Best Financial Advisors in Grosse Pointe Farms, MI

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Grosse Pointe Farms, MI Fiduciary Financial Advisors

SEC File# 801-10418
CRD# 705
5 out of 5
Location 15 Kercheval Ave, Grosse Pointe, MI 48236, USA
Phone (313) 885-9470
Directions
SEC File# 801-887
CRD# 249
Location 63 Kercheval Ave Suite #300, Grosse Pointe Farms, MI 48236, USA
Phone (313) 884-9600
Directions
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Woods Financial
Location 112 Kercheval Ave, Grosse Pointe Farms, MI 48236, USA
Phone (313) 417-2220
Directions
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James Denison - Raymond James
Location 15 Kercheval Ave, Grosse Pointe Farms, MI 48236, USA
Phone (313) 885-9470
Directions
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St Clair Investment Advisors
Location 21 Kercheval Ave, Grosse Pointe Farms, MI 48236, USA
Phone (313) 886-8000
Directions
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Conway Asset Management Inc
Location 21 Kercheval Ave #390, Grosse Pointe Farms, MI 48236, USA
Phone (313) 886-1300
Directions
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Gabel Financial Services
Location 19790 Mack Ave, Grosse Pointe Woods, MI 48236, USA
Phone (313) 885-9000
Directions
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Oppenheimer & Co. Inc. - Derek Raymond
Location 63 Kercheval Ave #300, Grosse Pointe Farms, MI 48236, USA
Phone (313) 886-1200
Directions
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LandMark Financial Planning + Advisory / Lincoln Financial Advisors - Ryan Z. Marier
5 out of 5
Location 18720 Mack Ave STE 270, Grosse Pointe Farms, MI 48236, USA
Phone (313) 638-7526
Directions
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RBC Wealth Management
Location 102 Kercheval Ave #200, Grosse Pointe Farms, MI 48236, USA
Phone (313) 825-2095
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Wells Fargo Advisors
4 out of 5
Location 19770 Mack Ave, Grosse Pointe Woods, MI 48236, USA
Phone (313) 343-9800
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Wells Fargo Advisors
5 out of 5
Location 77 Kercheval Ave, Grosse Pointe Farms, MI 48236, USA
Phone (313) 432-7050
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Grosse Pointe Financial
Location 21 Kercheval Ave Ste 320, Grosse Pointe Farms, MI 48236, USA
Phone (313) 881-4477
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Geltz Lincoln
Location 21 Kercheval Ave, Grosse Pointe Farms, MI 48236, USA
Phone (313) 886-0807
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Arreola Financial
5 out of 5
Location 18430 Mack Ave, Grosse Pointe Farms, MI 48236, USA
Phone (313) 400-2631
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Morgan Stanley Financial Advisors
1 out of 5
Location 130 Kercheval Ave, Grosse Pointe, MI 48236, USA
Phone (313) 343-8429
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Pearl Planning
SEC File# 801-122003
CRD# 308970
5 out of 5
Location 81 Kercheval Ave suite 202, Grosse Pointe Farms, MI 48236, USA
Phone (313) 486-9634
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 7:00 PM Thursday: 8:00 AM – 7:00 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
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Dan Keller - Raymond James
5 out of 5
Location 15 Kercheval Ave, Grosse Pointe Farms, MI 48236, USA
Phone (313) 885-9470
Directions
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Majestic Capital Management
1 out of 5
Location 21 Kercheval Ave Suite 265, Grosse Pointe Farms, MI 48236, USA
Phone (313) 640-7900
Directions
Financial Advisors in Grosse Pointe Farms, MI

