#1Haverdink Financial Management, LLC
HAVERDINK FINANCIAL MANAGEMENT, L.L.C.
Serves this area from Portage, MI (20 mi)
Retirement Plan Advisors in St. Joseph County, MI
The top-ranked retirement plan advisors serving St. Joseph County, MI are Haverdink Financial Management, LLC, 626 Financial, LLC and Zhang Financial. We list 7 retirement plan advisors serving St. Joseph 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 St. Joseph 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 St. Joseph County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Haverdink Financial Management, LLC | SEC-registered investment adviser (CRD)#131236 | Portage, MI (20 mi) | (269) 321-5070 |
| 2 | 626 Financial, LLC | SEC-registered investment adviser (CRD)#306474 | Portage, MI (21 mi) | (269) 321-5040 |
| 3 | Zhang Financial | SEC-registered investment adviser (CRD)#159257 | Portage, MI (23 mi) | (269) 385-5888 |
| 4 | Gasaway Investment Advisors, Inc. | SEC-registered investment adviser (CRD)#123807 | MI | (269) 324-0080 |
| 5 | Cws Financial Advisors LLC | SEC-registered investment adviser (CRD)#297000 | Kalamazoo, MI (26 mi) | (269) 349-4600 |
| 6 | Wealth Ease Wealth Management | SEC-registered investment adviser (CRD)#332595 | Marshall, MI (37 mi) | (269) 781-8371 |
| 7 | Miller Financial Services LLC | SEC-registered investment adviser (CRD)#143788 | Marshall, MI (38 mi) | (269) 781-5129 |
#2626 Financial, LLC
626 FINANCIAL, LLCServes this area from Portage, MI (21 mi)#3Zhang Financial
ZHANG FINANCIAL LLCServes this area from Portage, MI (23 mi)#4Gasaway Investment Advisors, Inc.
GASAWAY INVESTMENT ADVISORS, INC.Serves this area from MI#5Cws Financial Advisors LLC
CWS FINANCIAL ADVISORS LLCServes this area from Kalamazoo, MI (26 mi)#6Wealth Ease Wealth Management
WEALTH EASE WEALTH MANAGEMENT LLCServes this area from Marshall, MI (37 mi)#7Miller Financial Services LLC
MILLER FINANCIAL SERVICES LLCServes this area from Marshall, MI (38 mi)
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Frequently asked questions
How many retirement plan advisors serve St. Joseph County?
We list 7 retirement plan advisors serving St. Joseph 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 St. Joseph County?
The top-ranked retirement plan advisors serving St. Joseph County, MI are Haverdink Financial Management, LLC, 626 Financial, LLC, Zhang Financial, Gasaway Investment Advisors, Inc. and Cws Financial Advisors LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving St. Joseph County are verified against official records?
7 of the top 7 match an active official record: Haverdink Financial Management, LLC (U.S. Securities and Exchange Commission), 626 Financial, LLC (U.S. Securities and Exchange Commission), Zhang Financial (U.S. Securities and Exchange Commission), Gasaway Investment Advisors, Inc. (U.S. Securities and Exchange Commission) and Cws Financial Advisors LLC (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
Sturgis, Three Rivers, Constantine, White Pigeon, Centreville, Colon, Mendon, Burr Oak