Best Financial Advisors in Jackson, MI

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Jackson, MI Fiduciary Financial Advisors

SEC File# 801-120078
CRD# 147943
5 out of 5
Location 2727 Spring Arbor Rd, Jackson, MI 49203, USA
Phone (517) 783-1695
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 1:00 PM Saturday: Closed Sunday: Closed
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C B Financial Corporation
Location 100 E Michigan Ave, Jackson, MI 49201, USA
Phone (517) 788-2701
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Mass Mutual Financial Group
Location 507 W Michigan Ave, Jackson, MI 49201, USA
Phone (517) 787-1054
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Carmen Haag - Thrivent
Location 2301 E Michigan Ave Suite 218, Jackson, MI 49202, USA
Phone (517) 879-2299
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Financial Planning Resources
Location 2501 Spring Arbor Rd, Jackson, MI 49203, USA
Phone (517) 788-5378
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Graybull Advisors
Location 2652 Spring Arbor Rd, Jackson, MI 49203, USA
Phone (517) 795-1093
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W Bruce Goldsmith
5 out of 5
Location 2508 Spring Arbor Rd, Jackson, MI 49203, USA
Phone (517) 715-8025
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Edward Jones - Financial Advisor: Jamie L Dittenber
Location 2161 Ferguson Rd Suite 107, Jackson, MI 49203, USA
Phone (517) 780-0113
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Wealth Advisors Ltd
Location 420 S Brown St, Jackson, MI 49203, USA
Phone (517) 787-4444
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RMG Advisory Services
Location 1077 Hinckley Blvd, Jackson, MI 49203, USA
Phone (517) 879-5571
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Paramount Wealth Management
5 out of 5
Location 420 S Brown St, Jackson, MI 49203, USA
Phone (517) 787-4444
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Edward Jones - Financial Advisor: David M Lennox
Location 3634 McCain Rd Ste #2, Jackson, MI 49203, USA
Phone (517) 789-9856
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Edward Jones - Financial Advisor: Kelly M Langley, AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2002 Spring Arbor Rd A, Jackson, MI 49203, USA
Phone (517) 782-0828
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
The Sykes Group - Morgan Stanley
Location 3101 Spring Arbor Rd Suite 400, Jackson, MI 49203, USA
Phone (517) 768-7717
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Financial Advisors in Jackson, MI

Where Certified Financial Advisors in Jackson, MI Serve

Jackson, MI is a vibrant city that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Michigan Theatre to the impressive Cascades Falls Park, this city is rich in history and culture. The top employers in Jackson, MI include the Henry Ford Allegiance Health, Consumers Energy, and the Michigan Department of Corrections. Major highways and streets that run through the city include I-94, US-127, and M-50, making it easy to get around. The neighborhoods in Jackson, MI are diverse and unique, with each one offering its own charm and character. From the historic downtown district to the family-friendly Vandercook Lake area, there is something for everyone in this bustling city.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Jackson, MI can benefit greatly from the guidance of a financial advisor. With a population of over 33,000 people, many individuals in Jackson may struggle with managing their finances, especially during tough economic times. A financial advisor can help residents create a budget, invest in retirement accounts, and plan for their children's education. Additionally, with Jackson's high poverty rate, a financial advisor can assist those who are struggling to make ends meet and provide them with resources and strategies to improve their financial situation. Overall, a financial advisor can be a valuable asset to the residents of Jackson, helping them to achieve their financial goals and improve their overall quality of life.

Insurance Broker

Residents of Jackson, MI can benefit from the expertise of an insurance broker in a variety of ways. With the city being home to a diverse population, an insurance broker can help individuals find the right coverage that fits their unique needs and budget. For example, with Jackson, MI being known for its harsh winter weather, an insurance broker can help residents find policies that provide adequate coverage for damage caused by snow and ice. Additionally, an insurance broker can assist in finding affordable health insurance options for those who may not have access to employer-provided benefits. Overall, an insurance broker can provide peace of mind for Jackson, MI residents by ensuring they have the right coverage in place to protect themselves and their assets.

Retirement Planning

Residents of Jackson, MI can benefit greatly from the services of a retirement planner. With the city's median age being 36.9 years, many individuals may not be thinking about retirement yet. However, it's never too early to start planning for the future. A retirement planner can help Jackson residents assess their current financial situation and create a plan to achieve their retirement goals. This could include strategies for saving and investing, managing debt, and creating a budget. Additionally, with the city's large manufacturing industry, a retirement planner can help individuals navigate the complexities of employer-sponsored retirement plans and ensure they are taking full advantage of any available benefits. Overall, a retirement planner can provide valuable guidance and peace of mind for Jackson residents as they prepare for their golden years.

Wealth Management

Residents of Jackson, MI could benefit from a wealth manager in a variety of ways. One of the most common areas where a wealth manager could help is in retirement planning. Jackson has a higher than average population of individuals over the age of 65, many of whom may not have saved enough for retirement. A wealth manager can help these individuals create a plan to save for retirement and manage their investments to ensure they have enough funds to support themselves in their later years. Additionally, a wealth manager can help residents of Jackson navigate the complexities of estate planning, which can be particularly important for those who own family businesses or have significant assets. By working with a wealth manager, residents of Jackson can feel more confident in their financial future and make informed decisions about their money.

Mortgage Loan Officer

Residents of Jackson, MI can benefit greatly from the services of a mortgage loan officer. One of the most common ways that a mortgage loan officer can help is by assisting residents in finding the best mortgage loan to fit their financial situation. With a population of around 33,000, Jackson, MI is a relatively small city, but it still offers a diverse range of housing options. A mortgage loan officer can help residents navigate the local housing market and find the right loan for their needs. Additionally, a mortgage loan officer can provide guidance and advice throughout the entire home buying process, from pre-approval to closing. This level of support can be especially valuable for first-time homebuyers in Jackson, MI who may be unfamiliar with the process.

Tax Services

Residents of Jackson, MI could greatly benefit from the assistance of a tax advisor in a variety of ways. For starters, Jackson is home to a diverse range of industries, including healthcare, manufacturing, and education, which can make navigating the tax code a daunting task for individuals and business owners alike. A tax advisor can help residents understand the various tax incentives and deductions available to them, as well as provide guidance on how to properly file their taxes to avoid costly penalties and audits. Additionally, with the recent changes to the tax code, it is more important than ever for Jackson residents to seek out the expertise of a tax advisor to ensure they are maximizing their tax savings and staying compliant with the law.

Estate Planning Lawyer

Residents of Jackson, MI can benefit from the services of an estate planning lawyer in many ways. Firstly, an estate planning lawyer can help residents of Jackson, MI to create a will that outlines how their assets will be distributed after their death. This can be especially important for residents of Jackson, MI who own property or have significant assets. Additionally, an estate planning lawyer can help residents of Jackson, MI to create a trust, which can provide tax benefits and protect assets from creditors. Furthermore, an estate planning lawyer can help residents of Jackson, MI to create a power of attorney, which can allow someone else to make financial or medical decisions on their behalf if they become incapacitated. Overall, an estate planning lawyer can provide valuable assistance to residents of Jackson, MI in ensuring that their assets are protected and their wishes are carried out after their death.

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