Best Financial Advisors in Okemos, MI

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Okemos, MI Fiduciary Financial Advisors

SEC File# 801-110898
CRD# 289054
5 out of 5
Location 2270 Jolly Oak Rd STE 2, Okemos, MI 48864, USA
Phone (517) 347-4337
Directions
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Nelson, Kellmann & Associates - Ameriprise Financial Services, LLC
Location 2182 Commons Pkwy, Okemos, MI 48864, USA
Phone (517) 349-2880
Directions
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Todd Stump - Private Wealth Advisor, Ameriprise Financial Services, LLC
4 out of 5
Location 2549 Jolly Rd Ste 300, Okemos, MI 48864, USA
Phone (517) 381-2332
Directions
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TIAA Financial Services
4 out of 5
Location 4660 Hagadorn Rd Suite 130, East Lansing, MI 48823, USA
Phone (866) 842-2825
Directions
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Stephanie Milosavlevski - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 2139 Commons Pkwy Ste B, Okemos, MI 48864, USA
Phone (517) 253-8563
Directions
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First Command Financial Advisor - Hunter Feraco
Location 2205 Jolly Rd Ste E2, Okemos, MI 48864, USA
Phone (517) 336-8772
Directions
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Kyle Weitekamp - TIAA Wealth Management Advisor
Location 4660 Hagadorn Rd Suite 130, East Lansing, MI 48823, USA
Phone (866) 842-2825
Directions
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Equanimity Wealth Management
5 out of 5
Location 4650 Moore St, Okemos, MI 48864, USA
Phone (517) 324-1266
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Putman Daniel L
Location 2277 Science Pkwy # 7, Okemos, MI 48864, USA
Phone (517) 349-0235
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Lifetime Plus Inc
Location 3976 W Sunwind Dr, Okemos, MI 48864, USA
Phone (517) 333-1863
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Ryzome Investment Advisors
Location 4121 Okemos Rd #24, Okemos, MI 48864, USA
Phone (517) 347-2210
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Kylee Mohammed - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2139 Commons Pkwy Ste B, Okemos, MI 48864, USA
Phone (517) 253-8563
Directions
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Common Wealth
Location 3450 Alaiedon Pkwy, Okemos, MI 48864, USA
Phone (517) 347-8800
Directions
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Northwestern Mutual
SEC File# 801-8095
CRD# 2881
Location 2947 Eyde Pkwy #210, East Lansing, MI 48823, USA
Phone (517) 940-4455
Directions
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Patrick Anderson - Financial Advisor, Ameriprise Financial Services, LLC
Location 2549 Jolly Rd Ste 300, Okemos, MI 48864, USA
Phone (517) 381-2332
Directions
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Credent Wealth Management
SEC File# 801-112742
CRD# 292627
4 out of 5
Location 2147 Commons Pkwy suite b, Okemos, MI 48864, USA
Phone (269) 532-1901
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Kelli Fenstemaker - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 2182 Commons Pkwy, Okemos, MI 48864, USA
Phone (517) 349-2880
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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American Retirement Solutions
Location 2109 Hamilton Rd, Okemos, MI 48864, USA
Phone (517) 381-5001
Directions
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First Command Financial Planning
Location 2962 Briarcliff St, East Lansing, MI 48823, USA
Phone (517) 336-8772
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Capitol Financial Group Inc
Location 2277 Science Pkwy # 4, Okemos, MI 48864, USA
Phone (517) 381-5577
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Hantz Financial Services
Location 4572 Hagadorn Rd, East Lansing, MI 48823, USA
Phone (517) 319-9330
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Fifth Third Preferred - Michael Comer
Location 4815 Okemos Rd, Okemos, MI 48864, USA
Phone (517) 669-2783
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Brunner & Van Gorder Financial
