Kalamazoo, MI

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Best Financial Advisors in Kalamazoo, MI

The highest-rated Financial Planning & Wealth Management firms out of 221 vetted & reviewed in the Kalamazoo area.

Zhang Financial

Zhang Financial

(12)
  • Tax
  • Fee
  • Interests
“They are devoted to the larger community as well and have been substantial and transformative supporters of educational institutions and non-profits in Kalamazoo and nationwide.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1994
Serving Kalamazoo Area
i
Wings Financial Group

Wings Financial Group

(1)
Services Offered, Tell A Friend, Qualifications
“The way Tim cares for his clients and his integrity make everyday a positive experience.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2006
Serving Kalamazoo Area
i
Sanford Advisory

Sanford Advisory

(3)
“Very knowledgeable, professional, helpful, understanding.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2002
Serving Kalamazoo Area
i
Diversified Senior Services

Diversified Senior Services

(11)
  • Questions
“Jeremy did a great job helping with the transition to a Medicare Advantage plan while also helping get the best insurance policy for my wife who is not yet eligible for Medicare.”
In Business Since 2013
Serving Kalamazoo Area
i
Gasaway Investment Advisors

Gasaway Investment Advisors

(1)
Services For Companies, Services For Individuals
“These folks understand their craft, and provide great service.”
Free Initial Consultation
Accepts Financing available
In Business Since 1993
7110 Stadium Dr, Kalamazoo, MI
i
Abakon Financial

Abakon Financial

(2)
“Wonderful experience with the adviser.”
Remote Consultations Available
Free Initial Consultation
Average Price Tag
In Business Since 2016
2920 Business One Dr #104, Kalamazoo, MI
i
HFG Financial Group

HFG Financial Group

(1)
Estate Planning, Retirement Planning, Tax Planning
“Their tax service is top notch at affordable prices.”
In Business Since 2011
5659 W Michigan Ave # 100, Kalamazoo, MI
i
Bright Financial Advisors

Bright Financial Advisors

(2)
“They are spot on with their projections and she goes out of her way to make sure that we are well taken care of.”
Transparent Fees & Pricing
In Business Since 2003
Serving Kalamazoo Area
i
CWS Financial Advisors

CWS Financial Advisors

(1)
“They have advised us on our investments for many years!”
In Business Since 2013
405 W Michigan Ave #110, Kalamazoo, MI
i
American Debt Counseling of Michigan

American Debt Counseling of Michigan

(4)
“They know what they are doing and will get you out of debt when you feel all is lost.”
Average Price Tag
State of Michigan License: #0010553
In Business Since 1999
2970 S 9th St E, Kalamazoo, MI
i
The Wiser Financial Group

The Wiser Financial Group

(3)
Employer, Estate, Insurance
“They are confidently authentic to their core – their transparency, leadership, and trusted history in Southwest Michigan is light-years ahead of any other firm you will find.”
Average Price Tag
In Business Since 2009
6100 Stadium Dr, Kalamazoo, MI
i
Harvard Financial Advisors

Harvard Financial Advisors

(1)
“Will go above and beyond to help a client.”
5765 Stadium Dr, Kalamazoo, MI
i
Westveer Investment Consultants

Westveer Investment Consultants

(1)
“Super smart genuine great guy!”
In Business Since 2006
7112 Glade Trail, Kalamazoo, MI
i
Vashu K Patel

Vashu K Patel

(1)
“We have been a client of Vashu Patel for more than 16 years and it's been a pleasure working with Vashu all these years.”
Serving Kalamazoo Area
i

Retirement Planning and Investment Management Services Estimated Cost in Kalamazoo, MI 2022

Minimum cost
$1040
Maximum cost
$8840
National Average
$3120
Avg Per Hour Rates
$312
$2080
$5720
Fair price range based on 179 cost profiles
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Average Cost $3120
Minimum cost $1040
Maximum cost $8840
Avg Per Hour Rates $312

Typical range $2080 to $5720 is based on 179 cost profiles.

Why these companies made our list

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