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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Fisher Spiegel Kunkle & Gerber

Fisher Spiegel Kunkle & Gerber

(1)
Industries, Business Services, Services For Quickbooks
“Wesley Todd is the best attorney that I have ever dealt with.”
Free Initial Consultation
In Business Since 2012
Offers Financing Options
Transparent Fees & Pricing
4625 Beckley Rd, 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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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
6427 B Dr N, Battle Creek, MI
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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 ®, an independent registered investment adviser-broker/dealer, gives us invaluable resources, experience, and expertise that assist us in fulf...”
In Business Since 2018
395 S Shore Dr STE 206, 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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Certified Benefit Advisors

Certified Benefit Advisors

(1)
“Beau and his staff were phenomenal in helping them.”
In Business Since 2010
Free Initial Consultation
100 Country Pine Ln #2, Battle Creek, MI
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Thornapple Financial Center and Money Concepts

Thornapple Financial Center and Money Concepts

(2)
  • Taxes
“This team has done wonderful things for our small business getting our books fixed and taxes done and talking us through all of the questions that we have regarding our business and our financial health.”
In Business Since 2005
Transparent Fees & Pricing
Serving Battle Creek Area
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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
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Dennis Asaro - Commonwealth Financial Network

Dennis Asaro - Commonwealth Financial Network

395 S Shore Dr STE 206, Battle Creek, MI
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Money Matters Financial

Money Matters Financial

“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.”
In Business Since 2010
497 E Columbia Ave STE 15, Battle Creek, MI
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Housley Peters Law Office

Housley Peters Law Office

(22)
  • Attention
  • Decisions
  • Trust
“After welcoming our two children, we knew an estate plan was necessary; however, it seemed like a daunting task and we didn't want to find just any estate planning attorney.”
In Business Since 2000
Accepts Check
Serving Battle Creek Area
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Miller Financial Services

Miller Financial Services

(2)
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 2004
Accepts Cash
Serving Battle Creek Area
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Zhang Financial

Zhang Financial

(27)
  • Goals
  • Wealth Management
  • Financial Advisor
“I sought an advisor that would invest the time to learn who I am, my immediate and future financial goals, and would always work for my benefit in growing and managing my portfolio.”
In Business Since 1996
Accepts All Major Credit Cards
Licensed, BBB Accredited
Serving Battle Creek Area
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Daus Financial Group

Daus Financial Group

(19)
  • Goals
  • Mind
  • Team
“Initially was looking to add some life insurance then was so impressed with Ryan Daus' recommendations and service decided to consider Daus as our financial advisor.”
487 S Drake Rd suite a, 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 1996
Free Initial Consultation
Accepts Financing available
7110 Stadium Dr, Kalamazoo, MI
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Abakon Financial

Abakon Financial

(2)
“I have had a great customer service experience!”
In Business Since 2016
Free Initial Consultation
2920 Business One Dr #104, Kalamazoo, MI
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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 2016
Serving Battle Creek Area
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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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James Martinus - Heritage Wealth Management

James Martinus - Heritage Wealth Management

Financial Planning, Investment Planning
In Business Since 2019
4166 56th St SW STE B, Portage, 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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Timothy K. Hutchens, CPA

Timothy K. Hutchens, CPA

(2)
Services For Quickbooks, Services For Individuals, Industries
“Tried other local accountants and they were unable to clearly communicate on our level.”
In Business Since 2010
Free Initial Consultation
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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Knibbe Paul

Knibbe Paul

(3)
  • Retirement
“Paul helped us when we were setting up our retirement investments, life insurance and Mi529 plan.”
In Business Since 2012
2555 S 11th St suite b, Kalamazoo, MI
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Majestic Financial

Majestic Financial

(3)
Investments >, Services >
“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
Licensed
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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