Best Financial Advisors in Grand Ledge, MI

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List of Firms

Grand Ledge, MI Fiduciary Financial Advisors

SEC File# 801-38618
CRD# 16164
Location 11973 Sweetwater Dr, Grand Ledge, MI 48837, USA
Phone (517) 627-3400
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Bill Archer, CFP®|AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
Location 118 S Bridge St, Grand Ledge, MI 48837, USA
Phone (517) 627-8787
Directions
SagePoint Financial - Marsha Daugherty
Location 850 E Saginaw Hwy, Grand Ledge, MI 48837, USA
Phone (517) 627-3400
Directions
Edward Jones - Financial Advisor: Adam W Eschtruth
SEC File# 801-3297
CRD# 250
Location 6334 W Saginaw Hwy Ste F, Lansing, MI 48917, USA
Phone (517) 886-4174
Directions
Karington Investments Inc
Location 423 Kennedy Pl, Grand Ledge, MI 48837, USA
Phone (517) 202-1066
Directions
Pohl & Associates
Location 4710 W Saginaw Hwy # 5, Lansing, MI 48917, USA
Phone (517) 323-4807
Directions
Financial Strategies Group, Inc.
5 out of 5
Location 2270 Jolly Oak Rd STE 2, Okemos, MI 48864, USA
Phone (517) 347-4337
Directions
Edward Jones - Financial Advisor: Joni M Preston, AAMS™|CRPC™
Location 12900 Old U.S. 27 Suite 4, Dewitt, MI 48820, USA
Phone (517) 668-2406
Directions
Edward Jones - Financial Advisor: Ren Vande Guchte, AAMS™
SEC File# 801-3297
CRD# 250
Location 1005 Charlevoix Dr #170, Grand Ledge, MI 48837, USA
Phone (517) 627-1477
Time Monday: 9:30 AM – 5:30 PM Tuesday: 9:30 AM – 5:30 PM Wednesday: 9:30 AM – 5:30 PM Thursday: 9:30 AM – 5:30 PM Friday: 9:30 AM – 5:30 PM Saturday: Closed Sunday: Closed
Directions
Voya Financial Advisors, Inc.
SEC File# 801-46585
CRD# 2882
Location 1093 Charlevoix Dr, Grand Ledge, MI 48837, USA
Phone (517) 731-0768
Directions
LIG Insurance & Financial
5 out of 5
Location 409 N Bridge St, Grand Ledge, MI 48837, USA
Phone (517) 627-5800
Directions
Briggs Investment Services
Location 13097 W State Rd, Grand Ledge, MI 48837, USA
Phone (517) 627-8000
Directions
Craig Miller Financial Services
5 out of 5
Location 924 Centennial Way # 480, Lansing, MI 48917, USA
Phone (517) 327-5353
Directions
Heritage Financial Services Inc
Location 850 E Saginaw Hwy, Grand Ledge, MI 48837, USA
Phone (517) 627-6441
Directions
Edward Jones - Financial Advisor: Diana M Lowry
Location 822 Centennial Way Suite 200, Lansing, MI 48917, USA
Phone (517) 321-9896
Directions
Edward Jones Investments
SEC File# 801-3297
CRD# 250
Location Charlevoix Dr, Grand Ledge, MI 48837, USA
Phone (517) 647-2657
Directions
Siena Accounting, CPA, PLLC
3 out of 5
Location 11973 Sweetwater Dr suite a, Grand Ledge, MI 48837, USA
Phone (517) 627-2044
Directions
Powerbass International Ent
Location 109 Old Mill Pond Rd # 8, Grand Ledge, MI 48837, USA
Phone (517) 614-2190
Directions
Tepatti Financial LLC
Location 1068 Brookside Dr, Grand Ledge, MI 48837, USA
Phone (517) 627-7420
Directions
Edward Jones - Financial Advisor: Justin Blake
SEC File# 801-3297
CRD# 250
Location 106B W River St, Grand Ledge, MI 48837, USA
Phone (517) 731-6420
Directions
On-Line Financial Services
Location 500 S Clinton St, Grand Ledge, MI 48837, USA
Phone (517) 627-0268
Directions
Edward Jones - Financial Advisor: Mark A Quimby, CFP®|AAMS™
Location 822 Centennial Way Suite 200, Lansing, MI 48917, USA
Phone (517) 321-9896
Directions
Thomas Jones - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 2549 Jolly Rd Ste 300, Okemos, MI 48864, USA
Phone (517) 381-2332
Directions
Lutheran Financial Services
SEC File# 801-71923
CRD# 125004
5 out of 5
Location 15190 Wright Rd, Grand Ledge, MI 48837, USA
Phone (517) 627-1900
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
RICH MICHAELS INVESTMENTS
Location 1093 Charlevoix Dr, Grand Ledge, MI 48837, USA
Phone (517) 999-8888
Directions
Edward Jones - Financial Advisor: Andrew Archer
5 out of 5
Location 118 S Bridge St, Grand Ledge, MI 48837, USA
Phone (517) 627-8787
Directions
Edward Jones - Financial Advisor: Suzi Henningson, AAMS™
Location 12800 Escanaba Dr Ste B, Dewitt, MI 48820, USA
Phone (517) 668-6323
Directions
Financial Advisors in Grand Ledge, MI

