Best Financial Advisors in Macomb County, MI

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List of Firms

Macomb County, MI Fiduciary Financial Advisors

SEC File# 801-10418
CRD# 705
5 out of 5
Location 19176 Hall Rd STE 100, Clinton Twp, MI 48038, USA
Phone (586) 221-4957
Directions
SEC File# 801-68487
CRD# 122638
5 out of 5
Location 16950 19 Mile Rd, Clinton Twp, MI 48038, USA
Phone (586) 228-7772
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:30 AM – 12:30 PM Saturday: Closed Sunday: Closed
Directions
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Thrivent Financial - Fortified Financial Advisors
4 out of 5
Location 85 Macomb Pl, Mt Clemens, MI 48043, USA
Phone (586) 493-9775
Directions
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Lexington Financial
5 out of 5
Location 42855 Garfield Rd # 109, Clinton Twp, MI 48038, USA
Phone (586) 226-9800
Directions
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THE PERPETUAL WEALTH SYSTEM
Location 51108 Milano Dr, Macomb, MI 48042, USA
Phone (586) 944-0794
Directions
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Mark Jankauskas - Financial Advisor, Ameriprise Financial Services, LLC
Location 52280 Van Dyke Ave, Shelby Twp, MI 48316, USA
Phone (586) 254-4227
Directions
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Midwest Financial Advisors
SEC File# 801-64721
CRD# 133763
Location 12900 Hall Rd # 415, Sterling Heights, MI 48313, USA
Phone (586) 997-1110
Directions
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Thomas Gray - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 17450 Hall Rd Ste 161, Clinton Twp, MI 48038, USA
Phone (586) 690-6065
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Gregorich Financial Services
Location 16121 Forest Way, Macomb, MI 48042, USA
Phone (586) 781-0562
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 15310 Wellington Center Blvd Suite 6, Macomb, MI 48044, USA
Phone (586) 778-6445
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Firma Financial Planning - CFP®, CERTIFIED FINANCIAL PLANNER™
5 out of 5
Location 17957 Hall Rd, Macomb, MI 48044, USA
Phone (586) 263-3700
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
4 out of 5
Location 45200 Card Rd Suite 114, Macomb, MI 48044, USA
Phone (586) 693-3602
Directions
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America Group
Location 22525 Hall Rd B, Macomb, MI 48042, USA
Phone (586) 949-8811
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 37060 Garfield Rd #2, Clinton Twp, MI 48036, USA
Phone (586) 412-3798
Directions
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DFLT Advisors / Dooley, Frattini, LaRocca, Taegel & Associates
Location 39600 Garfield Rd, Clinton Twp, MI 48038, USA
Phone (586) 588-9400
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
4 out of 5
Location 37244 S Groesbeck Hwy # B, Clinton Twp, MI 48036, USA
Phone (586) 294-5177
Directions
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Dominic Fazzolari - Financial Advisor, Ameriprise Financial Services, LLC
4 out of 5
Location 43900 Garfield Rd Ste 200, Clinton Twp, MI 48038, USA
Phone (586) 213-5677
Directions
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Independence Financial Advsrs
Location 47170 Rockwood Dr, Macomb, MI 48044, USA
Phone (586) 329-3270
Directions
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Scott Steiner - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 46825 Garfield Rd, Macomb, MI 48044, USA
Phone (586) 530-4477
Directions
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Independent Financial Services
Location 42855 Garfield Rd # 100, Clinton Twp, MI 48038, USA
Phone (586) 226-2977
Directions
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Odoms Investments
Location 45298 Thorn Tree Ln, Macomb, MI 48044, USA
Phone (248) 440-2195
Directions
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Shield Financial Group
Location 16800 24 Mile Rd #1, Macomb, MI 48042, USA
Phone (586) 781-7170
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6Metre Financial
Location 48601 Hayes Rd, Suite C​, Macomb, MI 48044, USA
Phone (586) 718-2948
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Dave Collins - Thrivent
Location 85 Macomb Pl, Mt Clemens, MI 48043, USA
Phone (586) 493-9775
Directions
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Paul Demark - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 17450 Hall Rd Ste 161, Clinton Twp, MI 48038, USA
Phone (586) 690-6081
Directions
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David Evola - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 43900 Garfield Rd Ste 200, Clinton Twp, MI 48038, USA
Phone (586) 213-5677
Directions
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James Wright - Financial Advisor, Ameriprise Financial Services, LLC
Location 43900 Garfield Rd Ste 200, Clinton Twp, MI 48038, USA
Phone (586) 213-5677
Directions
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Smart Money Financial Advisors, LLC
5 out of 5
Location 12900 Hall Rd #250, Sterling Heights, MI 48313, USA
Phone (586) 262-6400
Directions
Financial Advisors in Macomb County, MI

