Best Financial Advisors in Marshall, MI

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List of Firms

Marshall, MI Fiduciary Financial Advisors

SEC File# 801-70541
CRD# 118261
5 out of 5
Location 15 Capital Ave NE # 104, Battle Creek, MI 49017, USA
Phone (269) 441-1444
Directions
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Dennis Asaro - Commonwealth Financial Network
Location 395 S Shore Dr STE 206, Battle Creek, MI 49014, USA
Phone (269) 358-8470
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Matt Buikema - Raymond James
Location 3494 Capital Ave SW, Battle Creek, MI 49015, USA
Phone (269) 979-3300
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Edward Jones - Financial Advisor: Bob Knapp, AAMS™
Location 228 N Church St A, Hastings, MI 49058, USA
Phone (269) 948-9780
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Edward Jones - Financial Advisor: Desie Hardin
Location 18 W Michigan Ave Suite 1A, Battle Creek, MI 49017, USA
Phone (269) 965-8531
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Edward Jones - Financial Advisor: BJ West
SEC File# 801-3297
CRD# 250
5 out of 5
Location 97 Marshall St, Coldwater, MI 49036, USA
Phone (517) 278-3049
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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J L Van Dy Bogurt Associates
Location PO Box 248, Marshall, MI 49068, USA
Phone (269) 781-9865
Directions
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Sean Dugan - Commonwealth Financial Network
Location 395 S Shore Dr STE 206, Battle Creek, MI 49014, USA
Phone (269) 441-9476
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Shippell & Associates
Location 18625 Centennial Rd, Marshall, MI 49068, USA
Phone (269) 789-9590
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E Q Financial Consultants
Location 102 W Adams St, Homer, MI 49245, USA
Phone (517) 568-4600
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Vantagepointe Benefit Solutions
4 out of 5
Location 120 West Dr S #4, Marshall, MI 49068, USA
Phone (269) 727-0068
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Edward Jones - Financial Advisor: Chris Langley
5 out of 5
Location 2161 Ferguson Rd Suite 107, Jackson, MI 49203, USA
Phone (517) 780-0113
Directions
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Edward Jones - Financial Advisor: Matthew Bolton, AAMS™
4 out of 5
Location 120 S Main St, Vicksburg, MI 49097, USA
Phone (269) 649-2463
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Edward Jones - Financial Advisor: Abram J Soper
SEC File# 801-3297
CRD# 250
5 out of 5
Location 207 W Michigan Ave, Marshall, MI 49068, USA
Phone (269) 781-5391
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
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John Hancock Financial Services
SEC File# 801-111055
CRD# 158043
Location 120 West Dr S #3, Marshall, MI 49068, USA
Directions
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Brennan Bennett - Raymond James
Location 2550 Capital Ave SW, Battle Creek, MI 49015, USA
Phone (269) 966-2100
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Raymond James & Associates
SEC File# 801-10418
CRD# 705
5 out of 5
Location 2550 Capital Ave SW #100, Battle Creek, MI 49015, USA
Phone (269) 966-2100
Directions
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Baird Private Wealth Management
5 out of 5
Location 4625 Beckley Rd Bldg. 200, Battle Creek, MI 49015, USA
Phone (269) 660-9400
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David Vorbeck - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 350 E Michigan Ave #215, Kalamazoo, MI 49007, USA
Phone (269) 216-9016
Directions
Financial Advisors in Marshall, MI

Where Certified Financial Advisors in Marshall, MI Serve

Marshall, MI is a quaint city with a rich history and a plethora of landmarks that showcase its heritage. The city is home to the American Museum of Magic, which is a fascinating attraction that showcases the history of magic and illusion. Marshall is also home to the Honolulu House Museum, which is a stunning example of Victorian architecture that was built in 1860. The city's top employers include the Eaton Corporation, Oaklawn Hospital, and the Calhoun County Sheriff's Office. Major highways and streets in Marshall include I-94, which is a major east-west highway that runs through the city, and Michigan Avenue, which is the city's main thoroughfare. The city's neighborhoods are diverse and include historic districts, such as the National Historic Landmark District and the Old Village, as well as newer developments like the Brooks Nature Park neighborhood. Overall, Marshall is a charming and vibrant city that offers something for everyone, from history buffs to nature lovers.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Marshall, MI could benefit from the guidance of a financial advisor in various ways. For instance, a financial advisor could provide assistance in creating a personalized budget plan that takes into account the specific economic conditions of Marshall, MI. This could include considerations such as the local cost of living, job market, and tax rates. Additionally, a financial advisor could help residents in Marshall, MI to plan for long-term financial goals, such as retirement, and provide advice on investment strategies that align with their objectives. With the help of a financial advisor, residents of Marshall, MI can gain a better understanding of their financial situation and develop a plan to achieve their financial goals.

