
Find a Financial Advisor in Monroe County, MI
Get Top Tier Financial Planning
We did the hard work of finding trustworthy partners in Monroe County, MI.
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
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.
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.)
This work is licensed under a Creative Commons Attribution 2.0 Generic License.
The Top Financial Advisor Firms in Monroe County, MI
INTERVEST INTERNATIONAL, INC.
(248) 807-34285520 W Erie Rd
Suite C
Ottawa Lake, MI 48858
SEC#: 801-66615
Years in Business: 16 years
Monroe County, MI Financial Advisor FAQs
Other Nearby Financial Advisors
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.