Best Financial Advisors in Eaton County, MI

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List of Firms

Eaton County, MI Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Michelle M Schaub, AAMS™
Location 722 W Lawrence Ave Suite B, Charlotte, MI 48813, USA
Phone (517) 543-3485
Language https://www.edwardjones.com/us-en/financial-advisor/michelle-schaub
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Edward Jones - Financial Advisor: Scott Crocker
Location 147 S Cochran Ave, Charlotte, MI 48813, USA
Phone (517) 543-8040
Language https://www.edwardjones.com/us-en/financial-advisor/scott-crocker
Directions
Jane Boyd - Associate Financial Advisor, Ameriprise Financial Services, LLC
Location 122 S Cochran Ave, Charlotte, MI 48813, USA
Phone (517) 663-8663
Language https://www.ameripriseadvisors.com/team/doolittle-associates/financial-advice-team/Jane.M.Boyd/?cid=IP_local_google
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Financial Advisors in Eaton County, MI

Where Certified Financial Advisors in Eaton County, MI Serve

Eaton County, located in the heart of Michigan, is a vibrant and diverse community that boasts a rich history and a thriving economy. From its picturesque parks and historic landmarks to its bustling highways and bustling neighborhoods, Eaton County is a place where residents and visitors alike can find something to enjoy. Some of the most notable landmarks in Eaton County include the Michigan State Capitol, the Potter Park Zoo, and the Lansing River Trail. These attractions draw visitors from all over the state and beyond, and are just a few of the many reasons why Eaton County is such a popular destination. In terms of employment, Eaton County is home to a number of top employers, including General Motors, the Michigan State University, and Dart Container. These companies provide thousands of jobs to local residents, and help to drive the region's economy forward. When it comes to transportation, Eaton County is well-connected to the rest of the state and beyond, thanks to its proximity to major highways like I-69 and I-96.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Eaton County, MI could greatly benefit from the services of a financial advisor. One specific way a financial advisor could help is by providing guidance on retirement planning. Eaton County has a median age of 40.5 years old, which means many residents are likely starting to think about their retirement savings. A financial advisor can help residents determine their retirement goals, create a savings plan, and invest their money wisely. With the help of a financial advisor, Eaton County residents can feel confident that they are on track to achieve their retirement goals and enjoy their golden years.

Insurance Broker

Residents of Eaton County, MI can benefit greatly from the services of an insurance broker. With the county's diverse population and unique needs, an insurance broker can help residents find the right insurance coverage tailored to their specific circumstances. For example, with the county being home to a significant number of farmers, an insurance broker can help them find coverage for their crops and livestock. Additionally, with the county's proximity to the state capital, many residents work for the government or in other professional fields, and an insurance broker can help them find coverage for their specialized needs. Overall, an insurance broker can help residents of Eaton County navigate the complex world of insurance and find the coverage that best suits their individual needs and budgets.

Retirement Planning

Residents of Eaton County, MI could greatly benefit from the services of a retirement planner. Retirement planners can help individuals in Eaton County, MI plan for their future by creating a personalized retirement plan that fits their specific needs and goals. This includes helping residents navigate complex retirement savings options such as 401(k)s and IRAs. One specific challenge that residents of Eaton County, MI face is the high cost of healthcare, which can be a significant burden for retirees. A retirement planner can help residents plan for these expenses and ensure they have adequate savings to cover healthcare costs in retirement. With the help of a retirement planner, residents of Eaton County, MI can feel confident that they are on track to achieve their retirement goals and enjoy a comfortable and secure retirement.

Wealth Management

Residents of Eaton County, MI could benefit from a wealth manager in a variety of ways. One of the most common ways is by helping them plan for retirement. With the county's aging population, many residents may be concerned about their financial security in their later years. A wealth manager can help them create a personalized retirement plan that takes into account their current financial situation, future goals, and potential risks. Additionally, Eaton County is home to many small business owners who could benefit from the guidance of a wealth manager. From managing cash flow to planning for growth, a wealth manager can provide valuable insights and strategies to help these entrepreneurs succeed. Overall, a wealth manager can be a valuable resource for anyone in Eaton County who wants to achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Eaton County, MI can benefit greatly from the assistance of a mortgage loan officer. With the median home value in Eaton County being $156,000, many residents may need help securing a mortgage to purchase a home. A mortgage loan officer can guide residents through the complex process of obtaining a mortgage, help them understand the different types of mortgages available, and assist with finding the best rates and terms. Additionally, Eaton County has a strong agricultural presence, and a knowledgeable mortgage loan officer can help farmers secure loans for land purchases or equipment upgrades. Overall, a mortgage loan officer can be a valuable resource for residents of Eaton County looking to achieve their dreams of homeownership or expand their agricultural businesses.

Tax Services

Residents of Eaton County, MI can greatly benefit from the assistance of a tax advisor in many ways. One of the most common ways is by helping individuals and businesses navigate the complex tax laws and regulations specific to Eaton County. With the county's diverse economy, which includes agriculture, manufacturing, and healthcare, tax laws can vary greatly depending on the industry. A tax advisor can provide invaluable guidance on tax planning, preparation, and filing to ensure compliance with local and state tax laws. Additionally, a tax advisor can help residents take advantage of tax-saving opportunities, such as deductions and credits, which can ultimately result in more money in their pockets come tax season. Overall, the expertise of a tax advisor can help Eaton County residents make informed financial decisions and maximize their tax savings.

Estate Planning Lawyer

Residents of Eaton County, MI can benefit greatly from the services of an estate planning lawyer. One specific way an attorney can help is by assisting with the transfer of property and assets. Eaton County is home to many farms and agricultural businesses, so it's important to have a plan in place for passing on these valuable assets to future generations. An estate planning lawyer can help create a trust or will that outlines how property and assets should be distributed, minimizing the risk of disputes among family members. Additionally, an attorney can provide guidance on tax implications and other legal issues related to estate planning, ensuring that residents of Eaton County have peace of mind knowing their affairs are in order.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Eaton County, MI

A financial advisor in Eaton County, MI can provide a range of services to help clients achieve their financial goals. From retirement planning to investment management, a financial advisor can offer expert guidance and advice tailored to each client's unique needs and circumstances. One specific aspect of Eaton County that a financial advisor may consider is the local economy and job market. By understanding the economic landscape of the area, an advisor can make informed recommendations on how to best invest and manage finances. Additionally, they may be able to provide insight into local industries and businesses that could present potential investment opportunities. With their expertise and knowledge of both the financial industry and the local community, a financial advisor in Eaton County can help clients navigate the complex world of finance and achieve long-term financial success.

Eaton County, MI is an ideal location to seek financial advising due to its robust economy and diverse range of financial institutions. With a strong emphasis on community development and growth, Eaton County offers a plethora of financial services tailored to meet the unique needs of its residents. From investment firms to credit unions, Eaton County boasts a wide array of financial institutions that cater to individuals and businesses alike. Additionally, the county's strategic location between Lansing and Grand Rapids provides easy access to some of the state's top financial experts. Whether you're looking to invest in stocks or simply need help managing your finances, Eaton County has everything you need to achieve financial success.