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Retirement plan consulting in Kalamazoo, MI

3 advisers in Kalamazoo offering retirement plan consulting. Firms that report pension consulting services (Item 5.G(6)), often for small-business 401(k) plans.

All 3

Cws Financial Advisors LLC405 West Michigan Avenue, Suite 110 · Kalamazoo, MI 49007 · (269) 349-4600 · Financial planningCRD 297000 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedGasaway Investment Advisors, INC.7110 Stadium Drive · Kalamazoo, MI 49009 · (269) 324-0080 · Financial planningCRD 123807 · % of assets, Hourly charges, Subscription fees · $173.1 million AUMSEC registeredNo commissions reportedValley Oak Investment Strategies LLC6011 Stadium Drive · Kalamazoo, MI 49009 · (269) 492-7220 · Financial planningCRD 336621 · % of assets, Hourly charges, Fixed fees · $43.4 million AUMState registeredNo commissions reported