Washtenaw County, MI Financial Advisors and Resources



Financial Advisor Firms in Washtenaw County, MI


SAGE HILL CAPITAL

Website

(888) 988-5623

333 S. Main St.
Suite 200
Ann Arbor, MI 48104

SEC#: 801-71852
Years in Business: 11 years

PALATINE HILL WEALTH MANAGEMENT

Website

(734) 218-0085

229 Depot Street

Ann Arbor, MI 48104

SEC#: 801-117400
Years in Business: 2 years

POCKETNEST

Website

(248) 202-6201

330 East Liberty
Lower Level
Ann Arbor, MI 48104

SEC#: 801-118788
Years in Business: 1 years

RETIREMENT INCOME SOLUTIONS, INC.

Website

(734) 769-7727

2301 Platt Road
Suite 300
Ann Arbor, MI 48104

SEC#: 801-71319
Years in Business: 11 years

VISION CAPITAL PARTNERS

Website

(734) 356-3250

2211 Old Earhart Rd.
Suite 155
Ann Arbor, MI 48105

SEC#: 801-100364
Years in Business: 6 years

ARBOR TRUST WEALTH ADVISORS, LLC

Website

(734) 389-7794

825 Victors Way
Suite 150
Ann Arbor, MI 48108

SEC#: 801-78929
Years in Business: 7 years

COLUMBIA ASSET MANAGEMENT, L.L.C.

Website

(734) 665-1454

924 N Main Street
Suite 1
Ann Arbor, MI 48104

SEC#: 801-62115
Years in Business: 18 years

EXCHANGE CAPITAL MANAGEMENT INC

Website

(734) 761-6500

303 Detroit Street
Suite 203
Ann Arbor, MI 48104

SEC#: 801-36104
Years in Business: 31 years

POLLOCK INVESTMENT ADVISORS, LLC

Website

(734) 929-2520

412 East Huron

Ann Arbor, MI 48104

SEC#: 801-71361
Years in Business: 11 years


How Retirement-Friendly is Washtenaw County, MI?

  • Population: 367,000
  • % of Population 62 Years and Over: 16.6%
  • Average Home Value: $270,500
  • Average Monthly Housing Cost: $1,226
  • Average Household Income: $101,787
  • 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.)


Washtenaw County, MI Financial Advisor FAQs

You most likely do need a financial advisor if you're looking for direction in what to invest in, how to plan for retirement, or any other financial question.
A good question would be whether or not you're retained long-term, or if there's a contract with an end date. What are the proposed fees, and what services do they cover such as portfolio management vs. independent fiduciary.
Financial advisors get paid by a financial services company in one of two ways. First, they may be compensated in a commission-like fashion for each client they bring to the company. Second, the advisor may be employed by the company and receive a salary with benefits from them instead.
Financial advisors are responsible for recommending financial strategies to people that may or may not include investment advice, portfolio counsel, tax planning and retirement planning.