Battle Creek, MI

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Battle Creek, MI
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Best Financial Advisors in Battle Creek, MI

The highest-rated Financial Planning & Wealth Management companies out of 169 vetted & reviewed in the Battle Creek area.

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Kccu Investment Services

Kccu Investment Services

May Lose Value, Not Insured by Ncua or Any Other Government Agency, Not Credit Union Deposits or Obligations
“KCCU Investment Services, located at Kellogg Community Credit Union, serves the Battle Creek, Marshall, Kalamazoo, Three Rivers and Grand Rapids areas. The Financial Consultants take a holistic approach to wealth management specializing in the follow...”
In Business Since 2017
Transparent Fees & Pricing
6427 B Dr N, Battle Creek, MI
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Certified Benefit Advisors

Certified Benefit Advisors

(2)
“It's hard to find someone in this industry that is trustworthy and knows it like the back of their hand.”
In Business Since 2010
Free Initial Consultation
100 Country Pine Ln #2, Battle Creek, MI
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Diversified Financial Advisors

Diversified Financial Advisors

(1)
Asset Allocation, Overview, Charitable Giving
“Works hard to find the best investment for each person.”
In Business Since 2015
15 Capital Ave NE # 104, Battle Creek, MI
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The Planning Group

The Planning Group

(1)
“Always helpful.”
In Business Since 1999
CFP Certified
500 Country Pine Ln # 1, Battle Creek, MI
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Thornapple Financial Center and Money Concepts

Thornapple Financial Center and Money Concepts

“We can look at your current portfolio, even if it's currently with another company, to give you a second opinion and make suggestions for improvements. Because we are also tax professionals, we'll approach your financial plan with a strong tax mitiga...”
In Business Since 2005
Transparent Fees & Pricing
Serving Battle Creek Area
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Sean Dugan - Commonwealth Financial Network

Sean Dugan - Commonwealth Financial Network

Wealth Management, Retirement Consulting
“We are committed to delivering on your financial goals. Our affiliation with Commonwealth Financial Network®, one of the largest independent registered investment adviser-broker/dealers in the nation, gives us invaluable resources, experience, and ex...”
In Business Since 2018
395 S Shore Dr STE 206, Battle Creek, MI
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Money Matters Financial

Money Matters Financial

“One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.”
In Business Since 2010
497 E Columbia Ave STE 16, Battle Creek, MI
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Allegiant Wealth Strategies

Allegiant Wealth Strategies

“There are a lot of financial professionals out there, but not all of them place your needs before their own. We act in your best interest. It's our pledge of allegiance to you.”
In Business Since 2017
927 W Columbia Ave, Battle Creek, MI
Featured

Did you know that your insurance needs should be considered as part of your comprehensive financial plan? When life throws challenges your way, insurance offers a safety net that can protect your financial well-being. Allegiant Wealth Strategies experienced financial professionals will check your policies to see if you have enough insurance coverage and help compare plans from different companies. The types of insurance to consider are: • Life • Disability • Long-term care • Health coverage (also HSA vs FSA) • Auto • Homeowners • Umbrella (property and casualty) • Employee benefit packages Let us help you with your insurance needs by booking a FREE, no-pressure consultation with us at...

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Miller Financial Services

Miller Financial Services

(1)
Higher Education Retirement Planning Program, Services List, Business Financial Services
“Joe and his staff our awesome with investments, retirement info and customer service”
In Business Since 2001
Accepts Cash
Serving Battle Creek Area
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Majestic Financial

Majestic Financial

(2)
Money Management, Legacy Planning, Protection Planning
“The Financial planners and support staff are very knowledgeable and current on how to best help you with your trusted financial future.”
In Business Since 2021
Serving Battle Creek Area
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Zhang Financial

Zhang Financial

(11)
  • Fee
  • Tax
  • Professional
“Charles persistence and guidance in "staying the course" not only helped us through a stressful period, but positioned us for a recovery over the past several years that has made 2008 a distant memory.”
In Business Since 1995
Accepts All Major Credit Cards
Licensed, BBB Accredited
Serving Battle Creek Area
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Wings Financial Group

