Grandville, MI Financial Advisors and Resources



Financial Advisor Firms in Grandville, MI


ADVANCED ASSET MANAGEMENT L.L.C.

Website

(616) 531-5220

4555 Wilson Ave Sw
Ste 2
Grandville, MI 49418

SEC#: 801-118483
Years in Business: 1 years

CPR INVESTMENTS INC

Website

(586) 781-6900

318 Whitestag Ct

Grandville, MI 49418

SEC#: 801-112038
Years in Business: 3 years

ROYAL ALLIANCE ASSOCIATES, INC.

Website

(616) 538-2550

4095 Chicago Dr Sw
Suite 120
Grandville, MI 49418

SEC#: 801-54859
Years in Business: 24 years

PLANMEMBER SECURITIES CORPORATION

Website

(877) 769-4032

4445 Wilson Ave Sw

Grandville, MI 49418

SEC#: 801-39177
Years in Business: 30 years

CPR INVESTMENTS INC

Website

(586) 781-6900

318 Whitestag Ct

Grandville, MI 49418

SEC#: 801-112038
Years in Business: 3 years

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

Website

(928) 771-0052

2885 Sanford Ave.
Sw #45994/Jan Bryan
Grandville, MI 49418

SEC#: 801-56587
Years in Business: 22 years

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

Website

(928) 771-0052

2885 Sanford Ave.
Sw #45994/Jan Bryan
Grandville, MI 49418

SEC#: 801-56587
Years in Business: 22 years

ROYAL ALLIANCE ASSOCIATES, INC.

Website

(616) 538-2550

4095 Chicago Dr Sw
Suite 120
Grandville, MI 49418

SEC#: 801-54859
Years in Business: 24 years

ALLWORTH FINANCIAL, L.P.

Website

(916) 482-2196

4320 44th St Sw
Suite 102
Grandville, MI 49418

SEC#: 801-68255
Years in Business: 14 years


How Retirement-Friendly is Grandville, MI?

  • Population: 15,942
  • % of Population 62 Years and Over: 21%
  • Average Home Value: $165,000
  • Average Monthly Housing Cost: $869
  • Average Household Income: $77,894
  • 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.)


Grandville, MI Financial Advisor FAQs

It is important to ask an advisor about their scope of practice and how much independence they may offer in terms of making decisions outside their scope. Ask for references and testimonials from former clients who are similar in situation or occupation; then take time to investigate each reference thoroughly before selecting a prospective advisor.
A financial advisor will provide you with advice on any of the following areas: retirement, overall investment strategies, child education savings plans/ scholarship funds options, income tax implications of your various investment decisions, estate management or charitable giving.
First, figure out what kind of budget you can afford (either hourly or retainer fee), how many hours per month you would like your advisor to work with you, and what aspects about your finances that person will help with. Seconds, find people who fit your style--they may offer different advice based on their experience levels. Be sure to ask for references before signing up! Finally, check if they're actually certified--and check their credentials carefully before committing.
In the U.S., they charge a fee-based as opposed to a commission. Usually based on assets managed, an advisor who charges 1% of assets managed would earn 1% per year on those assets.