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Best Financial Advisors in Kalamazoo

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Kalamazoo, MIKalamazoo, MI

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Kalamazoo, MIKalamazoo, MI

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

7900 Kirkland Court, Portage, MI 49024
Portage, MI 49024
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Wealth Management

Alkhamis Financial offers wealth planning and investment management solutions to clients in Kalamazoo and the surrounding areas. The firm's financial planning services include the areas of investment, retirement, estate planning, and insurance. Zack Alkhamis, the company's founder, is the branch manager and investment advisor representative of LPL Financial. He has more than 28 years of experience serving as a retirement income specialist and helping retirees generate income. He is also a Certified Fund Specialist and a Chartered Retirement Planning Counselor.

7900 Kirkland Court, Portage, MI 49024
Portage, MI 49024

Website(269) 978-0238

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

125 South Kalamazoo Mall, Suite 302, Kalamazoo, MI 49007
Kalamazoo, MI 49007
Instagram
  • Wealth Management

Established in 1919, Baird is a local firm that offers financial advisory services for clients in Kalamazoo and the surrounding areas. Its team of financial advisors assists in addressing the unique investment choices and financial objectives of every client. They provide a range of financial planning solutions that involve retirement and education planning, wealth transfer, charitable giving, and tax planning. In addition, they handle investment management, including brokerage, cash management, comprehensive advisory, and portfolio management.

125 South Kalamazoo Mall, Suite 302, Kalamazoo, MI 49007
Kalamazoo, MI 49007

InstagramWebsite(269) 381-0592

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

450 West Centre Ave Ste C, Portage, MI 49024
Portage, MI 49024
  • Certified Financial Planner (CFP)

Bright Financial Advisors, Inc., is a wealth management firm that caters to Kalamazoo-based clients. Its financial services involve dealing with business, retirement, and estate planning; investment and stock options; and tax strategies. Both its president, Andrew W. Price, and vice president, Brookes L. Welc, are Certified Financial Planners. They have more than 35 years of combined financial industry experience. The company is active in community affairs through quarterly support given to local organizations like Loaves & Fishes and the Kalamazoo Gospel Mission.

450 West Centre Ave Ste C, Portage, MI 49024
Portage, MI 49024

Website(269) 373-2700

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

405 W Michigan Avenue Suite 110, Kalamazoo, MI 49007
Kalamazoo, MI 49007
  • Finance Planning

CWS Financial Advisors is a boutique wealth management firm that serves clients in Kalamazoo. It assists affluent families and business owners in achieving their financial objectives through income management, portfolio development, asset allocation, and tax optimization. The firm has adopted a collaborative communication approach to understanding the unique needs of clients. The history of CWS Financial Advisors can be traced back to a broker/dealer firm that was established by Jerry Cross in 1983. The firm became an independent registered investment advisor in 2018.

405 W Michigan Avenue Suite 110, Kalamazoo, MI 49007
Kalamazoo, MI 49007

Website(269) 349-4600

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

15 Capital Ave. NE, Suite 104, Battle Creek, MI 49017
Battle Creek, MI 49017
  • Financial Planning

Serving clients in the Kalamazoo metro, Diversified Financial Advisors provides a variety of financial services that help individuals manage their investments and plan for building wealth. Its assists with individual retirement accounts, annuities, savings plans, and simplified employee pension plans. Its service portfolio also covers 529 qualified tuition plans, certificates of deposit, U.S. treasuries securities, and mutual funds. The firm's advisor, Blane Heisler, is a CFP who has been working in the financial industry for almost 10 years.

15 Capital Ave. NE, Suite 104, Battle Creek, MI 49017
Battle Creek, MI 49017

Website(269) 441-1444

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

5464 Holiday Terrace, Kalamazoo, MI 49009
Kalamazoo, MI 49009
  • Finance Planning
  • Certified Financial Planner (CFP)

Fiduciary Financial Advisors is an independent wealth management and financial planning firm that serves residents of Kalamazoo. Its team of fiduciary advisors assists on concerns related to retirement planning, educational funds, estate, insurance, and investment. It works with Charles Schwab and TD Ameritrade to help clients manage their insurance and investment needs. The firm has more than $300 million in assets under management. Ben VerWys, the firm's founder and senior financial advisor, was given a 5 Star Quality Advisor rating by Paladin Research.

