Muskegon, MI Financial Advisors and Resources



Financial Advisor Firms in Muskegon, MI


BRAEBURN WEALTH MANAGEMENT, LLC

Website

(231) 720-0743

111 West Western Avenue

Muskegon, MI 49442

SEC#: 801-108353
Years in Business: 5 years

FIRST FINANCIAL ADVISORS INC

Website

(231) 733-4084

950 W Norton Ave
Suite 415
Muskegon, MI 49441

SEC#: 801-32812
Years in Business: 33 years

LFN ADVISORS INC.

Website

(616) 589-4004

800 E. Ellis Rd
Suite 243
Muskegon, MI 49441

SEC#: 801-114705
Years in Business: 2 years

ASSET ALLOCATION STRATEGIES, LLC

Website

(231) 457-4193

3375 Merriam St. Suite 202

Muskegon, MI 49445

SEC#: 801-106707
Years in Business: 6 years


How Retirement-Friendly is Muskegon, MI?

  • Population: 37,633
  • % of Population 62 Years and Over: 17.8%
  • Average Home Value: $87,200
  • Average Monthly Housing Cost: $671
  • Average Household Income: $44,261
  • 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.)


Muskegon, MI Financial Advisor FAQs

Generally speaking, the higher the commission received by the advisor for purchasing products sold by his/her firm, the lower the hourly fee.
A financial advisor educates people on the importance of saving for their future, manages investments, and helps clients create investment plans.
It's important to be aware of the risk profile of the financial advisor so it makes sense for your particular needs. Ask up front what type of investments they are authorized to recommend, what their investment philosophy is, how long they have been in business and number of clients they work with, how much is their fee structure, etc.
The best strategy is to speak with a few advisors first before deciding which one it would be best for you to work with. Ask them why they think they’d be a good fit – there may have been somebody else who has asked them the same question before and so the investment advisor will have had more time to think about how he or she can demonstrate their expertise. Ask what fee structures would work well for your account or what types of investments they specialize in.