Retirement Planning in Fenton, MI

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List of Firms

Top Retirement Planners in Fenton, MI

Joseph M Birchmeier
5 out of 5
Location 2545 W Silver Lake Rd #6, Fenton, MI 48430, USA
Phone (810) 215-1402
Directions
Gina Wells + Cat Toone, Financial Design Strategies
Location 2415 Owen Rd a, Fenton, MI 48430, USA
Phone (810) 579-5808
Directions
Harris Financial Services
5 out of 5
Location 1115 N Leroy St, Fenton, MI 48430, USA
Phone (810) 629-4900
Directions
Smart Money Advisors
Location 14165 Fenton Rd # 104B, Fenton, MI 48430, USA
Phone (810) 714-9021
Directions
SEC File# 801-119365
CRD# 108964
5 out of 5
Location 329 W Silver Lake Rd, Fenton, MI 48430, USA
Phone (810) 593-1624
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
Raymond James Financial Services
SEC File# 801-119365
CRD# 108964
Location 329 W Silver Lake Rd, Fenton, MI 48430, USA
Phone (810) 593-1624
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 18030 Silver Pkwy, Fenton, MI 48430, USA
Phone (810) 629-2655
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Provision Living at Fenton
3 out of 5
Location 440 N Fenway, Fenton, MI 48430, USA
Phone (810) 370-8906
Directions
Excutive Asset Management
Location 110 Trealout Dr # 101, Fenton, MI 48430, USA
Phone (810) 750-1744
Directions
Candice Montie Investment Strategies, LLC
Location 400 S Adelaide St ste b, Fenton, MI 48430, USA
Phone (810) 354-8485
Directions
Hackney Jones Wealth Management
Location 111 S Leroy St, Fenton, MI 48430, USA
Phone (810) 885-3200
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 115 Mill St, Fenton, MI 48430, USA
Phone (810) 629-6589
Directions
Lewis & Knopf PC
1 out of 5
Location 1100 Torrey Rd # 400, Fenton, MI 48430, USA
Phone (810) 629-1500
Directions
Brancheau Law Firm
5 out of 5
Location 1100 Torrey Rd #200, Fenton, MI 48430, USA
Phone (810) 629-2222
Directions
Shard Financial Services
Location 1537 N Leroy St, Fenton, MI 48430, USA
Phone (810) 714-5566
Directions
Milestone Retirement
Location 220 Hillview Terrace, Fenton, MI 48430, USA
Phone (810) 714-5600
Directions
The Horizon Group - Raymond James
Location 102 W Silver Lake Rd Ste 200, Fenton, MI 48430, USA
Phone (810) 354-9201
Directions
Acorn Wealth Advisors
SEC File# 801-79211
CRD# 170462
5 out of 5
Location 405 S Leroy St, Fenton, MI 48430, USA
Phone (810) 373-6509
Directions
Charles Goetz - Wealth Advisor
Location 3309 W Silver Lake Rd ste a, Fenton, MI 48430, USA
Phone (810) 579-0088
Directions
King Joyce M P.C. CPA
5 out of 5
Location 425 Rounds Dr, Fenton, MI 48430, USA
Phone (810) 629-9305
Directions
Retirement Planning in Fenton, MI

About Fenton, MI for Those Planning to Retire

Fenton, MI is a quaint city located in Genesee County, Michigan, with a population of approximately 12,000 residents. The city is home to several notable landmarks, including the Fenton Hotel, which was built in 1856 and is now a popular restaurant and event venue. Another landmark is the Fenton Community and Cultural Center, which hosts a variety of events and activities throughout the year. Top employers in Fenton include General Motors, Fenton Area Public Schools, and the City of Fenton. These organizations provide jobs for many of the city's residents and contribute to the local economy. Major highways and streets in Fenton include US-23, which runs north-south through the city, and Silver Lake Road, which connects Fenton to neighboring communities. Other notable streets include Owen Road, which is home to several restaurants and businesses, and Leroy Street, which runs through the heart of downtown Fenton.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Fenton, MI can benefit from a bank in various ways. For instance, banks can offer loans to help residents purchase homes, start businesses, or pay for education. Additionally, banks can provide savings accounts, checking accounts, and other financial products to help residents manage their money effectively. Fenton, MI is a small city that has a rich history. It is known for its charming downtown area, which features unique shops, restaurants, and entertainment venues. A bank in Fenton, MI could help support local businesses by providing loans and other financial services. Furthermore, banks can help residents plan for their future by offering investment and retirement services. Overall, a bank can be a valuable resource for residents of Fenton, MI, providing them with the financial tools and resources they need to achieve their goals and build a secure financial future.

