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Financial Advisors in Ada, Michigan (Kent County)

Adam Schwallier
Ada, MI

Our mission is to always be on our client’s side; to be your advocate, your fiduciary, to represent your interests and dreams—not a salesperson for products and providers—so that you can pursue those interests and dreams knowing you... See More

Highlights: Passive Investment Strategies, Estate Planning, Income Tax Planning, Registered Investment Advisor, 401k Rollover, Rollover Of 401k Or IRA, NAPFA Member, Retirement Planning, Comprehensive Financial Planning, 401K Consulting, Financial Planning, Fiduciary, Financial Planning Advice And Services, Retirement Income Planning, Family Financial Planning, IRA, Advisory And Investment Management, College Planning, CFP ®, Independent Investment Advisor
Tom Blower
9 miles from Ada, MI

My duties as an Adviser include overseeing the financial affairs of my clients which include both individuals and families, as well as corporations and non-profit organizations. My practice centrally focuses on 2 important themes:

#1 - Invest wi... See More

Highlights: Family Financial Planning, Divorce Planning, Fee-Only, Investment Management, Passive Investment Strategies, Estate Planning, Stocks, IRA, Investment Services, Socially Responsible Investments, Professional Wealth Management, Charitable Planning, Independent Investment Advisor, Wealth Management, Certified Financial Planner, 401K Consulting, ETFs, Registered Investment Advisor, Fee Only, 401k Rollover
Advanced Asset Management, LLC
11 miles from Ada, MI

Ronald Van Surksum, CFP
Our Mission is to help you Plan for your goals, Manage your resources and investments and Maximize your financial potential. We are an independent, fee-only financial planning and registered investment advisory firm based in ... See More

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when ... See More

Highlights: Retirement Planning, Wealth Management, Investment Management, Advisory And Investment Management, Retirement Income Planning, Investment Services, Mutual Funds, IRA, 401k Rollover, Stocks, Professional Wealth Management, Rollover Of 401k Or IRA
Docsa Capital Management, Inc.
53 miles from Ada, MI

Sophit Lee, CFP
We are a Registered Investment Advisor firm in the States of Michigan and California. Our primary goal is to assist you in your efforts to attain your major life goals and aspirations. We do this by taking a proactive, integrative a... See More

IAM Financial, LLC
54 miles from Ada, MI

Richard Feight, CFP, EA
IAM Financial is a low cost, fee-only financial planning and investment management firm dedicated to helping clients organize their finances so that they can retire on time. We do this by helping clients use simple, fundamenta... See More

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