#1Wealth Ease Wealth Management
WEALTH EASE WEALTH MANAGEMENT LLC
Serves this area from Marshall, MI (24 mi)
Retirement Plan Advisors in Branch County, MI
The top-ranked retirement plan advisors serving Branch County, MI are Wealth Ease Wealth Management, Miller Financial Services LLC and Haverdink Financial Management, LLC. We list 7 retirement plan advisors serving Branch County, MI. 7 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Branch County, MI. 7 providers, 7 of the top 7 verified against federal or state records. Registry records checked on 2026-11-04.
Top 7 ranked retirement plan advisors for Branch County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Wealth Ease Wealth Management | SEC-registered investment adviser (CRD)#332595 | Marshall, MI (24 mi) | (269) 781-8371 |
| 2 | Miller Financial Services LLC | SEC-registered investment adviser (CRD)#143788 | Marshall, MI (25 mi) | (269) 781-5129 |
| 3 | Haverdink Financial Management, LLC | SEC-registered investment adviser (CRD)#131236 | Portage, MI (33 mi) | (269) 321-5070 |
| 4 | 626 Financial, LLC | SEC-registered investment adviser (CRD)#306474 | Portage, MI (35 mi) | (269) 321-5040 |
| 5 | Zhang Financial | SEC-registered investment adviser (CRD)#159257 | Portage, MI (35 mi) | (269) 385-5888 |
| 6 | Cws Financial Advisors LLC | SEC-registered investment adviser (CRD)#297000 | Kalamazoo, MI (37 mi) | (269) 349-4600 |
| 7 | Gasaway Investment Advisors, Inc. | SEC-registered investment adviser (CRD)#123807 | MI | (269) 324-0080 |
#2Miller Financial Services LLC
MILLER FINANCIAL SERVICES LLCServes this area from Marshall, MI (25 mi)#3Haverdink Financial Management, LLC
HAVERDINK FINANCIAL MANAGEMENT, L.L.C.Serves this area from Portage, MI (33 mi)#4626 Financial, LLC
626 FINANCIAL, LLCServes this area from Portage, MI (35 mi)#5Zhang Financial
ZHANG FINANCIAL LLCServes this area from Portage, MI (35 mi)#6Cws Financial Advisors LLC
CWS FINANCIAL ADVISORS LLCServes this area from Kalamazoo, MI (37 mi)#7Gasaway Investment Advisors, Inc.
GASAWAY INVESTMENT ADVISORS, INC.Serves this area from MI
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Frequently asked questions
How many retirement plan advisors serve Branch County?
We list 7 retirement plan advisors serving Branch County, MI: 0 based there and 7 serving it from nearby. 7 of the top 7 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Branch County?
The top-ranked retirement plan advisors serving Branch County, MI are Wealth Ease Wealth Management, Miller Financial Services LLC, Haverdink Financial Management, LLC, 626 Financial, LLC and Zhang Financial. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Branch County are verified against official records?
7 of the top 7 match an active official record: Wealth Ease Wealth Management (U.S. Securities and Exchange Commission), Miller Financial Services LLC (U.S. Securities and Exchange Commission), Haverdink Financial Management, LLC (U.S. Securities and Exchange Commission), 626 Financial, LLC (U.S. Securities and Exchange Commission) and Zhang Financial (U.S. Securities and Exchange Commission), and 2 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Coldwater, Bronson, Union City, Quincy, Sherwood