List of Firms
Midland, MI Fiduciary Financial Advisors
Benjamin F. Edwards
Stifel
Edward Jones - Financial Advisor: Mary Lou Myers
Weston Woodbridge - Thrivent
Edward Jones:
North Coast Tech Investors LP
Michael Gavin - Raymond James
Shay Financial Services Inc
Edward Jones
Wells Fargo Advisors
Mieske Financial Services
Edward Jones
Edward Jones
Edward Jones
Briza Capital Advisors, Llc
Edward Jones
Edward Jones
Edward Jones
Nicole Sabin - Financial Advisor, Ameriprise Financial Services, LLC
Edward Jones
Dustin Smith - Financial Advisor, Ameriprise Financial Services, LLC
Edward Jones
Edward Jones
Edward Jones
BMO Capital Markets
RFM Group
SYM Financial Advisors
Struthers Financial Services
Orion Financial Group
Great Lakes Financial Services
Regal Investment Advisors
Jack F Lehman Investments
AHP Financial Services Inc.
Halcyon Financial Group
Benjamin R Dollard - Private Wealth Advisor, Ameriprise Financial Services, LLC
Astrike Financial PLLC
Baird Private Wealth Management
Smith & Company Financial Services
Gavin & Associates
Timothy Mantyla - Financial Advisor, Ameriprise Financial Services, LLC
Edward Jones - Financial Advisor: Matthew M Lambertson II
Where Certified Financial Advisors in Midland, MI Serve
Midland, MI is a bustling city in the heart of Michigan, known for its stunning landmarks, top employers, major highways and streets, and diverse neighborhoods. The city is home to iconic landmarks like the Dow Chemical Company, the Midland Center for the Arts, and Dow Gardens, which are all major tourist attractions. Additionally, Midland boasts a plethora of top employers, including Dow Chemical Company, MidMichigan Health, and Dow Corning Corporation, which provide ample job opportunities for residents. The city is also situated along major highways and streets, such as US-10 and M-20, making it easily accessible to visitors and commuters alike. Midland's neighborhoods are equally impressive, with a range of options to suit any lifestyle, from charming historic districts to modern developments. All in all, Midland, MI is a vibrant and dynamic city that offers 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 Midland, MI
A financial advisor in Midland, MI can provide a wide range of financial advising services to help individuals and businesses achieve their financial goals. They can offer personalized investment strategies, retirement planning, tax planning, and risk management solutions. Midland, MI is known for its diverse economy, with a strong presence in the chemical manufacturing industry. As such, a financial advisor in Midland, MI can provide specialized advice for individuals and businesses in this sector, including guidance on managing company stock options and navigating complex tax laws related to the industry. Additionally, they can offer advice on managing wealth from oil and gas royalties, which is a significant source of income for many residents in the area. With their expertise and knowledge of the local economy, a financial advisor in Midland, MI can provide valuable financial planning services to help clients achieve their financial goals and secure their financial future.
Midland, MI is undoubtedly the best place to get financial advising due to its unique blend of diverse financial institutions and a thriving economy. With a population of over 40,000, Midland is home to several top-rated financial advisory firms, each offering a vast range of services tailored to meet the specific needs of clients. Moreover, the city's strong economy provides a stable foundation for financial planning, making it an ideal location for investors looking to build their wealth. From wealth management to retirement planning, Midland's financial advisors possess a wealth of knowledge and experience that enables them to provide clients with expert guidance on how to achieve their financial goals. In addition, the city's financial advisors are known for their personalized approach to financial planning, taking the time to understand each client's unique financial situation and developing customized solutions to meet their needs. Overall, Midland, MI is the perfect destination for anyone seeking professional financial advice that is tailored to their specific goals and objectives.
A financial planner in Midland, MI is responsible for providing comprehensive financial advice to clients in the region. They analyze clients' financial situations, including their income, expenses, assets, and liabilities, to develop personalized financial plans that meet their short- and long-term goals. In Midland, MI, a unique consideration for financial planners is the city's strong ties to the energy industry. With major companies like Dow Chemical and Dow Corning headquartered in the city, financial planners must stay up-to-date on industry trends and developments to ensure their clients' investments are well-positioned. Additionally, Midland, MI has a growing retiree population, which means financial planners must be well-versed in retirement planning and social security benefits. Overall, a financial planner in Midland, MI must have a deep understanding of the local economy and industry landscape to provide the best possible advice to their clients.
Midland, MI residents should consider reaching out to a financial advisor when they find themselves struggling to manage their finances effectively. With the city's thriving economy and a diverse range of industries, it can be challenging to navigate the complexities of financial planning on one's own. Midland, MI is also home to a large number of retirees, who may require guidance on how to maximize their retirement savings and make the most of their golden years. Additionally, the city's high cost of living may make it difficult for some residents to save for long-term financial goals, such as buying a home or paying for their children's education. A financial advisor can help Midland, MI residents develop a comprehensive financial plan that addresses their unique needs and goals, while also providing ongoing support and guidance to help them stay on track.
A financial advisor in Midland, MI should possess certain qualities to succeed in the competitive market. First and foremost, they should have a deep understanding of the local economy and financial landscape. Midland, MI is home to several large corporations, including Dow Chemical and Dow Corning, which greatly impact the local economy. Therefore, a financial advisor should be well-versed in the intricacies of corporate finance and investment strategies. Additionally, they should possess strong analytical skills to assess market trends and make informed decisions for their clients. Attention to detail is also crucial, as even the slightest oversight can have significant financial consequences. Lastly, a successful financial advisor in Midland, MI should have excellent communication skills to effectively convey complex financial information to their clients. Overall, these qualities are essential for a financial advisor to thrive in Midland, MI's dynamic financial landscape.
Midland, MI is home to several top financial advising firms that offer a wide range of services to clients. One such firm is known for its expertise in investment management, with a team of seasoned professionals who have a deep understanding of the local market. Their approach is highly personalized, taking into account each client's unique financial situation and goals. Another firm is known for its innovative use of technology, providing clients with real-time access to their investment portfolios and financial data. They also offer a range of educational resources to help clients make informed decisions about their finances. Overall, the financial advising firms in Midland, MI are known for their commitment to excellence and their ability to help clients achieve their financial goals.
Financial advisors in Midland, MI receive compensation through a variety of methods. One common way is through commissions earned from the sale of financial products, such as mutual funds or insurance policies. Another way is through asset-based fees, where the advisor charges a percentage of the client's assets under management. Additionally, some advisors may charge hourly or flat fees for their services. In Midland, MI, a unique aspect of financial advisor compensation is the prevalence of advisors who specialize in the oil and gas industry. Due to the city's location in the heart of Michigan's oil and gas production, many advisors have developed expertise in this area and may charge specialized fees for their services. Overall, financial advisor compensation in Midland, MI is diverse and tailored to meet the needs of clients in a variety of industries.