Best Financial Advisors in Kalamazoo, MI

15 firms listed · all 15 in Kalamazoo · 1 open weekends · 9 rated 4.5+

Data verified October 18, 2026

Book onlineBook
Daus Financial Group

Daus Financial Group

5.0 19 reviews
“Ryan and his staff are always available with quick responses to any questions I might have.”
487 S Drake Rd suite a
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Gasaway Investment Advisors

Gasaway Investment Advisors

5.0 1 review
“These folks understand their craft, and provide great service.”
Serves Kalamazoo, MI, throughout the countrySince 1990
7110 Stadium Dr
i
Abakon Financial

Abakon Financial

5.0 2 reviews
“I have had a great customer service experience!”
Virtual consultationsSince 2016Free consultation
2920 Business One Dr #104
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Knibbe Paul

Knibbe Paul

4.0 3 reviews
“Paul is very knowledgeable and experienced in his approach to caring for his clients.”
Since 2012
2555 S 11th St suite b
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Benefit Evaluation & Retirement Services

Benefit Evaluation & Retirement Services

5.0 2 reviews
“Their tax service is top notch at affordable prices.”
Since 2011
5659 W. Michigan Ave
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Hartwell & Company

Hartwell & Company

5.0 1 review
Since 2018
4341 S Westnedge Ave Suite 1202
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The 15 firms listed for Kalamazoo, 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: Kalamazoo, MI

All 15 firms we list here are in Kalamazoo itself. 11 of the firms on this page have a rating, from 3.8 to 5.0 across 48 reviews; 9 are rated 4.5 or higher. 1 is open on Saturdays. 10 have ten or more years of experience, the longest 33 years. 3 offer a free initial consultation. We have a website on file for 12 of the firms on this page; 8 publish a contact page; 7 list a public email and 2 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do any financial advisers listed for Kalamazoo offer a free first meeting?

3 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.

CWS Financial Advisors

CWS Financial Advisors

5.0 1 review
“They have advised us on our investments for many years!”
Since 2013
405 W Michigan Ave #110
i
Anders Bergh - Prudential Financial

Anders Bergh - Prudential Financial

5.0 4 reviews
“Easy to work with and really helps you to understand the "fine" print.”
3018 Oakland Dr
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Valley Oak

Valley Oak

3.8 2 reviews
“Valley Oak Financial is more than just a company helping to build financial stability; they treat their clients like family.”
Since 2006
6011 Stadium Dr
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Harvard Financial Advisors

Harvard Financial Advisors

5.0 1 review
“Will go above and beyond to help a client.”
5765 Stadium Dr
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Arcadia Investment Management Corporation

Arcadia Investment Management Corporation

Since 1999
125 S Kalamazoo Mall #306
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Jeffrey L Davis & Associates

Jeffrey L Davis & Associates

166 S Kalamazoo Mall # B
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Jeff K Ross Financial Services

Jeff K Ross Financial Services

Since 1999
259 E Michigan Ave #307
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Trunorth Capital Management

Trunorth Capital Management

Free consultationSince 2012
1090 10th St N #210
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The Connable Office

The Connable Office

Since 1999
136 E Michigan Ave
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HomeWealth Management AdvisorsMichiganKalamazoo, MI

Why these companies made our list

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