michigan Date: 12-24-2025

Top 15 Financial Advisors in Kalamazoo, MI

Financial AdvisorAddress
1♠ Cherry Tree Financial - Ameriprise Financial Services, LLC433 E Michigan Ave, Kalamazoo, MI 49007
2♠ Paul D Carlson - Private Wealth Advisor, Ameriprise Financial Services, LLC6800 W Q Ave, Kalamazoo, MI 49009
3♠ Edward Jones - Financial Advisor: Dan Coleman, CFP®6860 Stadium Dr Suite 102, Kalamazoo, MI 49009
4♠ Daus Financial Group487 S Drake Rd suite a, Kalamazoo, MI 49009
5♠ Edward Jones - Financial Advisor: Michael R Matteson, CFP®|AAMS®5787 Stadium Dr Suite A, Kalamazoo, MI 49009
6♠ Credent Wealth Management - Kalamazoo2632 S 11th St, Kalamazoo, MI 49009
7♠ EFE FINANCIAL & TAX SERVICE LLC2107 E Main St, Kalamazoo, MI 49048
8♠ Arbor Financial Credit Union5991 Gull Rd, Kalamazoo, MI 49048
9♠ Morgan Stanley Financial Advisors277 S Rose St, Kalamazoo, MI 49007
10♠ Blue Star Financial Group - Ameriprise Financial Services, LLC6800 W Q Ave, Kalamazoo, MI 49009
11♠ CWS Financial Advisors, LLC405 W Michigan Ave #110, Kalamazoo, MI 49007
12♠ Nicholas L Boyd: Primerica - Financial Services606 Bryant St, Kalamazoo, MI 49001
13♠ Edward Jones - Financial Advisor: Barbara M Hammond4798 Campus Dr #111, Kalamazoo, MI 49008
14♠ Edward Jones - Financial Advisor: Tom Schripsema, AAMS®8109 Vineyard Pkwy Suite A, Kalamazoo, MI 49009
15♠ Steve Dekoning: Primerica - Financial Services6376 Quail Run Dr A, Kalamazoo, MI 49009

1.Cherry Tree Financial - Ameriprise Financial Services, LLC

Address: 433 E Michigan Ave, Kalamazoo, MI 49007

images Cherry Tree Financial - Ameriprise Financial Services, LLC

(8) user ratings total:

Reina Jenkins I might be biased, but I LOVE CHERRY TREE!!! (:
5 /5

2.Paul D Carlson - Private Wealth Advisor, Ameriprise Financial Services, LLC

Address: 6800 W Q Ave, Kalamazoo, MI 49009

(5) user ratings total:

Pete Everts Great place! I would highly recommend Paul and his team.
5 /5

3.Edward Jones - Financial Advisor: Dan Coleman, CFP®

Address: 6860 Stadium Dr Suite 102, Kalamazoo, MI 49009

(5) user ratings total:

Wendy James Dan is a fantastic adviser. I have a couple of managed accounts with Dan and they perform very well. He asks a lot of great questions and I really feel like he listened and heard what I wanted out of my investments. Ive sent a few friends his way, one of which wanted to invest ethically, and Dan has been taking great care of her. Regardless of your investment style, I believe Dan will meet you where you are. Whether you have a few hundred bucks and youre just getting started or if youre well vested, Dan is your guy! Dawn Ferris who works in the office is also a complete pleasure to work with. Great organization there. I highly recommend!!
5 /5

4.Daus Financial Group

Address: 487 S Drake Rd suite a, Kalamazoo, MI 49009

(49) user ratings total:

Chris Sookhai I have been with Daus now for close to 5 years. Since then the team has expertly managed my entire financial portfolio and given solid advice to me regarding other personally controlled assets and investments. Trenden has been incredible at helping me to learn more about financial planning. He has given me peace of mind through thorough analysis and assessments of multiple pathways for my investment portfolio by providing solid insights and recommendations to strategies that fit my current and future lifestyle goals. While I am still quite a ways from retiring, I have absolute confidence that they will be able to support my financial needs when the time comes to retire. Looking forward to many more years to come!
5 /5

5.Edward Jones - Financial Advisor: Michael R Matteson, CFP®|AAMS®

Address: 5787 Stadium Dr Suite A, Kalamazoo, MI 49009

(4) user ratings total:

Jeremy Rowland Mike is really professional, gives good direction explaining the advantages and disadvantages of the various investment opportunities. Highly recommended!
5 /5

6.Credent Wealth Management - Kalamazoo

Address: 2632 S 11th St, Kalamazoo, MI 49009

(4) user ratings total:

Lindsay O Andy and John have been so professional and trustworthy
5 /5

7.EFE FINANCIAL & TAX SERVICE LLC

Address: 2107 E Main St, Kalamazoo, MI 49048

(39) user ratings total:

Iv Ray I just love her very fast professional I barely worked but she still got me back my max amount she answers question when you don’t understand certain things and explains why you got back the amount you got back highly recommended by me see you next year
5 /5

