Best Financial Advisors in Leelanau County, MI

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List of Firms

Leelanau County, MI Fiduciary Financial Advisors

Edward Jones
SEC File# 801-3297
CRD# 250
Location 720 N St Joseph St J2, Unit 65, Suttons Bay, MI 49682, USA
Phone (231) 271-0098
Language https://www.edwardjones.com/us-en
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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Morgan Stanley Financial Advisors
Location 300 E Front St STE 300, Traverse City, MI 49684, USA
Phone (231) 941-7200
Language https://advisor.morganstanley.com/traverse-city-branch?y_source=1_MjM2MTg1MS03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
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Merrill Lynch Wealth Management Advisor Rick Simonton
Location 333 W Grandview Pkwy Suite 300, Traverse City, MI 49684, USA
Phone (231) 922-6825
Language https://fa.ml.com/michigan/traverse-city/theswhmgrouptc
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Pillar Financial Services LLC
Location 101 Dame St, Suttons Bay, MI 49682, USA
Phone (231) 271-1120
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Baird Fixed Income Capital Markets
Location 1001 Bay St, Traverse City, MI 49684, USA
Phone (231) 933-6050
Language http://www.rwbaird.com/fixed-income/?utm_source=google&utm_medium=local&utm_campaign=localmaps&utm_content=262
Directions
The Kildee Group - Ameriprise Financial Services, LLC
Location 13919 S W Bay Shore Dr Ste 105A, Traverse City, MI 49684, USA
Phone (231) 935-1457
Language https://www.ameripriseadvisors.com/team/the-kildee-group/?cid=IP_local_google
Directions
Hemming& Wealth Management
SEC File# 801-114962
CRD# 300918
5 out of 5
Location 600 E Front St #201, Traverse City, MI 49686, USA
Phone (231) 922-2900
Language http://www.hemmingwm.com/
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
Fifth Third Preferred - Kerr-Ann Dempster
5 out of 5
Location 120 N St Joseph St, Suttons Bay, MI 49682, USA
Phone (231) 271-2335
Language https://preferredspecialist.53.com/mi/suttons-bay/120-north-st--joseph.html
Directions
Merrill Lynch Wealth Management Advisor David Edward Greiner
Location 333 W Grandview Pkwy Suite 300, Traverse City, MI 49684, USA
Phone (231) 922-3324
Language https://fa.ml.com/michigan/traverse-city/david_greiner
Directions
Dawn Hemming Mba
Location 600 E Front St # 201, Traverse City, MI 49686, USA
Phone (231) 922-2900
Directions
Intentional Wealth Advisors
Location 4110 Copper Ridge Dr #235, Traverse City, MI 49684, USA
Phone (231) 933-0846
Language https://www.intentionaladvice.com/
Directions
High Tower Advisors
Location 10850 E Traverse Hwy # 3350, Traverse City, MI 49684, USA
Phone (231) 941-7130
Language https://www.hightoweradvisors.com/
Directions
Prout Financial Design
5 out of 5
Location 1040 E Front St, Traverse City, MI 49686, USA
Phone (231) 947-3992
Language http://www.proutfinancialdesign.com/
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Financial Advisors in Leelanau County, MI

Where Certified Financial Advisors in Leelanau County, MI Serve

Leelanau County, located in the northwest region of Michigan's Lower Peninsula, boasts a plethora of natural landmarks such as Sleeping Bear Dunes National Lakeshore, Glen Lake, and the Manitou Islands. The county's economy is driven by top employers such as Munson Healthcare, Leelanau Sands Casino, and Leelanau Wine Cellars. Major highways including M-22 and US-31 traverse the county, while charming streets like Front Street in Suttons Bay and Main Street in Leland offer quaint shopping and dining experiences. Neighborhoods range from the historic district of Fishtown in Leland to the luxury homes along the shores of Lake Michigan in Glen Arbor. With its stunning natural beauty and thriving economy, Leelanau County is a gem in the heart of the Great Lakes region.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Leelanau County, MI could benefit from the guidance of a financial advisor in several ways. One of the most common ways is by helping them plan for retirement. With a population that is aging faster than the state average, many residents of Leelanau County are looking for ways to ensure that they have enough money to retire comfortably. A financial advisor can help them create a retirement plan that takes into account their current financial situation, their goals for the future, and any potential challenges they may face. Additionally, a financial advisor can help residents of Leelanau County navigate the unique economic landscape of the region, which is heavily dependent on tourism and agriculture. By providing personalized advice and guidance, a financial advisor can help residents of Leelanau County achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Leelanau County, MI can benefit greatly from the services of an insurance broker. With its abundance of natural beauty and outdoor activities, Leelanau County is a popular destination for tourists and a sought-after location for residents. However, this also means that the risk of accidents and property damage is higher. An insurance broker can help residents of Leelanau County find the right insurance policies to protect their homes, cars, and other assets. They can also provide guidance on health insurance options and help individuals and families find affordable coverage. With the help of an insurance broker, residents of Leelanau County can have peace of mind knowing they are properly covered in the event of an unexpected event or emergency.

