Find the Certified Financial Planner™
Who's right for you.

Jerry B. Love, CFP®, CPA

Arcadia Investment Management Corporation

259 E Michigan Ave
Ste 308
Kalamazoo, MI 49007
Phone: (269) 349-0800
Fax: (269) 381-1615

Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Tangible Assets
  • Sudden Wealth
  • Nontraditional Households
  • Special Needs
  • Personal Taxes

 

How Planner Charges

Considerations: or minimum fee of 5,000 per year

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.