Best Financial Advisors in Muskegon County, MI

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List of Firms

Muskegon County, MI Fiduciary Financial Advisors

Merrill Lynch Wealth Management Advisor Gregory G De Voursney
Location 380 W Western Ave, Muskegon, MI 49440, USA
Phone (231) 725-6417
Kent Johnson - Thrivent
Location 420 Whitehall Rd Ste 5, North Muskegon, MI 49445, USA
Phone (231) 719-0111
Braeburn Wealth Management, LLC
SEC File# 801-108353
CRD# 158007

5 out of 5

Location 111 W Western Ave, Muskegon, MI 49442, USA
Phone (231) 720-0743
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 – 4:00 PM Saturday: Closed Sunday: Closed
Merrill Lynch Wealth Management Advisor Kyle R French
Location 380 W Western Ave, Muskegon, MI 49440, USA
Phone (231) 725-6413
David W Cramer - Morgan Stanley
Location 800 E Ellis Rd Suite 125, Muskegon, MI 49441, USA
Phone (231) 799-3034
Judith Stojak - Raymond James
Location 700 Terrace Point Dr, Muskegon, MI 49440, USA
Phone (231) 722-1176
Steve Dangel - Raymond James
Location 700 Terrace Point Rd, Muskegon, MI 49440, USA
Phone (231) 722-1176
Reed Financial Services Inc
SEC File# 801-35002
CRD# 112179

5 out of 5

Location 2112 N Roberts Rd, Muskegon, MI 49445, USA
Phone (231) 652-2990
Merrill Lynch Wealth Management Advisor Base E Hammond
Location 380 W Western Ave, Muskegon, MI 49440, USA
Phone (231) 725-6411
Merrill Lynch Wealth Management Advisor Kimberly Lynn Martin
Location 380 W Western Ave, Muskegon, MI 49440, USA
Phone (231) 725-6404
Larry C Bluhm - Morgan Stanley
Location 800 E Ellis Rd Suite 125, Muskegon, MI 49441, USA
Phone (231) 799-3038
Fox Financial
Location 1975 Holton Rd, Muskegon, MI 49445, USA
Phone (231) 719-1081
Edward Jones - Financial Advisor: Michael Kraus
SEC File# 801-3297
CRD# 250
Location 384 N 3rd Ave Suite C, Fruitport Charter Twp, MI 49415, USA
Phone (231) 865-3868
Jeffrey Richard Cox - UBS Financial Services Inc.
Location 945 W Norton Ave, Muskegon, MI 49441, USA
Phone (231) 739-9827
Cecilia Hinkle-Wisniewski - UBS Financial Services Inc.
Location 945 W Norton Ave, Muskegon, MI 49441, USA
Phone (231) 739-9832
Edward Jones - Financial Advisor: Mark Wielinga, CFP®
SEC File# 801-3297
CRD# 250
Location 1887 Holton Rd b, North Muskegon, MI 49445, USA
Phone (231) 744-8517
UBS Financial Services Inc.

1 out of 5

Location 945 W Norton Ave, Muskegon, MI 49441, USA
Phone (231) 739-9502
Edward Jones - Financial Advisor: Brett A Adkins
SEC File# 801-3297
CRD# 250
Location 837 Seminole Rd Suite 101, Muskegon, MI 49441, USA
Phone (231) 755-2727
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About Muskegon County, MI

Muskegon County is located in western Michigan and is home to around 188,000 residents. The county contains a number of notable landmarks, including the Muskegon Lake Lighthouse, the Hackley and Hume Historic Site, and the Muskegon Museum of Art. The top employers in Muskegon County are Mercy Health Muskegon, Muskegon County Sheriff's Department, and Fruitport School District. Major highways and streets in the county include US-31, I-96, and M-43. The county's neighborhoods include Norton Shores, Fruitport, and Muskegon Heights.

Where Certified Financial Advisors in Muskegon County, MI Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Muskegon County, MI residents have a wide variety of services to choose from when it comes to their banking needs. Some banks provide Muskegon County, MI residents with checking and savings accounts, loans, and credit cards. Others offer more specialized services such as online banking, mobile banking, and 24/7 customer service. It is important for Muskegon County, MI residents to find a bank that offers the services they need so they can manage their finances effectively.

Insurance Broker

Residents of Muskegon County, MI can rely on insurance brokers to help them find the best coverage for their needs. Brokers are knowledgeable about the different types of insurance policies available, and they can help residents compare rates and find the right policy for their situation. Residents can also count on brokers to provide expert advice and guidance in case of an accident or other emergency.

Retirement Planning

Financial advisors can help Muskegon County, MI residents with retirement planning in a number of ways. One important way is by helping people to develop realistic budgets and savings goals. Advisors can also help people to invest their money wisely, so that they will have enough income to live on during retirement. In addition, advisors can offer advice on how to reduce taxes and protect assets from creditors.

Wealth Management

It's no secret that Muskegon County, MI is a community with a wide range of socioeconomic backgrounds. What may be less known, however, is that there are many families in the area who are struggling to make ends meet. Wealth management services can help residents in Muskegon County manage their money more effectively and save for the future. Services like these can be especially helpful for families who are just starting to build their wealth, as they provide guidance and support every step of the way. If you're a resident of Muskegon County and you're looking for ways to improve your financial situation, consider contacting a wealth management service today. You may be surprised at how much difference they can make.

Estate Planning Lawyer

If you live in Muskegon County, MI, and you haven't yet created an estate plan, you should strongly consider doing so. An estate plan is a vital document that can help to ensure that your assets are distributed according to your wishes after your death. An estate planning lawyer can help you to create an estate plan that meets your specific needs and desires. They can also provide guidance on the best way to protect your assets and provide for your loved ones after you're gone. If you're interested in creating an estate plan, contact an estate planning lawyer today.

Mortgage Loan Officer

Mortgage loan officers can help Muskegon County, MI residents in a number of ways. They can work with borrowers to find the best mortgage products available, provide advice on how to get approved for a mortgage, and help people understand their credit reports. In addition, mortgage loan officers can assist home buyers in finding the right property and negotiating a purchase price.

Tax Services

Muskegon County, MI is home to many tax accountants who can help residents with their taxes. These professionals are skilled in helping people understand and file their taxes correctly. They can also offer advice on how to get the most out of tax breaks and deductions. In addition, tax accountants can assist residents in preparing for an audit, if necessary.

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FAQs About Personal Financial Advisors in Muskegon County, MI