Allegan County, MI Financial Advisors and Resources

Financial Advisor Firms in Allegan County, MI



(269) 685-5000

352 12th Street
Suite 12
Plainwell, MI 49080

SEC#: 801-80003
Years in Business: 7 years

How Retirement-Friendly is Allegan County, MI?

  • Population: 116,143
  • % of Population 62 Years and Over: 19.9%
  • Average Home Value: $171,200
  • Average Monthly Housing Cost: $879
  • Average Household Income: $76,358
  • Michigan Total Tax Burden: 8.34% (24th Highest in U.S.)
  • Michigan Property Tax: 3.02% (19th Highest in U.S.)
  • Michigan Individual Income Tax: 2.23% (20th Lowest in U.S.)
  • Michigan Sales and Excise Tax: 3.09% (18th Lowest in U.S.)

Allegan County, MI Financial Advisor FAQs

Financial advisors are paid through commissions or by percentage of assets held.
A good advisor will recommend personalized savings plans tailored to your income level and goals, as well as individualized investing decisions for any equity holdings. These types of services have been proven to both grow wealth faster and reduce risk factors over time which means more peace of mind for you.
Most financial advisors these days provide investment advice and financial education, asset allocation services, portfolio management, retirement and estate planning.
What is his or her prior experience and educational background? It's important to ensure that the advisor has a suitable depth of knowledge and expertise for your particular financial situation.