Harbour Investments, Inc

Investment Advisor
in Battle Creek, MI

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About this Advisor

Belinda Best is a financial advisor based out of Battle Creek, Michigan with 7 years of industry experience. Best is an advisor for Harbour Investments, Inc. Their career trajectory has included roles at Best Tax & Accounting, Harbour Investments, Inc and Becky Best Investment Professional. Best holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Michigan. Harbour Investments, Inc is a firm that has its headquarters in Madison, WI. The investment advisory business has offices in 160 locations and a total of 219 financial advisors. It has $5 billion in assets across its 28,573 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advisory services to 59 charities and foundations. Of its 28,573 customer accounts, just 3% belong to high-net-worth clients who have more than $1 million in assets. Harbour Investments, Inc provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules are based on which services are provided. However, fee types billed by Harbour Investments, Inc likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Commissions

Office Location

77 E Michigan Ave #199
Battle Creek, MI 49017

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Harbour Investments, Inc Brokerage Details

Total Assets Under Management


MI Average: $2,826,565,184
Total Number of Employees


MI Average: 43
Total Number of Accounts


MI Average: 1,898
Average Account Size


MI Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Belinda Best Work History

Belinda has been registered as a financial advisor for 7 years.*

2008 - Present (16 years)

Harbour Investments, Inc

2007 - Present (17 years)

Best Tax & Accounting

2007 - Present (17 years)

Becky Best Investment Professional

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Belinda Best to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Harbour Investments, Inc

Taylor Robson
Madison, WI
Gregory Volitich
Carnegie, PA
Jill Sommers
Madison, WI
Michael Fishman-Salnick
Milwaukee, WI
Kimberly Schreiber
Milwaukee, WI
Janessa Price
Neenah, WI
Nathan Littrell
Lake Mills, WI
Carrie Desjardins
Kalamazoo, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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