Best Financial Advisors in St. Clair Shores, MI

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St. Clair Shores, MI Fiduciary Financial Advisors

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Patrick Klenner - Thrivent
Location 22725 Greater Mack Ave STE 206, St Clair Shores, MI 48080, USA
Phone (586) 773-7596
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Erika Fitzhugh - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 200 Maple Park Blvd Ste 206, St Clair Shores, MI 48081, USA
Phone (586) 778-2600
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
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R J Sutts & Co
Location 24020 Violet Ln, St Clair Shores, MI 48082, USA
Phone (586) 296-3752
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Cavanaugh Financial Planning
Location 29152 Jefferson Ct, St Clair Shores, MI 48081, USA
Phone (586) 294-6885
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Kalich Financial Services Inc
Location 21924 Sunnyside St, St Clair Shores, MI 48080, USA
Phone (586) 775-1239
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Joseph N Trocchio & Co
Location 27735 Jefferson Ave, St Clair Shores, MI 48081, USA
Phone (586) 777-9525
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Jeff Brayton - Raymond James
SEC File# 801-114302
CRD# 299129
Location 23201 Jefferson Ave, St Clair Shores, MI 48080, USA
Phone (586) 498-0788
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Michele Nehls
Location 21800 Greater Mack Ave, St Clair Shores, MI 48080, USA
Phone (586) 948-3257
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SRH Investments
Location 20200 Stephens St, St Clair Shores, MI 48080, USA
Phone (586) 944-2216
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LPL Financial
SEC File# 801-10970
CRD# 6413
5 out of 5
Location 24220 Jefferson Ave # A, St Clair Shores, MI 48080, USA
Phone (586) 771-8131
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
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Raymond James Financial Services
Location 27735 Jefferson Ave, St Clair Shores, MI 48081, USA
Phone (586) 777-9525
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Homecomings Financial-Hope
Location 24516 Harper Ave, St Clair Shores, MI 48080, USA
Phone (586) 443-4450
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Bowman Asset Management Inc
Location 25801 Harper Ave Suite 3, St Clair Shores, MI 48081, USA
Phone (313) 343-0800
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True North Financial Services
Location 100 Maple Park Blvd #120, St Clair Shores, MI 48081, USA
Phone (877) 445-1776
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Advantage Wealth Benefit and Retirement Services LLC
5 out of 5
Location 27739 Jefferson Ave Suite #103, St Clair Shores, MI 48081, USA
Phone (800) 388-5013
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 28501 Little Mack Ave, St Clair Shores, MI 48081, USA
Phone (586) 774-1880
Directions
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Edward Jones - Financial Advisor: Michael Pominville
SEC File# 801-3297
CRD# 250
Location 28501 Little Mack Ave, St Clair Shores, MI 48081, USA
Phone (586) 774-1880
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 23780 Harper Ave Suite A, St Clair Shores, MI 48080, USA
Phone (586) 204-2792
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Lakeshore Financial Planning
SEC File# 801-114302
CRD# 299129
5 out of 5
Location 23201 Jefferson Ave, St Clair Shores, MI 48080, USA
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 27815 Harper Ave, St Clair Shores, MI 48081, USA
Phone (586) 778-6593
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GHD Financial Advisory Services
SEC File# 801-61089
CRD# 117756
Location 21420 Greater Mack Ave, St Clair Shores, MI 48080, USA
Phone (586) 771-2000
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Financial Advisors in St. Clair Shores, MI

Where Certified Financial Advisors in St. Clair Shores, MI Serve

St. Clair Shores, MI is a vibrant city located in Macomb County, Michigan, with a rich history and a variety of landmarks that make it a great place to live, work, and play. From the beautiful Lake St. Clair to the iconic Jefferson Beach Marina, St. Clair Shores has something for everyone. The city is home to several top employers, including the St. John Providence Health System, the Lakeview Public Schools, and the City of St. Clair Shores itself. These employers offer a wide range of job opportunities for residents and contribute to the city's thriving economy. St. Clair Shores is also well-connected to major highways and streets, making it easy to get around and explore the surrounding areas. Some of the major highways that run through St. Clair Shores include I-94 and I-696, while major streets like Harper Avenue and Jefferson Avenue provide easy access to local businesses and attractions.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of St. Clair Shores, MI can greatly benefit from the services of a financial advisor. With a population of over 59,000 people, many individuals and families in this community are likely looking for guidance on how to manage their finances effectively. A financial advisor can help residents in St. Clair Shores create a budget, plan for retirement, invest in the stock market, and manage debt. Additionally, given the proximity of St. Clair Shores to Lake St. Clair, a financial advisor can assist residents in planning for the unique financial challenges that come with owning a boat or waterfront property. With the help of a financial advisor, residents of St. Clair Shores can feel more confident in their financial decisions and work towards achieving their long-term financial goals.

