Best Financial Advisors in Fenton, MI

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List of Firms

Fenton, MI Fiduciary Financial Advisors

SEC File# 801-10970
CRD# 6413
Location 175 Main St, Linden, MI 48451, USA
Phone (810) 735-5900
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Stryde Savings
5 out of 5
Location 15173 North Rd, Fenton, MI 48430, USA
Phone (888) 705-7662
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Fifth Third Bank & ATM
3 out of 5
Location 1231 N Leroy St, Fenton, MI 48430, USA
Phone (810) 714-4100
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Edward Jones - Financial Advisor: Esther Agyemang
SEC File# 801-3297
CRD# 250
Location 1537 N Leroy St Suite A, Fenton, MI 48430, USA
Phone (810) 629-2189
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Penn Financial LLC
Location 11220 Denton Hill Rd, Fenton, MI 48430, USA
Phone (810) 750-1811
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IHT Wealth Management
SEC File# 801-79769
CRD# 171481
Location 3271 Silver Lake Rd #8, Fenton, MI 48430, USA
Phone (810) 714-5566
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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4square Advisory Services Inc
Location 205 Lincoln St, Fenton, MI 48430, USA
Phone (800) 930-6454
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Client Financial Services of Michigan
3 out of 5
Location 209 S Alloy Dr, Fenton, MI 48430, USA
Phone (810) 232-1000
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Lewis & Knopf PC
1 out of 5
Location 1100 Torrey Rd # 400, Fenton, MI 48430, USA
Phone (810) 629-1500
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Marathon Financial Services
Location 1250 N Leroy St, Fenton, MI 48430, USA
Phone (810) 750-1700
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ELGA Credit Union Fenton
5 out of 5
Location 1390 N Leroy St, Fenton, MI 48430, USA
Phone (810) 715-3542
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Financial Plus Credit Union
4 out of 5
Location 15125 Silver Pkwy, Fenton, MI 48430, USA
Phone (810) 244-2200
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 1537 N Leroy St Suite A, Fenton, MI 48430, USA
Phone (810) 629-2189
Directions
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Care Plus
Location 14165 Fenton Rd, Fenton, MI 48430, USA
Phone (810) 714-5320
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Jeremiah Merkau - Thrivent
Location 13318 North Rd, Fenton, MI 48430, USA
Phone (734) 455-9272
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Northwestern Mutual
SEC File# 801-111055
CRD# 158043
5 out of 5
Location Fenton, MI 48430, USA
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Solid Ground Financial Prncpls
Location 14229 Torrey Rd # B, Fenton, MI 48430, USA
Phone (810) 655-6020
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Flagstar Bank Home Loan Center
Location 16390 Silver Pkwy, Fenton, MI 48430, USA
Phone (866) 372-5568
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Holvick & Associates
5 out of 5
Location 3309 W Silver Lake Rd suite a, Fenton, MI 48430, USA
Phone (810) 579-0088
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Brancheau Law Firm
5 out of 5
Location 1100 Torrey Rd #200, Fenton, MI 48430, USA
Phone (810) 629-2222
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Hensler & Associates Wealth Management
SEC File# 801-116916
CRD# 291609
1 out of 5
Location 12272 Fenton Rd #7, Fenton, MI 48430, USA
Phone (810) 714-9456
Directions
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Homepage : Sapphire Blue Investments
SEC File# 801-116916
CRD# 291609
Location 12272 Fenton Rd #7, Fenton, MI 48430, USA
Phone (810) 714-9456
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Credit Financial Services
Location 17195 Silver Pkwy #412, Fenton, MI 48430, USA
Phone (810) 750-5577
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Shiawassee Investments LLC
Location 2325 W Shiawassee Ave, Fenton, MI 48430, USA
Phone (810) 714-1575
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Financial Advisors in Fenton, MI