Insurance Broker

Residents of Fenton, MI can benefit from an insurance broker in various ways. One of the most common ways is by providing them with access to a wide range of insurance products that are tailored to their specific needs. Fenton, MI is a small city located in Genesee County, Michigan, with a population of around 11,000 people. Due to its location, residents of Fenton, MI may face unique challenges when it comes to insurance coverage, such as natural disasters like tornadoes, flooding, and severe weather conditions. An insurance broker can help residents of Fenton, MI navigate through the complexities of insurance policies and find the best coverage options that suit their individual needs. Additionally, an insurance broker can help residents of Fenton, MI save money by finding the most competitive rates available in the market. By leveraging their knowledge and expertise, an insurance broker can provide residents of Fenton, MI with peace of mind, knowing that they have the right insurance coverage to protect themselves and their loved ones.

Wealth Management

Residents of Fenton, MI can benefit from the services of a wealth manager in numerous ways. One of the most common ways is by helping them create and implement a personalized financial plan that aligns with their unique goals and objectives. A wealth manager can assist with retirement planning, investment management, tax planning, and estate planning. For example, Fenton, MI is home to many small business owners who may need guidance on how to structure their business finances to minimize taxes and maximize profits. A wealth manager can provide expert advice on these matters and help business owners navigate complex financial regulations. Additionally, Fenton, MI is located in an area with a high cost of living, and a wealth manager can help residents manage their finances to ensure they are able to meet their financial obligations and maintain a comfortable lifestyle. Overall, a wealth manager can provide invaluable support to residents of Fenton, MI by helping them achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Fenton, MI can greatly benefit from the expertise of a financial advisor. With a population of just over 11,000, this small town in southeastern Michigan is home to a diverse mix of individuals, ranging from young families to retirees. A financial advisor can provide guidance on a variety of financial topics, such as retirement planning, investment strategies, and debt management. Additionally, with the recent economic downturn caused by the COVID-19 pandemic, many residents of Fenton may be struggling to make ends meet. A financial advisor can help these individuals create a budget and develop a plan to get back on track financially. Furthermore, Fenton is known for its strong sense of community, and a financial advisor can help residents support local businesses and organizations through charitable giving and socially responsible investing. Overall, a financial advisor can provide valuable insights and guidance to help residents of Fenton, MI achieve their financial goals and improve their overall quality of life.

Mortgage Loan Officer

Residents of Fenton, MI can benefit from the expertise of a mortgage loan officer in various ways. Firstly, the officer can help them understand the complex mortgage jargon and guide them through the process of selecting the best loan option. Fenton, MI is a growing city with a population of over 11,000, and the officer can help residents navigate the competitive housing market and secure a loan that fits their budget. Additionally, the officer can help residents with poor credit scores, who may have difficulty securing a loan, by offering advice on how to improve their credit score and qualify for a loan. The officer can also assist with refinancing existing loans to lower interest rates and monthly payments, freeing up more money for other expenses. Overall, a mortgage loan officer can provide valuable assistance to residents of Fenton, MI looking to buy or refinance a home.

Tax Services

Residents of Fenton, MI could benefit from the expertise of a tax advisor in a variety of ways. For example, the tax laws in Michigan can be complex and ever-changing, making it difficult for individuals to stay up-to-date on all the latest regulations. A tax advisor can help Fenton residents navigate these complexities and ensure that they are in compliance with all applicable laws. Additionally, Fenton is home to many small businesses, which may require specialized tax advice to optimize their financial strategies. A tax advisor can help these businesses maximize their deductions, minimize their tax liabilities, and ensure that they are taking advantage of all available tax credits. Overall, a tax advisor can provide invaluable assistance to Fenton residents, helping them to make informed financial decisions and avoid costly mistakes.

Estate Planning Lawyer

Residents of Fenton, MI can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can assist in drafting a will, which is a crucial document that outlines how a person's assets will be distributed after their death. In Fenton, MI, where the median home value is $223,000, having a will can ensure that one's property is distributed according to their wishes. Additionally, an estate planning lawyer can help with setting up trusts, which can protect assets and minimize tax liabilities. They can also assist in designating beneficiaries for retirement accounts, life insurance policies, and other assets. With the help of an estate planning lawyer, Fenton residents can have peace of mind knowing that their assets will be protected and their wishes will be respected after they pass away.

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