Find a Financial Advisor in Grand Traverse County, MI

 

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

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We Only Work With The Best Grand Traverse County 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 Grand Traverse County, MI


  • Financial Advisor Close to Grand Traverse County, 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 Traverse County, 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 Traverse County, MI

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

  • Population: 92,181
  • % of Population 62 Years and Over: 23.6%
  • Average Home Value: $211,300
  • Average Monthly Housing Cost: $1,002
  • Average Household Income: $85,405
  • 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 Traverse County, MI

 

CG ADVISORY SERVICES

Website

(231) 276-3435

1525 County Road 633
Suite A
Grawn, MI 49637

SEC#: 801-67082
Years in Business: 15 years

 


Grand Traverse County, MI Financial Advisor FAQs

It depends on what type of financial advisor they are. Financial advisors can be paid as a percentage of the assets under management, as an hourly fee by some customers, as a salary by others, and as commissions from investment products.
Financial advisors help people plan for their future needs and goals in the realms of: retirement planning, education financing, taxes, estate planning, and investment management.
Ask for real sales illustrations of various portfolios that the financial advisor has handled in the past. This will help you check how well they handle their clients and the products and services they have recommended for them.
Financial advisors are definitely assets that can help you make wise decisions in investing, saving for the future, and contemplating for contingency plans in the future.