Where Certified Financial Advisors in Fenton, MI Serve

Fenton, MI is a charming city located in Genesee County, Michigan. It is home to a plethora of landmarks, including the Fenton Hotel, a historic building built in 1856 that now serves as a restaurant and event venue. Other notable landmarks include the Fenton Community Center, which hosts a variety of community events and activities, and the Shiawassee River, which runs through the heart of the city and provides a scenic backdrop for outdoor recreation. The city is also home to several top employers, including Fenton Area Public Schools, which provides education to over 4,000 students in the area, and Webasto Roof Systems, a leading manufacturer of sunroofs and convertible roofs for the automotive industry. Other major employers in the area include Walmart, Meijer, and Genesys Health System. Fenton is conveniently located near several major highways, including I-75, US-23, and M-59, making it easy to travel to and from the city.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Fenton, MI can benefit greatly from the guidance of a financial advisor. With a population of just over 11,000, Fenton is a small community that values financial security. A financial advisor can help residents create a personalized plan for their finances, taking into account their unique circumstances and goals. They can provide advice on everything from budgeting and saving to investing and retirement planning. In Fenton, where many residents are employed in manufacturing and healthcare, a financial advisor can also help navigate the complexities of company retirement plans and employee benefits. With the help of a financial advisor, residents of Fenton can feel confident in their financial future and enjoy the many amenities this charming town has to offer.

Insurance Broker

Residents of Fenton, MI can greatly benefit from the services of an insurance broker. An insurance broker can help residents of Fenton navigate the complex world of insurance policies and find the best coverage for their unique needs and budget. With so many options available, it can be overwhelming for residents of Fenton to choose the right insurance plan. An insurance broker can help residents of Fenton find the most affordable and comprehensive insurance policies for their homes, cars, health, and businesses. Additionally, an insurance broker can provide personalized advice and support to ensure that residents of Fenton are fully protected in the event of an accident or emergency. Overall, an insurance broker can provide invaluable assistance to residents of Fenton, helping them to make informed decisions and protect their assets and families.

Retirement Planning

Residents of Fenton, MI can benefit greatly from the services of a retirement planner. With a population of just over 11,000, Fenton is a small town with a close-knit community. A retirement planner can help residents of Fenton plan for their future by creating a personalized retirement plan that takes into account their unique financial situation and goals. This can include creating a budget, investing in retirement accounts, and planning for long-term care. Additionally, a retirement planner can help residents of Fenton navigate the complex world of Social Security and Medicare, ensuring that they receive all the benefits they are entitled to. With the help of a retirement planner, residents of Fenton can rest assured that they are on the right track towards a comfortable and secure retirement.

Wealth Management

Residents of Fenton, MI can benefit from the services of a wealth manager in several ways. One of the most common ways is through investment management. A wealth manager can help residents of Fenton, MI develop a personalized investment plan that aligns with their financial goals and risk tolerance. Additionally, a wealth manager can be helpful in estate planning, tax planning, and retirement planning. For example, many residents of Fenton, MI may have retirement accounts with specific tax implications that a wealth manager can help them navigate. With Fenton, MI being a growing community with a mix of both urban and rural residents, a wealth manager can provide tailored financial advice that takes into account the unique needs of the community.

Mortgage Loan Officer

Residents of Fenton, MI can benefit greatly from the services of a mortgage loan officer. These professionals can assist with securing a mortgage to purchase a home in Fenton, which is known for its charming downtown area filled with unique shops and restaurants. Additionally, a mortgage loan officer can help residents refinance their current home to take advantage of lower interest rates or to access equity for home improvements. With Fenton being located in Genesee County, which has a median home value of $131,200, a mortgage loan officer can provide valuable guidance on navigating the local housing market and finding the best loan options available. Overall, a mortgage loan officer can be a valuable resource for residents of Fenton, MI looking to achieve their homeownership goals.

Tax Services

Residents of Fenton, MI can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help Fenton residents is by providing guidance on tax deductions and credits specific to the state of Michigan. For example, Michigan residents may be eligible for a Homestead Property Tax Credit, which can help reduce their property tax burden. A tax advisor can also assist with tax planning, ensuring that residents are taking advantage of all available deductions and credits to minimize their tax liability. Additionally, a tax advisor can provide valuable advice on retirement planning, estate planning, and other financial matters that can impact a resident's tax situation. With the help of a knowledgeable tax advisor, Fenton residents can navigate the complex world of taxes with confidence and ease.

Estate Planning Lawyer

Residents of Fenton, MI can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will or trust to ensure that a person's assets are distributed according to their wishes after they pass away. In a town like Fenton, where many residents own property or have significant assets, having a well-crafted estate plan is crucial. An estate planning lawyer can also help with other important tasks like setting up powers of attorney, establishing guardianship for minor children, and minimizing tax liabilities. With the help of an experienced estate planning lawyer, residents of Fenton can have peace of mind knowing that their loved ones will be taken care of and their legacy will be protected.

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