View Profile

Gasaway Investment Advisors

(1)

Services For Companies, Services For Individuals

“These folks understand their craft, and provide great service.”

i

View Profile

Daus Financial Group

(19)

Management
Retirement
Mind

“No matter what life brings, a quick discussion with the team at Daus provides options and thought to help make the right decisions for our family every time.”

i

View Profile

Abakon Financial

(2)

“Wonderful experience with the adviser.”

i

View Profile

American Debt Counseling of Michigan

(4)

“Very please with my choice to go to them for help.”

i

View Profile

Knibbe Paul

(3)

Retirement

“Paul is very knowledgeable and experienced in his approach to caring for his clients.”

i

View Profile

Mainstreet Financial

(2)

Suite of Services, Services Introduction

“Andy and John have been so professional and trustworthy”

FAQs

Q: Do I really need integrated financial planning?

Instead of narrowly focusing on just one or two financial areas, like investing or short-term performance, we take a holistic approach. This helps us to identify potential pitfalls ahead of time and provide higher-quality recommendations. We can provide the best service to clients when we understand both the big picture and the individual components of their finances.

Q: Do you help multiple generations within a family?

Yes. We have experience serving up to three generations within a single family. We find that our clients often prioritize providing the next generations with an opportunity to experience continuity and the same level of service that they have benefited from.

Q: What does long term success look like?

Our long term success with client relationships starts at their very beginning, where we prioritize learning what is important to the client. We then partner with them to achieve their financial goals, whether those are in the near future or decades away.

Q: How do clients track progress toward their goals?

Clients have access to websites that hold their financial planning goals and data, which can be checked at any time. In addition, our review process is designed to keep clients up to date.

Q: Why is the topic of faith related to your services?

We offer a biblical perspective of finances in counsel to our clients. We believe the scriptures contain transcendent, common-sense money principles that are as current today as when they were written thousands of years ago. These principles, which we include in our advising, include:

We try to answer commonly asked questions like these on the FAQ page of our website.

i

View Profile

Benefit Evaluation & Retirement Services

(2)

Tax Planning, Miscellaneous, Insurance & Estate Planning

“Their tax service is top notch at affordable prices.”

Featured

í ¼í½ªEven Cookie Monster isn't immune to the effects of shrinkflation! The beloved Sesame Street character recently voiced his frustration about his cookies getting smaller, drawing attention to a trend impacting consumers everywhere.nnShrinkflation is when the quantity or size of a product is reduced, but the price remains the same.nNotable examples include OREO cookies and Wheat Thins, whose package sizes have decreased by 6% and 12%, respectively, since 2019. nnThis trend isn't limited to food items â it's also been observed in products ranging from cleaning supplies to toilet paper.nnCompanies using shrinkflation tactics could aim to maintain profit margins in the face of rising costs. This could potentially impact their stock performance, depending on how consumers react and whether regulatory measures are introduced.nn#Shrinkflation #InvestingStrategy #MarketTrendsnnSource:...

i

View Profile

CWS Financial Advisors

(1)

“They have advised us on our investments for many years!”

i

View Profile

Hartwell & Company

(1)

“I have been using their service since Jim purchased Mc Murray and have not had any bad experiences whatsoever.”

i

View Profile

Anders Bergh - Prudential Financial

(4)

“Best Financial adviser in the area”

i

View Profile

Valley Oak

(2)

“Only giving 4 stars because their attention to detail was a little lacking for me.”

i

View Profile

Harvard Financial Advisors

(1)

“Will go above and beyond to help a client.”

i

View Profile

Jeff K Ross Financial Services

Investment Management, Life Insurance, Retirement Income Planning

“Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.”

i

View Profile

Arcadia Investment Management Corporation

“As you look to the future, there is much to think about. Plans, dreams, family...life. Wherever you are on your career path - early, mid, late, or in retirement, we are focused on helping you achieve a bright future, with solid performance and person...”

i

View Profile

Jeffrey L Davis & Associates

i

View Profile

Global Equity Consulting

“Global Equity Consulting (GEC) provides expert, hands-on investment banking and business development support for middle-market businesses.”

i

View Profile

James & Springgate PLC

“Founded in 1995, James & Springgate, PLC works effectively with individuals and businesses to successfully identify and address present and future challenges and opportunities.”

i

View Profile

Grayson Accounting Service

“Grayson Professional Services exists to provide financial understanding to small business owners through financial, managerial, and marketing support. We aim to provide an encompassing structure to the pillars of operations unique to each individual ...”

i

View Profile

Trunorth Capital Management

“Regarding the interaction TruNorth Capital or its representatives may have with clients and/or potential clients in ERISA-covered plans, including SEPs, SIMPLEs and non-ERISA retirement plans that are subject to Section 4975 of the IRS Code, includin...”

i

View Profile

The Connable Office

“Deep, personal relationships with our clients encompass the core of our holistic approach. In all facets of our work—from investment management to personal advisory and fiduciary services—we maintain the highest levels of personal service, confidenti...”

i

View Profile

Zhang Financial

(27)

Education
Fee
Wealth Management

“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.”

i

View Profile

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.”

i

View Profile

Wings Financial Group

(1)

Tell A Friend, Qualifications, Location

“The way Tim cares for his clients and his integrity make everyday a positive experience.”

i

View Profile

Timothy K. Hutchens, CPA

(2)

Industries, Services For Quickbooks, Business Services

“I use them for my business accounting and for my personal taxes.”

i

Average Cost	$3362
Minimum cost	$1121
Maximum cost	$9526
Avg Per Hour Rates	$337

Best Financial Advisors in Kalamazoo, MI

The highest-rated Financial Planning & Wealth Management companies out of 167 vetted & reviewed in the Kalamazoo area.

Gasaway Investment Advisors

Daus Financial Group

Abakon Financial

American Debt Counseling of Michigan

Knibbe Paul

Mainstreet Financial

Benefit Evaluation & Retirement Services

CWS Financial Advisors

Hartwell & Company

Anders Bergh - Prudential Financial

Valley Oak

Harvard Financial Advisors

Jeff K Ross Financial Services

Arcadia Investment Management Corporation

Jeffrey L Davis & Associates

Global Equity Consulting

James & Springgate PLC

Grayson Accounting Service

Trunorth Capital Management

The Connable Office

Zhang Financial

Bright Financial Advisors

Wings Financial Group

Timothy K. Hutchens, CPA

Retirement Planning and Investment Management Services in Kalamazoo, MI Cost Estimates

Why these companies made our list

Wealth Management Advisors near Kalamazoo

Popular in Kalamazoo