Wealth Management in Saginaw County, MI

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List of Firms

Saginaw County, MI Wealth Management Firms

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Baird Private Wealth Management
3 out of 5
Location 4835 Towne Centre Rd STE 103, Saginaw, MI 48604, USA
Phone (989) 790-5724
Directions
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AHP Financial Services Inc.
Location 5300 Gratiot Rd, Saginaw, MI 48638, USA
Phone (989) 497-5300
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RWS Financial Group
Location 4600 Fashion Square Blvd Suite 110, Saginaw, MI 48604, USA
Phone (833) 797-4636
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Merrill Lynch Wealth Management Advisor Jennifer M Davis-Papa
Location 4805 Towne Centre Rd Suite 200, Saginaw, MI 48604, USA
Phone (989) 791-8482
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PNC Wealth Management
Location 2322 Tittabawassee Rd, Saginaw, MI 48604, USA
Phone (800) 800-8651
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SEC File# 801-57434
CRD# 11025
3 out of 5
Location 4300 Fashion Square Blvd Suite 201, Saginaw, MI 48603, USA
Phone (989) 791-1206
Directions
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Merrill Lynch Wealth Management Advisor Rachel Aviles
Location 4805 Towne Centre Rd Suite 200, Saginaw, MI 48604, USA
Phone (989) 791-8468
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 5685 Shattuck Rd #2, Saginaw, MI 48603, USA
Phone (989) 792-3307
Directions
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Turner Boehler & Associates
5 out of 5
Location 3262 Cabaret Trail S # 210, Saginaw, MI 48603, USA
Phone (989) 792-1131
Directions
Wealth Management in Saginaw County, MI

Where Wealth Management Advisors in Saginaw County, MI Serve

Saginaw County, MI is a bustling hub of commerce and culture nestled in the heart of Michigan. From the towering spires of the Saginaw County Courthouse to the lush greenery of the Shiawassee National Wildlife Refuge, this county boasts a wealth of landmarks that are sure to captivate any visitor. But it's not just the scenery that makes Saginaw County special - it's also home to some of the region's top employers, including Dow Chemical, Covenant HealthCare, and St. Mary's of Michigan. And with major highways like I-75 and US-10 crisscrossing the county, getting around is a breeze. Whether you're exploring the historic neighborhoods of Old Town Saginaw or taking a leisurely stroll down Main Street in Frankenmuth, there's always something new and exciting to discover in Saginaw County.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Saginaw County, MI can benefit from a bank in numerous ways. Firstly, banks in the county can provide residents with easy access to their money through ATM services and online banking. Additionally, banks can offer loans to residents who are looking to start a business or purchase a home. This is particularly helpful in Saginaw County, MI, where the unemployment rate is higher than the national average. Furthermore, banks can provide financial education to residents, helping them to make informed decisions about their money. This is especially important in Saginaw County, MI, where many residents struggle with financial literacy. Lastly, banks can help residents to save money through various savings accounts and investment opportunities. This is crucial in Saginaw County, MI, where the poverty rate is higher than the national average, and many residents struggle to make ends meet. Overall, a bank can be a valuable resource for residents of Saginaw County, MI, providing them with financial stability and security.

Insurance Broker

Residents of Saginaw County, MI can greatly benefit from the services of an insurance broker. With the county being home to numerous industries such as healthcare, manufacturing, and agriculture, the insurance needs of its residents are diverse and complex. An insurance broker can help individuals and businesses navigate the intricacies of insurance policies, ensuring that they have the coverage they need to protect their assets and livelihoods. Additionally, Saginaw County has a high rate of severe weather events, including tornadoes and thunderstorms, which can cause significant damage to property. An insurance broker can help residents understand what types of coverage are available to them in the event of a natural disaster, and assist them in filing claims and receiving the compensation they are entitled to. Overall, an insurance broker can provide invaluable guidance and support to the residents of Saginaw County, helping them to protect their assets and achieve peace of mind.