Where Certified Financial Advisors in Macomb County, MI Serve

Macomb County, MI is a vibrant and bustling region nestled in the heart of Michigan. This county boasts a wide variety of landmarks that are sure to impress any visitor, from the stunning Lake St. Clair to the historic Stony Creek Metropark. Additionally, Macomb County is home to a number of top employers, including General Motors, Fiat Chrysler Automobiles, and McLaren Macomb Hospital, which provide ample job opportunities for residents. When it comes to transportation, Macomb County is well-connected to the rest of Michigan and beyond. Major highways such as I-94, M-53, and M-59 run through the county, making it easy to travel to nearby cities like Detroit and Ann Arbor. In addition, the county is home to a number of major streets, including Hall Road and Van Dyke Avenue, which are lined with shops, restaurants, and other attractions. Finally, Macomb County is made up of a number of unique neighborhoods, each with their own distinct character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Macomb County, MI can benefit greatly from the assistance of a financial advisor. With a population of over 870,000 people, many individuals and families in the area are likely to face financial challenges at some point in their lives. A financial advisor can provide guidance on a variety of topics, including retirement planning, investment strategies, and debt management. In particular, Macomb County residents may benefit from the advisor's knowledge of the local economy and job market. With major employers such as General Motors and the U.S. Army TACOM Life Cycle Management Command located in the county, understanding the unique financial landscape of the area can be crucial for making informed decisions about investments and savings. A financial advisor can help residents navigate these challenges and achieve their financial goals.

Insurance Broker

Residents of Macomb County, MI can benefit greatly from the services of an insurance broker. With the county's population of over 870,000 people, finding the right insurance coverage can be a daunting task. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their individual needs. Additionally, Macomb County is known for its harsh winter weather, which can lead to an increased risk of property damage and accidents. An insurance broker can help residents find policies that provide protection against these risks and ensure that they are adequately covered in case of an emergency. Overall, an insurance broker can be a valuable resource for Macomb County residents looking to protect themselves and their assets.

Retirement Planning

Residents of Macomb County, MI can benefit from the services of a retirement planner in various ways. One of the most common ways is by helping them navigate the complex landscape of retirement planning. Retirement planners can assist residents in determining their retirement goals and developing a personalized plan to achieve them. They can also provide guidance on investment strategies, tax planning, and estate planning. Moreover, retirement planners can help residents in Macomb County, MI to prepare for unexpected life events such as medical emergencies or job loss. With the county being home to a large population of retirees, a retirement planner can help individuals make informed decisions about their finances and ensure they are prepared for a comfortable retirement.

Wealth Management

Residents of Macomb County, MI could greatly benefit from the services of a wealth manager. One of the most common ways that a wealth manager could help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. In Macomb County, where the cost of living is higher than the national average, a wealth manager could help residents navigate the challenges of saving for retirement, paying for college, and managing debt. Additionally, a wealth manager could provide guidance on investment strategies that align with each client's risk tolerance and financial objectives. With the help of a skilled wealth manager, residents of Macomb County could feel more confident and secure in their financial future.

Mortgage Loan Officer

Residents of Macomb County, MI can benefit greatly from the services of a mortgage loan officer. These professionals can assist with a variety of tasks, such as helping residents secure financing for a new home or refinancing an existing mortgage. One specific way that a mortgage loan officer can help residents of Macomb County is by offering guidance on the unique housing market in the area. Macomb County is home to a diverse range of communities, each with their own housing market trends and challenges. A skilled mortgage loan officer can offer valuable insights into the local market, helping residents make informed decisions about their home financing options. Whether residents are first-time homebuyers or experienced homeowners, a mortgage loan officer can provide the support and expertise needed to navigate the complex world of home financing.

Tax Services

Residents of Macomb County, MI can benefit greatly from the expertise of a tax advisor. With a population of over 870,000 people, the county is home to a diverse range of individuals with varying tax needs. A tax advisor can assist in navigating the complex tax laws and regulations specific to Michigan and Macomb County, ensuring that residents are aware of all available deductions and credits. Additionally, with the county's strong manufacturing industry, tax advisors can provide guidance on tax planning for small business owners and entrepreneurs. Overall, a tax advisor can help residents of Macomb County, MI save money and minimize their tax liabilities while staying compliant with all applicable laws and regulations.

Estate Planning Lawyer

Residents of Macomb County, MI can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help Macomb County residents is by creating a comprehensive estate plan that addresses their unique needs and circumstances. This can include drafting a will, establishing trusts, and planning for incapacity. Macomb County is home to a large senior population, and an estate planning lawyer can also assist with Medicaid planning and long-term care planning. Additionally, with the prevalence of small businesses in the area, an estate planning lawyer can help business owners with succession planning and protecting their assets. Overall, an estate planning lawyer can provide peace of mind and ensure that the wishes of Macomb County residents are carried out in the event of incapacity or death.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Macomb County, MI