Insurance Broker

Residents of St. Clair Shores, MI can benefit greatly from the services of an insurance broker. For starters, an insurance broker can help residents find the best insurance policies for their needs and budget. This is especially important in St. Clair Shores, where the weather can be unpredictable and residents need to be prepared for any eventuality. Additionally, an insurance broker can help residents navigate the complex world of insurance claims and ensure that they receive the compensation they deserve in the event of an accident or other unforeseen circumstance. Overall, an insurance broker can provide invaluable assistance to residents of St. Clair Shores, helping them to protect themselves and their families from the unexpected.

Retirement Planning

Residents of St. Clair Shores, MI can greatly benefit from the assistance of a retirement planner. A retirement planner can help individuals create a customized retirement plan that takes into account their unique financial situation and goals. This can include creating a budget, maximizing retirement savings, and developing a plan for long-term care. In St. Clair Shores specifically, a retirement planner can also help residents navigate the complex tax laws of Michigan, which can have a significant impact on retirement savings. Additionally, a retirement planner can provide peace of mind by helping residents plan for unexpected events such as medical emergencies or changes in income. Overall, working with a retirement planner can help residents of St. Clair Shores achieve a more secure and comfortable retirement.

Wealth Management

Residents of St. Clair Shores, MI could be greatly helped by a wealth manager in a variety of ways. For example, a wealth manager could assist with retirement planning, investment management, and tax planning. In a city like St. Clair Shores, where many residents work in the automotive industry, a wealth manager could also provide guidance on managing stock options and other forms of compensation. Additionally, St. Clair Shores is located near the Great Lakes, which could present unique opportunities for investment in the shipping and tourism industries. A wealth manager could help residents navigate these opportunities and make informed decisions about their financial future. Overall, a wealth manager could provide valuable support and expertise to residents of St. Clair Shores, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of St. Clair Shores, MI can benefit greatly from the services of a mortgage loan officer. One of the most common ways that a mortgage loan officer can help is by assisting residents in securing a mortgage to purchase a home. With the help of a loan officer, residents can navigate the complex process of applying for and obtaining a mortgage, which can be particularly challenging in the current economic climate. Additionally, St. Clair Shores is a city with a large number of older homes, many of which require significant repairs or renovations. A mortgage loan officer can also help residents secure financing for these projects, which can be a great way to increase the value of their homes and improve their quality of life. Overall, a mortgage loan officer can be an invaluable resource for residents of St. Clair Shores who are looking to purchase a home or make improvements to their current residence.

Tax Services

Residents of St. Clair Shores, MI could greatly benefit from the guidance of a tax advisor. With the recent economic growth in the area, many individuals may be experiencing changes in their financial situations. A tax advisor can help residents navigate these changes and ensure they are taking advantage of all available tax deductions and credits. Additionally, St. Clair Shores is known for its high property taxes, and a tax advisor can assist homeowners in finding ways to reduce their property tax burden. Overall, a tax advisor can provide valuable insights and guidance to residents of St. Clair Shores, MI to help them make informed financial decisions and maximize their tax savings.

Estate Planning Lawyer

Residents of St. Clair Shores, MI can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can assist residents is by helping them create a will or trust to ensure their assets are distributed according to their wishes after they pass away. Additionally, residents can receive guidance on how to minimize estate taxes and avoid probate. With St. Clair Shores being a popular retirement community, an estate planning lawyer can also assist with planning for long-term care and Medicaid eligibility. Overall, an estate planning lawyer can provide peace of mind and security for residents of St. Clair Shores, MI.

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