Best Financial Advisors in Plymouth, MI

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Plymouth, MI Fiduciary Financial Advisors

SEC File# 801-10970
CRD# 6413
Location 42197 Ann Arbor Rd E, Plymouth, MI 48170, USA
Phone (734) 259-8836
Directions
SEC File# 801-43144
CRD# 107271
5 out of 5
Location 218 S Main St, Plymouth, MI 48170, USA
Phone (734) 737-0866
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-113407
CRD# 281935
Location 849 Penniman Ave # 201, Plymouth, MI 48170, USA
Phone (734) 667-5581
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SEC File# 801-67414
CRD# 124332
Location 261 S Main St, Plymouth, MI 48170, USA
Phone (734) 737-9108
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Telos Financial
Location 409 Plymouth Rd suite 206, Plymouth, MI 48170, USA
Phone (734) 468-3050
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Ann Arbor Financial
Location 729 W Ann Arbor Trail, Plymouth, MI 48170, USA
Phone (734) 416-8100
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Autumn Financial Advisors, LLC
5 out of 5
Location 340 N Main St Suite 207, Plymouth, MI 48170, USA
Phone (248) 716-8307
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Paul Benson - Raymond James
Location 505 S Main St, Plymouth, MI 48170, USA
Phone (734) 416-1666
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Edward Jones - Financial Advisor: Mark W Scofield II
SEC File# 801-3297
CRD# 250
Location 801 W Ann Arbor Trail Suite 229, Plymouth, MI 48170, USA
Phone (734) 451-6405
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Hubert/Hubert Financial Advisors - UBS Financial Services Inc.
Location 730 Penniman Ave, Plymouth, MI 48170, USA
Phone (734) 416-1056
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Edward Jones
SEC File# 801-3297
CRD# 250
4 out of 5
Location 1176 S Main St Ste A, Plymouth, MI 48170, USA
Phone (734) 454-4653
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
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Thrivent Financial
Location 217 Ann Arbor Rd STE 206, Plymouth, MI 48170, USA
Phone (734) 455-9272
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Family Legacy Wealth Partners
Location 843 Penniman Ave, Plymouth, MI 48170, USA
Phone (734) 667-1415
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Horizon Advisers - Plymouth
5 out of 5
Location 757 S Main St, Plymouth, MI 48170, USA
Phone (248) 265-6662
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Liberty Financial Planning Inc
1 out of 5
Location 199 N Main St b2, Plymouth, MI 48170, USA
Phone (734) 844-8770
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The Strong Group - UBS Financial Services Inc.
Location 730 Penniman Ave, Plymouth, MI 48170, USA
Phone (734) 416-2456
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Swain Financial
Location 1225 S Main St, Plymouth, MI 48170, USA
Phone (734) 738-6300
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B. Riley Wealth Management
SEC File# 801-67275
CRD# 2543
Location 711 W Ann Arbor Trail, Plymouth, MI 48170, USA
Phone (877) 542-7555
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MainStreet Financial Services
Location 9440 N, Sheldon Rd, Plymouth, MI 48170, USA
Phone (734) 416-4200
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Jonathan Hunter - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 340 N Main St STE 203, Plymouth, MI 48170, USA
Phone (800) 537-4100
Directions
Financial Advisors in Plymouth, MI

Where Certified Financial Advisors in Plymouth, MI Serve

Plymouth, MI is a charming city located in Wayne County, Michigan. It is home to several notable landmarks, including the Plymouth Historical Museum, Kellogg Park, and the Plymouth Arts and Recreation Complex. The city is also known for its vibrant downtown area, which features a variety of shops, restaurants, and entertainment options. In terms of top employers, Plymouth is home to a diverse range of businesses, including major automotive companies such as General Motors and Ford Motor Company. Other top employers in the area include the University of Michigan Health System, Trinity Health, and the Plymouth-Canton Community Schools. Major highways that run through Plymouth include Interstate 275, which provides easy access to nearby cities such as Ann Arbor and Detroit. Other major streets in the area include Main Street, Ann Arbor Road, and Sheldon Road. Plymouth is divided into several distinct neighborhoods, each with its own unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Plymouth, MI could greatly benefit from the guidance of a financial advisor in a variety of ways. For instance, a financial advisor could help them develop a personalized budgeting plan that takes into account the unique cost of living in Plymouth, MI. With its charming downtown area, residents may find themselves spending more on local restaurants and boutiques than they would in other cities. A financial advisor could help them balance their spending in a way that allows them to enjoy all that Plymouth has to offer while still saving for the future. Additionally, a financial advisor could help residents plan for major life events such as buying a home or starting a family. By working with a financial advisor, residents of Plymouth, MI can feel more confident in their financial decisions and better equipped to achieve their long-term goals.