Insurance Broker

Residents of Marshall, MI can benefit greatly from the services of an insurance broker. With the town's historic architecture and close-knit community, it's important for residents to have insurance coverage that's tailored to their unique needs. An insurance broker can help residents navigate the complex world of insurance and find policies that fit their budget and provide adequate coverage. For example, a broker can help residents protect their homes from the harsh Michigan winters by finding a policy that covers damage from snow and ice. Additionally, a broker can help residents find affordable health insurance options, which is especially important in a town where many residents work for small businesses that may not offer comprehensive health benefits. Overall, an insurance broker can be a valuable resource for residents of Marshall, MI, helping them find the right insurance coverage to protect themselves and their families.

Retirement Planning

Residents of Marshall, MI would greatly benefit from the assistance of a retirement planner. With a population of just over 7,000, Marshall is a small town with a tight-knit community. Many of its residents have worked hard for years to build a comfortable life for themselves and their families, and now they are looking to retire with financial security. A retirement planner can help these individuals navigate the complex world of retirement planning, including investment strategies, tax planning, and estate planning. They can also provide guidance on how to make the most of Social Security benefits and other retirement income sources. With the help of a retirement planner, residents of Marshall can ensure that they are well-prepared for their golden years and can enjoy the peace of mind that comes with financial stability.

Wealth Management

Residents of Marshall, MI can benefit greatly from the services of a wealth manager. A wealth manager can help residents of Marshall, MI by providing personalized financial planning and investment advice that is tailored to their unique needs and goals. For example, a wealth manager can help residents of Marshall, MI navigate the complexities of retirement planning, including how to maximize their Social Security benefits and how to invest their retirement savings in a way that provides a reliable income stream. Additionally, a wealth manager can help residents of Marshall, MI manage their tax liabilities and minimize their estate taxes, which can be particularly important for those who own property or other assets in the area. Overall, a wealth manager can provide valuable guidance and support to residents of Marshall, MI as they work towards achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Marshall, MI would greatly benefit from the assistance of a mortgage loan officer. With the help of a loan officer, residents can obtain the necessary funds to purchase their dream home or refinance their current mortgage. A loan officer can also provide guidance and advice on the best mortgage options available to residents based on their financial situation. In Marshall, MI, where the housing market is highly competitive, a loan officer can help residents navigate the complex process of securing a mortgage and ensure that they get the best possible rates and terms. Additionally, a loan officer can provide valuable information on local housing trends and help residents make informed decisions about their future home purchases.

Tax Services

Residents of Marshall, MI can benefit greatly from the services of a tax advisor. One of the most common ways that a tax advisor can assist residents is by helping them navigate the complex tax laws and regulations that apply to their specific situation. This can be especially important for small business owners and entrepreneurs who may be unfamiliar with the tax implications of their business activities. Additionally, a tax advisor can help residents identify deductions and credits that they may be eligible for, potentially saving them significant amounts of money. For example, residents of Marshall, MI who own historic homes may be eligible for tax credits related to the preservation of their property. A tax advisor can help these residents understand the requirements for claiming these credits and ensure that they are taking advantage of all available tax benefits.

Estate Planning Lawyer

Residents of Marshall, MI can benefit greatly from the services of an estate planning lawyer. One of the most common ways they can be helped is by creating a will. This legal document outlines how a person's assets and property will be distributed after their death. In Marshall, MI, where many families have deep roots and ties to the community, a will can provide peace of mind and ensure that their loved ones are taken care of. Additionally, an estate planning lawyer can assist with setting up trusts, establishing powers of attorney, and planning for long-term care. These services can help residents of Marshall, MI protect their assets and make informed decisions about their future.

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