Location 2277 Science Pkwy Suite 4, Okemos, MI 48864, USA
Phone (517) 999-0153
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Wealth Advisors of the Great Lakes
5 out of 5
Location 2163 University Park Dr Suite 110, Okemos, MI 48864, USA
Phone (517) 256-4496
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Nordberg Wealth Management
Location 2175 Jolly Rd, Okemos, MI 48864, USA
Phone (517) 349-9111
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Edward Jones - Financial Advisor: Jenny Schlagel
Location 1660 Haslett Rd Suite 2, Haslett, MI 48840, USA
Phone (517) 339-7988
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Scott Heise - TIAA Senior Wealth Management Advisor
Location 4660 Hagadorn Rd Suite 130, East Lansing, MI 48823, USA
Phone (866) 842-2825
Directions
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Financial Technology Inc
3 out of 5
Location 333 Albert St Suite 400, East Lansing, MI 48823, USA
Phone (517) 351-8600
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First Command
Location 2205 Jolly Rd Ste E2, Okemos, MI 48864, USA
Phone (517) 336-8772
Directions
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Integrity Financial Group, LLC - Okemos
Location 4295 Okemos Rd Suite 175, Okemos, MI 48864, USA
Phone (517) 977-4852
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Edward Jones - Financial Advisor: Brian G Dale, AAMS™
Location 4265 Okemos Rd Suite D, Okemos, MI 48864, USA
Phone (517) 349-4681
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Stifel
Location 3590 Okemos Rd, Okemos, MI 48864, USA
Phone (517) 333-3576
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MAC Advisors - M Aric Carpenter
Location 2140 University Park Dr Suite 250, Okemos, MI 48864, USA
Phone (517) 318-6059
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Capital Retirement Advisers, LLC
Location 4277 Okemos Rd #200a, Okemos, MI 48864, USA
Phone (517) 708-8988
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Hantz Financial Services - Okemos, Michigan
SEC File# 801-106859
CRD# 46047
5 out of 5
Location 3450 Alaiedon Pkwy, Okemos, MI 48864, USA
Phone (517) 381-2381
Directions
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J F Shapow Financial Services
Location 2140 University Park Dr # 250, Okemos, MI 48864, USA
Phone (517) 347-7573
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Courtney Robert J
Location 2378 Woodlake Dr # 200, Okemos, MI 48864, USA
Phone (517) 347-4646
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LifePlan Advisory Services, LLC
Location 2190 Commons Pkwy, Okemos, MI 48864, USA
Phone (517) 323-7526
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Diversified Portfolio Wealth Management
Location 2339 Jolly Rd, Okemos, MI 48864, USA
Phone (517) 381-9881
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Carter Mark E
SEC File# 801-110898
CRD# 289054
Location Okemos, MI 48864, USA
Phone (517) 347-4337
Directions
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Mattson Financial
Location 2295 Sower Blvd, Okemos, MI 48864, USA
Phone (800) 536-8907
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Park Lake Advisors
Location 2109 Hamilton Rd Suite 130A, Okemos, MI 48864, USA
Phone (517) 887-9905
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Family Life Financial Services
Location 4121 Okemos Rd # 12, Okemos, MI 48864, USA
Phone (517) 381-3440
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Schnepp Retirement Plannning
Location 2175 Association Dr Ste. 270, Okemos, MI 48864, USA
Phone (517) 301-3380
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Jeffrey West
Location 2378 Woodlake Dr # 200, Okemos, MI 48864, USA
Phone (517) 347-4646
Directions
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Century Business Brokers
Location 3716 Fairhills Dr, Okemos, MI 48864, USA
Phone (517) 349-1955
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John VanderSloot - TIAA Wealth Management Advisor
Location 4660 Hagadorn Rd Suite 130, East Lansing, MI 48823, USA
Phone (866) 842-2825
Directions
Financial Advisors in Okemos, MI

