Brighton, MI Financial Advisors and Resources



Financial Advisor Firms in Brighton, MI


PATRICK FINANCIAL GROUP LLC.

Website

(810) 225-9876

Millpond Parke Office Building
824 West Grand River Avenue
Brighton, MI 48116

SEC#: 801-80932
Years in Business: 6 years

A SMARTER WAY TO INVEST, INC.

Website

(810) 588-6178

1024 E. Grand River Ave

Brighton, MI 48116

SEC#: 801-110895
Years in Business: 4 years

CAITLIN JOHN, LLC

Website

(810) 355-1325

1024 E. Grand River Ave

Brighton, MI 48116

SEC#: 801-110731
Years in Business: 4 years

GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC

Website

(844) 944-1044

1024 E. Grand River Ave

Brighton, MI 48116

SEC#: 801-110920
Years in Business: 4 years

EXECUTIVE WEALTH MANAGEMENT, LLC

Website

(810) 229-6446

135 West North Street
Suite 1
Brighton, MI 48116

SEC#: 801-66881
Years in Business: 15 years

OLD OAK FINANCIAL PLANNING, INC.

Website

(810) 220-4400

7077 Fieldcrest Dr.
Suite 400
Brighton, MI 48116

SEC#: 801-117480
Years in Business: 2 years

FORTUNATUS INVESTMENTS, LLC

Website

(810) 229-6446

135 West North Street

Brighton, MI 48116

SEC#: 801-79906
Years in Business: 7 years

FOUNDERS FINANCIAL SECURITIES, LLC

Website

(810) 229-5212

2140 Grand River Annex

Brighton, MI 48114

SEC#: 801-66892
Years in Business: 15 years

FOUNDERS FINANCIAL SECURITIES, LLC

Website

(810) 229-4170

10484 Citation Drive
Ste 300
Brighton, MI 48116

SEC#: 801-66892
Years in Business: 15 years


How Retirement-Friendly is Brighton, MI?

  • Population: 7,649
  • % of Population 62 Years and Over: 29%
  • Average Home Value: $227,800
  • Average Monthly Housing Cost: $1,152
  • Average Household Income: $81,708
  • 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.)


Brighton, MI Financial Advisor FAQs

Before you choose an advisor, it's important to know what you want from them so they can answer your questions most effectively. So these are some things you might want to ask any potential financial advisors before moving forward. What is their philosophy? What services do they offer? Will these meet my needs? How is this paid for? Services or commission based?
A financial advisor usually has a broad understanding of most or all facets of finances. A financial advisor may focus on a specific area such as investment, retirement planning, insurance, taxes, estate planning and more.
Yes. A financial advisor is there to make sure that your assets are planned and aligned with your goals. A professional will determine if it's best for you to buy an investment property, invest money in the stock market, purchase a small business, or start a retirement savings plan. You need a financial advisor to create and maintain a sound financial plan for you and your family.
Some key questions that you should ask any potential advisor would be what is his/her average annualized return, how long have they been in this practice, what are his/her qualifications, and has he or she had any securities registered revoked by the Financial Industry Regulatory Authority (FINRA)? Remember to also interview at least two qualified advisors before making your final decision.