can help individuals and businesses navigate the complex world of insurance policies. For example, Kalamazoo County is home to several major medical centers and healthcare providers. An insurance broker can help residents find the best health insurance policies to fit their unique needs and budget. Additionally, Kalamazoo County has a strong agricultural industry, and an insurance broker can assist farmers and agribusinesses in finding comprehensive coverage for their crops, livestock, and equipment. With its thriving arts and culture scene, an insurance broker can also help protect the assets of local artists and cultural institutions through policies such as liability insurance. Overall, an insurance broker can provide invaluable support to the residents of Kalamazoo County, ensuring that they have the protection they need to thrive in their personal and professional lives.

Retirement Planning

Residents of Kalamazoo County, MI could greatly benefit from the expertise of a retirement planner. With the county's aging population, it is crucial for individuals to have a solid plan in place for their retirement years. A retirement planner can assist with creating a personalized plan that takes into account the unique circumstances of each individual, such as their current financial situation, health status, and desired retirement lifestyle. Additionally, a retirement planner can provide guidance on navigating the complex world of retirement benefits, such as social security and Medicare. With the cost of living in Kalamazoo County being higher than the national average, it is important for residents to have a thorough understanding of their retirement options in order to ensure a comfortable and secure future.

Financial Advisor

Residents of Kalamazoo County, MI could greatly benefit from the guidance of a financial advisor. With its diverse economy, ranging from agriculture to healthcare, there are unique financial challenges that residents may face. For example, the county is home to several large medical centers, which could lead to high medical expenses for individuals and families. Additionally, Kalamazoo County has a large population of college students, who may need help managing student loan debt and planning for their future financial goals. A financial advisor can provide expertise on budgeting, investing, and retirement planning, helping residents to navigate these challenges and achieve financial security. With the right guidance, residents of Kalamazoo County can take control of their finances and work towards a bright financial future.

Mortgage Loan Officer

Residents of Kalamazoo County, MI can greatly benefit from the assistance of a mortgage loan officer. With the county being home to a diverse population, ranging from college students to retirees, a mortgage loan officer can provide tailored financial solutions to meet the unique needs of each individual. Whether it's helping first-time homebuyers navigate the complex process of obtaining a mortgage or assisting seasoned homeowners with refinancing options, a mortgage loan officer can provide invaluable guidance and support. Additionally, with Kalamazoo County being a hub for healthcare and education, a mortgage loan officer can offer specialized knowledge and expertise in financing options for medical professionals and educators. Overall, a mortgage loan officer can help residents of Kalamazoo County achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Kalamazoo County, MI can greatly benefit from the expertise of a tax advisor. With the county's diverse economy, which includes manufacturing, education, healthcare, and agriculture, there are various tax implications that can be confusing and overwhelming for individuals and businesses alike. A tax advisor can assist with tax planning and preparation, ensuring compliance with federal and state tax laws, and maximizing deductions and credits. Moreover, Kalamazoo County is home to several higher education institutions, such as Western Michigan University and Kalamazoo College, which can result in unique tax situations for students and faculty. A tax advisor can provide guidance on education-related tax benefits, such as the American Opportunity Tax Credit and the Lifetime Learning Credit. Additionally, Kalamazoo County has a vibrant arts and culture scene, which can also have tax implications for artists and performers. A tax advisor can help navigate the tax implications of artistic endeavors, such as deductions for expenses related to performances and exhibitions.

Estate Planning Lawyer

Residents of Kalamazoo County, MI can benefit greatly from the expertise 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 includes wills, trusts, and powers of attorney. This is especially important in Kalamazoo County, MI, where the population is diverse and includes many families with unique needs and circumstances. An estate planning lawyer can help families navigate the complex legal system and ensure that their assets are protected and distributed according to their wishes. Additionally, an estate planning lawyer can advise clients on tax planning strategies that can help reduce their tax liability and maximize their wealth. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Kalamazoo County, MI, helping them secure their futures and protect their legacies.

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