Wings Financial Group

(1)
Qualifications, Mission Statement, Tell A Friend
“The way Tim cares for his clients and his integrity make everyday a positive experience.”
In Business Since 2009
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Serving Battle Creek Area
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Sanford Advisory

Sanford Advisory

(3)
“Excellent service, they treat you right and are very knowledgeable in what they do.”
In Business Since 2004
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Serving Battle Creek Area
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Abakon Financial

Abakon Financial

(2)
“I have had a great customer service experience!”
In Business Since 2016
Free Initial Consultation
Remote Consultations Available
2920 Business One Dr #104, Kalamazoo, MI
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Gasaway Investment Advisors

Gasaway Investment Advisors

(1)
Services For Individuals, Services For Companies
“These folks understand their craft, and provide great service.”
In Business Since 2005
Free Initial Consultation
7110 Stadium Dr, Kalamazoo, MI
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Buetow Asset Management

Buetow Asset Management

Retirement Planning, Tax Planning, Advanced Portfolio Management
“Our investment philosophy revolves around our clients' needs and desires. Our relationship is based on integrity, honesty, trust and open communication. By using tactical asset allocation at the client level we foster relationships which allows us to...”
In Business Since 2007
2632 11th St. Commons & S. 11th St, 2632 S 11th St, Kalamazoo, MI
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Reames Financial

Reames Financial

“Whether you need a Medicare Supplement and a Prescription Drug Plan or a Medicare Advantage plan I can help! I'm licensed with many of the major carriers in Michigan such as Blue Cross, Humana, Priority Health, and United Healthcare just to name a fe...”
In Business Since 2010
Free Initial Consultation
1856 Skyler Dr, Kalamazoo, MI
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American Debt Counseling of Michigan

American Debt Counseling of Michigan

(4)
“Very please with my choice to go to them for help.”
In Business Since 1999
Licensed
2970 S 9th St E, Kalamazoo, MI
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Hartwell & Company

Hartwell & Company

(1)
“I have been using their service since Jim purchased Mc Murray and have not had any bad experiences whatsoever.”
In Business Since 2018
4341 S Westnedge Ave Suite 1202, Kalamazoo, MI
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Neal Dunithan - Primerica Regional Leader

Neal Dunithan - Primerica Regional Leader

In Business Since 2017
Licensed, BBB Accredited
6376 Quail Run Dr A, Kalamazoo, MI
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Bright Financial Advisors

Bright Financial Advisors

(1)
“They are spot on with their projections and she goes out of her way to make sure that we are well taken care of.”
In Business Since 2003
Transparent Fees & Pricing
Serving Battle Creek Area
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Alkhamis Financial Group

Alkhamis Financial Group

Estate Planning, Financial Planning, Life Insurance
In Business Since 2017
Serving Battle Creek Area
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HFG Financial Group

HFG Financial Group

(1)
Insurance Planning, Estate Planning, Investment Service
“Their tax service is top notch at affordable prices.”
In Business Since 2011
APMA Certified
5659 W Michigan Ave # 100, Kalamazoo, MI
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Morrison Financial Group

Morrison Financial Group

(1)
“Though I had spoken with other financial advisers, the team at Morrison Financial offered the most reasonable financial options that were in line with my short and long term goals.”
In Business Since 2012
Serving Battle Creek Area
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Retirement Planning and Investment Management Services in Battle Creek, MI Cost Estimates

Minimum cost
$1030
Maximum cost
$8754
National Average
$3090
Avg Per Hour Rates
$309
$2060
$5664
Fair price range is based on 542 cost profiles
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Average Cost $3090
Minimum cost $1030
Maximum cost $8754
Avg Per Hour Rates $309

Fair range $2060 to $5664 is based on 542 cost profiles.

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