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626 FINANCIAL, LLC

Financial Advisor serving Portage, Michigan · 1 of 8 financial advisors in the area

📍 7950 MOORSBRIDGE ROAD, Portage, Michigan
📞 (269) 321-••••
Map
📍 7950 MOORSBRIDGE ROAD, Portage, Michigan

About 626 FINANCIAL, LLC

626 FINANCIAL, LLC is a financial advisor located in Portage, Michigan. As a local financial advisor, they serve Portage and surrounding communities in Michigan. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Portage should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Michigan securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Portage

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Portage may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Portage

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Portage?
Financial Advisors in Portage typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Portage?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 8 financial advisors in Portage to choose from.
Does 626 FINANCIAL, LLC offer free quotes?
Contact 626 FINANCIAL, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Portage

BRIGHT FINANCIAL ADVISORS, INC.

450 W. CENTRE AVENUE, PORTAGE, MI 49024

PPS & V ASSET MANAGEMENT CONSULTANTS INC

2750 OLD CENTRE AVE, PORTAGE, MI 49024

JOHN A. WOLFE & ASSOCIATES, INC.

440 WEST CENTRE AVENUE, PORTAGE, MI 49024

LVM CAPITAL MANAGEMENT LTD

7840 MOORSBRIDGE ROAD, PORTAGE, MI 49024

HAVERDINK FINANCIAL MANAGEMENT, LLC

440 W. CENTRE AVENUE, PORTAGE, MI 49024

ZHANG FINANCIAL

5931 OAKLAND DR., PORTAGE, MI 49024