Which Financial Advisor Should You Choose in Grand Haven, MI?
Review 2 local financial advisors in Grand Haven, MI and check what each professional offers. Read client feedback, compare professional information and shortlist advisors who cover the investment, retirement or broader financial planning needs you have.
Cross State Financial Group provides personalized financial planning and investment management services in Grand Haven, Michigan. Specializing in retirement income strategies, business retirement plans, and wealth management, the firm helps clients create customized financial solutions. Using Charles Schwab & Co.'s platform, they offer discretionary portfolio management with transparent, asset-based fees.
Abbit Management Corporation is a Grand Haven-based investment advisory firm specializing in pre-need master trusts and customized financial solutions. Since 1980, we've provided funeral service providers with secure investment options that protect future service values while generating returns. Our services include portfolio management, pension consulting, and investment advisory services with a focus on transparency, regulatory compliance, and client education.