Find a Financial Advisor in Calhoun County, MI

 

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We did the hard work of finding trustworthy partners in Calhoun County, MI.

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We Only Work With The Best Calhoun County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Calhoun County, MI


  • Financial Advisor Close to Calhoun County, MI

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Calhoun County, MI


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Calhoun County, MI

We evaluated over 13,000 RIA firms to bring you the best of the best Calhoun County financial advisors.
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How Retirement-Friendly is Calhoun County, MI?

  • Population: 134,212
  • % of Population 62 Years and Over: 21.1%
  • Average Home Value: $119,500
  • Average Monthly Housing Cost: $761
  • Average Household Income: $64,683
  • 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.)



The Top Financial Advisor Firms in Calhoun County, MI

 

MILLER FINANCIAL SERVICES LLC

Website

(269) 781-5129

801 W. Michigan Avenue

Marshall, MI 49068

SEC#: 801-110021
Years in Business: 4 years

B RILEY WEALTH MANAGEMENT, INC.

Website

(269) 248-6126

223 West Mansion St
Suite 1
Marshall, MI 49068

SEC#: 801-67275
Years in Business: 14 years

B RILEY WEALTH MANAGEMENT, INC.

Website

(269) 248-6126

223 West Mansion St
Suite 1
Marshall, MI 49068

SEC#: 801-67275
Years in Business: 14 years

 


Calhoun County, MI Financial Advisor FAQs

There are three primary ways that financial advisors earn revenue--through commissions, through fees or through performance-based service fees.
Advising from an accountant or wealth strategist can be extremely helpful when it comes time to generate long-term plans that will take into account various factors such as assets, debts, income sources and future considerations.
Financial advisors advise on investment strategies suited to an investor's situation, risk tolerance and time-horizon.
You should determine if your current financial advisor is providing satisfactory service. If not, the first step would be to look for another who fits your needs. You should also know about their qualifications and experience, how they are paid, what services they offer and whether they have certain credentials that matter to you.