5464 Holiday Terrace, Kalamazoo, MI 49009
Kalamazoo, MI 49009

Website(269) 271-3270

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

37 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

7110 Stadium Drive, Kalamazoo, MI 49009
Kalamazoo, MI 49009
  • Certified Financial Planner (CFP)

Gasaway Investment Advisors, Inc., has been providing financial planning services in Kalamazoo for more than 30 years. The company's individual and commercial financial management services include retirement planning and administration, wealth and investment management, asset allocation, government forms filing and reporting, and 24-hour monitoring and accessibility. The founder's son and the company's current president, Jim Gasaway, helped establish the firm in 1990. He holds a degree in Accounting and is a Certified Financial Planner.

7110 Stadium Drive, Kalamazoo, MI 49009
Kalamazoo, MI 49009

Website(269) 324-0080

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

7840 Moorsbridge Road, Portage, MI 49024
Portage, MI 49024
  • Financial Planning

LVM Capital Management Ltd is a financial advisory firm that serves Kalamazoo and the surrounding locations. Its team develops financial plans for clients, which involves making recommendations on charitable goals strategies, income tax, and retirement savings and distribution. The financial planners also evaluate clients' life and health insurance needs in the process. In addition, they utilize an investment management approach, which has been applied to various market cycles and refined over the past 30 years. LVM Capital Management has been operating since 1988.

7840 Moorsbridge Road, Portage, MI 49024
Portage, MI 49024

Website(269) 321-8120

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2725 Airview Boulevard Suite 204, Portage, MI 49002
Portage, MI 49002
  • Investment Management
  • Financial Planning

Preferred Financial Group, LLC, is a firm serving Kalamazoo. Its personalized services focus on helping clients develop plans that help them prepare for a successful retirement. Its advisors educate them on financial products structured to their goal. It also offers a wide array of investment vehicles, including bonds, brokerage accounts, common stocks, government securities, IRAs, and treasury bills. Other products include disability income, life, and long-term care insurance. Its financial planning services range from estate and retirement to tax management.

2725 Airview Boulevard Suite 204, Portage, MI 49002
Portage, MI 49002

Website(269) 978-6000

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

244 North Rose Street, Kalamazoo, MI 49007
Kalamazoo, MI 49007
  • Certified Financial Planner (CFP)

Rose Street Advisors addresses financial planning matters in Kalamazoo. From retirement plans to wealth management to life insurance, the firm has been providing its services to families and businesses for over 75 years. Its team of advisors works hand in hand with clients by enumerating their needs and finding the right plan for their short-term and long-term benefits. Through the leadership of principal and employee benefits advisor Kevin McPherson, the firm has extended its services throughout Michigan and the nearby states.

244 North Rose Street, Kalamazoo, MI 49007
Kalamazoo, MI 49007

Website(269) 552-3256

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

590 W. Centre Ave, Portage, MI 49024
Portage, MI 49024
  • Financial Planning

Operating in Portage, Sanford Advisory provides financial consultation and planning for residents of Kalamazoo and nearby communities. It reviews clients' finances, from annual income to taxes and expenses, to help them find ways to save money. The firm also helps them assess different investments and savings accounts to find suitable options. It also directs funds to be stored for future use, such as children's education or retirement. Sanford Advisory employs 10 different professionals, including CPAs and CFPs with over 200 years of combined experience.

590 W. Centre Ave, Portage, MI 49024
Portage, MI 49024

Website(269) 488-6900

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

6100 Stadium Drive, Kalamazoo, MI 49009
Kalamazoo, MI 49009
  • Retirement Planning
  • Finance Planning

The Wiser Financial Group is an independent advising group based in Kalamazoo. It helps individuals plan for various aspects of their life by giving them financial advice regarding education for their family, insurance coverage, and retirement and estate planning. Its staff also performs investment management services for families and employee benefits planning for employers. Founder Ronald Wiser is a board member of the National Association of Insurance and Financial Advisors. He holds various professional designations, like the Certified Financial Planner designation from the CFP Board.

6100 Stadium Drive, Kalamazoo, MI 49009
Kalamazoo, MI 49009

Website(269) 372-1430

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.4 / 5 ( Best)

Total Reviews:

15 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

5931 Oakland Drive, Portage, MI 49024
Portage, MI 49024
  • Certified Financial Planner (CFP)
  • Financial Planning

Zhang Financial is an advisory firm that has been serving Kalamazoo for more than 30 years. It provides investment advice through a wide range of independent research resources to help individuals in choosing an investment path that fits their needs. The firm partners with custodians like LPL Financial, TD Ameritrade, and Charles Schwab. Its founder, Charles Zhang, is a Certified Financial Planner who has been featured in various media outlets, such as Forbes, Wall Street Journal, and Financial Times.

5931 Oakland Drive, Portage, MI 49024
Portage, MI 49024

Website(269) 385-5888

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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