Best Financial Advisors in Saline, MI

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List of Firms

Saline, MI Fiduciary Financial Advisors

SEC File# 801-81193
CRD# 147014
3 out of 5
Location 1205 Industrial Dr, Saline, MI 48176, USA
Phone (734) 429-4680
Directions
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Sarah Murray - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4750 Venture Dr Ste 150, Ann Arbor, MI 48108, USA
Phone (734) 477-5226
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 186 S Industrial Dr Unit 21, Saline, MI 48176, USA
Phone (734) 295-1320
Directions
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Forthright Capital Management
Location 3515 Surrey Dr, Saline, MI 48176, USA
Phone (734) 926-9255
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 153 Keveling Dr, Saline, MI 48176, USA
Phone (734) 429-3375
Directions
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Baughman Capital Management
Location 123 N Ann Arbor St, Saline, MI 48176, USA
Phone (734) 429-3971
Directions
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MRPR CPAs & Advisors
5 out of 5
Location 182 S Industrial Dr, Saline, MI 48176, USA
Phone (734) 429-7172
Directions
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Stevenson Capital & Co., LLC
Location 1705 Woodland Dr E Suite 207, Saline, MI 48176, USA
Phone (734) 800-2883
Directions
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James Periord Jr - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 9364 Apple Crest Dr, Saline, MI 48176, USA
Phone (734) 429-2236
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
Directions
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J.A. Johnson Group, LLC
SEC File# 801-80067
CRD# 171976
5 out of 5
Location 141 E Michigan Ave a, Saline, MI 48176, USA
Phone (734) 316-2577
Directions
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Christopher Millio - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 216 W Michigan Ave Ste 1, Saline, MI 48176, USA
Phone (734) 477-5223
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 – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Reau & Associates, PC
5 out of 5
Location 1235 Industrial Dr #3, Saline, MI 48176, USA
Phone (734) 429-9040
Directions
Financial Advisors in Saline, MI

Where Certified Financial Advisors in Saline, MI Serve

Saline, MI is a charming city that boasts of several landmarks, top employers, major highways and streets, and distinct neighborhoods. From the historic downtown district to the bustling industrial parks, there's never a dull moment in Saline. The city's landmarks include the Saline Depot Museum, which houses a collection of artifacts and exhibits that showcase the city's rich history. The Rentschler Farm Museum, on the other hand, is a restored 1896 farmstead that provides visitors with a glimpse of life in the early 20th century. Other notable landmarks include the Saline Water Tower, the Saline Community Fairgrounds, and the Saline Recreation Center. Saline is home to several top employers, including Faurecia, a leading automotive supplier, and the Saline Area School District, which employs over 500 people. Other major employers in the city include Toyota Boshoku, the University of Michigan Health System, and the VA Ann Arbor Healthcare System.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Saline, MI could greatly benefit from the guidance of a financial advisor. With the town's strong ties to agriculture and small businesses, a financial advisor could assist in creating a sustainable financial plan for farmers and entrepreneurs alike. Additionally, with Saline's proximity to the University of Michigan, many residents may have student loan debt and could benefit from advice on how to manage and pay off those loans. A financial advisor could also provide guidance on retirement planning, as many residents in Saline are nearing retirement age. Overall, a financial advisor could help Saline residents navigate their financial goals and create a plan that fits their unique needs and circumstances.

Insurance Broker

Residents of Saline, MI would greatly benefit from the expertise of an insurance broker. With the unpredictable weather patterns in the area, it is important to have comprehensive coverage for both home and auto insurance. An insurance broker can help residents navigate the various policies available and find the one that best fits their unique needs and budget. Additionally, Saline is home to many small businesses, and an insurance broker can assist these entrepreneurs in finding the right coverage to protect their investments. Whether it's finding the best health insurance plan or securing liability coverage for a new business venture, an insurance broker can provide invaluable guidance and support to residents of Saline, MI.

Retirement Planning

Residents of Saline, MI can greatly benefit from the services of a retirement planner. A retirement planner can help individuals in Saline, MI navigate the complex world of retirement planning, including setting goals, creating a budget, and identifying investment opportunities. Additionally, a retirement planner can help residents of Saline, MI plan for unexpected events, such as medical emergencies or changes in the economy. With Saline's close proximity to Ann Arbor and the University of Michigan, a retirement planner can also help residents navigate the unique challenges of retirement in a college town, such as managing the cost of living and taking advantage of local resources. Overall, a retirement planner can provide valuable guidance and peace of mind for residents of Saline, MI as they plan for their future.

Wealth Management

Residents of Saline, MI could benefit greatly from the assistance of a wealth manager. One of the most common ways a wealth manager could help is by providing guidance on retirement planning. Saline is home to many retirees and pre-retirees who may have questions about when to start taking Social Security, how to manage their pensions, or how to create a sustainable income stream during retirement. A wealth manager can work with these individuals to create a personalized retirement plan that takes into account their unique goals and circumstances. Additionally, a wealth manager can help Saline residents navigate the complexities of investment management, tax planning, and estate planning, ensuring that they are well-positioned to achieve their financial objectives.

Mortgage Loan Officer

Residents of Saline, MI would greatly benefit from the services of a mortgage loan officer. With a population of just over 9,000 people, Saline is a small town in Southeast Michigan that is known for its charming downtown area and excellent schools. A mortgage loan officer can help residents of Saline navigate the home buying process, which can be especially daunting for first-time homebuyers. They can assist with pre-approvals, finding the best mortgage rates, and walking residents through the entire mortgage application process. Additionally, a mortgage loan officer can provide valuable information about the local housing market and help residents make informed decisions about their home purchase. Overall, a mortgage loan officer can be an invaluable resource for anyone looking to buy a home in Saline, MI.

Tax Services

Residents of Saline, MI could benefit greatly from the guidance of a tax advisor. With the city's growing population and thriving business community, tax laws and regulations are constantly changing, making it difficult for individuals to navigate on their own. A tax advisor can help residents maximize their deductions and credits, ensuring they receive the highest possible return on their taxes. Additionally, Saline, MI is home to many small businesses, and a tax advisor can assist these entrepreneurs in understanding tax laws related to their industry and provide advice on how to minimize their tax liability. With the help of a tax advisor, residents of Saline, MI can feel confident in their financial decisions and have peace of mind knowing they are in compliance with all tax laws.

Estate Planning Lawyer

Residents of Saline, MI can benefit from the expertise of an estate planning lawyer in several ways. One of the most common ways is through the creation of a will or trust. With the help of an estate planning lawyer, residents can ensure that their assets are distributed according to their wishes after their passing. This is especially important in Saline, a tight-knit community where many families have lived for generations and have strong ties to the area. Additionally, an estate planning lawyer can assist with other important documents such as powers of attorney and healthcare directives, which can provide peace of mind in the event of an unexpected illness or injury. Overall, an estate planning lawyer can help Saline residents protect their assets and ensure their loved ones are taken care of in the future.

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