Jackson, MI Financial Advisors and Resources



Financial Advisor Firms in Jackson, MI


DILLON & ASSOCIATES INC

Website

(517) 796-7090

2585 Spring Arbor Road

Jackson, MI 49203

SEC#: 801-31572
Years in Business: 33 years

RICHMOND BROTHERS, INC.

Website

(517) 435-4040

3568 Wildwood Avenue

Jackson, MI 49202

SEC#: 801-72736
Years in Business: 10 years

COMERICA SECURITIES,INC.

Website

(517) 788-5043

301 N. Jackson Street
Mc 9625
Jackson, MI 49201

SEC#: 801-64897
Years in Business: 15 years

EXECUTIVE WEALTH MANAGEMENT, LLC

Website

(517) 788-5378

2501 Spring Arbor Road

Jackson, MI 49203

SEC#: 801-66881
Years in Business: 15 years

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Website

(517) 787-8860

100 S Jackson St
Ste 106
Jackson, MI 49201

SEC#: 801-57434
Years in Business: 21 years

USA FINANCIAL SECURITIES CORPORATION

Website

(517) 796-2853

408 Wildwood Ave

Jackson, MI 49201

SEC#: 801-68276
Years in Business: 14 years

EXECUTIVE WEALTH MANAGEMENT, LLC

Website

(517) 788-5378

2501 Spring Arbor Road

Jackson, MI 49203

SEC#: 801-66881
Years in Business: 15 years


How Retirement-Friendly is Jackson, MI?

  • Population: 32,673
  • % of Population 62 Years and Over: 13.6%
  • Average Home Value: $73,400
  • Average Monthly Housing Cost: $697
  • Average Household Income: $47,478
  • 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.)


Jackson, MI Financial Advisor FAQs

Financial advisors give advice on investments, retirement planning, estate planning and other financial matters. Depending on the advisor's qualifications, credentials and experience plus the breadth of services an advisor wishes to offer, fees can vary from negligible to substantial.
Financial advice is appropriate for any person who desires to make informed decisions about their portfolio. However, professional financial advisors are usually needed when people have complex personal needs or goals that require a high level of expertise in these areas.
You should ask your financial advisor about what types of investments their firm specializes in. You should also ask how they measure success and track risk. Many advisors might use different benchmarks and metrics when determining performance over shorter periods of time; but the industry itself is moving towards standardizing this measurement procedure to show greater range and accuracy in their predictions and warnings for each client at exactly which point where risks may exceed returns.
Financial advisors are paid in all sorts of different ways, depending on the nature of their agreement with the client. Some financial advisors charge an hourly rate for their services. Other financial advisors may charge a flat fee per service performed.