Midland, MI Financial Advisors and Resources



Financial Advisor Firms in Midland, MI


BRIZA CAPITAL ADVISORS, LLC

Website

(989) 374-5555

2715 Ashman St.

Midland, MI 48640

SEC#: 801-112896
Years in Business: 3 years

CG ADVISORY SERVICES

Website

(989) 631-2128

4915 Hedgewood Drive

Midland, MI 48640

SEC#: 801-67082
Years in Business: 15 years

CAPITAL ASSET ADVISORY SEERVICES, LLC

Website

(989) 631-2128

4915 Hedgewood Drive

Midland, MI 48640

SEC#: 801-67082
Years in Business: 15 years

BETTER MONEY DECISIONS, LLC

Website

(844) 507-0961

206 W Wackerly St., Suite 180

Midland, MI 48640

SEC#: 801-115227
Years in Business: 2 years

CAPITAL ASSET ADVISORY SERVICES, LLC.

Website

(989) 631-2128

4915 Hedgewood Drive

Midland, MI 48640

SEC#: 801-67082
Years in Business: 15 years

SYM FINANCIAL CORPORATION

Website

(800) 888-7968

414 Townsend St.
Suite 202
Midland, MI 48640

SEC#: 801-23944
Years in Business: 36 years

REGAL INVESTMENT ADVISORS LLC

Website

(989) 486-1862

3012 N Saginaw Rd

Midland, MI 48640

SEC#: 801-71923
Years in Business: 11 years

HANTZ FINANCIAL SERVICES, INC.

Website

(989) 839-4916

2603 W. Wackerly Road

Midland, MI 48640

SEC#: 801-106859
Years in Business: 5 years


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.)


Midland, MI Financial Advisor FAQs

Financial advisors charge a fee or percentage for their services, and the cost of those services varies from advisor to advisor.
A financial advisor helps clients to decide how to invest their money and where to put it. For instance, an advisor will do such as figuring out the client's goals and risk tolerance so he could suggest a portfolio that suit the client's objectives. Similarly, an adviser may recommend a specific security or mutual fund because it suits their environment - that is, they know the industry inside out. Advisors earn commissions from these products but are still bound by a fiduciary responsibility to always act in a customer-first manner which means making sound investments for your health/wellness firsts before margins or other factors.
The best way to choose a trustworthy advisor is to do research. Ask friends, co-workers, or family members for recommendations on who they trust with their investments. It's also important that you feel comfortable with your provider. If someone annoys you or makes you feel uncomfortable when talking about investment options then it's better to look elsewhere.
Financial advice can be especially good if you are currently working, but will need the money later in life to live comfortably. A financial advisor can give you strategies on how to save now so that the bulk of your savings is available when it's needed most, often after retirement or a physical injury. Additionally, professional help with investment decisions allows for better diversification and less risk exposure overall. Your advisor should also be able to provide sound options regarding estate planning and long-term care needs as well as monitoring account performance and adjusting investments if necessary.