Find a Financial Advisor in Monroe County, MI

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We did the hard work of finding trustworthy partners in Monroe County, MI.

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We Only Work With The Best Monroe County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

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 Monroe County, MI


  • Financial Advisor Close to Monroe County, MI

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Monroe County, 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

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Monroe County, MI

We evaluated over 13,000 RIA firms to bring you the best of the best Monroe County financial advisors.
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How Retirement-Friendly is Monroe County, MI?

  • Population: 149,727
  • % of Population 62 Years and Over: 21.8%
  • Average Home Value: $168,200
  • Average Monthly Housing Cost: $931
  • Average Household Income: $77,703
  • 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.)



The Top Financial Advisor Firms in Monroe County, MI

 

INTERVEST INTERNATIONAL, INC.

Website

(248) 807-3428

5520 W Erie Rd
Suite C
Ottawa Lake, MI 48858

SEC#: 801-66615
Years in Business: 16 years

 


Monroe County, MI Financial Advisor FAQs

Monroe County is located in the northeastern corner of Mississippi. It is bounded on the north by Tennessee, on the east by Kentucky, on the south by Alabama, and on the west by Louisiana. The county's total area is 1,098 square miles. General Motors (GM) is the largest employer in Monroe County, Michigan which employs more than 18,000 people and its annual revenue exceeds $10 billion. Monroe County, Michigan is best known for its vast amount of freshwater resources and for being the home of Detroit. It is a good place for fishing, hunting, camping, hiking, biking, and more. Some of the popular attractions include Lake Erie Metropark, River Raisin National Battlefield Park, and the charming town of Milan. A team of financial advisors is ready to help you in Monroe County, Michigan, which occupies the southeast region of its state. Coterminous with the Monroe, MI Micropolitan Statistical Area, its designated seat is the City of Monroe. Wayne County, Lenawee County, and Lucas County are some of the adjacent counties. There is sure to be one for you with all the financial advisors close to Monroe County, Michigan that we have scouted below.

Yes. There are a lot of benefits to having a financial advisor, and it can take all the guesswork out of managing your money.

Ask if they are a fiduciary. A financial advisor with a fiduciary duty commits himself to putting his client's best interests first and above anything else.

Financial advisors are paid very differently, so there is no way of guaranteeing a fixed way of compensation. However, many financial advisors are paid a percentage of assets they have under management. Some also agree on being paid thru a flat rate.

Financial advisors offer both advisory and brokerage services. A good financial advisor should have an economics background and be extraordinarily detail-oriented--familiar with tax codes, labor law issues, retirement planning, insurance options and the intricacies of the stock market.

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.