Best Financial Advisors in Genesee County, MI

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List of Firms

Genesee County, MI Fiduciary Financial Advisors

Raymond James Financial Services
Location 8285 S Saginaw St, Grand Blanc, MI 48439, USA
Phone (810) 695-9870
Bill Luke - Financial Advisor, Ameriprise Financial Services, LLC
Location 9475 Holly Rd Ste 208, Grand Blanc, MI 48439, USA
Phone (810) 603-3741
Merrill Lynch Wealth Management

5 out of 5

Location 8121 TRILLIUM CIRCLE AVENUE 2nd Floor, Grand Blanc, MI 48439, USA
Phone (810) 603-8101
Debra A Pauldine - Financial Advisor, Ameriprise Financial Services, LLC
Location 1537 E Hill Rd Ste 150, Grand Blanc, MI 48439, USA
Phone (810) 695-3960
The Townsend Morgan Group - Ameriprise Financial Services, LLC
Location 9475 Holly Rd Ste 208, Grand Blanc Twp, MI 48439, USA
Phone (810) 603-3763
Scott Nicholas - Financial Advisor, Ameriprise Financial Services, LLC
Location 9475 Holly Rd Ste 208, Grand Blanc Twp, MI 48439, USA
Phone (810) 603-3744
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About Genesee County, MI

Genesee County is located in Michigan and has a population of over 425,000. The county seat is Flint, MI and the largest city is Flint, MI. Other major cities in the county include Burton and Grand Blanc. Some notable landmarks in Genesee County include Bishop International Airport, The Flint Institute of Arts, and Kettering University. The top employers in the county are General Motors, McLaren Health Care, and Hurley Medical Center. Major highways and streets in Genesee County include I-75, US-23, and M-54. Some notable neighborhoods in Genesee County include Beecher, Clio, Davison, Fenton, Flushing, Mount Morris, Swartz Creek, and Vienna Township.

Where Certified Financial Advisors in Genesee County, MI Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a necessary part of every community. They provide a variety of services to their customers, including loans, checking and savings accounts, and investment advice. In Genesee County, MI, there are several banks that offer these services to residents.One bank that is headquartered in Genesee County is Citizens National Bank. This bank offers a wide range of products and services to its customers, including personal and business banking, mortgages, and investments. It has branches in several cities in the county, as well as in other parts of the state. Another bank that is headquartered in Genesee County is Northern Michigan Bank & Trust. This bank also offers a wide range of products and services to its customers, including personal and business banking, mortgages, car loans, and investments. It has branches in several cities in the county. A third bank that is headquartered in Genesee County is Chemical Bank. This bank offers a wide range of products and services to its customers...

Insurance Broker

Genesee County, MI residents can benefit from the help of insurance brokers when it comes to finding the best rates and coverage for their needs. By working with a broker, residents can get personalized service and advice that will help them find the right policy for their unique situation. Brokers are knowledgeable about the different types of coverage available, and they can help residents compare rates and choose the policy that is best for them.

Retirement Planning

Genesee County, MI residents can benefit from working with a financial advisor to help with their retirement planning. Financial advisors have the expertise and knowledge to help people create a plan that will meet their specific needs. Advisors can help residents save for retirement, choose the right type of retirement account, and make wise investment choices.

Wealth Management

Genesee County, MI residents can greatly benefit from wealth management services. Wealth management is the process of organizing, managing, and protecting a family's or individual's financial assets. This includes investment planning, insurance analysis and risk management, tax planning and estate planning. Wealth managers work with clients to create long-term financial goals and objectives and develop a plan to achieve them.A good wealth manager can help Genesee County, MI residents make the most of their money by providing sound advice on how to save for retirement, invest for growth, protect against risks, and minimize taxes. They can also help ensure that families are prepared for unexpected events such as death or disability. By working with a wealth manager, Genesee County residents can feel more confident about their financial future and enjoy peace of mind knowing that their assets are being well taken care of.

Estate Planning Lawyer

Estate planning lawyers can help Genesee County, MI residents create a will and other legal documents to ensure their assets are distributed according to their wishes after they die. This type of legal assistance is especially important for people who have children or other dependents, as it can help protect their loved ones in the event something happens to them. In addition, estate planning attorneys can also help residents plan for possible long-term care needs.

Mortgage Loan Officer

Mortgage loan officers can help Genesee County, MI residents in a number of ways.They can work with people to find the best mortgage products for their needs, provide advice on home buying and refinancing, and help homeowners understand their mortgage options.In addition, mortgage loan officers can also offer assistance with budgeting and credit counseling, which can help residents get on track financially and improve their credit scores.

Tax Services

Tax accountants can help Genesee County, MI residents by preparing their tax returns. They can also help them find tax deductions and credits that they may be eligible for. Tax accountants can also help residents plan their taxes ahead of time, so they know how much they will owe or be refunded.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Genesee County, MI