Retirement Planning in Muskegon County, MI

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Top Retirement Planners in Muskegon County, MI

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Great Lakes Financial Management Group LLC
Location 17218 Van Wagoner Rd, Spring Lake, MI 49456, USA
Phone (616) 846-6009
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Harvard Financial Advisors
Location 1554 Crystal Lake Rd, Whitehall, MI 49461, USA
Phone (231) 894-8181
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Merrill Lynch Wealth Management Advisor Joseph B Masvero
Location 380 W Western Ave, Muskegon, MI 49440, USA
Phone (231) 725-6416
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Edward Jones - Financial Advisor: Breanna Hansen
Location 5867 Harvey St, Norton Shores, MI 49444, USA
Phone (231) 246-2815
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Edward Jones - Financial Advisor: Adam G Carlson
5 out of 5
Location 1970 E Apple Ave Suite B, Muskegon, MI 49442, USA
Phone (231) 777-3102
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Mura Financial Services LLC
Location 1071 Shore Walk Ln, Whitehall, MI 49461, USA
Phone (231) 893-5053
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Morgan Stanley Financial Advisors
4 out of 5
Location 800 E Ellis Rd Suite 125, Muskegon, MI 49441, USA
Phone (231) 799-3030
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HS&C Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 4985 Harvey St, Muskegon, MI 49444, USA
Phone (855) 885-1644
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The Adamczak Investment Group of Raymond James
5 out of 5
Location 570 Seminole Rd STE 101, Muskegon, MI 49444, USA
Phone (231) 375-2331
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Merrill Lynch Wealth Management Advisor Jack E Newhouse
Location 380 W Western Ave, Muskegon, MI 49440, USA
Phone (231) 725-6414
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Millennium Capital Management
5 out of 5
Location 200 Viridian Dr Ste 226, Muskegon, MI 49440, USA
Phone (989) 714-7423
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Focus Financial
SEC File# 801-71117
CRD# 116140
Location 549 Seminole Rd Suite #100, Muskegon, MI 49444, USA
Phone (231) 739-5751
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Cecilia Hinkle-Wisniewski - UBS Financial Services Inc.
Location 945 W Norton Ave, Muskegon, MI 49441, USA
Phone (231) 739-9832
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Marci Bentz - Thrivent
Location 124 S Mears Ave, Whitehall, MI 49461, USA
Phone (231) 894-8886
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Retirement Planning in Muskegon County, MI

About Muskegon County, MI for Those Planning to Retire

Muskegon County, located in the western region of Michigan, boasts a plethora of landmarks, including the picturesque Pere Marquette Beach, the historic Hackley and Hume homes, and the stunning Muskegon Lake. The county is home to several top employers, such as Mercy Health, Alcoa Howmet, and Johnson Technology, providing ample job opportunities for its residents. Major highways, including US-31 and I-96, run through the county, connecting it to other major cities in Michigan. The streets of Muskegon County are lined with diverse neighborhoods, from the quaint and charming Lakeside to the bustling and vibrant downtown area. With its rich history, natural beauty, and thriving economy, Muskegon County is a wonderful place to live, work, and play.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Muskegon County, MI can benefit from a bank in numerous ways. For instance, a bank can provide financial assistance to small businesses in the county, which could help to boost the local economy. Additionally, banks can offer various types of loans, such as home loans, to help residents achieve their dreams of homeownership. Furthermore, banks can provide financial education to individuals who may not have had access to such resources before, which could help them make informed decisions about their finances. Muskegon County, MI is a unique area in that it has a large number of retirees who may need assistance with managing their finances during their golden years. A bank can offer retirement planning services and investment options to help these individuals secure their financial futures. Overall, a bank can be a valuable resource for residents of Muskegon County, MI, offering a range of services to help them achieve their financial goals.

