Find a Financial Advisor in Saginaw, MI

 

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

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We Only Work With The Best Saginaw 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 Saginaw, MI


  • Financial Advisor Close to Saginaw, 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 Saginaw, 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 Saginaw, MI

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

  • Population: 48,650
  • % of Population 62 Years and Over: 16.8%
  • Average Home Value: $49,800
  • Average Monthly Housing Cost: $657
  • Average Household Income: $40,509
  • 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 Saginaw, MI

 

GARDEY FINANCIAL ADVISORS INC

Website

(989) 791-3880

100 Harrow Lane

Saginaw, MI 48638

SEC#: 801-22431
Years in Business: 37 years

HARBOUR INVESTMENTS, INC.

Website

(989) 793-7283

3737 Fortune Blvd

Saginaw, MI 48603

SEC#: 801-29185
Years in Business: 34 years

HARBOUR INVESTMENTS, INC.

Website

(989) 793-7283

3737 Fortune Blvd

Saginaw, MI 48603

SEC#: 801-29185
Years in Business: 34 years

HARBOUR INVESTMENTS, INC.

Website

(989) 793-7283

3737 Fortune Blvd

Saginaw, MI 48603

SEC#: 801-29185
Years in Business: 34 years

HARBOUR INVESTMENTS, INC.

Website

(989) 793-7283

3737 Fortune Blvd

Saginaw, MI 48603

SEC#: 801-29185
Years in Business: 34 years

HARBOUR INVESTMENTS, INC.

Website

(989) 793-7283

3737 Fortune Blvd

Saginaw, MI 48603

SEC#: 801-29185
Years in Business: 34 years

HARBOUR INVESTMENTS, INC.

Website

(989) 793-7283

3737 Fortune Blvd

Saginaw, MI 48603

SEC#: 801-29185
Years in Business: 34 years

HARBOUR INVESTMENTS, INC.

Website

(989) 793-7283

3737 Fortune Blvd

Saginaw, MI 48603

SEC#: 801-29185
Years in Business: 34 years

BELPOINTE ASSET MANAGEMENT LLC

Website

(989) 792-2812

4343 State Street

Saginaw, MI 48603

SEC#: 801-69329
Years in Business: 13 years

 


Saginaw, MI Financial Advisor FAQs

Regardless of what type of professional you meet with, make sure they are one licensed in your jurisdiction. Check to see if they are registered with the Financial Industry Regulatory Authority (FINRA) and the state securities department where you live before committing any further time or money. The second important task is determining why you need their services in the first place.
Research your financial advisor by asking for references and checking their certifications. Find out if they are licensed, certified, and registered. The CIRP website is one way to do this through Certified Financial Protection Advisor (CFP) Board's registrants who can help you find a qualified professional in your area.
Financial advisors typically charge between 1%-6% of their clients' total investment. This will, of course, depend on the relative size of an investment and what services are offered. The standard fee for many financial advisers is usually 2%. They may also charge additional fees for other services like estate planning or insurance.
A financial advisor breaks down your current situation and goals to figure out what's best for you and your future. It involves more than just investment portfolios and savings instruments, but is a holistic way of looking at one's finances--consulting on both long-term and short-term savings goals, so they can be more realistic.