Retirement Planning South Haven MI

Welcome to the HomeBusinessMag.com Local Pages. Here you can find local information about Retirement Planning in South Haven, MI. We have compiled a list of businesses and services around around South Haven, including Retirement Planning that should help you with your search. In order to better help you find what you are looking for, the rest of the information on this page has also been targeted to Retirement Planning. We hope this page helps satisfy your local needs.

Mr. Ronald L. Overhiser, CFP®
(269) 637-0222
632 Phillips St
South Haven, MI
Firm
Linsco / Private Ledger

Data Provided by:
Mr. John M. Leonard, CFP®
(269) 857-2860
201 Center St
Douglas, MI
Firm
John M. Leonard, LLC
Areas of Specialization
Asset Allocation, Employee and Employer Plan Benefits, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Securities
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Fifth Third Bank
(269) 427-7931
Bangor, 101 W. Monroe Street
Bangor, MI
Office Hours
M-F 9:30-5; SA 9:30-12
Drive Up Hours
M-TH 9:30-5; F 9:30-5:30; SA 9:30-12

Robert Oliver
Oliver Financial Planning, LLC
(734) 926-0022
1207 Packard Street, Suite S-1
Ann Arbor, MI
Expertises
Hourly Financial Planning Services, Investment Advice without Ongoing Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, College/Education Planning, Cash Flow/Budgets/Credit Issues
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, MBA

Warren McIntyre
VisionQuest Financial Planning LLC
(248) 619-3978
200 E. Big Beaver Road
Troy, MI
Expertises
Investment Advice without Ongoing Management, Retirement Plan Investment Advice, Middle Income Client Needs, Hourly Financial Planning Services, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

George A. Stoutin, CFP®
45 Blue Star Hwy
Douglas, MI
Firm
Edward Jones

Data Provided by:
Fifth Third Bank
(269) 639-2144
South Haven, 601 Phoenix Street
South Haven, MI
Office Hours
M-F 9:30-5; SA 9:30-12
Drive Up Hours
M-TH 9:30-5; F 9:30-5:30; SA 9:30-12

Fifth Third Bank
(269) 468-3982
Coloma, 6553 Paw Paw Avenue
Coloma, MI
Office Hours
M-F 9:30-5
Drive Up Hours
M-TH 9:30-5; F 9:30-5:30

Evelyn MacIntyre
Capelli Financial Services, Inc.
(248) 594-9282
40950 Woodward Avenue, Suite 140
Bloomfield Hills, MI
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, College/Education Planning, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Richard Feight
IAM Financial, LLC
(888) 283-1392
2164 University Park Dr.
Okemos, MI
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Middle Income Client Needs, Retirement Plan Investment Advice, Investment Advice without Ongoing Management, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Data Provided by:
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