Insurance Broker

Residents of Muskegon County, MI can benefit greatly from the services of an insurance broker. With the county being home to a diverse population, ranging from urban to rural areas, an insurance broker can help residents navigate the complex world of insurance policies and find the coverage that best suits their needs. Additionally, Muskegon County is known for its harsh winter weather, which can lead to an increase in home and auto insurance claims. An insurance broker can assist residents in finding policies that cover damages caused by extreme weather conditions, such as snow and ice storms. Furthermore, with the county's proximity to Lake Michigan, residents may also require specialized insurance coverage for watercraft and recreational vehicles. An insurance broker can help residents find policies that provide adequate protection for these assets. Overall, an insurance broker can provide invaluable assistance to residents of Muskegon County, MI, ensuring that they are protected against unforeseen events and have peace of mind.

Wealth Management

Residents of Muskegon County, MI can benefit from the services of a wealth manager in various ways. Wealth managers can assist families and individuals in developing a comprehensive financial plan that addresses their specific needs and goals. Given that Muskegon County has a significant population of retirees, a wealth manager can help them manage their retirement funds and ensure they have enough resources to sustain their lifestyle throughout retirement. Moreover, with the county's growing economy, wealth managers can guide business owners in making sound investment decisions, expanding their businesses, and managing their finances. Additionally, wealth managers can provide estate planning services to ensure that families' assets are protected and transferred to their heirs according to their wishes. In summary, a wealth manager can help residents of Muskegon County, MI manage their finances effectively, plan for their future, and achieve their financial objectives.

Financial Advisor

Residents of Muskegon County, MI could greatly benefit from the expertise of a financial advisor in a multitude of ways. One specific area where a financial advisor could be particularly helpful is in navigating the local job market. Muskegon County has historically been a manufacturing hub, but in recent years, the job market has shifted towards healthcare and tourism. A financial advisor could help residents identify career opportunities in these growing fields, as well as provide guidance on how to best manage their finances during periods of unemployment or underemployment. Additionally, a financial advisor could help residents navigate the complex world of retirement planning, including identifying appropriate investment vehicles and developing a savings plan tailored to their unique needs and goals. With the help of a financial advisor, residents of Muskegon County can feel confident in their financial future and make informed decisions that will set them up for long-term success.

Mortgage Loan Officer

Residents of Muskegon County, MI can benefit from the services of a mortgage loan officer in a variety of ways. Firstly, the officer can assist in identifying the most suitable mortgage loan for the individual's financial situation. This is especially important in Muskegon County, MI, where the median household income is lower than the national average. The officer can also help residents navigate the complex mortgage application process, ensuring that all necessary documents are provided and deadlines are met. Additionally, the officer can provide guidance on how to improve credit scores and financial standing, which is particularly valuable in Muskegon County, MI, where the poverty rate is higher than the state average. Lastly, the mortgage loan officer can provide ongoing support and advice throughout the mortgage repayment period, ensuring that residents are able to manage their finances effectively and avoid any potential financial difficulties.

Tax Services

Residents of Muskegon County, MI can benefit from the services of a tax advisor in a variety of ways. One specific example is navigating the complex tax laws surrounding the county's significant agricultural industry. With over 1,000 farms in the area, many residents may be eligible for tax breaks and incentives related to agricultural production. A tax advisor can help farmers and other agricultural businesses understand and take advantage of these opportunities. Additionally, with the recent growth of the tourism industry in Muskegon County, a tax advisor can assist individuals and businesses in understanding the tax implications of short-term rentals and other tourism-related activities. Overall, a tax advisor can help residents of Muskegon County navigate the complex and ever-changing landscape of tax laws, ensuring they are in compliance and taking advantage of all available opportunities.

Estate Planning Lawyer

Residents of Muskegon County, MI can benefit from the expertise of an estate planning lawyer in various ways. For instance, the lawyer can assist in drafting a will that ensures that a person's assets are distributed according to their wishes. This is particularly important in Muskegon County, MI, where the population is aging rapidly, and many residents have accumulated substantial wealth over the years. Additionally, the lawyer can help with setting up trusts that can protect assets from creditors and ensure that they are used for specific purposes, such as education or healthcare. Moreover, the lawyer can provide guidance on tax planning, which is crucial in Muskegon County, MI, where property taxes are high, and estate taxes can be a significant burden on heirs. Overall, an estate planning lawyer can provide invaluable assistance to residents of Muskegon County, MI, in protecting their assets and ensuring that their wishes are honored after their passing.

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