List of Firms
Grand Ledge, MI Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Bill Archer, CFP®|AAMS™|CRPC®

SagePoint Financial - Marsha Daugherty

Edward Jones - Financial Advisor: Adam W Eschtruth

Karington Investments Inc

Pohl & Associates

Financial Strategies Group, Inc.

Edward Jones - Financial Advisor: Joni M Preston, AAMS™|CRPC™

Edward Jones - Financial Advisor: Ren Vande Guchte, AAMS™

Voya Financial Advisors, Inc.

LIG Insurance & Financial

Briggs Investment Services

Craig Miller Financial Services

Heritage Financial Services Inc

Edward Jones - Financial Advisor: Diana M Lowry

Edward Jones Investments

Siena Accounting, CPA, PLLC

Powerbass International Ent

Tepatti Financial LLC

Edward Jones - Financial Advisor: Justin Blake

On-Line Financial Services

Edward Jones - Financial Advisor: Mark A Quimby, CFP®|AAMS™

Thomas Jones - Private Wealth Advisor, Ameriprise Financial Services, LLC

Lutheran Financial Services

RICH MICHAELS INVESTMENTS

Edward Jones - Financial Advisor: Andrew Archer

Edward Jones - Financial Advisor: Suzi Henningson, AAMS™

Where Certified Financial Advisors in Grand Ledge, MI Serve
Grand Ledge, MI is a charming city located in Eaton County, Michigan. It is home to several landmarks that attract visitors from far and wide, including the Grand River, Fitzgerald Park, and the Ledges. The city has a thriving economy, with top employers that include Dart Container Corporation, Meijer, and the Grand Ledge Public Schools. Major highways and streets that run through the city include M-43, M-100, and Saginaw Highway. Grand Ledge is divided into several neighborhoods, each with its own unique character and charm, including the downtown area, Riverdale, and Delta Mills. With its stunning natural beauty, vibrant economy, and diverse neighborhoods, Grand Ledge is a city that truly has something for everyone.
Services Provided by Fee Based and Fee Only Financial Advisors
Banks and Credit Unions
Insurance Broker
Retirement Planning
Wealth Management
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Grand Ledge, MI
A financial advisor in Grand Ledge, MI can provide a wide range of financial advising services to individuals and businesses alike. From retirement planning and investment management to tax planning and estate planning, a financial advisor can help clients navigate complex financial situations and make informed decisions about their money. In Grand Ledge, MI specifically, a financial advisor may also be able to provide specialized knowledge and expertise in the local real estate market, which has seen significant growth and development in recent years. With a burst of new businesses and residential developments popping up all over town, a financial advisor can help clients capitalize on these opportunities and make smart financial choices that will benefit them in the long run.
Grand Ledge, MI is undoubtedly the best place to seek financial advising. The town's thriving economy and stable financial institutions provide a conducive environment for individuals seeking professional financial advice. Additionally, the town's unique location on the Grand River, coupled with its rich history and culture, make it an ideal destination for those looking to combine business with pleasure. The town's financial advisors are well-versed in a broad range of financial topics, including investment strategies, tax planning, and retirement planning, among others. They offer personalized services that are tailored to meet the unique financial needs of each client. Furthermore, the town's financial advisors are known for their expertise, professionalism, and commitment to excellence, making them the go-to choice for anyone seeking sound financial advice. Whether you're a business owner looking to expand your operations or an individual looking to secure your financial future, Grand Ledge, MI is the place to be.
A financial planner in Grand Ledge, MI is responsible for helping individuals and businesses manage their finances in a way that maximizes their wealth and minimizes their risk. They provide a wide range of services, including investment advice, retirement planning, tax planning, estate planning, and more. One specific aspect of Grand Ledge, MI that financial planners must consider is the town's unique mix of urban and rural areas. This requires a deep understanding of the local economy and the various financial challenges that residents and businesses face. Financial planners in Grand Ledge, MI must be able to navigate this complexity with ease, providing customized solutions that meet the unique needs of each client. Whether they are helping a family plan for their children's education or assisting a business with its financial strategy, financial planners in Grand Ledge, MI play a critical role in ensuring the financial well-being of the community.
Grand Ledge, MI residents should consider reaching out to a financial advisor when they are looking to establish long-term financial goals. With its small-town charm and proximity to larger cities, Grand Ledge offers a unique blend of opportunities and challenges for its residents. A financial advisor can help navigate these challenges by providing personalized guidance on investment strategies, retirement planning, and tax optimization. Whether you are a young professional just starting out or a retiree looking to make the most of your savings, a financial advisor can help you achieve your financial goals and secure your financial future. So if you are a Grand Ledge resident looking to take control of your finances and make informed decisions about your money, consider reaching out to a financial advisor today.
A financial advisor in Grand Ledge, MI must possess several important qualities to effectively serve their clients. Firstly, they must have a deep understanding of the local economy and financial landscape. Grand Ledge, MI is a small town with a population of just over 7,000 people, but it is home to several small businesses, including manufacturing and retail. Therefore, a financial advisor must be well-versed in the unique financial needs of small business owners in the area. Additionally, they must have a strong grasp of the state and federal tax laws that apply to residents of Grand Ledge, MI. A financial advisor must also possess excellent communication skills to effectively communicate complex financial concepts to their clients. They must be able to listen attentively to their clients' concerns and goals while providing clear and concise advice. Finally, a financial advisor must be trustworthy and ethical, as they are responsible for managing their clients' finances and helping them achieve their financial goals.
Grand Ledge, MI is home to several top financial advising firms that cater to the unique needs of the local community. These firms provide a range of services, from retirement planning to investment management, and are staffed by experienced professionals who are dedicated to helping their clients achieve financial success. What sets Grand Ledge apart from other cities is its rich history and natural beauty. Nestled along the Grand River, Grand Ledge is known for its towering sandstone cliffs and picturesque parks, making it a popular destination for outdoor enthusiasts. Despite its small-town charm, Grand Ledge is a thriving community with a strong economy, and these financial advising firms play an important role in helping residents make the most of their resources. Whether you're a young professional just starting out or a retiree looking to protect your assets, you can find the guidance and support you need from one of these top firms in Grand Ledge.
Financial advisors in Grand Ledge, MI are compensated in various ways. Some advisors charge a flat fee for their services, while others receive a commission on the financial products they sell. Additionally, some advisors may receive a percentage of the assets they manage for their clients. In Grand Ledge, MI, it is common for financial advisors to work for large financial institutions, such as banks or brokerage firms. However, there are also many independent financial advisors who operate their own businesses in the area. These independent advisors often specialize in specific areas, such as retirement planning or investment management. Regardless of their compensation structure or business model, financial advisors in Grand Ledge, MI are dedicated to helping their clients achieve their financial goals and secure their financial futures.