Berrien County, MI Financial Advisors and Resources

Financial Advisor Firms in Berrien County, MI



(269) 648-2560

2028 S. 11th St

Niles, MI 49120

SEC#: 801-78914
Years in Business: 7 years

How Retirement-Friendly is Berrien County, MI?

  • Population: 154,133
  • % of Population 62 Years and Over: 23.5%
  • Average Home Value: $156,800
  • Average Monthly Housing Cost: $795
  • Average Household Income: $73,428
  • 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.)

Berrien County, MI Financial Advisor FAQs

The majority of financial advisors choose to work for commissions because it has brought them more business and often immediate rewards without doing any additional work. On the other hand, some financial advisers who have chosen to work on salary will pay out 10% - 20% of their assets under management as a retainer.
Professional financial advisors can help work out a plan for implementing your goals in a reliable, manageable manner. The advisor doesn't make final decisions--rather, their job is to come up with a workable strategy for achieving your goals in a sensitive and satisfactory way.
Financial advisors provide a range of services for their clients, from long-term financial planning to legal and retirement services. They then distribute those plans to the appropriate department within the bank or insurance company.
Ask if he/she has personally availed of certain products being marketed by their company (e.g. insurance products, etc). A good financial advisor should be a believer of the products they are selling.