Best Financial Advisors in Haslett, MI

We did the hard work of finding trustworthy partners in Haslett, MI. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Haslett, MI Fiduciary Financial Advisors

SEC File# 801-57434
CRD# 11025
3 out of 5
Location 4660 Hagadorn Rd Suite 300, East Lansing, MI 48823, USA
Phone (517) 351-6084
Directions
Flynn Wealth Partners
5 out of 5
Location 2260 E Saginaw St, East Lansing, MI 48823, USA
Phone (517) 336-7200
Directions
Todd Howard - TIAA Wealth Management Advisor
5 out of 5
Location 4660 Hagadorn Rd Suite 130, East Lansing, MI 48823, USA
Phone (866) 842-2825
Directions
Edward Jones - Financial Advisor: Brian G Dale, AAMS™
Location 4265 Okemos Rd Suite D, Okemos, MI 48864, USA
Phone (517) 349-4681
Directions
Integrity Financial Group, LLC - Okemos
Location 4295 Okemos Rd Suite 175, Okemos, MI 48864, USA
Phone (517) 977-4852
Directions
Bouldin Financial Consultants
Location 9284 Coleman Rd, Haslett, MI 48840, USA
Phone (517) 575-0195
Directions
RJB Investments
Location 16827 Cedarbrook Dr, Haslett, MI 48840, USA
Phone (517) 481-5090
Directions
Edward Jones - Financial Advisor: Rick Scherer
5 out of 5
Location 1660 Haslett Rd Suite 2, Haslett, MI 48840, USA
Phone (517) 339-7988
Directions
Kent Ballard - Raymond James
Location 271 Woodland Pass, East Lansing, MI 48823, USA
Phone (517) 664-2650
Directions
TIAA Financial Services
4 out of 5
Location 4660 Hagadorn Rd Suite 130, East Lansing, MI 48823, USA
Phone (866) 842-2825
Directions
Merrill Lynch Wealth Management Advisor Steven Casey Benington
Location 2501 Coolidge Rd Suite 500, East Lansing, MI 48823, USA
Phone (517) 324-4619
Directions
CG Financial Services
5 out of 5
Location 15744 Peacock Rd, Haslett, MI 48840, USA
Phone (877) 807-2079
Directions
Carl Oleson - Raymond James
Location 2205 Abbot Rd, East Lansing, MI 48823, USA
Phone (517) 853-9400
Directions
Merrill Lynch Wealth Management Advisor Marc A Merritt
Location 2501 Coolidge Rd Suite 500, East Lansing, MI 48823, USA
Phone (517) 324-4639
Directions
Brian Sommer - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 2182 Commons Pkwy, Okemos, MI 48864, USA
Phone (517) 349-2880
Directions
Financial Advisors in Haslett, MI

Where Certified Financial Advisors in Haslett, MI Serve

Haslett, MI is a vibrant community located in Ingham County, Michigan, with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. The town is home to the beautiful Lake Lansing Park, which offers a variety of recreational activities such as swimming, fishing, and boating. Another notable landmark is the Meridian Historical Village, which showcases the town's rich history and culture. The top employers in Haslett, MI, include the Michigan State University, the Lansing School District, and the Sparrow Health System, among others. These companies provide ample job opportunities for the town's residents, making it a desirable place to live and work. Major highways and streets in the area include the I-69, US-127, and the Grand River Avenue, which provide easy access to nearby cities such as Lansing and East Lansing.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Haslett, MI can benefit greatly from the guidance of a financial advisor. With the cost of living in the area being higher than the national average, it can be challenging to manage finances effectively. A financial advisor can help residents create a budget, manage debt, and plan for retirement. Additionally, Haslett is a small town with a tight-knit community, and a financial advisor can help residents navigate local financial opportunities and challenges. Whether it's investing in local businesses or managing taxes, a financial advisor can provide personalized advice to help residents make informed financial decisions. With the help of a financial advisor, residents of Haslett can achieve financial stability and peace of mind.

Insurance Broker

Residents of Haslett, MI can benefit from the expertise of an insurance broker in a number of ways. For example, an insurance broker can help residents navigate the unique challenges of living in a small, tight-knit community like Haslett. They can provide personalized advice on home, auto, and health insurance policies that take into account the specific needs of the individual and their family. Additionally, an insurance broker can help residents save money by comparing policies from multiple providers and finding the best rates. With their extensive knowledge of the insurance industry and the local community, an insurance broker can be an invaluable resource for anyone looking to protect their assets and their loved ones in Haslett, MI.

Retirement Planning

Residents of Haslett, MI can benefit greatly from the guidance of a retirement planner. With a population of over 20,000 people, many of whom are approaching retirement age, a retirement planner can help them navigate the complexities of planning for their future. Specifically, Haslett is a community with a strong sense of community and a desire to maintain a high quality of life. A retirement planner can help residents achieve their retirement goals, whether that be traveling, volunteering, or simply enjoying time with family and friends. Additionally, a retirement planner can help residents in Haslett navigate the unique tax laws and retirement options available in Michigan, ensuring they are making the most of their retirement savings. Overall, a retirement planner can provide invaluable support to residents of Haslett as they plan for their future.

Wealth Management

Residents of Haslett, MI could benefit greatly from the services of a wealth manager. With a median household income of $71,000, many families in Haslett are looking for ways to grow and protect their wealth. A wealth manager can help them achieve their financial goals by providing personalized investment advice, creating a comprehensive financial plan, and managing their assets. Additionally, with the high cost of living in the area, including housing and healthcare, a wealth manager can help residents navigate these expenses and plan for the future. Overall, a wealth manager can provide peace of mind and financial security for residents of Haslett, MI.

Mortgage Loan Officer

Residents of Haslett, MI can benefit from the expertise of a mortgage loan officer in several ways. For instance, a mortgage loan officer can assist residents in securing a mortgage loan to purchase a home in the area. Haslett, MI is a beautiful suburban community that is home to many families, and a mortgage loan officer can help these families find the right loan to fit their unique financial needs. Additionally, a mortgage loan officer can help residents refinance an existing mortgage, which can help lower monthly payments and save money in the long run. With the guidance of a mortgage loan officer, residents of Haslett, MI can navigate the often complex world of mortgages with confidence and ease.

Tax Services

Residents of Haslett, MI can benefit greatly from the expertise of a tax advisor. With the area's high cost of living and complex tax laws, a tax advisor can provide valuable guidance on how to minimize tax liabilities and maximize deductions. For instance, Haslett is home to many small businesses, and a tax advisor can assist business owners with tax planning, bookkeeping, and payroll services. Additionally, Haslett residents who are retirees or have investment income can benefit from a tax advisor's knowledge of tax laws related to retirement accounts and capital gains. Overall, a tax advisor can help Haslett residents navigate the complex tax system and ensure that they are taking advantage of all available tax benefits.

Estate Planning Lawyer

Residents of Haslett, MI can benefit greatly from the assistance of an estate planning lawyer. One of the most common ways that they can be helped is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in a town like Haslett, where many families have deep roots and close relationships that they want to protect. An estate planning lawyer can also help residents minimize the tax burden on their heirs, make arrangements for their medical care in the event of incapacity, and set up trusts to provide for their loved ones' long-term financial security. With the help of an experienced estate planning lawyer, residents of Haslett can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Haslett, MI