List of Firms
Okemos, MI Fiduciary Financial Advisors
Nelson, Kellmann & Associates - Ameriprise Financial Services, LLC
Todd Stump - Private Wealth Advisor, Ameriprise Financial Services, LLC
TIAA Financial Services
Stephanie Milosavlevski - Financial Advisor, Ameriprise Financial Services, LLC
First Command Financial Advisor - Hunter Feraco
Kyle Weitekamp - TIAA Wealth Management Advisor
Equanimity Wealth Management
Putman Daniel L
Lifetime Plus Inc
Ryzome Investment Advisors
Kylee Mohammed - Financial Advisor, Ameriprise Financial Services, LLC
Patrick Anderson - Financial Advisor, Ameriprise Financial Services, LLC
Credent Wealth Management
Kelli Fenstemaker - Ameriprise Financial Services, LLC
American Retirement Solutions
First Command Financial Planning
Capitol Financial Group Inc
Hantz Financial Services
Fifth Third Preferred - Michael Comer
Brunner & Van Gorder Financial
Wealth Advisors of the Great Lakes
Nordberg Wealth Management
Edward Jones - Financial Advisor: Jenny Schlagel
Scott Heise - TIAA Senior Wealth Management Advisor
Financial Technology Inc
Integrity Financial Group, LLC - Okemos
Edward Jones - Financial Advisor: Brian G Dale, AAMS™
MAC Advisors - M Aric Carpenter
Capital Retirement Advisers, LLC
Hantz Financial Services - Okemos, Michigan
J F Shapow Financial Services
Courtney Robert J
LifePlan Advisory Services, LLC
Diversified Portfolio Wealth Management
Carter Mark E
Park Lake Advisors
Family Life Financial Services
Schnepp Retirement Plannning
Century Business Brokers
John VanderSloot - TIAA Wealth Management Advisor
Where Certified Financial Advisors in Okemos, MI Serve
Nestled in the heart of Michigan, Okemos is a vibrant and dynamic community that boasts a rich history and a diverse population. From its stunning natural beauty to its world-class amenities, this town has something for everyone. The landmarks in Okemos are a testament to its rich history and cultural heritage. The Meridian Historical Village is a must-see attraction that showcases the town's past, while the Harris Nature Center offers a glimpse into the area's natural beauty. The Okemos Public Library is also a popular spot for residents and visitors alike. Top employers in Okemos include Michigan State University, the State of Michigan, and the Ingham County Medical Care Facility. These institutions provide a wealth of job opportunities for residents and contribute to the town's economic growth. Major highways and streets in Okemos include I-96, I-69, and US-127, making it easy to get around and explore the surrounding areas.
Services Provided by Fee Based and Fee Only Financial Advisors
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Okemos, MI
A financial advisor in Okemos, MI can provide a variety of financial advising services to their clients. These services include retirement planning, investment management, tax planning, and estate planning. With its close proximity to Michigan State University, Okemos is a hub for young professionals and families who are just starting to build their wealth. Therefore, a financial advisor in Okemos can help these individuals create a comprehensive financial plan that takes into account their unique financial goals and circumstances. Additionally, Okemos has a thriving small business community, and a financial advisor can provide valuable guidance to entrepreneurs who are looking to grow their businesses and manage their finances effectively. Overall, a financial advisor in Okemos can provide tailored financial advice to individuals and businesses in this vibrant community, helping them achieve their financial objectives and build a secure financial future.
Okemos, MI is the ideal destination for individuals seeking financial advising services. The town boasts a plethora of financial advisors with an in-depth understanding of the local economy, making them uniquely qualified to provide sound financial advice. Furthermore, Okemos is home to a diverse community, allowing financial advisors to cater to a wide range of clients with varying financial needs. The town's proximity to Michigan State University also adds to its appeal, as many financial advisors have ties to the university and can offer specialized knowledge in areas such as investment management and retirement planning. With its combination of local expertise and access to a wide range of financial services, Okemos, MI is undoubtedly the best place to get financial advising.
A financial planner in Okemos, MI is responsible for providing clients with sound financial advice and helping them achieve their financial goals. This includes analyzing their current financial situation, identifying areas for improvement, and developing a customized financial plan that is tailored to their specific needs. One unique aspect of Okemos, MI that financial planners must take into consideration is the town's growing population of retirees. With a median age of 42 years old, Okemos has a higher percentage of retirees than many other towns in Michigan. This means that financial planners must be well-versed in retirement planning, including strategies for maximizing social security benefits, managing retirement accounts, and creating income streams that will last throughout retirement. Additionally, financial planners in Okemos must be knowledgeable about the local economy and investment opportunities, as well as the tax laws and regulations that apply to residents in the area. Overall, a financial planner in Okemos, MI plays a critical role in helping individuals and families achieve financial security and peace of mind.
As a resident of Okemos, MI, it can be difficult to know when to seek financial advice. However, with the area's rapidly growing population and diverse economy, it's important to be proactive in managing your finances. Whether you're a young professional just starting out or a retiree looking to maximize your savings, a financial advisor can provide valuable guidance. With complex tax laws, fluctuating markets, and ever-changing investment options, it's easy to become overwhelmed. A skilled financial advisor can help you navigate these challenges and create a personalized plan to meet your unique financial goals. Don't wait until you're in a financial crisis to seek help - reach out to a trusted advisor today to start building a secure financial future.
A financial advisor in Okemos, MI must possess a plethora of important qualities to effectively assist their clients. Firstly, they must have a deep understanding of the local economy and market trends specific to Okemos, MI. This includes knowledge of the industries that thrive in the area, such as healthcare and education, as well as the impact of Michigan State University on the local economy. Additionally, a financial advisor must have excellent communication skills to effectively convey complex financial concepts to their clients. They must also possess strong analytical skills to assess their clients' financial situations and provide personalized solutions. Furthermore, a financial advisor must be trustworthy and ethical, as they are handling their clients' finances and must always act in their best interests. Finally, they must be adaptable and able to adjust their strategies as the market and their clients' needs change. In short, a financial advisor in Okemos, MI must possess a diverse range of skills and knowledge to best serve their clients in this unique and dynamic community.
Okemos, MI is home to some of the top financial advising firms in the state. These firms are known for their exceptional expertise in wealth management, investment planning, and retirement planning. One of the key features that sets these firms apart is their ability to tailor their services to meet the unique needs of their clients. Whether it's helping a young family save for their first home or guiding a retiree through the complexities of estate planning, these firms are dedicated to providing personalized solutions that deliver results. Additionally, Okemos, MI is known for its vibrant business community and commitment to innovation, making it an ideal location for these firms to thrive and grow.
Financial advisors in Okemos, MI are compensated in a variety of ways, including commissions, fees, and a combination of both. Commissions are typically paid by the financial institution for the sale of financial products, such as mutual funds or insurance policies. Fees, on the other hand, are typically charged directly to the client for services rendered, such as financial planning or investment management. One specific aspect of Okemos, MI that impacts financial advisor compensation is the presence of Michigan State University, which has a sizable population of faculty and staff in need of financial advice. This creates a unique market for financial advisors in Okemos, MI, and may impact the types of services offered and the fees charged. Additionally, the high net worth individuals in the area may require more complex financial planning strategies, which may also impact compensation.