Find a Financial Advisor in Flint, MI

 

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

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We Only Work With The Best Flint 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 Flint, MI


  • Financial Advisor Close to Flint, 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 Flint, 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 Flint, MI

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

  • Population: 96,559
  • % of Population 62 Years and Over: 17.1%
  • Average Home Value: $43,200
  • Average Monthly Housing Cost: $634
  • Average Household Income: $39,575
  • 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 Flint, MI

 

TAYLOR & MORGAN ASSET MANAGEMENT, LLC

Website

(810) 230-8200

2302 Stonebridge Drive
Building D
Flint, MI 48532

SEC#: 801-113195
Years in Business: 3 years

RACHOR INVESTMENT ADVISORY SERVICES, LLC

Website

(810) 732-7777

2357 Stone Bridge Drive
Building I
Flint, MI 48532

SEC#: 801-24721
Years in Business: 36 years

SIGMA PLANNING CORPORATION

Website

(800) 338-4586

607 East Second Ave
Suite 100
Flint, MI 48502

SEC#: 801-20404
Years in Business: 37 years

SEQUOIA FINANCIAL ADVISORS, L.L.C.

Website

(810) 223-0929

2387 South Linden Road
#116
Flint, MI 48532

SEC#: 801-61089
Years in Business: 19 years

REDHAWK WEALTH ADVISORS, INC.

Website

(952) 835-4295

1408 W. Hill Road
Suite B
Flint, MI 48507

SEC#: 801-68902
Years in Business: 13 years

FINANCIAL STRATEGIES GROUP, INC

Website

(800) 804-0420

5154 Miller Rd, Suite G

Flint, MI 48507

SEC#: 801-110898
Years in Business: 4 years

CAITLIN JOHN, LLC

Website

(810) 720-4700

2377 S Linden Rd, Suite A

Flint, MI 48532

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

CREATIVE FINANCIAL DESIGNS, INC.

Website

(810) 695-1882

5405 Gateway Centre Suite A

Flint, MI 48507

SEC#: 801-60153
Years in Business: 20 years

CAITLIN JOHN, LLC

Website

(810) 720-4700

2377 S Linden Rd, Suite A

Flint, MI 48532

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

 


Flint, MI Financial Advisor FAQs

Financial advisor might recommend that someone save their money in some form of investment if it is not being currently invested or save more into their retirement account.
The first thing to do is take a long, hard look at your current finances to see what needs you're trying to fill. Next, list all the qualities you're looking for in a financial advisor. Some of the qualities you might be looking for are things like experience and expertise, friendliness and empathy towards clients, quality of advice given , cost of their services, track record related to assets under management (AUM), transparency with fees versus actual investment return rates. Other factors worth considering would be the advisor's background which could reveal conflicts of interest.
Yes, a financial advisor will make investing a much more pleasurable experience. A financial advisor will be able to save your significant time and effort by providing you with the relevant knowledge that will allow you to make informed decisions about your investments without running into any trouble. In addition, they fundamentally care about your return on investment as if it were their own which is not as widespread as one might expect as many people in the field are only looking for commissions.
You may want to start by asking friends, family members, business colleagues, and even the financial institution you do business with for recommendations. If you don't have any contact in your personal network or aren't satisfied with their response, you can conduct an online search. Often this involves conducting a Google search for 'find a financial advisor'.