Best Financial Advisors in East Lansing, MI

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List of Firms

East Lansing, MI Fiduciary Financial Advisors

Comprehensive Financial Solutions
Location 200 Woodland Pass G, East Lansing, MI 48823, USA
Phone (517) 349-1341
Directions
Merrill Lynch Wealth Management Advisor Marc A Merritt
Location 2501 Coolidge Rd Suite 500, East Lansing, MI 48823, USA
Phone (517) 324-4639
Directions
Michigan Money Management
5 out of 5
Location 735 W Lake Lansing Rd #100, East Lansing, MI 48823, USA
Phone (517) 349-7111
Directions
Merrill Lynch Wealth Management Advisor Steven Casey Benington
Location 2501 Coolidge Rd Suite 500, East Lansing, MI 48823, USA
Phone (517) 324-4619
Directions
Merrill Lynch Wealth Management Advisor Kevin L Draggoo
Location 2501 Coolidge Rd Suite 500, East Lansing, MI 48823, USA
Phone (517) 324-4610
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Merrill Lynch Wealth Management
Location 2501 Coolidge Rd Suite 500, East Lansing, MI 48823, USA
Phone (517) 324-4600
Directions
Retirement Legacy Group
Location 2260 E Saginaw Hwy, East Lansing, MI 48823, USA
Phone (517) 908-4546
Directions
Edward Jones - Financial Advisor: Lori A Fell, AAMS™
4 out of 5
Location 3456 E Lake Lansing Rd, East Lansing, MI 48823, USA
Phone (517) 393-5575
Directions
Fairhaven Financial Advisory Corporation
5 out of 5
Location 1400 Abbot Rd #330, East Lansing, MI 48823, USA
Phone (517) 332-2900
Directions
TIAA Financial Services
4 out of 5
Location 4660 Hagadorn Rd Suite 130, East Lansing, MI 48823, USA
Phone (866) 842-2825
Directions
City Center Financial, LLC
Location 411 W Lake Lansing Rd a110, East Lansing, MI 48823, USA
Phone (888) 267-1321
Directions
Financial Advisors in East Lansing, MI

Where Certified Financial Advisors in East Lansing, MI Serve

East Lansing, MI is a vibrant city teeming with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Spartan Stadium to the stunning Eli and Edythe Broad Art Museum, there's no shortage of breathtaking sights to behold in this bustling metropolis. Some of the top employers in the area include Michigan State University, Sparrow Health System, and Jackson National Life Insurance Company, offering an array of career opportunities for residents. Major highways and streets like I-69, US-127, and Trowbridge Road keep the city connected and accessible, while neighborhoods like Glencairn, Bailey, and Chesterfield Hills offer a diverse range of housing options for all lifestyles. With so much to see and do, East Lansing is a city that truly has it all.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of East Lansing, MI could benefit from a financial advisor in many ways. One of the most common ways is by helping them to plan for their retirement. East Lansing is home to Michigan State University, and many residents work in education or healthcare. A financial advisor can help these individuals navigate the complexities of their retirement plans, such as 401(k)s and pensions, and ensure that they are on track to meet their financial goals. Additionally, with the rising cost of living and student loan debt, a financial advisor can help residents create a budget and develop a plan to pay off debt while still saving for the future. Overall, a financial advisor can provide valuable guidance to residents of East Lansing, helping them to achieve financial security and peace of mind.

Insurance Broker

Residents of East Lansing, MI can be helped by an insurance broker in a number of ways. For example, an insurance broker can help residents navigate the complex and often confusing world of health insurance, ensuring that they have the coverage they need when they need it. Additionally, an insurance broker can help residents find the right coverage for their home, car, and other assets, protecting them from financial loss in the event of an accident or other unforeseen event. In East Lansing, MI, where severe weather events are not uncommon, an insurance broker can be particularly helpful in ensuring that residents have the coverage they need to protect their homes and belongings from damage caused by wind, hail, and other weather-related hazards. Overall, working with an insurance broker can provide residents of East Lansing, MI with peace of mind and financial security, no matter what life may throw their way.

Retirement Planning

Residents of East Lansing, MI would greatly benefit from the expertise of a retirement planner. With Michigan State University located in the heart of the city, many residents are affiliated with the university as faculty, staff, or alumni. A retirement planner can help these individuals navigate the complexities of the MSU retirement system and ensure they are making the most of their benefits. Additionally, East Lansing has a large population of retirees who may need assistance with managing their retirement income, healthcare expenses, and estate planning. A retirement planner can provide guidance on these important issues and help residents achieve their financial goals in retirement.

Wealth Management

Residents of East Lansing, MI can benefit from the services of a wealth manager in several ways. Firstly, a wealth manager can assist in developing a personalized investment strategy that aligns with the unique financial goals of each individual. This is particularly important in East Lansing, MI, where the cost of living is relatively high compared to other areas in Michigan. Secondly, a wealth manager can provide guidance on tax planning and optimization, which can help residents save money and increase their overall wealth. Additionally, a wealth manager can offer advice on retirement planning, estate planning, and risk management, which are all critical components of a comprehensive financial plan. With the help of a skilled wealth manager, residents of East Lansing, MI can achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of East Lansing, MI would greatly benefit from the expertise of a mortgage loan officer. With Michigan State University located in the heart of the city, many residents are students or faculty members who may be looking to purchase a home in the area. A mortgage loan officer can assist with the pre-approval process and help residents navigate the complex world of mortgages. Additionally, East Lansing is known for its diverse community and strong local economy. A mortgage loan officer can provide guidance on the best loan options for residents based on their unique financial situation and the local housing market. Overall, a mortgage loan officer can be an invaluable resource for residents of East Lansing looking to achieve their dream of homeownership.

Tax Services

Residents of East Lansing, MI can benefit from the expertise of a tax advisor in various ways. One of the most common ways is by receiving guidance on tax deductions specific to the state of Michigan. For instance, residents of East Lansing who own a home can benefit from the Michigan Homestead Property Tax Credit, which provides a tax credit for a portion of their property taxes. Additionally, a tax advisor can help residents navigate the complex tax laws and regulations in Michigan, ensuring that they are in compliance with all requirements and avoiding any penalties or fines. With the help of a tax advisor, residents of East Lansing can optimize their tax returns and maximize their savings, freeing up more money for other important expenses.

Estate Planning Lawyer

Residents of East Lansing, MI can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help residents of East Lansing is by creating a comprehensive estate plan that reflects their unique needs and desires. This can include drafting wills, trusts, powers of attorney, and other legal documents that ensure their assets are distributed according to their wishes. Additionally, an estate planning lawyer can help residents of East Lansing navigate the complex laws and regulations surrounding estate planning, which can be especially important given the state's unique tax laws and regulations. With the help of an estate planning lawyer, residents of East Lansing can feel confident that their assets will be protected and their loved ones will be taken care of in the event of their passing.

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