Retirement Planning

Residents of Saginaw County, MI can greatly benefit from the services of a retirement planner. The county has a population of over 190,000 people, with a median age of 39 years old. Many residents in the county are nearing retirement age and may not have a solid plan in place for their future. A retirement planner can help these individuals by creating a personalized plan that takes into account their financial situation, retirement goals, and any specific needs they may have. For example, Saginaw County has a higher poverty rate than the state average, and a retirement planner can help low-income individuals maximize their retirement income through strategies such as Social Security optimization and budgeting. Additionally, the county has a large number of retirees who may need assistance with estate planning and long-term care planning. A retirement planner can help these individuals navigate the complex world of estate and long-term care planning, ensuring that they have a plan in place that meets their needs and protects their assets.

Financial Advisor

Residents of Saginaw County, MI can benefit from the expertise of a financial advisor in a multitude of ways. With a population of over 190,000, Saginaw County is home to a diverse group of individuals with unique financial needs. A financial advisor can help residents navigate the complexities of planning for retirement, investing in the stock market, and managing debt. Additionally, with Saginaw County's economy largely driven by manufacturing and healthcare industries, a financial advisor can provide specialized guidance on managing income and expenses in these fields. As the cost of living in Saginaw County continues to rise, a financial advisor can also assist residents in creating a budget and developing strategies to save for major expenses such as education or a down payment on a home. Overall, a financial advisor can provide invaluable support to Saginaw County residents as they work towards achieving their financial goals.

Mortgage Loan Officer

Residents of Saginaw County, MI can benefit greatly from the services of a mortgage loan officer. With a population of over 190,000 people, Saginaw County is home to a diverse community of individuals and families. A mortgage loan officer can assist residents in navigating the complex process of obtaining a mortgage, which can be especially challenging in a county with a median home value of $85,300. Furthermore, a mortgage loan officer can help residents understand the various loan options available to them, including government-backed loans, fixed-rate mortgages, and adjustable-rate mortgages. This can be particularly helpful for residents who may have unique financial circumstances or credit histories. In addition, a mortgage loan officer can provide guidance on the local housing market, which can be highly competitive in Saginaw County due to its proximity to major cities like Detroit and Flint. Overall, the services of a mortgage loan officer can be invaluable for residents of Saginaw County who are looking to purchase a home or refinance an existing mortgage.

Tax Services

Residents of Saginaw County, MI can benefit from the expertise of a tax advisor in various ways. Firstly, they can help individuals navigate the complex tax laws and regulations of the state and federal government. This is especially important for Saginaw County residents who may have unique tax situations due to their location and industry. For example, many residents in the county work in the automotive industry, which has specific tax implications. Secondly, a tax advisor can assist with tax planning and preparation, ensuring that individuals are taking advantage of all available deductions and credits. This can result in significant savings and a lower tax bill. Additionally, a tax advisor can provide guidance on estate planning and wealth management, helping individuals plan for their financial future and ensure their assets are protected. Overall, the expertise of a tax advisor can provide valuable assistance to Saginaw County residents in navigating the complex world of taxes and financial planning.

Estate Planning Lawyer

Residents of Saginaw County, MI can benefit from the expertise of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help individuals in Saginaw County to create a comprehensive estate plan that considers their unique financial and familial circumstances. This may include drafting a will, setting up trusts, or creating powers of attorney. Additionally, an estate planning lawyer can assist with the probate process, which can be complex and time-consuming. In Saginaw County, where the population is over 190,000, having a lawyer to navigate the probate process can be especially helpful. Furthermore, an estate planning lawyer can help individuals with tax planning, ensuring that they are taking advantage of all available tax benefits and minimizing their tax liability. Overall, residents of Saginaw County, MI can benefit greatly from the services of an estate planning lawyer, particularly given the intricacies of estate planning and probate law.

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