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Find The Best Financial Advisors in Portage, Michigan

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Portage is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Portage & pick the one as per your needs

How To Find The Best Financial Advisors in Portage, Michigan
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Portage, Michigan, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and non-vetted financial advisors in Portage, Michigan, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Portage, Michigan have an average of 31 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Portage, Michigan

Allworth Financial

888-242-6766

Address

4320 44th Street SW, Suite 102,
Grandville, MI 49418 See Details

Mark Ligeski

Edelman Financial Engines, LLC

248-468-1862

Address

5510 Cascade Rd SE,
Suite 280,
Grand Rapids, MI 49546 See Details

Lifeworks

616-200-6512

Address

4095 Park E Ct SE STE C,
Grand Rapids, MI 49546 See Details

Top Financial Advisor Firms in Portage, Michigan (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
ZHANG FINANCIAL 5931 Oakland Dr., Portage, MI, 49024	159257	$5,043,963,628	5846	A Percentage of AUM, Hourly charges, Fixed Fees
LVM CAPITAL MANAGEMENT LTD 7840 Moorsbridge Road, Portage, MI, 49024	111039	$974,592,169	1135	A Percentage of AUM, Hourly charges, Fixed Fees
JOHN A. WOLFE & ASSOCIATES, INC. 440 West Centre Avenue, Suite 4 Portage, MI, 49024-5357	110799	$467,702,000	1299	A Percentage of AUM, Fixed Fees
BRIGHT FINANCIAL ADVISORS, INC. 450 W. Centre Avenue, Suite C Portage, MI, 49024	107931	$398,593,407	2753	A Percentage of AUM, Hourly charges, Fixed Fees
CAHILL WEALTH MANAGEMENT, LLC 5831 Oakland Drive, Portage, MI, 49024	134508	$321,081,265	925	A Percentage of AUM, Hourly charges
626 FINANCIAL, LLC 7950 Moorsbridge Road, Suite 104 Portage, MI, 49024	306474	$260,977,856	447	A Percentage of AUM
PPS & V ASSET MANAGEMENT CONSULTANTS INC 2750 Old Centre Ave, Suite 100 Portage, MI, 49024	110491	$158,353,314	625	A Percentage of AUM
HAVERDINK FINANCIAL MANAGEMENT, LLC 440 W. Centre Avenue, Suite 5 Portage, MI, 49024-5373	131236	$140,124,000	153	A Percentage of AUM, Hourly charges, Fixed Fees

Select other cities around Portage, Michigan to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

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Find The Best Financial Advisors in Portage, Michigan

How To Find The Best Financial Advisors in Portage, MichiganLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Portage, Michigan

Allworth Financial

Address

Mark Ligeski

Edelman Financial Engines, LLC

Address

Lifeworks

Address

Top Financial Advisor Firms in Portage, Michigan (Ranked by AUM)

Select other cities around Portage, Michigan to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Portage, Michigan
Last Updated - 13-Jun-2023

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