Best Financial Advisors in Eaton County, MI

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List of Firms

Eaton County, MI Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Scott Crocker
Location 147 S Cochran Ave, Charlotte, MI 48813, USA
Phone (517) 543-8040
Jane Boyd - Associate Financial Advisor, Ameriprise Financial Services, LLC
Location 122 S Cochran Ave, Charlotte, MI 48813, USA
Phone (517) 663-8663
Edward Jones - Financial Advisor: Michelle M Schaub, AAMS™
SEC File# 801-3297
CRD# 250
Location 722 W Lawrence Ave Suite B, Charlotte, MI 48813, USA
Phone (517) 543-3485
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About Eaton County, MI

Eaton County is located in the midwestern state of Michigan. The county seat is Charlotte, and other major cities include Grand Ledge and Lansing. Some of the county's most notable landmarks include the Capitol building in Lansing, the Grand Ledge bridge, and the Potter Park Zoo. Major employers in Eaton County include General Motors, McLaren Health Care, and Sparrow Health System. The county is served by several major highways and streets, including I-96, US-127, and M-43. Eaton County is home to a wide variety of neighborhoods, including rural areas, suburban neighborhoods, and urban areas.

Where Certified Financial Advisors in Eaton County, MI Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an important part of our economy, and they provide a number of valuable services to their customers. In Eaton County, MI, there are a number of banks that offer a variety of services to their customers. Some banks offer traditional banking services such as checking and savings accounts, loans, and credit cards. Others offer more specialized services, such as mortgage lending or investment advice. Whatever your needs, there is likely a bank in Eaton County that can meet them. So if you're looking for a new bank or just want to explore your options, be sure to check out the banks in your area.

Insurance Broker

Eaton County, MI residents can rely on insurance brokers to help them find the best possible rates and coverage for their needs. Insurance brokers have access to a variety of insurance companies, and they can compare rates and policies to find the best deal for each individual or family. In addition, insurance brokers are knowledgeable about the different types of coverage available, and they can help people choose the policy that is best suited to their needs.

Retirement Planning

Most people in Eaton County, MI don't have a financial advisor to help them plan for retirement. This is a problem, because without an advisor, most people will end up retiring with little money saved and no idea how to make their money last. A financial advisor can help people in Eaton County by teaching them about retirement planning, showing them how to save money, and helping them invest their money wisely. If you're someone who lives in Eaton County and you're nearing retirement age, it's time to find a financial advisor.

Wealth Management

Residents of Eaton County, MI can benefit from wealth management in a number of ways. By working with a wealth manager, residents can develop a plan that will help them meet their financial goals. A wealth manager can also help residents to save money and invest wisely. In addition, a wealth manager can provide advice on estate planning and tax issues.

Estate Planning Lawyer

Estate planning lawyers in Eaton County, MI can help residents protect their assets and plan for the future. By creating a will or trust, estate planning attorneys can help ensure that your property is distributed according to your wishes after you die. They can also help you set up guardianship arrangements for your children in case something happens to you. And if you have a business, an estate planning lawyer can help you plan for its succession.

Mortgage Loan Officer

Mortgage loan officers in Eaton County, MI can help residents by providing information on various types of mortgages and helping them to find the best mortgage for their needs. They can also provide assistance with the application process, and they can work with residents to ensure that they understand all of the terms of their mortgage. In addition, mortgage loan officers can help residents to stay informed about changes in the mortgage market and about new products that become available.

Tax Services

Residents of Eaton County, MI can benefit from the help of a tax accountant when preparing their annual tax returns. While the county offers a number of resources to help residents file their taxes, an accountant can offer additional assistance and expertise. In particular, accountants can help residents take advantage of all available deductions and credits, ensuring that they receive the maximum return possible. Additionally, accountants can provide advice on year-round tax planning, helping residents save money throughout the year.


FAQs About Personal Financial Advisors in Eaton County, MI