Find a Financial Advisor in Grand Ledge, MI

 

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

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We Only Work With The Best Grand Ledge 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 Grand Ledge, MI


  • Financial Advisor Close to Grand Ledge, 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 Grand Ledge, 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 Grand Ledge, MI

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

  • Population: 7,842
  • % of Population 62 Years and Over: 21.1%
  • Average Home Value: $155,800
  • Average Monthly Housing Cost: $877
  • Average Household Income: $78,887
  • 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 Grand Ledge, MI

 

SIENA WEALTH ADVISORS

Website

(517) 627-1412

11973 Sweetwater Drive
Suite A-1
Grand Ledge, MI 48837

SEC#: 801-107786
Years in Business: 5 years

GRADIENT SECURITIES, LLC

Website

(888) 200-5954

325 Clinton St.
Ste #50
Grand Ledge, MI 48837

SEC#: 801-80807
Years in Business: 7 years

GRADIENT SECURITIES, LLC

Website

(517) 525-2726

14821 Wacousta Road

Grand Ledge, MI 48837

SEC#: 801-80807
Years in Business: 7 years

REGAL INVESTMENT ADVISORS LLC

Website

(517) 627-1900

15190 Wright Rd

Grand Ledge, MI 48837

SEC#: 801-71923
Years in Business: 11 years

 


Grand Ledge, MI Financial Advisor FAQs

Most financial advisors provide an impressive set of services for clients like mutual fund advice, investment advice, long-term investment planning for life events like retirement or college funding. The right advisor can be extremely valuable in helping to ensure the needs are met over the decades.
The only time you should get a financial advisor is if you have exhausted all of your efforts on your own and need some outside guidance. For example, a financial advisor can help a person who does not know how to invest use the concepts of risk tolerance that they may be unfamiliar with or someone who has lost their job and needs advice on which steps to take next.
Financial advisors typically come from a diverse set of backgrounds, from various levels of financial training and degrees to certifications that haven't been around for a long time. If you're not sure how to decide on an educated decision, look for someone who has taken the time to go through extra training – this is usually a good sign.
Financial advisors can cost as little as 1% for less complicated situations to as high as 5% for confused investors. For those who want a hands-off experience because they don't know anything about the world of finance or investing, it would make sense to seek an advisor. Advisors can cost anywhere from 1%-5% based on their level of responsibilities within this relationship.