Livingston County, MI Financial Advisors and Resources



Financial Advisor Firms in Livingston County, MI


PATRICK FINANCIAL GROUP LLC.

Website

(810) 225-9876

Millpond Parke Office Building
824 West Grand River Avenue
Brighton, MI 48116

SEC#: 801-80932
Years in Business: 6 years

A SMARTER WAY TO INVEST, INC.

Website

(810) 588-6178

1024 E. Grand River Ave

Brighton, MI 48116

SEC#: 801-110895
Years in Business: 4 years

CAITLIN JOHN, LLC

Website

(810) 355-1325

1024 E. Grand River Ave

Brighton, MI 48116

SEC#: 801-110731
Years in Business: 4 years

GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC

Website

(844) 944-1044

1024 E. Grand River Ave

Brighton, MI 48116

SEC#: 801-110920
Years in Business: 4 years

EXECUTIVE WEALTH MANAGEMENT, LLC

Website

(810) 229-6446

135 West North Street
Suite 1
Brighton, MI 48116

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

OLD OAK FINANCIAL PLANNING, INC.

Website

(810) 220-4400

7077 Fieldcrest Dr.
Suite 400
Brighton, MI 48116

SEC#: 801-117480
Years in Business: 2 years

FORTUNATUS INVESTMENTS, LLC

Website

(810) 229-6446

135 West North Street

Brighton, MI 48116

SEC#: 801-79906
Years in Business: 7 years

FOUNDERS FINANCIAL SECURITIES, LLC

Website

(810) 229-5212

2140 Grand River Annex

Brighton, MI 48114

SEC#: 801-66892
Years in Business: 15 years

FOUNDERS FINANCIAL SECURITIES, LLC

Website

(810) 229-4170

10484 Citation Drive
Ste 300
Brighton, MI 48116

SEC#: 801-66892
Years in Business: 15 years


How Retirement-Friendly is Livingston County, MI?

  • Population: 189,754
  • % of Population 62 Years and Over: 21.1%
  • Average Home Value: $254,400
  • Average Monthly Housing Cost: $1,240
  • Average Household Income: $104,028
  • 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.)


Livingston County, MI Financial Advisor FAQs

If you're looking for long-term planning and stability, then hiring a financial advisor may be right for you.
The most important question to ask a financial advisor is if they are licensed. A financial advisor should be accredited by the biggest company in the industry, Financial Industry Regulatory Authority (FINRA). In other words, you should look for a street-licensed or credentialed financial advisor.
In order to know how much a financial advisor charges, they need to know for what service you are hiring them. Some of them charge via commission while some also charge via an agreed fixed rate.
Financial advisors can provide services such as diversifying an investor's portfolio to reduce risk, coordinating with tax advisers and attorneys on taxes and estate planning, or following up with you about your investments over time.