8.Arbor Financial Credit Union

Address: 5991 Gull Rd, Kalamazoo, MI 49048

(39) user ratings total:

Tom Novak Dawson at the Gull Ro branch. Has been fantastic. He helped and is continuing to help my wife and me through a difficult situation. He has been professional and courteous the entire time. We appreciate you Dawson, Tom
5 /5

9.Morgan Stanley Financial Advisors

Address: 277 S Rose St, Kalamazoo, MI 49007

(3) user ratings total:

None None Dont feel trustworthy when it comes to them lost in stocks with 5hem. Bad adviser
1 /5

10.Blue Star Financial Group - Ameriprise Financial Services, LLC

Address: 6800 W Q Ave, Kalamazoo, MI 49009

(3) user ratings total:

Midwest Gutter Systems My wife and I started this financial journey with George Smolver two decades ago. He has always been great to work with. Highly recommended.
5 /5

11.CWS Financial Advisors, LLC

Address: 405 W Michigan Ave #110, Kalamazoo, MI 49007

(2) user ratings total:

James Wise They have advised us on our investments for many years!
5 /5

12.Nicholas L Boyd: Primerica - Financial Services

Address: 606 Bryant St, Kalamazoo, MI 49001

13.Edward Jones - Financial Advisor: Barbara M Hammond

Address: 4798 Campus Dr #111, Kalamazoo, MI 49008

(2) user ratings total:

David Harris I really would like to thank Barb Hammond and her amazing team over at Edward Jones Parkview location. Barb and her team showed me and my team excellent customer service, provided thorough education, and helped me make the most out of my investment portfolio. I started investing with zero information and previous experience and Barb and her team was with me every step of the way. Everything from direct phone calls, detailed account overviews, information about the markets, and even personalized birthday cards showed me that they truly care about their work and the people they serve. I would definitely recommend them again. Thanks again Barb!
5 /5

14.Edward Jones - Financial Advisor: Tom Schripsema, AAMS®

Address: 8109 Vineyard Pkwy Suite A, Kalamazoo, MI 49009

(2) user ratings total:

Ryan Taylor Very knowledgeable, very professional, friendly and treats u equally whether ur investing 5K or 5M.... explains things so that someone who has no exp. w/investing knows what hes talking about....
5 /5

15.Steve Dekoning: Primerica - Financial Services

Address: 6376 Quail Run Dr A, Kalamazoo, MI 49009

Ask more about Kalamazoo, Michigan (FAQ)

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Top 15 Budget-Friendly Restaurants Near You in Kalamazoo, MI

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Where Locals Work Out: Best [15] Gyms and Fitness Centers in Kalamazoo, MI

Here are the top gyms in Kalamazoo, MI to help you reach your fitness goals. Compare features, prices, and real customer feedback.1.Branch Gymnastics / KidsSports USA, 2.Bronson Athletic Club - Kalamazoo, 3.Sweat Project, 4.Kalamazoo Backyard Yogis, 5.Ascension Borgess Health and Fitness Center, 6.Strength Beyond Fitness Center, 7.Student Recreation Center, 8.Beacon Health and Fitness Kalamazoo (formerly Borgess Health and Fitness Center), 9.Counterpoint Pilates Studio, 10.Strength Beyond Fitness Center, 11.Endurance Fitness & Wellness of Kalamazoo, 12.Michigan Elite Strength, 13.Strength Beyond Fitness Center, 14.The Lean Body Studio Kalamazoo, 15.Powerhouse Gym Kalamazoo,

Top 15 Financial Advisors in Kalamazoo, MI

Kalamazoo, MI 15 financial advisor/financial planning/investment advisor/independent financial advisor: 1.Cherry Tree Financial - Ameriprise Financial Services, LLC, 2.Paul D Carlson - Private Wealth Advisor, Ameriprise Financial Services, LLC, 3.Edward Jones - Financial Advisor: Dan Coleman, CFP®, 4.Daus Financial Group, 5.Edward Jones - Financial Advisor: Michael R Matteson, CFP®|AAMS®, 6.Credent Wealth Management - Kalamazoo, 7.EFE FINANCIAL & TAX SERVICE LLC, 8.Arbor Financial Credit Union, 9.Morgan Stanley Financial Advisors, 10.Blue Star Financial Group - Ameriprise Financial Services, LLC, 11.CWS Financial Advisors, LLC, 12.Nicholas L Boyd: Primerica - Financial Services, 13.Edward Jones - Financial Advisor: Barbara M Hammond, 14.Edward Jones - Financial Advisor: Tom Schripsema, AAMS®, 15.Steve Dekoning: Primerica - Financial Services,

Find the Best 2 Banking & Credit Near You Kalamazoo, MI

Kalamazoo, MI 2 credit union/checking account/personal loan/student loan refinance: 1.Arbor Financial Credit Union, 2.Arbor Financial Credit Union,