Wealth Management in Muskegon County, MI

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List of Firms

Muskegon County, MI Wealth Management Firms

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Morgan Stanley Financial Advisors
4 out of 5
Location 800 E Ellis Rd Suite 125, Muskegon, MI 49441, USA
Phone (231) 799-3030
Directions
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The Adamczak Investment Group of Raymond James
5 out of 5
Location 570 Seminole Rd STE 101, Muskegon, MI 49444, USA
Phone (231) 375-2331
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Accession Financial Group
Location 794 Pine St Suite 220-I, Muskegon, MI 49442, USA
Phone (231) 638-4271
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Sage Point Financial
Location 1467 E Apple Ave, Muskegon, MI 49442, USA
Phone (231) 739-4000
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Kar-Mel Financial Planners
Location 794 Pine Street Suite #220L, Muskegon, MI 49442, USA
Phone (231) 733-1122
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Steve Dangel - Raymond James
Location 700 Terrace Point Rd, Muskegon, MI 49440, USA
Phone (231) 722-1176
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Merrill Lynch Wealth Management
Location 380 W Western Ave, Muskegon, MI 49440, USA
Phone (231) 725-6404
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J & P Investments Group
Location 1124 Peck St, Muskegon, MI 49441, USA
Phone (231) 736-8737
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Merrill Lynch Wealth Management Advisor Gregory G De Voursney
Location 380 W Western Ave, Muskegon, MI 49440, USA
Phone (231) 725-6417
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HS&C Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 4985 Harvey St, Muskegon, MI 49444, USA
Phone (855) 885-1644
Directions
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Caterina Holt - Raymond James
Location 700 Terrace Point Dr Ste 400, Muskegon, MI 49440, USA
Phone (231) 722-5612
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Wealth Management in Muskegon County, MI

Where Wealth Management Advisors in Muskegon County, MI Serve

Muskegon County, MI is a diverse and vibrant community located on the shores of Lake Michigan. With a rich history and a thriving economy, this county is home to a variety of landmarks, top employers, major highways and streets, and unique neighborhoods. One of the most notable landmarks in Muskegon County is the USS LST 393, a World War II landing ship that has been restored and is now open to the public as a museum. Other notable landmarks include the Muskegon South Pierhead Light, the Hackley and Hume Historic Site, and the Muskegon Museum of Art. Top employers in the county include Mercy Health, Muskegon Community College, and the County of Muskegon. Major highways and streets in the area include US-31, I-96, and Seaway Drive. Neighborhoods in Muskegon County range from historic districts like Lakeside and McLaughlin to newer developments like Norton Shores and Fruitport.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Muskegon County, MI can benefit from a bank in several ways. Firstly, banks can provide loans for individuals looking to purchase a home, car or start a business. This is particularly important for residents of Muskegon County, MI, where the median household income is lower than the state average. Secondly, banks can offer financial education and resources to help individuals manage their money better. This is crucial for residents of Muskegon County, MI, where poverty rates are higher than the state average. Additionally, banks can provide access to credit cards and other financial products that can help residents build credit and improve their financial futures. Overall, banks can play a vital role in helping residents of Muskegon County, MI achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Muskegon County, MI can benefit from the expertise of an insurance broker in several ways. For instance, an insurance broker can help them navigate the complexities of the local healthcare system, which is known for its high costs and limited access to care. Additionally, an insurance broker can assist residents in finding the most affordable and comprehensive coverage options for their unique needs, taking into account factors such as their age, health status, and income level. Moreover, insurance brokers can help residents mitigate risks associated with natural disasters such as floods, which are common in Muskegon County due to its proximity to Lake Michigan. By working with an insurance broker, residents can gain peace of mind knowing that they are adequately protected against unforeseen events and can access the care they need when they need it most.

Retirement Planning

Residents of Muskegon County, MI can benefit greatly from the services of a retirement planner. With an aging population and a median household income below the national average, many individuals in this area may be concerned about their financial future. A retirement planner can help them navigate the complex world of retirement planning, including strategies for maximizing Social Security benefits, managing investments, and creating a comprehensive retirement plan. Additionally, with the prevalence of manufacturing jobs in Muskegon County, a retirement planner can provide guidance on how to navigate the unique challenges of retirement planning for those in this industry, such as managing pension plans and understanding the impact of potential layoffs. Overall, a retirement planner can provide invaluable support to residents of Muskegon County, helping them to achieve financial security and peace of mind in their retirement years.

Financial Advisor

Residents of Muskegon County, MI can benefit greatly from the services of a financial advisor. With a population of over 170,000 people, Muskegon County is a diverse community with a range of financial needs. A financial advisor can help residents navigate the complexities of retirement planning, investment strategies, and debt management. In particular, Muskegon County has a high poverty rate, with over 17% of residents living below the poverty line. A financial advisor can provide guidance on budgeting, credit repair, and debt consolidation to help these individuals improve their financial situation. Additionally, the county has a strong manufacturing industry, and a financial advisor can assist those who work in this field with investment options and retirement planning specific to their industry. Overall, a financial advisor can provide valuable support to residents of Muskegon County, helping them achieve their financial goals and improve their quality of life.

Mortgage Loan Officer

Residents of Muskegon County, MI would greatly benefit from the services of a mortgage loan officer. With a population of over 170,000 people, Muskegon County is home to a diverse group of individuals, each with unique financial needs. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, which can be particularly challenging in a county with a median household income of just over $47,000. Additionally, with the county's proximity to Lake Michigan and its abundance of natural resources, many residents may be interested in purchasing waterfront property, which can come with its own set of challenges. A knowledgeable mortgage loan officer can help residents understand the intricacies of obtaining a mortgage for a waterfront property, including flood insurance requirements and other potential issues. Overall, a mortgage loan officer can provide invaluable assistance to residents of Muskegon County, helping them achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Muskegon County, MI can benefit from the expertise of a tax advisor in a multitude of ways. For instance, a tax advisor can help residents navigate the complex tax laws and regulations that are specific to Muskegon County, MI. This includes understanding the various deductions and credits that are available to residents, as well as any local tax laws that may apply. Additionally, a tax advisor can provide guidance on how to minimize tax liability and maximize refunds, which can be especially helpful for those who are self-employed or have multiple sources of income. Furthermore, a tax advisor can assist with tax planning and preparation, ensuring that residents are in compliance with all applicable tax laws and regulations. Ultimately, working with a tax advisor can help residents of Muskegon County, MI save time, money, and stress when it comes to their taxes.

Estate Planning Lawyer

Muskegon County, MI residents can benefit from an estate planning lawyer in a variety of ways, especially in a county where the median household income is below the national average. One specific way an estate planning lawyer can help is by creating trusts that can protect assets from creditors and lawsuits. This is particularly important in Muskegon County, where the poverty rate is higher than the state average. Additionally, an estate planning lawyer can assist with setting up healthcare directives and powers of attorney, ensuring that individuals have control over their medical decisions and financial affairs in the event of incapacity. Furthermore, an estate planning lawyer can help with the distribution of assets, minimizing taxes and ensuring that beneficiaries receive their inheritance in a timely and efficient manner. Overall, an estate planning lawyer can provide invaluable assistance to Muskegon County residents in protecting their assets, planning for the future, and ensuring peace of mind.

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