Best Financial Advisors in Trenton, MI

We did the hard work of finding trustworthy partners in Trenton, MI. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Trenton, MI Fiduciary Financial Advisors

generic_business-71
Trenton Asscociates - Thrivent Financial
Location 2615 W Jefferson, Trenton, MI 48183, USA
Phone (734) 672-4027
Directions
generic_business-71
JFR Financial Services Inc
5 out of 5
Location 3133 Van Horn Rd, Trenton, MI 48183, USA
Phone (734) 692-1421
Directions
generic_business-71
MFG Capital Inc.
Location 1861 S Trenton Dr APT 101, Trenton, MI 48183, USA
Phone (734) 720-1391
Directions
Financial Advisors in Trenton, MI

Where Certified Financial Advisors in Trenton, MI Serve

Trenton, MI is a quaint city nestled in the Downriver area of Southeast Michigan. Its charming downtown is home to landmarks such as the Trenton Village Theatre, the Trenton Veterans Memorial Library, and the Elizabeth Park Marina. The city is also known for its top employers such as Chrysler, Solutia, and the Trenton Public Schools. Major highways such as I-75 and I-94 provide easy access to the city, while major streets such as West Road and Fort Street are lined with local businesses and restaurants. Trenton is made up of several neighborhoods, including the Island, the Woods, and the Heights, each with its own unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Trenton, MI could benefit greatly from the guidance of a financial advisor. With a population of just over 18,000, Trenton is a small but thriving city that is home to many hardworking individuals and families. A financial advisor can help these residents in a number of ways, such as creating a personalized budget, setting financial goals, and investing wisely for the future. Additionally, Trenton is located in Wayne County, which has a higher than average poverty rate compared to other counties in Michigan. A financial advisor can provide valuable resources and advice to those in Trenton who may be struggling financially and need assistance in managing their finances effectively. Overall, a financial advisor can be an invaluable asset to the residents of Trenton, helping them to achieve financial stability and security.

Insurance Broker

Residents of Trenton, MI can benefit greatly from the services of an insurance broker. With the town being situated along the Detroit River, many residents may be concerned about flood insurance and the potential damage it could cause to their homes. An insurance broker can help residents navigate the complex world of flood insurance and ensure that they are properly covered in the event of a disaster. Additionally, an insurance broker can assist residents in finding affordable health insurance options, which is especially important in a town where many individuals work in manufacturing and may not have access to employer-sponsored health plans. Overall, an insurance broker can provide peace of mind and financial security to the residents of Trenton, MI.

Retirement Planning

Residents of Trenton, MI could benefit greatly from the services of a retirement planner. With the city's median age being 45.6 years, many individuals are likely starting to think about their retirement and how to best prepare for it. A retirement planner can help these residents by offering guidance on how to save and invest their money, as well as creating a personalized plan for retirement. Additionally, Trenton, MI is home to many retirees who may need assistance with managing their retirement income and ensuring that their savings last throughout their retirement years. A retirement planner can help these individuals by creating a budget and investment plan that will allow them to live comfortably in their retirement. By working with a retirement planner, residents of Trenton, MI can feel more confident in their financial future and enjoy their retirement years without financial stress.

Wealth Management

Residents of Trenton, MI can benefit from a wealth manager in a variety of ways. One of the most common ways is through retirement planning. With an aging population in Trenton, many residents are looking to secure their financial future for retirement. A wealth manager can help them create a personalized plan that takes into account their current financial situation, future goals, and risk tolerance. Additionally, a wealth manager can provide guidance on investment options and strategies that align with their retirement goals. With the help of a wealth manager, residents of Trenton can feel confident that they are on track to achieving a comfortable retirement.

Mortgage Loan Officer

Residents of Trenton, MI could benefit greatly from the services of a mortgage loan officer for a variety of reasons. One of the most common ways a loan officer can help residents is by assisting them in securing a mortgage to purchase a home in Trenton. With a median home value of $166,000, many residents may need financial assistance to make their dream of homeownership a reality. A loan officer can guide residents through the mortgage process, helping them understand their options and securing the best possible rates and terms. Additionally, a loan officer can help residents refinance their existing mortgages, allowing them to take advantage of lower interest rates or change the terms of their loan to better suit their financial needs. Overall, the expertise and guidance of a mortgage loan officer can be invaluable to residents of Trenton, MI looking to navigate the complex world of home financing.

Tax Services

Residents of Trenton, MI can benefit greatly from the advice and guidance of a tax advisor. One of the most common ways that a tax advisor can help is by ensuring that residents are taking advantage of all available tax deductions and credits. For example, many Trenton residents may not be aware of the Michigan Homestead Property Tax Credit, which can provide significant savings on property taxes. A tax advisor can also assist with tax planning, helping residents to minimize their tax liability and avoid costly mistakes. With the help of a knowledgeable tax advisor, Trenton residents can feel confident that they are making the most of their tax situation and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Trenton, MI can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help Trenton residents is by creating a comprehensive estate plan. This includes drafting a will, establishing trusts, and designating beneficiaries. With an estate plan in place, Trenton residents can ensure that their assets are distributed according to their wishes and that their loved ones are taken care of after they pass away. Additionally, an estate planning lawyer can help minimize estate taxes and avoid probate, which can save time and money for the beneficiaries. With its close-knit community and strong family values, Trenton is a place where people prioritize taking care of their loved ones. An estate planning lawyer can help Trenton residents achieve this goal and provide peace of mind for themselves and their families.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Trenton, MI