Best Financial Advisors in Kalamazoo, MI

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

Abakon Financial

Abakon Financial

(2)
“Wonderful experience with the adviser.”
Remote Consultations Available
Free Initial Consultation
In Business Since 2016
2920 Business One Dr #104, Kalamazoo, MI
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Gasaway Investment Advisors

Gasaway Investment Advisors

(1)
Services For Companies, Services For Individuals
“These folks understand their craft, and provide great service.”
Free Initial Consultation
In Business Since 2005
7110 Stadium Dr, Kalamazoo, MI
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Buetow Asset Management

Buetow Asset Management

College Planning, Tax Planning, Retirement Planning
“Our investment philosophy revolves around our clients' needs and desires. Our relationship is based on integrity, honesty, trust and open communication. By using tactical asset allocation at the client level we foster relationships which allows us to...”
In Business Since 2007
2632 11th St. Commons & S. 11th St, 2632 S 11th St, Kalamazoo, 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.”
Licensed
In Business Since 1999
2970 S 9th St E, Kalamazoo, MI
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Reames Financial

Reames Financial

“Whether you need a Medicare Supplement and a Prescription Drug Plan or a Medicare Advantage plan I can help! I'm licensed with many of the major carriers in Michigan such as Blue Cross, Humana, Priority Health, and United Healthcare just to name a fe...”
Free Initial Consultation
In Business Since 2010
1856 Skyler Dr, Kalamazoo, MI
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Hartwell & Company

Hartwell & Company

(1)
“I have been using their service since Jim purchased Mc Murray and have not had any bad experiences whatsoever.”
In Business Since 2018
4341 S Westnedge Ave Suite 1202, Kalamazoo, MI
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Neal Dunithan - Primerica Regional Leader

Neal Dunithan - Primerica Regional Leader

Licensed, BBB Accredited
In Business Since 2017
6376 Quail Run Dr A, Kalamazoo, MI
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HFG Financial Group

HFG Financial Group

(1)
Tax Planning, Estate Planning, Insurance Planning
“Their tax service is top notch at affordable prices.”
APMA Certified
In Business Since 2011
5659 W Michigan Ave # 100, Kalamazoo, MI
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CWS Financial Advisors

CWS Financial Advisors

(1)
“They have advised us on our investments for many years!”
In Business Since 2013
405 W Michigan Ave #110, Kalamazoo, MI
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Southwest Michigan Financial

Southwest Michigan Financial

“In addition to educating, finding creative ways to protect and grow our client's assets is our main objective. We especially enjoy helping each new client bring together the many pieces of their retirement puzzle into a completed picture. Our special...”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2014
4341 S Westnedge Ave Ste. 1201, Kalamazoo, MI
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Grayson Accounting Service

Grayson Accounting Service

“Our focus at G.A.S is to empower our clients and build lasting relationships. The starting point begins with the numbers and ensuring accurate and efficient bookkeeping practices, but we also want to push you towards the next steps of your business. ...”
Free Initial Consultation
In Business Since 2020
251 N Rose St #204, Kalamazoo, MI
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Daus Financial Group

Daus Financial Group

Circle of Services
“Ryan M. Daus is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.Neither Ryan M. Daus, Daus Financial Services, NYLIFE Securities LLC...”
In Business Since 2006
487 S Drake Rd Suite A, Kalamazoo, MI
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Harvard Financial Advisors

Harvard Financial Advisors

(1)
“Will go above and beyond to help a client.”
5765 Stadium Dr, Kalamazoo, MI
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Global Equity Consulting

Global Equity Consulting

In Business Since 2006
229 E Michigan Ave #245b, Kalamazoo, MI
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Jeff K Ross Financial Services

Jeff K Ross Financial Services

Investment Management, Life Insurance, Retirement Income Planning
“Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.”
In Business Since 1999
259 E Michigan Ave #307, Kalamazoo, MI
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Artesian Financial Group

Artesian Financial Group

“Money should enhance your quality of life, not complicate it. At Artesian Financial Group, we dedicate our expertise to providing tailored solutions that promote your financial wellness. As you pursue your most valued goals, we believe it's in your b...”
In Business Since 2016
1121 Miller Rd, Kalamazoo, MI
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Jeffrey L Davis & Associates

Jeffrey L Davis & Associates

166 S Kalamazoo Mall # B, Kalamazoo, MI
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Arcadia Investment Management Corporation

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...”
In Business Since 1999
125 S Kalamazoo Mall #306, Kalamazoo, MI
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The Connable Office

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...”
In Business Since 1999
136 E Michigan Ave, Kalamazoo, MI
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Trunorth Capital Management

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...”
In Business Since 2012
1321 S Westnedge Ave, Kalamazoo, MI
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Majestic Financial

Majestic Financial

(2)
Protection Planning, Money Management, Retirement Planning
“A++ for financial planning.”
In Business Since 2021
Serving Kalamazoo Area
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Zhang Financial

Zhang Financial

(11)
  • Interests
  • Strategy
  • Tax
“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.”
Licensed, BBB Accredited
Accepts All Major Credit Cards
In Business Since 1993
Serving Kalamazoo Area
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Wings Financial Group

Wings Financial Group

(1)
Tell A Friend, Qualifications, Location
“The way Tim cares for his clients and his integrity make everyday a positive experience.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2007
Serving Kalamazoo Area
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Sanford Advisory

Sanford Advisory

(3)
“Great team to work with and a wonderful commitment to Kalamazoo.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2006
Serving Kalamazoo Area
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Retirement Planning and Investment Management Services in Kalamazoo, MI Cost Estimates

Minimum cost
$1121
Maximum cost
$9526
National Average
$3362
Avg Per Hour Rates
$337
$2242
$6164
Average price range is based on 507 cost profiles
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Average Cost $3362
Minimum cost $1121
Maximum cost $9526
Avg Per Hour Rates $337

Average range $2242 to $6164 is based on 507 cost profiles.

Why these companies made our list

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