Best Financial Advisors in Midland County, MI

We did the hard work of finding trustworthy partners in Midland County, MI. Fill out the form to get connected.

Connect With a Financial Planner

As Seen In

List of Firms

Midland County, MI Fiduciary Financial Advisors

SYM Financial Advisors
SEC File# 801-23944
CRD# 107517
Location 414 Townsend St # 202, Midland, MI 48640, USA
Phone (989) 631-0244
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Gavin & Associates
Location 2401 Eastlawn Dr, Midland, MI 48642, USA
Phone (989) 631-1454
Upstream Investment Partners - Luke D. Russell AIF®, AAMS®, LACP®
Location 4015 Jefferson Ave, Midland, MI 48640, USA
Phone (989) 486-9798
Nicole Sabin - Financial Advisor, Ameriprise Financial Services, LLC
Location 104 E Indian St, Midland, MI 48640, USA
Phone (989) 631-9270
Hantz Financial Services - Midland, Michigan
4 out of 5
Location 2603 W Wackerly St #100, Midland, MI 48640, USA
Phone (989) 839-4916
Regal Investment Advisors
SEC File# 801-71923
CRD# 125004
5 out of 5
Location 3012 N Saginaw Rd, Midland, MI 48640, USA
Phone (989) 486-1862
Time Monday: 8:30 AM – 6:00 PM Tuesday: 8:30 AM – 6:00 PM Wednesday: 8:30 AM – 6:00 PM Thursday: 8:30 AM – 6:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Benjamin F. Edwards
SEC File# 801-113797
CRD# 297750
Location 120 McDonald St, Midland, MI 48640, USA
Phone (855) 909-0300
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
Jack F Lehman Investments
Location 112 W Wackerly St # B, Midland, MI 48640, USA
Phone (989) 832-2522
Orion Financial Group
Location 2010 Fantasy Ln, Midland, MI 48642, USA
Phone (989) 615-9663
Struthers Financial Services
Location 304 W Wackerly St # 100, Midland, MI 48640, USA
Phone (989) 832-0984
Benjamin F. Edwards & Co.
Location 120 McDonald St, Midland, MI 48640, USA
Phone (989) 835-3000
Edward Jones
SEC File# 801-3297
CRD# 250
Location 231 E Wackerly St, Midland, MI 48642, USA
Phone (989) 835-1231
Briza Capital Advisors, Llc
Location 2715 Ashman St, Midland, MI 48640, USA
Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
Location 409 Ashman St, Midland, MI 48640, USA
Phone (989) 631-4114
Edward Jones
SEC File# 801-3297
CRD# 250
Location 2009 W Wackerly St, Midland, MI 48640, USA
Phone (989) 835-5806
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Edward Jones
SEC File# 801-3297
CRD# 250
Location 117 S Main St Ste 6A, Freeland, MI 48623, USA
Phone (989) 832-2951
Edward Jones - Financial Advisor: Matthew M Lambertson II
Location 700 S Saginaw Rd, Midland, MI 48640, USA
Phone (989) 631-3432
North Coast Tech Investors LP
Location 300 Rodd St # 201, Midland, MI 48640, USA
Phone (989) 832-2300
Financial Advisors in Midland County, MI

Where Certified Financial Advisors in Midland County, MI Serve

Midland County is located in the Lower Peninsula of Michigan. The county seat is Midland, and the largest city is Bay City. Other major cities include Mount Pleasant and Saginaw. The county has a population of approximately 168,000 people. Major employers in the area include Dow Chemical, The Dow Corning Corporation, and Hemlock Semiconductor. Major highways in the area include I-75 and US-10. Some of the most notable landmarks in Midland County include the Dow Gardens and the Bay City State Park. Some of the most popular neighborhoods in Midland County include Auburn Heights, Linwood, and Monitor Township.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Midland County, MI have a variety of banking services to choose from. Each bank offers different products and services, so it is important for residents to research their options before choosing a bank. Some banks offer standard checking and savings accounts, while others offer more specialized accounts such as interest-bearing checking or money market accounts. Many banks also offer loans, credit cards, and investment services.

Insurance Broker

Midland County, Michigan is a great place to live. It's home to plenty of friendly people, beautiful scenery, and interesting attractions. But like any other place in the world, it has its share of problems too. That's where insurance brokers come in. They can help residents protect themselves and their property from the risks that come with living in today's world.

Retirement Planning

Midland County, MI is a great place to retire. It has all the amenities that retirees look for: good healthcare, plenty of cultural and recreational opportunities, and a low cost of living. But even in a great place to retire like Midland County, MI, there are some things that residents need to think about as they plan for their retirement years. That's where financial advisors can help.

Wealth Management

Midland County, Michigan is a great place to live, with friendly people and plenty of opportunity. However, the cost of living can be a bit high, especially for families. That's where wealth management comes in. Wealth management can help Midland County residents save money on everyday expenses and invest for the future. With careful planning, Midland County families can stay ahead of the curve and enjoy a comfortable life in their hometown.

Estate Planning Lawyer

Midland County, MI residents can benefit from the services of an estate planning lawyer in a number of ways. An estate planning lawyer can help you create a will and other legal documents that will ensure your property is distributed according to your wishes after you die. They can also help you set up trusts and other legal structures that will protect your assets while you are alive. And if you become incapacitated, an estate planning lawyer can help make sure your health and financial interests are taken care of.

Mortgage Loan Officer

Midland County, MI residents can rely on mortgage loan officers to help them get the best deals on home loans. Mortgage loan officers are experts in the field of mortgages and mortgage lending. They can help you find the right type of mortgage for your needs, and they can also help you get the best deal on your mortgage. If you're looking to buy a home in Midland County, MI, be sure to talk to a mortgage loan officer. They can help make the process easier for you.

Tax Services

Midland County, MI residents who are in need of tax assistance can find help from local tax accountants. These professionals can offer a range of services, including preparing and filing tax returns, providing advice on how to reduce taxes owed, and representing taxpayers during audits. In addition to helping individuals and businesses with their taxes, many tax accountants also offer other financial services such as bookkeeping and accounting.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Midland County, MI