Insurance Broker

Residents of Plymouth, MI can benefit greatly from the services of an insurance broker. For example, the broker can help them find the best insurance policies that fit their specific needs and budget. This is especially important in Plymouth, MI, where extreme weather conditions such as heavy snowfall and hailstorms can cause damage to homes and vehicles. An insurance broker can help residents find comprehensive coverage that protects their property against such risks. Additionally, the broker can help residents navigate the complex world of health insurance, ensuring that they have access to quality healthcare services when they need them. Overall, an insurance broker can provide valuable guidance and support to Plymouth, MI residents, helping them secure their financial future and protect their assets.

Retirement Planning

Residents of Plymouth, MI can benefit greatly from the services of a retirement planner. With a population of over 9,000 seniors, many of whom have spent their lives working hard and saving for retirement, it's important to have a plan in place to ensure their financial security in their golden years. A retirement planner can help residents of Plymouth, MI navigate the complex world of retirement planning, including managing investments, creating a budget, and maximizing Social Security benefits. Additionally, with the cost of living in Plymouth, MI being higher than the national average, a retirement planner can help seniors make the most of their savings and investments to ensure they can maintain their desired lifestyle throughout retirement.

Wealth Management

Residents of Plymouth, MI can benefit from the expertise of a wealth manager in several ways. First and foremost, a wealth manager can help them create a personalized financial plan that takes into account their unique goals and circumstances. This could include strategies for saving for retirement, paying off debt, or investing in the local real estate market. Additionally, a wealth manager can provide guidance on tax planning, estate planning, and risk management, which can help residents protect their assets and achieve long-term financial security. For example, given that Plymouth, MI is a growing community with a strong local economy, a wealth manager might recommend investing in local businesses or real estate as a way to maximize returns and support the local community. Overall, a wealth manager can provide valuable insights and advice that can help residents of Plymouth, MI make informed financial decisions and achieve their financial goals.

Mortgage Loan Officer

Residents of Plymouth, MI can benefit greatly from the expertise of a mortgage loan officer. Specifically, a loan officer can help potential homebuyers navigate the housing market in Plymouth, which is known for its competitive real estate market. With a loan officer's guidance, residents can secure a mortgage loan that fits their financial situation and helps them purchase their dream home in Plymouth. Additionally, a loan officer can assist current homeowners in refinancing their mortgage to take advantage of lower interest rates, which can save them money over the life of their loan. Overall, a mortgage loan officer can provide invaluable assistance to residents of Plymouth, MI looking to buy or refinance a home.

Tax Services

Residents of Plymouth, MI can benefit greatly from the services of a tax advisor. One of the most common ways that a tax advisor can help is by providing guidance on how to navigate the complex tax laws and regulations that apply to the area. For example, many residents of Plymouth may be eligible for various tax credits and deductions that they are not aware of, such as the Michigan Homestead Property Tax Credit or the Michigan Education Savings Program. A tax advisor can help residents identify these opportunities and take advantage of them, potentially resulting in significant savings on their tax bills. Additionally, a tax advisor can assist with tax planning and preparation, ensuring that residents are fully compliant with all applicable tax laws and regulations and avoiding any potential penalties or fines. Overall, a tax advisor can be an invaluable resource for residents of Plymouth, MI who want to stay on top of their tax obligations and maximize their financial well-being.

Estate Planning Lawyer

Residents of Plymouth, 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 assisting with the creation of a will or trust. This is especially important in Plymouth, where many residents own businesses or have significant assets. A lawyer can ensure that these assets are properly distributed according to the individual's wishes and can also help minimize tax liabilities. Additionally, an estate planning lawyer can help with other important documents such as powers of attorney and healthcare directives, which can provide peace of mind for individuals and their families in the event of unexpected illness or incapacity. Overall, an estate planning lawyer can provide valuable guidance and support to residents of Plymouth, MI as they plan for their future and the future of their loved ones.

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FAQs About Personal Financial Advisors in Plymouth, MI