St. Clair County, MI Financial Advisors and Resources

Financial Advisor Firms in St. Clair County, MI



(810) 423-6016

202 Union Street

Marine City, MI 48039

SEC#: 801-96180
Years in Business: 6 years

How Retirement-Friendly is St. Clair County, MI?

  • Population: 159,247
  • % of Population 62 Years and Over: 22.7%
  • Average Home Value: $161,200
  • Average Monthly Housing Cost: $868
  • Average Household Income: $74,614
  • 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.)

St. Clair County, MI Financial Advisor FAQs

A professionally trained advisor works with you to establish an asset allocation that balances both risk and return in order to meet your financial goals.
There are many factors that contribute to sizing up whether an advisor is appropriate for you, so it's necessary to investigate on your own. It may be worth asking some questions about which of these types of advisors they are or what services they offer first.
There are two basic types: fee and commission. The compensation may be one or a combination to provide an advisor with multiple options when it comes to working with clients. Generally speaking, though, the higher the client's assets go, the smaller the percentage of annual fees charged by advisors.
Financial advisors do three things: Help people understand their financial position, recommend long-term strategies or action plans to help them reach their goals, break down investments for the client, including medical expenses, retirement spending, and present day needs in order to provide for future needs.