Marshall, MI Financial Advisors and Resources



Financial Advisor Firms in Marshall, MI


MILLER FINANCIAL SERVICES LLC

Website

(269) 781-5129

801 W. Michigan Avenue

Marshall, MI 49068

SEC#: 801-110021
Years in Business: 4 years

B RILEY WEALTH MANAGEMENT, INC.

Website

(269) 248-6126

223 West Mansion St
Suite 1
Marshall, MI 49068

SEC#: 801-67275
Years in Business: 14 years

B RILEY WEALTH MANAGEMENT, INC.

Website

(269) 248-6126

223 West Mansion St
Suite 1
Marshall, MI 49068

SEC#: 801-67275
Years in Business: 14 years


How Retirement-Friendly is Marshall, MI?

  • Population: 6,998
  • % of Population 62 Years and Over: 27.3%
  • Average Home Value: $130,100
  • Average Monthly Housing Cost: $837
  • Average Household Income: $68,636
  • 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.)


Marshall, MI Financial Advisor FAQs

They will typically charge for their time and expertise on an hourly basis, however they sometimes work as financial planners and charge a percentage of the portfolio value.
Asking friends or family for referrals is an option because your friends or family know you best and are able to recommend someone who fits the personality, style, and needs of yours.
A financial advisor usually advises clients on investments, estate planning, retirement plans, insurance policies and taxes. Tax implications are only one small aspect of the services offered by a financial adviso
The cost of a financial advisor is difficult to answer, for one primary reason. It varies by the complexity of the client's needs and goals. Put simply, the more your advisor helps you achieve your personal goals - through matching you with appropriate investments or advising on complex estate planning, for example - the more it will cost you.