Where Certified Financial Advisors in Grosse Pointe Farms, MI Serve

Grosse Pointe Farms, MI is a stunning city that boasts a plethora of landmarks and attractions. From its historic Grosse Pointe War Memorial to the breathtaking views of Lake St. Clair, there is no shortage of sights to see in this vibrant community. Top employers in Grosse Pointe Farms include Beaumont Health, the Grosse Pointe Public School System, and the City of Grosse Pointe Farms. These organizations provide ample job opportunities for residents and contribute to the city's thriving economy. Major highways and streets in Grosse Pointe Farms include Lake Shore Drive, Mack Avenue, and Vernier Road. These thoroughfares connect the city to nearby communities and make it easy for residents to commute to work or explore the surrounding area. Grosse Pointe Farms is home to several distinct neighborhoods, each with its own unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Grosse Pointe Farms, MI can benefit from the expertise of a financial advisor in many ways. One of the most common ways is by creating a personalized financial plan that takes into account the unique needs and goals of each individual or family. This is particularly important in a community like Grosse Pointe Farms, where many residents have high net worth and complex financial situations. A financial advisor can help navigate the intricacies of estate planning, tax optimization, and investment strategies to ensure that residents are making the most of their wealth and securing a stable financial future for themselves and their loved ones. Additionally, a financial advisor can provide guidance and support during major life events such as retirement, marriage, or the birth of a child, helping residents to adjust their financial plans accordingly and stay on track towards their long-term goals.

Insurance Broker

Residents of Grosse Pointe Farms, MI can benefit greatly from the services of an insurance broker. With its close proximity to Lake St. Clair, many residents in this affluent community own boats and watercraft. An insurance broker can help these residents find the right coverage for their vessels, ensuring that they are protected in case of an accident or damage. Additionally, Grosse Pointe Farms is home to many historic homes and properties, which can require specialized insurance coverage. An insurance broker can help residents find the right policies to protect their unique properties and possessions. With the help of an insurance broker, residents of Grosse Pointe Farms can have peace of mind knowing that they are properly protected.

Retirement Planning

Residents of Grosse Pointe Farms, MI could benefit greatly from the assistance of a retirement planner. With a median age of 46, many residents are approaching retirement age and may be unsure of how to plan for their future. A retirement planner can provide guidance on how to maximize retirement savings, manage investments, and create a sustainable income stream during retirement. Additionally, Grosse Pointe Farms is known for its affluent community, which may require more complex retirement planning strategies. A retirement planner can help residents navigate the unique challenges of planning for retirement in a high-cost-of-living area, such as Grosse Pointe Farms, and ensure they are prepared for a comfortable and secure retirement.

Wealth Management

Residents of Grosse Pointe Farms, MI would greatly benefit from the expertise of a wealth manager. Grosse Pointe Farms is a community known for its affluence, with many residents holding significant assets and investments. A wealth manager could assist these individuals in managing their finances, providing guidance on investments, retirement planning, and tax strategies. Additionally, with the COVID-19 pandemic causing economic uncertainty, a wealth manager could help residents navigate the current market conditions and make informed decisions about their financial future. Overall, a wealth manager would provide invaluable support and peace of mind to the residents of Grosse Pointe Farms as they strive to protect and grow their wealth.

Mortgage Loan Officer

Residents of Grosse Pointe Farms, MI can benefit greatly from the expertise of a mortgage loan officer. With the average home price in this affluent community being higher than the national average, a loan officer can assist residents in finding the best mortgage options available to them. Additionally, Grosse Pointe Farms has a diverse housing market, ranging from historic homes to modern waterfront properties. A mortgage loan officer can help residents navigate the unique challenges and opportunities of this market, ensuring they find a loan that meets their specific needs and goals. Whether residents are first-time homebuyers or looking to refinance, a mortgage loan officer can provide valuable guidance and support throughout the process.

Tax Services

Residents of Grosse Pointe Farms, MI can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by ensuring that residents are taking advantage of all available deductions and credits. This is especially important in Grosse Pointe Farms, where property taxes can be quite high due to the town's desirable location on the shores of Lake St. Clair. A tax advisor can help residents navigate the complex tax laws and regulations to minimize their tax liability and maximize their savings. Additionally, a tax advisor can assist residents with tax planning for major life events, such as buying or selling a home, starting a business, or retiring. By working with a tax advisor, residents of Grosse Pointe Farms can feel confident that they are making informed decisions and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Grosse Pointe Farms, MI can benefit greatly from the services of an estate planning lawyer. One of the most common ways a lawyer can help is by creating a comprehensive estate plan that ensures their assets are protected and distributed according to their wishes. With a high median household income and many affluent residents, Grosse Pointe Farms is an area where estate planning is especially important. An experienced lawyer can help residents navigate complex estate tax laws and avoid potential legal disputes among family members. Additionally, a lawyer can assist with creating advanced directives for healthcare and appointing a power of attorney, providing peace of mind and security for both the individual and their loved ones.

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