Grosse Pointe Farms, MI Financial Advisors and Resources



Financial Advisor Firms in Grosse Pointe Farms, MI


ROBINSON CAPITAL MANAGEMENT, LLC

Website

(313) 821-7000

63 Kercheval
Suite 111
Grosse Pointe Farms, MI 48236

SEC#: 801-77378
Years in Business: 8 years

DESERANNO WEALTH MANAGEMENT

Website

(313) 885-0114

18720 Mack Avenue
Suite 100
Grosse Pointe Farms, MI 48236

SEC#: 801-63581
Years in Business: 16 years

RK ASSET MANAGEMENT

Website

(313) 647-4717

98 B Kercheval

Grosse Pointe Farms, MI 48236

SEC#: 801-78999
Years in Business: 7 years

POINTE CAPITAL MANAGEMENT LLC

Website

(313) 882-7100

102 Kercheval Avenue
Suite 200
Grosse Pointe Farms, MI 48236

SEC#: 801-70983
Years in Business: 11 years

IFP ADVISORS, LLC

Website

(313) 806-3548

100 Lewiston Rd

Grosse Pointe Farms, MI 48236

SEC#: 801-69511
Years in Business: 13 years


How Retirement-Friendly is Grosse Pointe Farms, MI?

  • Population: 9,168
  • % of Population 62 Years and Over: 26.8%
  • Average Home Value: $350,500
  • Average Monthly Housing Cost: $1,805
  • Average Household Income: $189,145
  • 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.)


Grosse Pointe Farms, MI Financial Advisor FAQs

Financial advisors generally work on a commission-only model where they receive a percentage on assets purchased as part of their advice.
You do need a financial advisor if you consider your stuff too important to be handed over to the whims of fate. A financial advisor can help with everything from investments and retirement planning to taxes and estate planning processes.
Pick an advisor who you feel is knowledgeable about your needs and fitness for the services they provide. Ask them about their track record, what they do with their consumers' money, how much they charge, where your money will be held, any conflicts of interest that may exist, whether or not there are any online tools available to help you monitor your asset mix on your own.
The first thing you should do is look for someone who has the same outlook towards finances that you have. Listen to what they say and ask if they can accommodate you with their resources. Remember, this is about you so feel free to share your ideas or questions in an honest way.