Where Certified Financial Advisors in Okemos, MI Serve

Nestled in the heart of Michigan, Okemos is a vibrant and dynamic community that boasts a rich history and a diverse population. From its stunning natural beauty to its world-class amenities, this town has something for everyone. The landmarks in Okemos are a testament to its rich history and cultural heritage. The Meridian Historical Village is a must-see attraction that showcases the town's past, while the Harris Nature Center offers a glimpse into the area's natural beauty. The Okemos Public Library is also a popular spot for residents and visitors alike. Top employers in Okemos include Michigan State University, the State of Michigan, and the Ingham County Medical Care Facility. These institutions provide a wealth of job opportunities for residents and contribute to the town's economic growth. Major highways and streets in Okemos include I-96, I-69, and US-127, making it easy to get around and explore the surrounding areas.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Okemos, MI can benefit from the guidance of a financial advisor in a number of ways. For example, a financial advisor can help them create a budget that fits their lifestyle and goals, which is especially important in a town where the cost of living is higher than the national average. Additionally, a financial advisor can help residents plan for their future by creating a retirement savings plan or helping them invest in the local real estate market. With the help of a financial advisor, residents of Okemos can feel more confident about their financial future and make informed decisions about their money.

Insurance Broker

Residents of Okemos, MI can benefit greatly from the services of an insurance broker. With the unpredictable weather patterns in the area, it's important to have the right coverage for potential damages caused by storms or floods. An insurance broker can help residents find the right policy that fits their needs and budget. Additionally, with Michigan's no-fault car insurance laws, it can be confusing to navigate the different options available. An insurance broker can provide guidance and help residents find the best coverage for their vehicles. Overall, an insurance broker can save residents time and money by finding the right insurance policies for their unique situations.

Retirement Planning

Residents of Okemos, MI can benefit greatly from the expertise of a retirement planner. With its proximity to Michigan State University, Okemos is home to many academics and professionals who require a personalized approach to retirement planning. A retirement planner can help residents navigate the complexities of Social Security, Medicare, and other retirement benefits, as well as provide guidance on investment strategies and tax planning. Additionally, with the high cost of living in the area, a retirement planner can help residents create a sustainable retirement income that will allow them to maintain their lifestyle in Okemos. Whether it's developing a comprehensive retirement plan or simply providing guidance on specific financial issues, a retirement planner can be an invaluable resource for residents of Okemos, MI.

Wealth Management

Residents of Okemos, MI could benefit greatly from the expertise of a wealth manager. One way a wealth manager could help is by providing guidance on retirement planning. With a significant portion of Okemos residents being over the age of 55, retirement planning is a crucial aspect of financial management. A wealth manager can help residents understand their options for retirement accounts, such as IRAs or 401(k)s, and develop a personalized plan for saving and investing. Additionally, a wealth manager can provide advice on managing and minimizing taxes, which is especially important in Michigan where state income tax rates can be high. Overall, a wealth manager can help residents of Okemos achieve their financial goals and secure their futures.

Mortgage Loan Officer

Residents of Okemos, MI can benefit from the expertise of a mortgage loan officer in several ways. For instance, Okemos is a growing community with a diverse population, and a mortgage loan officer can help residents navigate the complexities of the home buying process. They can provide valuable advice on the best mortgage options available, including interest rates, down payments, and closing costs. Additionally, they can help residents understand the local housing market and identify properties that fit their budget and lifestyle. With the help of a mortgage loan officer, residents of Okemos can achieve their dream of owning a home and building equity in a community they love.

Tax Services

Residents of Okemos, MI can benefit greatly from the expertise of a tax advisor. With the unique tax laws and regulations in Michigan, a tax advisor can provide valuable guidance on how to minimize tax liabilities and maximize deductions. For example, Okemos is home to many small business owners who may not be aware of the tax breaks available to them. A tax advisor can help these entrepreneurs navigate the complex tax code and ensure they are taking advantage of all available deductions. Additionally, Okemos has a large population of retirees who may have questions about tax implications on their retirement income. A tax advisor can provide clarity and help these individuals make informed decisions about their finances. Overall, a tax advisor can provide personalized advice to Okemos residents on how to optimize their tax situation and achieve financial success.

Estate Planning Lawyer

Residents of Okemos, MI can benefit from the services of an estate planning lawyer in many ways. For starters, an estate planning lawyer can help them create a comprehensive plan for their assets and property after they pass away. This can include drafting a will, setting up trusts, and naming beneficiaries. Additionally, an estate planning lawyer can provide guidance on how to minimize taxes and protect assets from creditors. One specific aspect of Okemos, MI that an estate planning lawyer can assist with is the state's inheritance tax laws. Michigan is one of only six states that still has an inheritance tax, and an estate planning lawyer can help residents navigate this complex system to ensure that their loved ones receive the maximum benefit from their estate. Overall, working with an estate planning lawyer can provide peace of mind and ensure that one's wishes are carried out after they pass away.

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FAQs About Personal Financial Advisors in Okemos, MI