Retirement Planning in Auburn Hills, MI

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List of Firms

Top Retirement Planners in Auburn Hills, MI

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Merrill Lynch Wealth Management Advisor William Schmidt
Location 3030 Cross Creek Pkwy, Auburn Hills, MI 48326, USA
Phone (248) 475-1083
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RBC Wealth Management
Location 3254 University Dr, Auburn Hills, MI 48326, USA
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The Benefit Advantage, Inc
5 out of 5
Location 3497 Auburn Rd, Auburn Hills, MI 48326, USA
Phone (248) 299-4100
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Bastian Financial Tax Group
Location 2545 N Opdyke Rd Suite 103, Auburn Hills, MI 48326, USA
Phone (248) 977-4493
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Merrill Lynch Wealth Management Advisor Peter T Gibson
Location 3030 Cross Creek Pkwy, Auburn Hills, MI 48326, USA
Phone (248) 475-1013
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Merrill Lynch Wealth Management Advisor Sandra Herweyer
Location 3030 Cross Creek Pkwy, Auburn Hills, MI 48326, USA
Phone (248) 475-1008
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Lethemon Financial
Location 21 E Long Lake Rd #104, Bloomfield Hills, MI 48304, USA
Phone (248) 731-7829
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Mission Point Planning and Retirement
5 out of 5
Location 3250 W Big Beaver Rd #302, Troy, MI 48084, USA
Phone (248) 504-6015
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Blackheath Capital Management
5 out of 5
Location 1700 W Hamlin Rd Suite 100, Rochester Hills, MI 48309, USA
Phone (248) 650-8280
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Merrill Lynch Wealth Management Advisor Chris J Liparoto
Location 3030 Cross Creek Pkwy, Auburn Hills, MI 48326, USA
Phone (248) 475-1028
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Brian Probst - Raymond James
Location 691 N Squirrel Rd, Auburn Hills, MI 48326, USA
Phone (248) 373-2500
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Retirement Planning in Auburn Hills, MI

About Auburn Hills, MI for Those Planning to Retire

Nestled in the heart of Oakland County, Michigan lies the vibrant city of Auburn Hills. Known for its diverse range of landmarks and attractions, this bustling metropolis is home to some of the top employers in the state. With major highways and bustling streets, Auburn Hills is a hub of activity that never sleeps. From the bustling downtown area to the quiet neighborhoods that dot the landscape, there is something for everyone in this dynamic city. Whether you're looking for a night out on the town or a quiet place to call home, Auburn Hills has it all.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Auburn Hills, MI can benefit from a bank in several ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. With the economy of Auburn Hills being driven by technology and manufacturing, residents may require loans to start their businesses or invest in new technology. Additionally, banks can provide financial advice and education to help residents make informed decisions about their money. Another specific way that banks can help Auburn Hills residents is by offering online and mobile banking services. This is particularly beneficial for those who work in the automotive industry and may not have the time to visit a physical branch during regular business hours. Overall, banks play a crucial role in the financial well-being of Auburn Hills residents and can provide much-needed support in a rapidly growing economy.

Insurance Broker

Residents of Auburn Hills, MI can benefit from the expertise of an insurance broker in many ways. One specific example is the broker's ability to navigate the complex insurance landscape in Michigan, which can be particularly challenging due to the state's unique no-fault auto insurance laws. A broker can help residents find the right coverage for their vehicles and ensure they are getting the best rates possible. Additionally, a broker can assist residents in finding comprehensive health insurance plans that meet their individual needs and budget. With the help of an insurance broker, Auburn Hills residents can have peace of mind knowing they are adequately covered in the event of unexpected accidents or illnesses.

Wealth Management

Residents of Auburn Hills, MI can benefit from the expertise of a wealth manager in numerous ways. For instance, a wealth manager can help residents of Auburn Hills, MI to develop a comprehensive financial plan that aligns with their unique goals and objectives. This plan could include investment strategies, tax planning, and retirement planning, among other things. In addition, a wealth manager can help residents of Auburn Hills, MI to navigate complex financial situations, such as estate planning or business succession planning. Furthermore, given Auburn Hills, MI's proximity to Detroit and the automotive industry, a wealth manager can provide residents with specialized knowledge and guidance on how to invest in this sector. Overall, a wealth manager can help residents of Auburn Hills, MI to achieve financial security and peace of mind by providing tailored advice and support.

Financial Advisor

Residents of Auburn Hills, MI could benefit greatly from the expertise of a financial advisor. With the city being home to many large corporations, such as Fiat Chrysler Automobiles and BorgWarner, there is a significant population of high-earning individuals who may need guidance on managing their wealth. Additionally, with the cost of living in Oakland County being higher than the national average, a financial advisor could help residents develop a budget and savings plan that aligns with their long-term financial goals. Furthermore, with the current economic uncertainty caused by the COVID-19 pandemic, a financial advisor could help residents navigate the volatile market and make informed investment decisions. Overall, a financial advisor can provide invaluable support to Auburn Hills residents looking to secure their financial future.

Mortgage Loan Officer

Residents of Auburn Hills, MI can benefit from the expertise of a mortgage loan officer in several ways. With the city being home to several large corporations, including Fiat Chrysler Automobiles and BorgWarner, many residents may need assistance in securing a mortgage for a new home or refinancing an existing one. The loan officer can guide them through the process, explaining the intricacies of various mortgage options and helping them find the best rates and terms. Additionally, with Auburn Hills being located in Oakland County, which has one of the highest median home prices in Michigan, residents may need help navigating the competitive housing market and ensuring they are making a sound financial decision. The loan officer can provide valuable insights and advice to help residents make informed decisions and achieve their homeownership goals.

Tax Services

Residents of Auburn Hills, MI can benefit from a tax advisor in several ways. Firstly, with the city being home to numerous businesses, a tax advisor can assist business owners in navigating complex tax codes and regulations, ensuring compliance and minimizing tax liabilities. Additionally, residents who own rental properties can receive guidance on tax deductions and credits available to them. Furthermore, with Auburn Hills being a hub for automotive research and development, a tax advisor can help individuals in this industry take advantage of tax incentives and credits specific to the industry. Overall, a tax advisor can provide invaluable assistance to Auburn Hills residents in maximizing their tax benefits and minimizing their tax burden.

Estate Planning Lawyer

Residents of Auburn Hills, MI can benefit from the services of an estate planning lawyer in a multitude of ways. With its diverse population and thriving business community, Auburn Hills presents unique challenges and opportunities for estate planning. An experienced estate planning lawyer can help residents navigate the complexities of Michigan's probate laws, ensuring that their assets are distributed according to their wishes. Additionally, an estate planning lawyer can assist in the creation of trusts, wills, and other legal documents that can provide for loved ones and protect assets from creditors or lawsuits. With the city's proximity to major highways and international airports, residents may also benefit from specialized estate planning strategies that address cross-border issues or international tax considerations. Overall, an estate planning lawyer can help Auburn Hills residents achieve peace of mind, knowing that their affairs are in order and their loved ones are taken care of.

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