Best Financial Advisors in Muskegon, MI

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List of Firms

Muskegon, MI Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Lisa R Kraus
SEC File# 801-3297
CRD# 250
Location 1848 E Sherman Blvd Suite D, Muskegon, MI 49444, USA
Phone (231) 733-7686
Impactful Wealth Solutions
Location 865 Oak Ridge Rd Unit A, Muskegon, MI 49441, USA
Phone (888) 828-7526
Edward Jones - Financial Advisor: David A Conley, AAMS™
SEC File# 801-3297
CRD# 250
Location 3145 Henry St Suite 101, Muskegon, MI 49441, USA
Phone (231) 733-3121
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
SPN Financial Services
Location 21 W Webster Ave, Muskegon, MI 49440, USA
Phone (231) 728-5177
Edward Jones - Financial Advisor: Jim Weidner
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1848 E Sherman Blvd Suite D, Muskegon, MI 49444, USA
Phone (231) 733-7686
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 3:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Adam G Carlson
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1970 E Apple Ave Suite B, Muskegon, MI 49442, USA
Phone (231) 777-3102
J & P Investments Group
Location 1124 Peck St, Muskegon, MI 49441, USA
Phone (231) 736-8737
Raymond James & Associates
SEC File# 801-10418
CRD# 705

5 out of 5

Location 700 Terrace Point Dr Ste 400, Muskegon, MI 49440, USA
Phone (231) 722-1176
Al Kowalski - Raymond James
Location 700 Terrace Point Dr, Muskegon, MI 49440, USA
Phone (231) 722-1176
Sandin Financial Services LLC

5 out of 5

Location 900 3rd St, Muskegon, MI 49440, USA
Phone (231) 747-8782
Investment & Retire Consltng
Location 1050 W Western Ave #302, Muskegon, MI 49441, USA
Phone (231) 728-5255
Kar-Mel Financial Planners
Location 794 Pine Street Suite #220L, Muskegon, MI 49442, USA
Phone (231) 733-1122
Edward Jones - Financial Advisor: Michael J Hansen
SEC File# 801-3297
CRD# 250

4 out of 5

Location 175 N Causeway St, North Muskegon, MI 49445, USA
Phone (231) 719-0459
Edward Jones - Financial Advisor: Jay D Wallace Jr
SEC File# 801-3297
CRD# 250

5 out of 5

Location 333 W Western Ave Suite 208, Muskegon, MI 49440, USA
Phone (231) 799-8899
ARGO Wealth Partners

5 out of 5

Location 2145 W Sherman Blvd, Muskegon, MI 49441, USA
Phone (231) 727-8176
Merrill Lynch Wealth Management
Location 380 W Western Ave, Muskegon, MI 49440, USA
Phone (231) 725-6404
Accession Financial Group
Location 794 Pine St Suite 220-I, Muskegon, MI 49442, USA
Phone (231) 638-4271
Water's Edge Financial
Location Muskegon, MI 49441, USA
Phone (231) 780-3455
Caterina Holt - Raymond James
Location 700 Terrace Point Dr Ste 400, Muskegon, MI 49440, USA
Phone (231) 722-5612
First Financial Advisors, Inc.
SEC File# 801-32812
CRD# 106040
Location 950 W Norton Ave # 415, Muskegon, MI 49441, USA
Phone (231) 733-4084
Fifth Third Securities - Ryan Beishuizen
Location 621 Dykstra Rd, Muskegon, MI 49445, USA
Phone (231) 733-5003
River Financial Planners

5 out of 5

Location 1076 E Sternberg Rd, Norton Shores, MI 49444, USA
Phone (231) 798-0007
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 Kyle R French
Location 380 W Western Ave, Muskegon, MI 49440, USA
Phone (231) 725-6413
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About Muskegon, MI

Muskegon is a city located in western Michigan. The city has a population of about 38,000 and is the county seat of Muskegon County. Some of the city's landmarks include the Hackley Park, the USS Silversides Museum, and the Heritage Museum. The top employers in Muskegon are Mercy Health Partners, Muskegon Community College, and Fruitport School District. The major highways and streets in Muskegon are US-31, M-46, and Fruitport Road. The neighborhoods in Muskegon include Beechwood Hills, Canfield Woods, and Laketon Heights.

Where Certified Financial Advisors in Muskegon, MI Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Muskegon, MI have a wide variety of banking services to choose from. Each bank offers its own unique set of products and services, so it can be difficult to decide which one is right for you. Your best bet is to do some research and compare the offerings of several banks before making a decision. Some things you may want to consider include interest rates, fees, branch locations, and customer service.

Insurance Broker

Muskegon, MI is a city that has been hit hard by the economy in recent years. The city has lost many jobs, and with them, the tax revenue that was once used to support city services. As a result, Muskegon residents have seen their taxes increase and city services decrease. One industry that could help support Muskegon's economy is the insurance industry. Insurance brokers are professionals who can help Muskegon residents find affordable insurance policies. Brokers can also help businesses in Muskegon find commercial insurance policies that meet their needs.

Retirement Planning

Muskegon, MI residents can benefit from working with a financial advisor to help with their retirement planning. Financial advisors can help you assess your current financial situation and create a plan that will allow you to retire comfortably. They can also help you save money on taxes and invest your money wisely. If you are looking for help with your retirement planning, contact a financial advisor today.

Wealth Management

Muskegon, MI residents can benefit from wealth management services in order to make the most of their money. Wealth management is a process that helps individuals and families manage their financial resources effectively. It includes everything from budgeting and saving to investing and tax planning. When done correctly, wealth management can help individuals and families achieve their financial goals. Muskegon, MI residents who are interested in learning more about wealth management should contact a local financial advisor for more information.

Estate Planning Lawyer

Estate planning lawyers in Muskegon, MI can help residents protect their assets and plan for the future. Working with an estate planning lawyer can ensure that your wishes are carried out after you die and that your loved ones are taken care of financially. Estate planning lawyers can also help you create a will or trust, which can make the process of settling your estate much easier for your loved ones. If you live in Muskegon, MI and need assistance with estate planning, please contact an estate planning lawyer today.

Mortgage Loan Officer

Mortgage loan officers in Muskegon, MI can help residents by providing them with the best mortgage rates and products available. By shopping around for a mortgage, residents can ensure they are getting the best deal possible on their home loan. Mortgage loan officers can also help residents understand the mortgage process, and answer any questions they may have about the loan application or closing process.

Tax Services

Residents in Muskegon, MI can benefit from the help of tax accountants. Tax accountants are able to help residents with their taxes and ensure that they are getting the best return on their investment. In addition, tax accountants can also help residents to stay organized and aware of any changes to the tax code that may impact them.

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FAQs About Personal Financial Advisors in Muskegon, MI