Okemos, MI Financial Advisors and Resources



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: 0 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: 5 years


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.)


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.