Best Financial Advisors in Freeland, MI

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List of Firms

Freeland, MI Fiduciary Financial Advisors

SEC File# 801-112453
CRD# 167088
5 out of 5
Location 5786 Midland Rd, Freeland, MI 48623, USA
Phone (989) 791-3693
Edward Jones
SEC File# 801-3297
CRD# 250
4 out of 5
Location 7305 Midland Rd Ste 3, Freeland, MI 48623, USA
Phone (989) 695-4820
McIntosh & Associates
5 out of 5
Location 122 S Main St Suite 2, Freeland, MI 48623, USA
Phone (989) 692-2200
Financial Advisors in Freeland, MI

Where Certified Financial Advisors in Freeland, MI Serve

Freeland, MI is a charming town nestled in the heart of Saginaw County. It boasts a variety of landmarks, including the Saginaw Valley Rail Trail, a 9-mile path perfect for biking and hiking. The town also features the Tittabawassee River, a popular spot for fishing and kayaking. As for top employers, Freeland is home to Hemlock Semiconductor, a major producer of silicon wafers, and Dow Chemical Company, a global leader in materials science. These companies provide ample job opportunities for residents and contribute to the town's economic growth. Major highways running through Freeland include US-10 and M-47, making it easily accessible for travelers. Streets like Midland Road and Freeland Road are also prominent in the town's layout. Freeland is divided into several neighborhoods, each with its own unique character. There's the quiet and picturesque countryside, perfect for those seeking a peaceful retreat.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Freeland, MI can greatly benefit from the guidance of a financial advisor in a number of ways. For starters, a financial advisor can help individuals create a personalized budget and savings plan that takes into account the unique cost of living in Freeland. This includes factors such as the high property taxes and insurance rates in the area. Additionally, a financial advisor can assist residents in making smart investment decisions that align with their financial goals and risk tolerance. With access to a wide range of investment options, a financial advisor can help residents grow their wealth over time while minimizing unnecessary risks. Overall, a financial advisor can be a valuable resource for residents of Freeland as they navigate the complexities of managing their finances in a rapidly changing economic landscape.

Insurance Broker

Residents of Freeland, MI can benefit greatly from the services of an insurance broker. With their knowledge and expertise, insurance brokers can help residents find the best insurance policies to fit their unique needs. One specific way that residents of Freeland, MI could be helped by an insurance broker is by finding affordable auto insurance that includes coverage for winter weather conditions. Freeland, MI is located in a region that experiences harsh winter weather, including snow and ice. An insurance broker can help residents find policies that cover damage caused by these weather conditions, as well as other risks such as collisions and theft. By working with an insurance broker, residents of Freeland, MI can feel confident that they have the right coverage to protect themselves and their assets.

Retirement Planning

Residents of Freeland, MI could benefit greatly from the assistance of a retirement planner. With a population of just over 6,800, many individuals in Freeland may not have access to the same resources as those in larger cities. A retirement planner can help these individuals navigate the complex world of retirement planning, including setting goals, creating a budget, and choosing the right investment options. Additionally, Freeland is home to many small business owners who may need help with succession planning and transferring their business to the next generation. A retirement planner can provide guidance on these matters and help ensure a smooth transition. Overall, a retirement planner can provide invaluable assistance to the residents of Freeland, MI in securing their financial futures.

Wealth Management

Residents of Freeland, MI could be helped by a wealth manager in a variety of ways. One of the most common ways is through investment advice, as many residents may not have the expertise or time to manage their own investments. A wealth manager can help them identify the right investment opportunities and create a diversified portfolio that aligns with their financial goals. Additionally, a wealth manager can assist with tax planning, retirement planning, and estate planning, which are all important considerations for residents of Freeland, MI. With its small-town charm and proximity to Saginaw Bay, Freeland is a community that values financial stability and security, and a wealth manager can provide the guidance and support needed to achieve those goals.

Mortgage Loan Officer

Residents of Freeland, MI would greatly benefit from the expertise of a mortgage loan officer. With a population of just over 7,000 people, Freeland is a small town that is experiencing growth and development. A mortgage loan officer can guide residents through the process of purchasing a home, which can be complex and overwhelming. They can provide information on the various loan options available, help with pre-approval, and assist with the application process. Additionally, a mortgage loan officer can offer advice on how to improve credit scores and provide information on down payment assistance programs. With the help of a mortgage loan officer, residents of Freeland can achieve their dream of homeownership and contribute to the growth of their community.

Tax Services

Residents of Freeland, MI can benefit from the expertise of a tax advisor in a variety of ways. One specific way that a tax advisor can help is by assisting residents in navigating the complex tax laws and regulations unique to Michigan. For example, Michigan has a Homestead Property Tax Credit that can provide relief for homeowners who meet certain criteria, but many residents may not be aware of this credit or how to apply for it. A tax advisor can help residents take advantage of this and other tax credits and deductions that they may be eligible for, ultimately helping them save money and maximize their tax returns. Additionally, a tax advisor can provide guidance on tax planning strategies, such as retirement planning and charitable giving, to help residents achieve their financial goals.

Estate Planning Lawyer

Residents of Freeland, MI could benefit from the services of an estate planning lawyer in a number of ways. For example, an estate planning lawyer could help residents create a will or trust to ensure that their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer could help residents create a power of attorney or healthcare directive to ensure that their wishes are respected if they become incapacitated. In Freeland, MI specifically, an estate planning lawyer could help residents navigate the complex laws around inheritance and property rights, which can vary from state to state. With the help of an estate planning lawyer, residents of Freeland, MI can have peace of mind knowing that their affairs are in order and that their loved ones will be taken care of after they are gone.


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