Diversified Financial Advisors
“Works hard to find the best investment for each person.”
Best Financial Advisors in Battle Creek, MI
10 firms listed · 6 in Battle Creek · 1 open weekends · 8 rated 4.5+
Data verified October 21, 2026
Kccu Investment Services
Sean Dugan - Commonwealth Financial Network
The Planning Group
Dennis Asaro - Commonwealth Financial Network
Money Matters Financial
The 10 firms listed for Battle Creek, MI provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Battle Creek, MI
Of the 10 firms we list here, 6 are in Battle Creek itself and 4 come from Portage (2, 20 mi), Marshall (1, 13 mi) and Kalamazoo (1, 18 mi). 9 of the firms on this page have a rating, from 4.0 to 5.0 across 17 reviews; 8 are rated 4.5 or higher. 1 is open on Saturdays. 1 lists staff certifications (CFP). Domain records put 5 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers a free initial consultation. We have a website on file for 9 of the firms on this page; 8 publish a contact page; 9 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Battle Creek listed here?
6 of the 10 firms are located in Battle Creek. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Miller Financial Services
“Joe and his staff our awesome with investments, retirement info and customer service”
Abakon Financial
“I have had a great customer service experience!”
James Martinus - Heritage Wealth Management
Preferred Financial Group
“Connor does a fantastic job of listening and meeting his clients where they are at and developing a financial plan that will fulfill his clients financial goals.”
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
