Kalamazoo (Appointment Only) Financial Advisors

Our Kalamazoo office is by appointment only. The Financial Engines Advisor Center in Kalamazoo is conveniently located in the Arcadia Commons Business Center in the epicenter of downtown Kalamazoo. From our Easy 401(k) Rollover to Retirement Paycheck services, we can develop a personalized investment strategy to help you meet your financial goals.

Office Location

251 North Rose Street
Suite 200
Kalamazoo, MI 49007
Map Office
Phone: (616) 949-5959
Toll Free: (877) 949-5959
Fax: (616) 949-6040

Our Investment Advisors

Joseph Whitmer
CFS®
Senior Vice President - Financial Planning
Robert Clark

Senior Vice President - Financial Planning

Our Team


Melinda Worsfold
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