Mount Pleasant, MI Financial Advisors and Resources



Financial Advisor Firms in Mount Pleasant, MI


RFM FINANCIAL SOLUTIONS, LLC

Website

(989) 772-1209

805 N. Brown St.

Mt. Pleasant, MI 48858

SEC#: 801-116713
Years in Business: 2 years

INDEPENDENT ADVISOR ALLIANCE, LLC

Website

(989) 953-7888

110 East Broadway Street
Suite B
Mount Pleasant, MI 48858

SEC#: 801-78808
Years in Business: 7 years

INDEPENDENT ADVISOR ALLIANCE, LLC

Website

(989) 953-7888

110 East Broadway Street
Suite B
Mount Pleasant, MI 48858

SEC#: 801-78808
Years in Business: 7 years


How Retirement-Friendly is Mount Pleasant, MI?

  • Population: 25,629
  • % of Population 62 Years and Over: 11.4%
  • Average Home Value: $141,500
  • Average Monthly Housing Cost: $782
  • Average Household Income: $56,798
  • 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.)


Mount Pleasant, MI Financial Advisor FAQs

Financial advisors offer a variety of services, including planning and planning for retirement, investment options to increase assets, coaching in reducing debt and other life goals. These services can add value for many people who may need independent help managing their finances.
A financial advisor is someone who specializes in investments and may also be qualified to provide advice on taxes, retirement planning, estate policies, insurance coverage, and other aspects of the financial world. They are not always the same as somebody who offers securities or invests money for somebody else.
There are many criteria to consider when selecting a financial advisor including the type of service they offer, their background and work experience, their investment style, their compliance requirements, what advice they are able to give you, how much experience they have managing assets.
There are a few common ways to find financial advisors. One, you can work with an employer's 401k plan and ask for recommendations from colleagues. Two, you can call your bank or credit union for recommendations.