John M. Leonard
41yrs
Top 3% by experience nationwide
Financial advisors in Douglas, MI
Looking for a financial advisor in Douglas, MI? We list 4 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
4Advisors with offices here
37Median years of experience
25%At fee-only firms
4Firms represented
Largest firms here: Gold Coast Capital Management (1), Edward Jones (1), John M. Leonard (1).
Nearby: Saugatuck, Fennville, Holland, Hamilton, Zeeland, South Haven, Allegan, West Olive.
Edward Jones
37yrs
Top 1% by experience at Edward Jones
Gold Coast Capital Management
5yrs
5 years in the industry
Edelman Financial Engines
2yrs
2 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.