Best Financial Advisors in Marquette, MI

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List of Firms

Marquette, MI Fiduciary Financial Advisors

SEC File# 801-69815
CRD# 149018
Location 220 W Washington St #300, Marquette, MI 49855, USA
Phone (906) 226-2977
Directions
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Voya Financial Advisors, Inc.
SEC File# 801-46585
CRD# 2882
Location 811 Pine St, Marquette, MI 49855, USA
Phone (906) 869-2097
Directions
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Edward Jones - Financial Advisor: Thomas D McFadden
5 out of 5
Location 780 Commerce Dr Suite B, Marquette, MI 49855, USA
Phone (906) 273-0556
Directions
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Billie Paveglio - Financial Advisor, Ameriprise Financial Services, LLC
Location 2400 US Hwy 41 W, Marquette, MI 49855, USA
Phone (906) 228-9191
Directions
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Embers Credit Union
4 out of 5
Location 1001 W Baraga Ave, Marquette, MI 49855, USA
Phone (906) 228-7080
Directions
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Doing Business Associates
Location 1224 Division St, Marquette, MI 49855, USA
Phone (906) 228-3372
Directions
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Edward Jones - Financial Advisor: Paul D Heinonen
Location 400 US Hwy 41 Ste 104B, Negaunee, MI 49866, USA
Phone (906) 475-5024
Directions
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Flourish Financial Partners - Ameriprise Financial Services, LLC
Location 1901 W Ridge St Ste 5, Marquette, MI 49855, USA
Phone (906) 226-7526
Directions
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Superior Wealth Management
Location 220 W Washington St # 430, Marquette, MI 49855, USA
Phone (906) 273-1855
Directions
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Hinterland Advisors - Ameriprise Financial Services, LLC
Location 2400 US Hwy 41 W, Marquette, MI 49855, USA
Phone (906) 228-9191
Directions
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Bartkowiak Accounting-Tax Services
5 out of 5
Location 710 Chippewa Square # 105, Marquette, MI 49855, USA
Phone (906) 228-8080
Directions
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financial advisors in marquette mi
Location 101 S Front St, Marquette, MI 49855, USA
Phone (906) 226-4562
Directions
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Wealth Strategy Group
Location 148 W Washington St Suite B, Marquette, MI 49855, USA
Phone (906) 228-3696
Directions
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First Service Bank Card
Location 1313 S Front St # A, Marquette, MI 49855, USA
Phone (906) 228-3829
Directions
Financial Advisors in Marquette, MI

Where Certified Financial Advisors in Marquette, MI Serve

Marquette, MI is a vibrant city located in the Upper Peninsula of Michigan. It is home to several landmarks, including the Marquette Harbor Lighthouse, Presque Isle Park, and the Northern Michigan University campus. The city is also known for its bustling downtown area, which features a variety of shops, restaurants, and entertainment venues. The top employers in Marquette include the Marquette General Hospital, Northern Michigan University, and the Marquette Area Public Schools. The city is also home to a number of small businesses and startups, which contribute to its vibrant economy. Major highways and streets in Marquette include US-41, M-28, and County Road 550. These roads provide easy access to nearby cities and attractions, including Lake Superior, Pictured Rocks National Lakeshore, and the Keweenaw Peninsula. Marquette is divided into several neighborhoods, each with its own unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Marquette, MI can benefit from the guidance and expertise of a financial advisor in several ways. For starters, a financial advisor can help them create a personalized financial plan that aligns with their goals and objectives. In a city like Marquette, where the cost of living is relatively high compared to other areas in Michigan, a financial advisor can help residents manage their expenses and budget effectively. Additionally, a financial advisor can help residents invest their money wisely, whether it's in the stock market, real estate, or other investment vehicles. With the help of a financial advisor, residents can make informed decisions about their finances and achieve their long-term financial goals.

Insurance Broker

Residents of Marquette, MI can benefit greatly from the expertise of an insurance broker. With harsh winters and a high risk of flooding in certain areas, it's important for residents to have the right insurance coverage to protect their homes and belongings. An insurance broker can help residents navigate the complexities of insurance policies and find the best coverage options for their specific needs. Additionally, with a large population of retirees in Marquette, an insurance broker can assist in finding affordable and comprehensive health insurance plans. Overall, an insurance broker can provide peace of mind and financial security for residents of Marquette, MI.

Retirement Planning

Residents of Marquette, MI could greatly benefit from the services of a retirement planner. With a population of just over 20,000 people, Marquette is a small town with a strong community feel. Many residents have spent their entire lives in the area, and as they approach retirement age, they may be unsure of how to plan for their financial future. A retirement planner can help these individuals navigate the complex world of retirement savings, investment strategies, and estate planning. They can provide guidance on how to maximize Social Security benefits, create a budget for retirement expenses, and ensure that their assets are protected for future generations. With the help of a retirement planner, residents of Marquette can rest assured that they are making the best possible decisions for their financial future.

Wealth Management

Residents of Marquette, MI can benefit from the expertise of a wealth manager in a variety of ways. One specific issue that many Marquette residents face is the seasonal nature of the local economy. With tourism being a major source of income, there can be significant fluctuations in income throughout the year. A wealth manager can help residents navigate these fluctuations by creating a customized financial plan that takes into account their unique circumstances. This might include strategies for managing cash flow during slower months, as well as investment recommendations to help grow wealth over the long term. In addition, a wealth manager can provide guidance on retirement planning, tax strategies, and estate planning, helping residents to achieve their financial goals and secure their financial futures.

Mortgage Loan Officer

Residents of Marquette, MI can benefit greatly from the expertise of a mortgage loan officer. With the unique housing market in Marquette, which is heavily influenced by the university and seasonal tourism, a mortgage loan officer can provide valuable insight into the best loan options for buying or refinancing a home. Additionally, they can assist in navigating the local real estate market and connecting residents with trusted real estate agents. For those looking to invest in rental properties in Marquette, a mortgage loan officer can provide guidance on financing options and help secure the best rates. Overall, a mortgage loan officer can be an invaluable resource for residents of Marquette, MI looking to make one of the biggest financial decisions of their lives.

Tax Services

Residents of Marquette, MI can benefit greatly from the expertise of a tax advisor. With the city's thriving tourism industry, many residents may have income from short-term rentals or other tourism-related businesses, which can complicate their tax situation. A tax advisor can help them navigate the complex tax laws and regulations surrounding these types of income. Additionally, Marquette residents may be eligible for various tax credits and deductions related to their home ownership, such as the Homestead Property Tax Credit or the Michigan Home Heating Credit. A tax advisor can help residents understand and take advantage of these opportunities to reduce their tax burden and maximize their refunds. Overall, working with a tax advisor can provide peace of mind and financial security for Marquette residents, ensuring that they are making the most of their hard-earned money.

Estate Planning Lawyer

Residents of Marquette, MI can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help residents of Marquette is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Marquette, where harsh winter weather can increase the risk of accidents and unexpected deaths. An estate planning lawyer can also help residents of Marquette with other important tasks, such as creating a durable power of attorney, establishing a trust, and minimizing estate taxes. By working with an estate planning lawyer, residents of Marquette can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of in the event of their passing.

Marquette, MI Financial Resources

Marquette, MI Chamber of Commerce

https://marquette.org/michigan-chamber-of-commerce/

Marquette, MI City Hall

https://www.marquettemi.gov/

Marquette, MI Public Library

https://pwpl.info/

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