Best Financial Advisors in Swartz Creek, MI

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Swartz Creek, MI Fiduciary Financial Advisors

LPL Financial
SEC File# 801-10970
CRD# 6413

3 out of 5

Location 8011 Miller Rd, Swartz Creek, MI 48473, USA
Phone (810) 630-6225
Dear Davita
SEC File# 801-111055
CRD# 158043
Location Swartz Creek, MI 48473, USA
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About Swartz Creek, MI

Swartz Creek is a small city located in Genesee County, Michigan. The city is home to around 8,000 residents and is situated along the Flint River. Major landmarks in Swartz Creek include the Swartz Creek Golf Course, the Flint River, and the Swartz Creek Nature Preserve. The top employers in the city include Beaumont Hospital - Genesee, Walmart, and Meijer. Major highways and streets in Swartz Creek include I-69, US-23, and M-54. The neighborhoods in Swartz Creek include Allendale, Bendle, Byron, Elmsford, Fenton Township, Gaines Township, Montrose, Mount Morris Township, Mundy Township, and Richfield Township.

Where Certified Financial Advisors in Swartz Creek, MI Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks provide a variety of services to their customers, and Swartz Creek, MI residents are no exception. Banks can provide residents with loans, mortgages, and other types of financing. They can also offer checking and savings accounts, as well as credit cards. In addition, banks can help customers invest their money in stocks, bonds, or other types of investments.

Insurance Broker

Residents of Swartz Creek, MI have a new resource for finding insurance brokers. The Insurance Brokers Association of Michigan (IBAM) is a statewide trade association that represents the interests of Michigan's insurance brokers. IBAM has over 1,000 members, including both independent and captive agents.

Retirement Planning

Financial advisors can help Swartz Creek, MI residents with retirement planning by helping them to create a budget and plan for their future. Advisors can also help residents to invest their money wisely and make sure they are getting the most out of their retirement savings. Retirement planning is an important process that should not be taken lightly, and financial advisors can play a crucial role in ensuring that retirees have a solid plan in place.

Wealth Management

Residents of Swartz Creek, MI 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 plan for their future and protect their assets. There are a number of different services that fall under the umbrella of wealth management, including investment planning, estate planning, and risk management. Swartz Creek residents who work with a wealth manager can expect to receive personalized service that is tailored to their specific needs. A wealth manager will help you build a comprehensive financial plan that takes into account your current situation and your long-term goals. He or she will also provide ongoing guidance and support as you implement your plan. If you are looking for ways to grow your money and protect it for the future, then wealth management may be right for you. Contact a financial advisor today to learn more about how this service can benefit you.

Estate Planning Lawyer

Estate planning lawyers in Swartz Creek, MI can help residents create wills and trusts that will protect their assets and ensure their loved ones are taken care of after they die. They can also help residents set up guardianship arrangements for their children in case something happens to them. And if you need help probating a will, the estate planning lawyers in Swartz Creek, MI can assist with that too.

Mortgage Loan Officer

Mortgage loan officers in Swartz Creek, MI can help residents by providing information on the best mortgage products and rates available. They can also assist residents in the application process, and help them to understand the terms of their mortgage. In addition, mortgage loan officers can provide advice on how to maintain a good credit rating, and how to improve one's credit score.

Tax Services

Tax accountants can help Swartz Creek, MI residents by providing tax advice and preparing tax returns. They can also help businesses in the area by filing tax forms and helping with other tax-related matters. Tax accountants are a valuable resource for anyone in need of tax assistance.


FAQs About Personal Financial Advisors in Swartz Creek, MI