Wealth Management in Jackson County, MI

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List of Firms

Jackson County, MI Wealth Management Firms

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Paramount Wealth Management
5 out of 5
Location 420 S Brown St, Jackson, MI 49203, USA
Phone (517) 787-4444
Directions
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KCB Financial Planning
Location 180 W Michigan Ave, Jackson, MI 49201, USA
Phone (517) 962-4818
Directions
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Summit Wealth Advisors
Location 2229 4th St, Jackson, MI 49203, USA
Phone (517) 789-4251
Directions
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Wealth Advisors Ltd
Location 420 S Brown St, Jackson, MI 49203, USA
Phone (517) 787-4444
Directions
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NorthStar Capital Advisory Services
Location 180 W Michigan Ave #800, Jackson, MI 49201, USA
Phone (517) 783-5325
Directions
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David L Cushard - Ameriprise Financial Services, LLC
1 out of 5
Location 1035 Laurence Ave STE 3, Jackson, MI 49202, USA
Phone (800) 601-5034
Directions
SEC File# 801-70418
CRD# 150890
Location 8050 Spring Arbor Rd, Spring Arbor, MI 49283, USA
Phone (517) 750-2727
Directions
Wealth Management in Jackson County, MI

Where Wealth Management Advisors in Jackson County, MI Serve

Jackson County, MI is a vibrant and diverse community nestled in the heart of Southern Michigan. From historic landmarks to bustling neighborhoods, this region is full of character and charm. Some of the most notable landmarks in Jackson County include the Cascades Falls Park, the Michigan Theatre, and the Ella Sharp Museum. These iconic destinations offer a glimpse into the rich history and culture of the area. When it comes to employment, Jackson County boasts a diverse range of top employers, including Allegiance Health, Consumers Energy, and the Michigan Department of Corrections. These organizations provide a wealth of job opportunities for residents and contribute to the region's economic growth. Major highways and streets in Jackson County include I-94, US-127, and M-50, making it easy for residents to travel throughout the area and beyond. Whether you're commuting to work or exploring the scenic countryside, these well-maintained roads offer easy access to all that Jackson County has to offer.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Jackson County, MI can benefit from a bank in various ways. One of the most common ways is through access to financial services that can help them manage their money better. This is especially important in Jackson County, which has a diverse population with varying financial needs. For instance, the county is home to a large agricultural community, and farmers may need specialized financial products to help them manage their cash flow and invest in their businesses. Additionally, Jackson County is home to several colleges and universities, and students may need access to financial aid and student loans to help them pay for their education. A bank can also provide residents with access to credit, which can be crucial for those who need to make large purchases or start a business. Overall, a bank can help residents of Jackson County, MI achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Jackson County, MI can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the complex and ever-changing insurance landscape in the county. With a population of over 160,000 people, Jackson County is home to a diverse range of individuals and families with unique insurance needs. An insurance broker can help residents find the right coverage for their specific needs, whether it be health insurance, auto insurance, or home insurance. Additionally, an insurance broker can help residents save money by comparing policies from different providers and finding the best rates. This is especially important in Jackson County, where the median household income is $55,000 and many families may struggle to afford high insurance premiums. Overall, an insurance broker can provide valuable assistance to residents of Jackson County, helping them navigate the complex insurance landscape and find the coverage they need at a price they can afford.

Retirement Planning

Residents of Jackson County, MI could benefit greatly from the expertise of a retirement planner. With a population of over 160,000, the county has a diverse mix of individuals and families with unique financial needs. A retirement planner can help residents navigate the complexities of saving for retirement, including tax implications, investment strategies, and estate planning. Specifically, many residents of Jackson County work in the manufacturing industry, which has experienced significant changes in recent years. A retirement planner can help these individuals understand how their retirement savings may be impacted by changes in the industry and develop strategies to ensure their financial security in retirement. Additionally, the county has a large population of retirees who may need assistance with managing their retirement income and ensuring their assets are protected. A retirement planner can help these individuals navigate the complex world of Social Security, Medicare, and other retirement benefits to maximize their financial well-being in retirement.

Financial Advisor

Residents of Jackson County, MI could greatly benefit from the guidance of a financial advisor in various ways. One specific aspect is the high poverty rate in the county, which is 14.3%, higher than the state average. A financial advisor could assist residents in creating a budget and developing a savings plan to improve their financial situation. Additionally, the county has a significant agricultural industry, and a financial advisor could provide expertise on investment opportunities in this sector. With the county's proximity to major cities such as Detroit and Ann Arbor, a financial advisor could also help residents navigate the complexities of investing in the stock market and other financial instruments. Overall, a financial advisor could offer valuable insights and strategies that could help residents of Jackson County, MI achieve their financial goals and improve their quality of life.

Mortgage Loan Officer

Residents of Jackson County, MI would be greatly assisted by a mortgage loan officer in a variety of ways. Firstly, the county has a diverse range of housing options, from historic homes to new developments, and a loan officer can help residents navigate the complex process of securing a mortgage that suits their specific needs. Additionally, Jackson County has a high rate of home ownership, and a loan officer can help residents refinance their existing mortgages or secure a new mortgage for a second property. Furthermore, the county is home to a number of small businesses, and a loan officer can provide guidance on how to use home equity to finance business ventures. With the help of a mortgage loan officer, residents of Jackson County can achieve their dreams of home ownership and financial stability.

Tax Services

Residents of Jackson County, MI can greatly benefit from the expertise of a tax advisor. With a population of over 160,000 people, Jackson County is home to a diverse range of individuals with varying tax needs. A tax advisor can assist residents with tax planning, preparation, and filing, ensuring that they are in compliance with state and federal tax laws. Additionally, a tax advisor can provide guidance on tax deductions and credits that may be specific to Jackson County, such as the Michigan Homestead Property Tax Credit. With their extensive knowledge of tax laws and regulations, a tax advisor can help residents minimize their tax liability and maximize their refunds. In a county where the median household income is $52,000, the services of a tax advisor can be invaluable in helping residents make the most of their hard-earned money.

Estate Planning Lawyer

Residents of Jackson County, MI can benefit from the expertise of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents create a will, which is a crucial document that outlines how their assets will be distributed after their death. This is especially important in Jackson County, MI, where the population is aging rapidly, and many residents have significant assets that need to be managed effectively. Additionally, an estate planning lawyer can help residents set up trusts, which can be used to protect assets from creditors and ensure that they are passed down to future generations. Furthermore, an estate planning lawyer can assist with healthcare directives, which are documents that outline an individual's wishes regarding medical treatment in the event of incapacitation. Overall, an estate planning lawyer can help residents of Jackson County, MI ensure that their assets are protected and that their wishes are carried out after their death.

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