MI · Kalamazoo

Fiduciary advisors in Kalamazoo, MI

3 advisors with offices in Kalamazoo. Credentials, fee structures, and minimums are disclosed on each listing.

3 listed

3 results in Kalamazoo

Buetow and Spitzley Wealth Management

Kalamazoo, Michigan

Buetow and Spitzley Wealth Management is an investment advisory firm in Kalamazoo, Michigan. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

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CWS Financial Advisors, LLC

★5.0(2)

Kalamazoo, Michigan

Retirement Planning Investment Management

CWS Financial Advisors, LLC is an investment advisory firm in Kalamazoo, Michigan. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

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Knibbe Paul

★3.7(3)

Kalamazoo, Michigan

Knibbe Investment Management LLC is a family-owned firm operating in Kalamazoo since 1982, offering retirement income planning, wealth accumulation and preservation services, and financial consulting to individuals, families, and small businesses. The firm creates custom investment portfolios and plans for each client and is led by two advisors—David Knibbe (Series 24, 65, and 7 licensed; over 35 years in the industry) and Paul Knibbe (Series 7 and 66 licensed; advising since 2009)—who hold securities and advisory licenses across multiple states including Michigan, Illinois, Indiana, and others.

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Financial advisors in Kalamazoo, Michigan

Advisors serving Kalamazoo specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Michigan's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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