Fiduciary advisors in St Joseph, MI

St Joseph, Michigan

Clear Harbor Financial Planning, based in St Joseph, Michigan, provides financial planning, investment management, and insurance analysis services with a focus on insurance planning. The firm works with clients to assess their personal circumstances and goals, taking a collaborative approach to develop individualized financial strategies.

St Joseph, Michigan

Honor Investment Services, operating as a marketing name of Cetera Investment Services, is located in St. Joseph, Michigan and offers personalized financial planning across retirement, wealth management, education funding, estate planning, tax-efficient investing, and business succession planning. The firm provides brokerage services through Cetera Investment Services LLC (FINRA/SIPC member) and investment advisory services through Cetera Investment Advisers LLC, a registered investment adviser, with advisors available as registered representatives, investment adviser representatives, or both. Honor also provides insurance products including life insurance, accidental death and dismemberment coverage, and hospital accident protection. The firm emphasizes ongoing portfolio reviews, education, and transparent communication with individuals, families, and business owners.

St Joseph, Michigan

Leonard Advisory Group is a retirement planning firm based in St. Joseph, Michigan that serves clients aged 55 and older, particularly those with roots in the Rust Belt region. The firm offers comprehensive retirement planning services organized around five areas of intentional planning, focusing on helping clients align their financial strategies with their personal values, legacy goals, and life vision. The firm works with clients seeking confidence in their retirement readiness and protection against lifestyle disruption from market volatility or unexpected expenses.

St Joseph, Michigan

Wolf Financial Advisory, based in St Joseph, Michigan, serves families, professionals, and business owners through a structured planning methodology called Signet 360. The firm integrates investment management, wealth management, and retirement planning across three phases—discovery of client goals, design of personalized strategy, and deployment with ongoing adjustments. The firm's approach encompasses risk assessment, charitable giving, cash management, and legacy planning, with an initial meeting focused on understanding family dynamics, lifestyle aspirations, and personal values before financial documents are reviewed.