List of Firms
Midland County, MI Fiduciary Financial Advisors
Orion Financial Group
Struthers Financial Services
Edward Jones
Edward Jones
Edward Jones
Edward Jones - Financial Advisor: Matthew M Lambertson II
SYM Financial Advisors
Gavin & Associates
Hantz Financial Services - Midland, Michigan
Benjamin F. Edwards
Briza Capital Advisors, Llc
North Coast Tech Investors LP
Upstream Investment Partners - Luke D. Russell AIF®, AAMS®, LACP®
Nicole Sabin - Financial Advisor, Ameriprise Financial Services, LLC
Benjamin F. Edwards & Co.
Jack F Lehman Investments
Wells Fargo Advisors
Where Certified Financial Advisors in Midland County, MI Serve
Midland County, MI is a bustling hub of activity with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Dow Diamond to the stunning Chippewa Nature Center, there is no shortage of things to see and do in this vibrant community. The county is home to several major employers, including Dow Chemical, MidMichigan Health, and Northwood University, which provide ample job opportunities for residents. Major highways such as US-10 and M-20 cut through the heart of the county, making transportation a breeze. As for neighborhoods, Midland County boasts a wide range of options, from the historic homes of the Midland Downtown Historic District to the modern developments of Larkin Township. With so much to offer, it's no wonder Midland County is considered one of the best places to live in Michigan.
Services Provided by Fee Based and Fee Only Financial Advisors
Banks and Credit Unions
Insurance Broker
Retirement Planning
Wealth Management
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Midland County, MI
A financial advisor in Midland County, MI can provide a range of financial advising services to help individuals and businesses achieve their financial goals. From retirement planning to investment management, the advisor can offer personalized solutions based on the unique needs and circumstances of each client. In Midland County, MI, the advisor can also provide specialized advice on the local economy and investment opportunities, given the county's strong presence in the chemical and manufacturing industries. Additionally, the advisor can assist clients with estate planning, tax optimization, and risk management, among other financial matters. With their expertise and knowledge, a financial advisor in Midland County, MI can help clients navigate the complex and ever-changing financial landscape, and make informed decisions that can lead to long-term financial success.
Midland County, MI is the ultimate destination for anyone seeking top-notch financial advising services. Nestled in the heart of Michigan, this county boasts a thriving economy and a rich cultural heritage that makes it an ideal location for financial advisors. One of the most compelling reasons why Midland County stands out is its diverse population, which includes people from all walks of life. This diversity has created a unique financial landscape that requires a nuanced approach to advising. Moreover, the county is home to several world-class financial institutions and experts, making it a hub for cutting-edge financial knowledge and expertise. Whether you are a seasoned investor or a newbie looking to get your feet wet, Midland County has everything you need to take your financial game to the next level. With its unparalleled resources, rich history, and vibrant community, Midland County is undoubtedly the best place to get financial advising.
A financial planner in Midland County, MI is responsible for guiding clients through the intricacies of personal finance. This includes creating and managing budgets, developing investment strategies, and planning for retirement. In Midland County, MI, a specific challenge that financial planners face is navigating the economic impact of the county's reliance on the oil and gas industry. The fluctuations in oil prices can have a significant effect on the local economy, which in turn affects the financial plans of residents. Therefore, a financial planner in Midland County, MI must be well-versed in the nuances of the energy industry and its potential impact on personal finance. Additionally, they must be able to adapt their strategies to the unique circumstances of each client, taking into account factors such as income, debt, and long-term financial goals. By providing personalized guidance and expertise, a financial planner in Midland County, MI can help residents achieve financial stability and security despite the challenges posed by the local economy.
Midland County, MI residents should consider reaching out to a financial advisor when they are faced with complex financial decisions. With a population of over 80,000 people, Midland County is home to a diverse range of individuals with varying levels of financial literacy. From planning for retirement to investing in the stock market, the financial landscape can be daunting and confusing. Additionally, with the county's strong ties to the oil and gas industry, residents may need guidance on navigating the fluctuations of these markets. A financial advisor can provide tailored advice and strategies to help individuals achieve their financial goals and make informed decisions. Whether it's creating a budget, managing debt, or maximizing investments, a financial advisor can offer valuable insights and expertise to help Midland County residents achieve financial success.
A skilled financial advisor in Midland County, MI should possess a plethora of important qualities to effectively guide their clients towards financial success. Firstly, they must have a deep understanding of the local economy and the unique financial challenges that residents of Midland County face. With Dow Chemical Company being one of the largest employers in the area, a financial advisor must be well-versed in navigating the complexities of stock options and retirement plans for employees of the company. Additionally, they must have a strong foundation in tax planning and be able to provide comprehensive advice on estate planning for those who may have inherited wealth from family members who worked at Dow. Furthermore, a successful financial advisor in Midland County must be a skilled communicator, able to explain complex financial concepts in a clear and concise manner. They must also be empathetic and able to understand the unique goals and concerns of each client, tailoring their advice to fit their individual needs.
Midland County, MI is home to several top financial advising firms that offer a range of services to their clients. These firms provide expert financial advice and guidance to individuals and businesses alike, helping them to navigate the complex world of finance. One of the unique features of Midland County is its strong ties to the energy industry, with several major oil and gas companies headquartered in the area. This has led to a high demand for financial advising services that specialize in energy investments and related financial products. The top financial advising firms in Midland County have responded to this demand by offering specialized services that cater to the unique needs of energy industry clients. Whether you are an individual investor looking to grow your portfolio, or a business owner seeking to optimize your financial strategy, these firms have the expertise and experience to help you achieve your goals.
Financial advisors in Midland County, MI receive compensation in a variety of ways. One common method is through commission-based fees, where the advisor earns a percentage of the client's investment portfolio. Another popular approach is through fee-based compensation, where the advisor charges a set fee for their services, regardless of the client's investment decisions. In Midland County, MI, financial advisors may also receive compensation through referral fees, where they receive a commission for referring clients to other financial professionals. Additionally, some advisors in Midland County, MI may receive compensation through performance-based fees, where they earn a percentage of the client's investment gains. It is important for clients to understand the compensation structure of their financial advisor to ensure that their interests are aligned.