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Find and compare 2-3 vetted financial advisors
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Top Rated Financial Advisors in Kalamazoo, Michigan

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Kalamazoo, Michigan is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Kalamazoo, Michigan with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Kalamazoo, Michigan near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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Roger Severance

RS Financial
Roger Severance, a financial fiduciary, provides financial services to clients in the Kalamazoo, Michigan area. Roger has over 19 years of experience.
Kalamazoo, MI
Telephone Advisor
Telephone: 269-492-9701
Visit Advisor Website
https://www.rsfcl.com/

Additional Information:

Years of Experience:
19 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2014 and provides financial services to clients in the Grand Rapids, Michigan area.
Grand Rapids, MI
Telephone Advisor
Telephone: 877-208-7414
Visit Advisor Website
https://www.edelmanfinancialengines.com/

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

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Brian Kage

Benjamin F. Edwards
Brian Kage, a financial fiduciary, provides financial services to clients in the Grand Rapids, Michigan area. Brian has over years of experience.
Grand Rapids, MI
Telephone Advisor
Telephone: 616-974-3000
Visit Advisor Website
https://www.benjaminfedwards.com/branch-employee/brian-kage/

Additional Information:

Name(s) of Custodian(s):
Pershing

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