Find a Financial Advisor in Okemos, MI

 

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

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We Only Work With The Best Okemos 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 Okemos, MI


  • Financial Advisor Close to Okemos, 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 Okemos, 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 Okemos, MI

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

  • Population: 24,141
  • % of Population 62 Years and Over: 17.6%
  • Average Home Value: $250,800
  • Average Monthly Housing Cost: $1,146
  • Average Household Income: $106,872
  • 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 Okemos, MI

 

FINANCIAL STRATEGIES GROUP, INC

Website

(517) 347-4337

2270 Jolly Oak Road., Suite 2

Okemos, MI 48864

SEC#: 801-110898
Years in Business: 4 years

MATTSON FINANCIAL SERVICES, LLC

Website

(616) 514-3831

4111 Okemos Road
Suite 104
Okemos, MI 48846

SEC#: 801-120063
Years in Business: 1 years

CREATIVE FINANCIAL DESIGNS, INC.

Website

(517) 318-6059

2140 University Park Dr
Suite 250
Okemos, MI 48864

SEC#: 801-60153
Years in Business: 20 years

HANTZ FINANCIAL SERVICES, INC.

Website

(517) 381-2381

3450 Alaiedon Parkway.

Okemos, MI 48864

SEC#: 801-106859
Years in Business: 6 years

 


Okemos, MI Financial Advisor FAQs

It depends on a few factors, such as the size of your portfolio and whether they offer a discounted rate for certain securities.
A financial advisor will work with you to develop a financial plan tailored to your goals.
Choosing a financial advisor is an important decision. You should always do the necessary background research to understand who they are and what their role is in your finances.
Financial advisors’ income is based on the fee they charge for their services. Some of the most common types of fees are asset-based, hourly fee, and commission.