
Find a Financial Advisor in Midland, MI
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We did the hard work of finding trustworthy partners in Midland, MI.
We Only Work With The Best Midland Financial Advisors
We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.
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Our partners will never sell investment products they receive a commission from
Experience
All of our partners have been in business for 10+ years
Education & Designations
All of our partners are advisors who hold the proper designations from FINRA
Trustworthiness
All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC
Our Process for Choosing
An Independent Financial Advisor in Midland, MI
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Financial Advisor Close to Midland, MI
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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Expertise with Client’s Specific Needs
The Value of Working With the Best Financial Planners in Midland, MI
A good financial planner can increase your returns by as much as 3% annually.
Vanguard
$2,010,221.91
Without Advisor
$4,643,687.46
With Advisor
Find a Fee-Only Financial Planner Near Midland, MI
We evaluated over 13,000 RIA firms to bring you the best of the best Midland financial advisors.
How Retirement-Friendly is Midland, MI?
- Population: 41,920
- % of Population 62 Years and Over: 20.4%
- Average Home Value: $156,100
- Average Monthly Housing Cost: $863
- Average Household Income: $88,734
- 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.)
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The Top Financial Advisor Firms in Midland, MI
BRIZA CAPITAL ADVISORS, LLC
(989) 374-55552715 Ashman St.
Midland, MI 48640
SEC#: 801-112896
Years in Business: 4 years
CG ADVISORY SERVICES
(989) 631-21284915 Hedgewood Drive
Midland, MI 48640
SEC#: 801-67082
Years in Business: 15 years
CAPITAL ASSET ADVISORY SEERVICES, LLC
(989) 631-21284915 Hedgewood Drive
Midland, MI 48640
SEC#: 801-67082
Years in Business: 15 years
BETTER MONEY DECISIONS, LLC
(844) 507-0961206 W Wackerly St., Suite 180
Midland, MI 48640
SEC#: 801-115227
Years in Business: 3 years
CAPITAL ASSET ADVISORY SERVICES, LLC.
(989) 631-21284915 Hedgewood Drive
Midland, MI 48640
SEC#: 801-67082
Years in Business: 15 years
SYM FINANCIAL CORPORATION
(800) 888-7968414 Townsend St.
Suite 202
Midland, MI 48640
SEC#: 801-23944
Years in Business: 37 years
REGAL INVESTMENT ADVISORS LLC
(989) 486-18623012 N Saginaw Rd
Midland, MI 48640
SEC#: 801-71923
Years in Business: 11 years
HANTZ FINANCIAL SERVICES, INC.
(989) 839-49162603 W. Wackerly Road
Midland, MI 48640
SEC#: 801-106859
Years in Business: 6 years
Midland, MI Financial Advisor FAQs
Other Nearby Financial Advisors
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Mount Pleasant, MI
Miamisburg, OH
Springboro, OH
Oak Ridge, TN
Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.