Rochester, MI Financial Advisors and Resources



Financial Advisor Firms in Rochester, MI


CPR INVESTMENTS INC

Website

(800) 213-1164

1600 Parkdale Road
Suite 201
Rochester, MI 48307

SEC#: 801-112038
Years in Business: 3 years

MANAGED ASSET PORTFOLIOS, LLC

Website

(248) 601-6677

950 W. University, Suite 100

Rochester, MI 48307

SEC#: 801-58125
Years in Business: 20 years

CLARKSTON CAPITAL PARTNERS, LLC

Website

(248) 940-3014

303 East Third Street
Suite 110
Rochester, MI 48307

SEC#: 801-67681
Years in Business: 14 years

SIGMA PLANNING CORPORATION

Website

(248) 963-1154

155 Romeo Road
Ste 700
Rochester, MI 48307

SEC#: 801-20404
Years in Business: 37 years

CITIZENS SECURITIES, INC.

Website

(248) 375-9330

44 North Adams
Mailstop: Mib804
Rochester, MI 48309

SEC#: 801-61902
Years in Business: 18 years

CREATIVE FINANCIAL DESIGNS, INC.

Website

(248) 651-4649

543 Main Street

Rochester, MI 48307

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

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(248) 334-2380

134 University

Rochester, MI 48307

SEC#: 801-79938
Years in Business: 7 years

CLARKSTON CAPITAL PARTNERS, LLC

Website

(248) 940-3014

303 East Third Street
Suite 110
Rochester, MI 48307

SEC#: 801-67681
Years in Business: 14 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(248) 334-2380

134 University

Rochester, MI 48307

SEC#: 801-79938
Years in Business: 7 years


How Retirement-Friendly is Rochester, MI?

  • Population: 13,162
  • % of Population 62 Years and Over: 17.1%
  • Average Home Value: $378,400
  • Average Monthly Housing Cost: $1,335
  • Average Household Income: $131,631
  • 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.)


Rochester, MI Financial Advisor FAQs

Financial advisors get paid through a mix of assets. The advisor gets an hourly rate plus he/she also collects commissions from stocks, bonds, and mutual funds that they sell. They may also do wealth management where they charge a fee instead of buying stock or recommending mutual funds.
It's important to find a financial advisor who is trained and qualified.
A financial advisor is someone who can help you manage your money better by developing an investment strategy that suits your individual needs. This involves considering many factors including but not limited to age, income level, longevity, future financial objectives (education), desired time horizon etc., so it's vital that you find a qualified professional whom you trust for this service.
Look for someone who is a fiduciary advisor and will only put the client's interests first above his own, as well as has experience in issues like how taxes work with different investments.