Best Financial Advisors in Brighton, MI

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List of Firms

Brighton, MI Fiduciary Financial Advisors

Foguth Financial Group, LLC
SEC File# 801-112589
CRD# 292482
5 out of 5
Location 315 W North St Suite C, Brighton, MI 48116, USA
Phone (844) 436-4884
Directions
Bradford Financial Advisors, LLC.
5 out of 5
Location 134 W Main St #100, Brighton, MI 48116, USA
Phone (810) 225-6009
Directions
Financial Advisors in Brighton, MI

Where Certified Financial Advisors in Brighton, MI Serve

Brighton, MI is a vibrant city with a rich history and plenty of landmarks to explore. From the stunning Brighton Mill Pond to the iconic Brighton Clock Tower, there's something for everyone in this bustling metropolis. Top employers in the area include the Brighton Area Schools, St. Joseph Mercy Brighton, and the Brighton Ford dealership, all of which offer excellent career opportunities for locals. The city is also home to several major highways and streets, including I-96, US-23, and Grand River Avenue, making it easy to get around and explore all that the region has to offer. Finally, Brighton is comprised of several distinct neighborhoods, each with its own unique character and charm, including the upscale Pine Creek Ridge and the family-friendly Brighton Meadows. Whether you're a lifelong resident or a newcomer to the area, there's always something new to discover in Brighton, MI.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Brighton, MI could benefit from the expertise of a financial advisor in a variety of ways. For example, a financial advisor could help individuals create a personalized budget and savings plan that takes into account the unique cost of living in Brighton, MI. With its proximity to Ann Arbor and Detroit, Brighton, MI has a higher cost of living than some other cities in the state. A financial advisor could also provide guidance on investing for retirement, college savings, and other long-term financial goals. Additionally, a financial advisor could assist with estate planning and ensure that individuals have a comprehensive plan in place for their assets and beneficiaries. Overall, a financial advisor could help residents of Brighton, MI make informed decisions about their finances and achieve their financial goals.

Insurance Broker

Residents of Brighton, MI can benefit from the services of an insurance broker in many ways. One of the most common ways is by helping them find the right insurance coverage that meets their unique needs and budget. Brighton is a growing community with a diverse population, and each resident has different insurance needs. An insurance broker can help them navigate the complex insurance market and find the best policies for their specific circumstances. For example, a broker can help a young family find affordable health insurance, a homeowner find the right coverage for their property, or a business owner find comprehensive liability insurance. With an insurance broker's help, residents of Brighton can have peace of mind knowing they are protected from life's uncertainties.

Retirement Planning

Residents of Brighton, MI can benefit greatly from the services of a retirement planner. With a retirement planner, residents can receive personalized guidance on financial planning for their retirement. This includes advice on saving for retirement, investment strategies, and how to manage their finances during their retirement years. In Brighton, MI, many residents are nearing retirement age and may be unsure of how to best prepare for their future. A retirement planner can provide them with the tools and knowledge they need to make informed decisions about their finances and secure a comfortable retirement. Additionally, with the cost of living in Brighton being higher than the national average, a retirement planner can help residents navigate the unique financial challenges of living in this area.

Wealth Management

Residents of Brighton, MI can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by developing a comprehensive financial plan tailored to the unique needs of the individual or family. This can include strategies for retirement planning, investment management, tax planning, and estate planning. With Brighton being a popular suburb of Detroit, many residents may have higher than average incomes and assets, making the need for wealth management even more crucial. A wealth manager can provide guidance on how to maximize these assets and ensure they are being used in the most effective way possible. Additionally, with the growing population of retirees in Brighton, a wealth manager can help ensure that their retirement savings are being properly managed and that they are on track to meet their financial goals.

Mortgage Loan Officer

Residents of Brighton, MI can benefit from the assistance of a mortgage loan officer in a number of ways. One of the most common ways is by helping them navigate the complex process of obtaining a mortgage loan. This can be especially helpful in Brighton, MI, where the real estate market can be competitive and fast-paced. A mortgage loan officer can help residents understand their options, such as fixed-rate or adjustable-rate mortgages, and help them find a loan that fits their unique financial situation. Additionally, a loan officer can help residents with the paperwork and documentation required to apply for a mortgage, which can be a daunting task for many people. With the help of a mortgage loan officer, residents of Brighton, MI can feel more confident and informed as they make one of the biggest financial decisions of their lives.

Tax Services

Residents of Brighton, MI may benefit from the expertise of a tax advisor in a variety of ways. For instance, a tax advisor can help individuals navigate the complex tax laws and regulations that apply to them. In Brighton, MI, where there are many small businesses and self-employed individuals, a tax advisor can help these individuals understand their tax obligations and ensure that they are taking advantage of all available deductions and credits. Additionally, a tax advisor can help residents plan for their financial future by providing advice on retirement planning, estate planning, and other financial matters. Overall, a tax advisor can provide invaluable assistance to residents of Brighton, MI, helping them to make informed decisions that can positively impact their financial well-being.

Estate Planning Lawyer

Residents of Brighton, MI could benefit from the expertise of an estate planning lawyer in several ways. One of the most common ways is by helping them create a comprehensive estate plan that ensures their assets are distributed according to their wishes. This is especially important in Brighton, MI, where many residents are retirees and have accumulated significant assets over the years. An estate planning lawyer can also assist with setting up trusts, drafting wills, and establishing powers of attorney, which can provide peace of mind and protect loved ones in the event of incapacity or death. Additionally, an estate planning lawyer can help families navigate the complex probate process and minimize tax liabilities. Overall, working with an estate planning lawyer can provide residents of Brighton, MI with the tools they need to protect their assets and provide for their loved ones.

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