Best Financial Advisors in Holland, MI

The highest-rated Financial Planning & Wealth Management companies out of 163 vetted & reviewed in the Holland area.

Utility Financial Solutions

Utility Financial Solutions

(1)
Cost of Service Studies, Specialized Consulting, Training
“Some of the smartest and most knowledgeable people I've met.”
In Business Since 2003
Licensed, BBB Rating: A+
185 Sun Meadow Ct, Holland, MI
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Cap Trust Financial Advisors

Cap Trust Financial Advisors

(3)
“They do business with the utmost honesty and professionalism.”
In Business Since 1995
85 E 8th St STE 160, Holland, MI 49423
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Delong & Brower

Delong & Brower

(1)
“Expert advice and a holistic approach to financial planning and advising.”
In Business Since 1992
Accepts Check, Debit, All Major Credit Cards, Cash
460 S Waverly Rd, Holland, MI 49423
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Westshore Financial Services

Westshore Financial Services

(3)
  • Tax
“Every time I call them about a tax question or financial issue they are on top of it.”
In Business Since 1993
192 W 33rd St, Holland, MI
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Kammeraad Financial Group

Kammeraad Financial Group

(1)
“After switching employers Jeff caught that my new employer's long term disability insurance was not sufficient for my family's needs.”
In Business Since 2004
99 E 8th St Suite 220, Holland, MI 49423
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West Michigan Advisors

West Michigan Advisors

Personal Planning, Generational Wealth Transfer, Investment Selection & Monitoring
“Our financial advisors sit down with you to hear where you're coming from and where you want to go. With decades of experience and hundreds of happy clients, we have the expertise to help you get there. Whether you're planning to enjoy a long retirem...”
In Business Since 2020
301 Hoover Blvd Suite 300, Holland, MI 49423
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D B & C Advisors

D B & C Advisors

Retirement Plan Consulting, Wealth Plan, Insurance
“At DB&C Advisors, LLC, our clients have long relied on our consultative and customized approach for pursuing a broad range of personal of personal and business wealth management goals. We provide the resources and experience that individuals, familie...”
In Business Since 1943
Accepts Cash, Debit
355 Settlers Rd, Holland, MI
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Multi Packaging Solutions

Multi Packaging Solutions

(2)
“It is very very friendly print shop, Nice people work here”
13 4th St, Holland, MI
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LVZ Financial Planning

LVZ Financial Planning

“Lorence and Vander Zwart Financial is a quality organization willing to give back to the community.”
In Business Since 2021
240 S River Ave, Holland, MI 49423
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Schipper & Osterink Wealth Management

Schipper & Osterink Wealth Management

“Stagflation is a misnomer, mused the great twentieth-century American economist Milton Friedman. Stagflation is not simply a period of slow economic growth and rising prices, it's a cycle of inflation causing stagnation, concluded the monetarist sage...”
In Business Since 2005
348 S Waverly Rd, Holland, MI 49423
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Vander Lugt Capital Management

Vander Lugt Capital Management

“At Vander Lugt Capital Management, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue thei...”
In Business Since 2016
196 S River Ave, Holland, MI 49423
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Straight Path Wealth Management

Straight Path Wealth Management

(6)
Tax Planning, Retirement Planning, Social Security Optimization
“They have managed my retirement savings and taxes before my retirement and now that I am retired, they are helping me with many of the big decisions that impact our finances.”
In Business Since 2011
Serving Holland Area
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Custer Financial Advisors

Custer Financial Advisors

(2)
“The difference I noticed about this comforting family first office is that they really wanted to help me grow my wealth, and didn't discard me because I'm not a "big dog".”
In Business Since 2016
Transparent Fees & Pricing
Serving Holland Area
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Schaner Financial

Schaner Financial

(1)
“Ryan was very knowledgeable and helpful in finding me the best medical insurance that fit me.”
In Business Since 2016
Free Initial Consultation
Serving Holland Area
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Generational Wealth Management

Generational Wealth Management

(5)
  • Goals
“Being at an earlier stage myself I have different goals and have also been very happy.”
In Business Since 2007
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Serving Holland Area
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Koele Godfrey Investment Group

Koele Godfrey Investment Group

(3)
Family Wealth Planning, Retirement, Life Insurance
“He explained everything with incredibly understandable simplicity and even drew diagrams to help.”
In Business Since 2005
Accepts Cash
Serving Holland Area
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Ideal Life Financial

Ideal Life Financial

(1)
“Friendly, courteous, knowledgeable, upright and integrity all rolled up into one.”
In Business Since 2019
Serving Holland Area
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Hoolsema & Co

Hoolsema & Co

“We are a full-service Accounting firm licensed in MI. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”
In Business Since 2000
Free Initial Consultation
Transparent Fees & Pricing
Accepts All Major Credit Cards
Serving Holland Area
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Vision Financial Advisory

Vision Financial Advisory

(2)
Long Term Care Insurance, Retirement Planning, Disability Insurance
“He walked me through a ton of financial scenarios and ran a lot of numbers so we could visually see what the numbers were based on different scenarios, and make truly informed decisions.”
In Business Since 2008
Serving Holland Area
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LVS Cpas & Associates

LVS Cpas & Associates

“At LVS CPAs & Associates, P.C., we've been serving the accounting needs of Zeeland, MI and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.”
In Business Since 1980
Transparent Fees & Pricing
Accepts All Major Credit Cards, Check, Debit
Licensed
Serving Holland Area
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Clearview Investments

Clearview Investments

“Each with backgrounds in the United States Navy and law enforcement, Tim and Karl have spent their lives serving and protecting others. It's what they do and who they are. Working in the investment advisory industry is simply an extension of the “ser...”
In Business Since 2015
Serving Holland Area
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Union Financial Group

Union Financial Group

“Rob has been providing white collar service for blue collar families since he opened the doors of Union Financial Group in 2002. Previously a journeyman tool and die maker for 13 years, he fully understands the financial concerns that hard-working fa...”
In Business Since 2018
Serving Holland Area
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Eagle Strategies

Eagle Strategies

Products, Investment Advisory Services
“Timothy Vrieland is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, FL, GA, IN, MI, NC, SC, and TN....”
In Business Since 2009
Licensed
Serving Holland Area
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Vision Financial Group

Vision Financial Group

“Holland Sentinel Readers' Best of West Michigan Top 3 Winner - Investment/Retirement Planning Firm category, 2010-2015, and Holland Community's Choice Awards Best of the Best Top 3 Winner - Investment/Retirement Firm category, 2016-2022, are based on...”
In Business Since 2002
Serving Holland Area
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Retirement Planning and Investment Management Services in Holland, MI Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 292 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 292 cost profiles.

Why these companies made our list

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