Petoskey, MI Financial Advisors and Resources



Financial Advisor Firms in Petoskey, MI


INVESTMENT COUNSEL INC

Website

(800) 689-7897

320 Howard Street
Suite 200
Petoskey, MI 49770

SEC#: 801-269
Years in Business: 80 years

DYNAMIC ADVISOR SOLUTIONS LLC

Website

(231) 348-2516

267 Creekside Drive
Unit 300
Petoskey, MI 49770

SEC#: 801-72203
Years in Business: 10 years

CENTENNIAL WEALTH ADVISORY, LLC

Website

(231) 881-9250

4144 Charlevoix Ave

Petoskey, MI 49770

SEC#: 801-113464
Years in Business: 3 years

DYNAMIC ADVISOR SOLUTIONS LLC

Website

(231) 348-2516

267 Creekside Drive
Unit 300
Petoskey, MI 49770

SEC#: 801-72203
Years in Business: 10 years

DYNAMIC ADVISOR SOLUTIONS LLC

Website

(231) 348-2516

267 Creekside Drive
Unit 300
Petoskey, MI 49770

SEC#: 801-72203
Years in Business: 10 years

DYNAMIC ADVISOR SOLUTIONS LLC

Website

(231) 348-2516

267 Creekside Drive
Unit 300
Petoskey, MI 49770

SEC#: 801-72203
Years in Business: 10 years

DYNAMIC ADVISOR SOLUTIONS LLC

Website

(231) 348-2516

267 Creekside Drive
Unit 300
Petoskey, MI 49770

SEC#: 801-72203
Years in Business: 10 years


How Retirement-Friendly is Petoskey, MI?

  • Population: 5,724
  • % of Population 62 Years and Over: 24.3%
  • Average Home Value: $176,600
  • Average Monthly Housing Cost: $795
  • Average Household Income: $73,938
  • 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.)


Petoskey, MI Financial Advisor FAQs

Financial advisors can charge a variety of fees ranging from a simple percentage based fee to fee-based one off consultations, to flat rate monthly or annual plans, often with sliding discounts so the more services you sign up for the cheaper it becomes.
First, you should work with a financial advisor who is both well-versed in your individual situation and has experience working with other people like yourself. Second, you want to know that the person you're speaking to is interested in long-term strategy for your portfolio rather than just pushing certain products on you that may be more expensive but yield short-term returns. Third, it can be valuable to find out if different account types are accepted by this advisor - custodial accounts, cash value life insurance policies, etcetera.
Yes. A financial advisor can identify and address all of your financial needs, and improve any areas in need of improvement through advanced analysis and planning.
It's best to get a financial advisor when you are around 25 years old, so it can function as your retirement fund. Great financial advisors often see where they will be most needed ahead of time. They know that the more money someone has at age 25, the greater long-term needs for their expertise there will be later in life.


Other Nearby Financial Advisors

Marshall, MI
Allen County, IN
Anoka County, MN