Find a Financial Advisor in Clawson, MI

 

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

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We Only Work With The Best Clawson Financial Advisors


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

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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 Clawson, MI


  • Financial Advisor Close to Clawson, 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 Clawson, 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 Clawson, MI

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

  • Population: 11,971
  • % of Population 62 Years and Over: 22.6%
  • Average Home Value: $182,300
  • Average Monthly Housing Cost: $1,042
  • Average Household Income: $81,942
  • 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 Clawson, MI

 

MCQUEEN FINANCIAL ADVISORS II, INC.

Website

(248) 548-8400

1239 Anderson Road

Clawson, MI 48017

SEC#: 801-57400
Years in Business: 21 years

INSIGHT FOLIOS INC

Website

(248) 325-7059

143 N Bywood Ave

Clawson, MI 48017

SEC#: 801-117138
Years in Business: 2 years

INSIGHT FOLIOS INC

Website

(248) 325-7059

143 N Bywood Ave

Clawson, MI 48017

SEC#: 801-117138
Years in Business: 2 years

 


Clawson, MI Financial Advisor FAQs

Well, their pay structure often will depend on the account they are managing. They vary depending on whether the advisor works for a firm or not, and if they work in an independent capacity. However typically to start with, advisors would take a percentage of the total earnings that clients make.
If you're someone who can't seem to keep up with their money, doesn't know much about finances, and is guessing what they should do to make things better without advice, you might want to consider hiring a financial advisor. Financial advisors are financially educated individuals who work closely with their clients in order to provide them with sound advice on how to take care of their money.
It's important to take the time to find someone who you feel completely comfortable with. Check the background of the person. Professional certifications are good. Find out how long they've been in practice and if there have been any complaints filed against them within the last 3 years.
For most people it's wise to enjoy the free consultations offered by all prospective brokers but make sure you do your homework before hiring anyone--to make sure they are really right for what you need from them as a client.