Retirement Planning

Residents of Leelanau County, MI can benefit greatly from the services of a retirement planner. With its beautiful natural scenery and abundant recreational opportunities, Leelanau County is a popular destination for retirees. A retirement planner can help residents of Leelanau County navigate the complex world of retirement planning, ensuring that they have a solid financial plan in place to support their retirement lifestyle. Specifically, a retirement planner can help residents of Leelanau County take advantage of the unique tax and investment opportunities available in the state of Michigan, such as the Michigan Pension Plus program. Additionally, a retirement planner can help residents of Leelanau County plan for potential long-term care needs, such as assisted living or nursing home care, which can be expensive in Michigan. By working with a retirement planner, residents of Leelanau County can feel confident that they are prepared for a secure and comfortable retirement.

Wealth Management

Residents of Leelanau County, MI could benefit greatly from the services of a wealth manager. With its picturesque landscapes and proximity to Lake Michigan, Leelanau County is a popular spot for retirees and second-home owners. A wealth manager can help these individuals navigate the complex world of retirement planning and investment management. Additionally, Leelanau County is known for its thriving agricultural industry, which presents unique challenges and opportunities for wealth management. A knowledgeable wealth manager can help farmers and other business owners in the area make informed decisions about their finances and investments. Whether it's planning for retirement, managing investments, or navigating the complexities of business ownership, a wealth manager can provide valuable guidance and support to residents of Leelanau County.

Mortgage Loan Officer

Residents of Leelanau County, MI can benefit from the expertise of a mortgage loan officer in a variety of ways. One specific aspect of Leelanau County that a loan officer can assist with is the unique housing market. With a high demand for vacation homes, waterfront properties, and historic homes, a loan officer can provide guidance on how to secure financing for these types of properties. Additionally, a loan officer can help residents navigate the process of obtaining a mortgage, including determining how much they can afford, finding the best interest rates, and understanding the various types of loans available. By working with a mortgage loan officer, residents of Leelanau County can feel confident in their ability to secure the financing they need to purchase their dream home.

Tax Services

Residents of Leelanau County, MI can benefit from the expertise of a tax advisor in a number of ways. Firstly, a tax advisor can help them navigate the complex tax laws and regulations specific to the county, ensuring they are fully compliant and avoiding any potential penalties. Additionally, they can assist residents in identifying tax deductions and credits that they may be eligible for, potentially saving them a significant amount of money. With the county's high property values and tourism industry, a tax advisor can also provide guidance on how to best manage and minimize taxes related to owning property or operating a business in the area. Overall, a tax advisor can be an invaluable resource for residents of Leelanau County, MI, helping them to make informed financial decisions and maximize their tax savings.

Estate Planning Lawyer

Residents of Leelanau County, MI could greatly benefit from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by drafting a will that outlines how a person's assets will be distributed after their passing. This is especially important in Leelanau County, where many residents own valuable property such as lakefront homes and vineyards. An estate planning lawyer can also assist with setting up trusts, which can help protect assets and minimize tax liabilities. Additionally, an estate planning lawyer can provide guidance on healthcare directives and powers of attorney, which can ensure that a person's wishes are respected in the event of incapacitation. Overall, an estate planning lawyer can help residents of Leelanau County ensure that their assets are protected and their wishes are carried out, providing peace of mind for themselves and their loved ones.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Leelanau County, MI

A financial advisor in Leelanau County, MI can provide a wide range of financial advising services to help clients achieve their financial goals. From retirement planning to investment management, a financial advisor can help clients navigate the complex world of finance with ease. One specific aspect unique to Leelanau County is the abundance of wineries and vineyards. A financial advisor can provide specialized knowledge on investing in the wine industry, including the risks and potential returns. Additionally, they can offer guidance on estate planning for those who own vineyards or wineries, ensuring a smooth transition of assets to future generations. With their expertise and tailored approach, a financial advisor in Leelanau County can help clients achieve financial success and security.

Leelanau County, MI is the ultimate destination for anyone seeking top-notch financial advising. This idyllic county boasts of a plethora of financial experts who are well-versed in the intricacies of the financial world. The county's thriving economy, coupled with its rich cultural heritage, makes it an ideal location for financial advising. The financial experts in Leelanau County have a deep understanding of the local economy, which allows them to provide tailored advice to their clients. Additionally, the county's breathtaking natural beauty provides a serene and conducive environment for clients to discuss their financial matters. Whether you need help with investment planning, retirement planning, or debt management, the financial advisors in Leelanau County have got you covered. Their expertise and professionalism are unparalleled, making Leelanau County the ultimate destination for financial advising.