Where Certified Financial Advisors in Grand Ledge, MI Serve

Grand Ledge, MI is a charming city located in Eaton County, Michigan. It is home to several landmarks that attract visitors from far and wide, including the Grand River, Fitzgerald Park, and the Ledges. The city has a thriving economy, with top employers that include Dart Container Corporation, Meijer, and the Grand Ledge Public Schools. Major highways and streets that run through the city include M-43, M-100, and Saginaw Highway. Grand Ledge is divided into several neighborhoods, each with its own unique character and charm, including the downtown area, Riverdale, and Delta Mills. With its stunning natural beauty, vibrant economy, and diverse neighborhoods, Grand Ledge is a city that truly has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Grand Ledge, MI can benefit from the services of a financial advisor in a variety of ways. One common way is by creating a personalized financial plan that takes into account their unique financial situation and goals. This can include advice on how to save for retirement, pay off debt, or invest in the local real estate market. Additionally, a financial advisor can provide guidance on managing taxes, insurance, and estate planning. For residents of Grand Ledge, MI, a financial advisor can offer specific insights into the local economy and job market, which can inform investment decisions and help them make the most of their financial resources. By working with a financial advisor, residents can feel confident in their financial future and make informed decisions that will benefit them and their families for years to come.

Insurance Broker

Residents of Grand Ledge, MI can benefit greatly from the services of an insurance broker. With the unpredictable weather in the area, it is important to have adequate home insurance coverage to protect against damage caused by severe storms. An insurance broker can help residents find the right policy that covers all potential risks. Additionally, with the high number of small businesses in Grand Ledge, MI, an insurance broker can assist in finding the best commercial insurance policies to protect against liability and property damage. Overall, an insurance broker can provide peace of mind to residents by ensuring they have the proper coverage for their unique needs in this charming Michigan town.

Retirement Planning

Residents of Grand Ledge, MI could benefit greatly from the services of a retirement planner. One of the most common ways they could be helped is by creating a personalized retirement plan that takes into account their specific financial situation and goals. This could include strategies for maximizing retirement savings, minimizing taxes, and managing investments. Additionally, a retirement planner could provide guidance on navigating Social Security and Medicare benefits, which can be especially important for seniors in Grand Ledge. With its small town charm and proximity to Lansing, Grand Ledge is a popular retirement destination, and a retirement planner can help ensure that residents are able to enjoy their golden years to the fullest.

Wealth Management

Residents of Grand Ledge, MI could benefit from a wealth manager in a variety of ways. One specific example is that a wealth manager could help residents navigate the unique tax laws in Michigan. Grand Ledge is located in Eaton County, which has its own set of tax laws that differ from other counties in the state. A wealth manager could assist residents in maximizing their tax savings by understanding and utilizing these specific laws. Additionally, a wealth manager could provide guidance on investment strategies and financial planning to help residents achieve their long-term financial goals. Overall, a wealth manager can be a valuable resource for residents of Grand Ledge looking to secure their financial future.

Mortgage Loan Officer

Residents of Grand Ledge, MI can benefit greatly from the services of a mortgage loan officer. These professionals can help residents navigate the complex world of mortgage lending, which can be especially helpful in a small town like Grand Ledge. With a population of just over 7,000 people, Grand Ledge is a tight-knit community where everyone knows each other. A mortgage loan officer can provide personalized service to residents, helping them find the best mortgage options for their unique needs and circumstances. Whether a resident is looking to buy their first home or refinance an existing mortgage, a loan officer can provide expert guidance and support every step of the way. By working with a mortgage loan officer, residents of Grand Ledge can achieve their dreams of homeownership and build a better future for themselves and their families.

Tax Services

Residents of Grand Ledge, MI can greatly benefit from the expertise of a tax advisor in a number of ways. For example, a tax advisor can help residents navigate the complex tax laws and regulations specific to Michigan, including the state's unique tax credits and deductions. Additionally, a tax advisor can provide guidance on how to minimize tax liabilities and maximize refunds, which can be particularly helpful for residents who own small businesses or have complex financial situations. With the help of a tax advisor, residents can ensure that they are filing their taxes accurately and on time, avoiding penalties and other costly mistakes. Overall, a tax advisor can provide invaluable support to residents of Grand Ledge, MI as they navigate the often confusing and overwhelming world of taxes.

Estate Planning Lawyer

Residents of Grand Ledge, MI can benefit greatly from the services of an estate planning lawyer. With a population of just over 7,000 people, Grand Ledge is a small town that values family and community. An estate planning lawyer can help residents ensure that their assets are distributed according to their wishes after they pass away, which can provide peace of mind for both the individual and their loved ones. Additionally, an estate planning lawyer can assist with setting up trusts, drafting wills, and creating powers of attorney. These legal documents can help protect a person's assets and ensure that their wishes are carried out in the event of incapacitation or death. Ultimately, an estate planning lawyer can provide valuable guidance and support to residents of Grand Ledge, MI as they navigate the complex world of estate planning.

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