Swartz Creek, MI Financial Advisors and Resources



Financial Advisor Firms in Swartz Creek, MI


SECURITY FIRST FINANCIAL

Website

(810) 655-2129

6012 S. Linden Road
Suite 10
Swartz Creek, MI 48473

SEC#: 801-79680
Years in Business: 7 years

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Website

(810) 732-5752

2029 S. Elms Rd, Bldg A
Suite 106
Swartz Creek, MI 48473

SEC#: 801-111778
Years in Business: 4 years

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Website

(810) 732-5752

2029 S. Elms Rd, Bldg A
Suite 106
Swartz Creek, MI 48473

SEC#: 801-111778
Years in Business: 4 years

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Website

(810) 732-5752

2029 S. Elms Rd, Bldg A
Suite 106
Swartz Creek, MI 48473

SEC#: 801-111778
Years in Business: 4 years


How Retirement-Friendly is Swartz Creek, MI?

  • Population: 5,535
  • % of Population 62 Years and Over: 29%
  • Average Home Value: $120,900
  • Average Monthly Housing Cost: $780
  • Average Household Income: $60,191
  • 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.)


Swartz Creek, MI Financial Advisor FAQs

The first step when considering a financial advisor is to figure out what type of products you're interested in. Whether you're interested in stocks, mutual funds, bonds, CDs or estate planning; some advisors focus on those specific areas and some do not.
Financial advisors are not all the same, but typically, they require a one-time or annual fee that is paid out of your account. This initial assessment will help them identify opportunities for growth and suggest ways to maintain balance in your investments.
Financial Advisors are able to get paid either through commission sales or fee-based services.
Financial advisors are trained professionals who have many certifications and knowledge of complex topics, which makes it their job to educate clients, advise them on what they should be doing in different areas of investing, counsel them on their plans for retirement or child-rearing, manage all aspects of insurance protection including coverage for disability or death, and help plan major purchases such as the purchase of a home.