Wealth Management in Haslett, MI

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List of Firms

Haslett, MI Wealth Management Firms

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Kent Ballard - Raymond James
Location 271 Woodland Pass, East Lansing, MI 48823, USA
Phone (517) 664-2650
Directions
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Merrill Lynch Wealth Management Advisor John S Pence
Location 2501 Coolidge Rd Suite 500, East Lansing, MI 48823, USA
Phone (517) 324-4646
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Scott Heise - TIAA Wealth Management Advisor
Location 4660 Hagadorn Rd Suite 130, East Lansing, MI 48823, USA
Phone (866) 842-2825
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Rushman Wealth Management LLC
Location 2001 Abbot Rd, East Lansing, MI 48823, USA
Phone (517) 853-2033
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Richards & Addy Wealth Management
5 out of 5
Location 4039 Legacy Pkwy suite b, Lansing, MI 48911, USA
Phone (517) 219-1900
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Diversified Portfolio Wealth Management
Location 2339 Jolly Rd, Okemos, MI 48864, USA
Phone (517) 381-9881
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Greene Wealth Management
SEC File# 801-64893
CRD# 137810
5 out of 5
Location 2260 E Saginaw St, East Lansing, MI 48823, USA
Phone (517) 337-0128
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Michigan Money Management
5 out of 5
Location 735 W Lake Lansing Rd #100, East Lansing, MI 48823, USA
Phone (517) 349-7111
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Trinity Financial Advisors, LLC
Location 321 W Lake Lansing Rd, East Lansing, MI 48823, USA
Phone (517) 333-2121
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Edward Jones - Financial Advisor: Rick Scherer
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1660 Haslett Rd Suite 2, Haslett, MI 48840, USA
Phone (517) 339-7988
Directions
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Edward Jones - Financial Advisor: Jenny Schlagel
Location 1660 Haslett Rd Suite 2, Haslett, MI 48840, USA
Phone (517) 339-7988
Directions
Wealth Management in Haslett, MI

Where Wealth Management Advisors in Haslett, MI Serve

Haslett, MI is a charming city nestled in Ingham County, Michigan. It is a vibrant community that offers a wide range of attractions and amenities for residents and visitors alike. The city boasts several landmarks, including Lake Lansing Park, which offers a beautiful beach and picnic areas, and the Meridian Historical Village, which showcases the area's rich history. The top employers in Haslett include Michigan State University, the Ingham County Medical Care Facility, and the Meridian Township Police Department. Major highways and streets in the area include I-69, I-96, and Marsh Road. Haslett is also home to several unique neighborhoods, each with its own distinct character and charm. Whether you're looking for a quiet, tree-lined street or a bustling urban center, Haslett has something to offer everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Haslett, MI can benefit from a bank in numerous ways. For instance, a bank can provide them with financial services such as loans, mortgages, and credit cards. Additionally, a bank can offer savings and investment options that can help residents plan for their future. Specifically, Haslett, MI residents can benefit from a bank's online and mobile banking services, which allow them to access their accounts anytime, anywhere. This is particularly useful for the busy residents of Haslett, MI who may not have the time to visit a physical bank branch. Moreover, a bank can help residents manage their finances by providing them with financial education and guidance. This can help residents make informed decisions about their money and improve their financial well-being. Overall, a bank can be a valuable resource for residents of Haslett, MI, helping them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Haslett, MI can greatly benefit from the services of an insurance broker. With the town being located in the heart of Michigan, it is important for residents to have the right coverage for their homes, vehicles, and businesses. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage to fit their unique needs. Whether it's finding the right coverage for a home located in a flood-prone area or ensuring that a business has adequate liability coverage, an insurance broker can provide valuable guidance and support. Additionally, with Haslett being a small town, an insurance broker can offer personalized service and attention to detail that larger insurance companies may not be able to provide. By working with an insurance broker, residents of Haslett can have peace of mind knowing that their assets are protected and their insurance needs are being met.

Retirement Planning

Residents of Haslett, MI can benefit from the expertise of a retirement planner in several ways. One of the most significant ways is by creating a comprehensive retirement plan that takes into account their unique financial situation and goals. A retirement planner can help residents understand the intricacies of Social Security benefits, pensions, and other retirement accounts. In Haslett, MI, where the median age is 42.2 years, a retirement planner can help residents plan for a longer retirement period. Additionally, a retirement planner can help residents navigate the complexities of healthcare costs in retirement, which can be particularly important in a state like Michigan, where healthcare costs are higher than the national average. Overall, a retirement planner can provide invaluable guidance and support to residents of Haslett, MI as they plan for their future.

Financial Advisor

Residents of Haslett, MI could benefit from the expertise of a financial advisor in several ways. Firstly, with the population of Haslett being predominantly made up of families, a financial advisor could assist with setting up college savings plans for their children. Additionally, with the town's proximity to Michigan State University, a financial advisor could advise on investment opportunities in the university's research and development projects. Furthermore, with the town's median household income being higher than the national average, a financial advisor could help residents navigate tax planning and investment strategies to maximize their wealth. Lastly, with the town's close-knit community, a financial advisor could provide personalized advice on estate planning and retirement planning to ensure that residents are able to leave a legacy for future generations.

Mortgage Loan Officer

Residents of Haslett, MI can benefit greatly from the services of a mortgage loan officer. With the steady growth of the community, the demand for affordable housing has increased significantly. A knowledgeable and experienced mortgage loan officer can help residents navigate the complex process of obtaining a mortgage loan, including finding the right lender, securing the best interest rates, and ensuring that all necessary paperwork is completed accurately and on time. In addition, residents of Haslett, MI can benefit from the loan officer's expertise in understanding the unique real estate market in the area, including the local zoning laws, property values, and other factors that can impact the home buying process. With the help of a mortgage loan officer, residents of Haslett, MI can achieve their dream of homeownership and secure a stable and affordable place to call home.

Tax Services

Residents of Haslett, MI can benefit from the expertise of a tax advisor in various ways. Specifically, a tax advisor can help residents navigate the complex tax laws and regulations that are unique to the state of Michigan. For instance, Michigan has a flat income tax rate of 4.25%, which means that all residents pay the same percentage of their income in taxes. However, Michigan also has a number of tax credits and deductions that residents may be eligible for, such as the Homestead Property Tax Credit and the Michigan Education Savings Program. A tax advisor can help residents understand these credits and deductions and ensure that they are taking full advantage of them. Additionally, a tax advisor can provide guidance on tax planning strategies, such as retirement planning and estate planning, to help residents minimize their tax liabilities and maximize their financial well-being.

Estate Planning Lawyer

Residents of Haslett, MI can benefit greatly from the services of an estate planning lawyer. Specifically, an estate planning lawyer can help individuals in Haslett navigate the complex laws and regulations surrounding estate planning. This includes creating a will, establishing trusts, and developing plans for the distribution of assets after death. In addition, residents of Haslett may face unique challenges when it comes to estate planning, such as the need to plan for the care of family members with disabilities or the desire to leave a legacy in a community with a rich history and culture. An experienced estate planning lawyer can help residents of Haslett address these issues and ensure that their wishes are carried out in a way that is legally sound and financially beneficial.

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