Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Caledonia has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Caledonia, Michigan have an average of 21 years of experience.
Adam Schwallier
CFP®
Schwallier Wealth Management LLC
Qualifications
CRD# 4431899
Firm CRD# 143329
Series 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Fee-Only, Hourly, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 1723 68th St. Se, Suite B Caledonia, MI, 49316 | $123,126,425 | 488 | 3 | A percentage of AUM |
QualificationsFirm CRD# 168174
Assets Under Management $123,126,425
No. Of Clients488
Clients Per Financial Advisor163
VANDERPOL INVESTMENTS L.L.C. is a financial advisory firm situated in Caledonia, Michigan. With a nearly $123M assets under management, the firm specializes in crafting personalized retirement planning solutions for 488 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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