Best Financial Advisors in Saginaw County, MI

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List of Firms

Saginaw County, MI Fiduciary Financial Advisors

SEC File# 801-22431
CRD# 105337
1 out of 5
Location 100 Harrow Ln, Saginaw, MI 48638, USA
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
SEC File# 801-69815
CRD# 149018
Location 5300 Gratiot Rd, Saginaw, MI 48638, USA
Phone (989) 497-9004
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 5685 Shattuck Rd #2, Saginaw, MI 48603, USA
Phone (989) 792-3307
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Arner Investment Management
5 out of 5
Location 4600 Fashion Square Blvd Suite 110, Saginaw, MI 48604, USA
Phone (989) 401-5792
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Merrill Lynch Wealth Management Advisor Carol Cushman
Location 4805 Towne Centre Rd Suite 200, Saginaw, MI 48604, USA
Phone (989) 791-8458
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Dan Dijak - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 4855 State St Ste 5, Saginaw, MI 48603, USA
Phone (989) 921-4982
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Merrill Lynch Wealth Management Advisor Wesley F. Schropp
Location 4805 Towne Centre Rd Suite 200, Saginaw, MI 48604, USA
Phone (989) 791-8437
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Merrill Lynch Wealth Management Advisor Keith M LaVielle
Location 4805 Towne Centre Rd Suite 200, Saginaw, MI 48604, USA
Phone (989) 791-8451
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Nate Ott - Thrivent
Location 4855 State St Ste 3, Saginaw, MI 48603, USA
Phone (989) 792-2062
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Ameriprise Financial
SEC File# 801-28543
CRD# 6363
Location 3220 Fashion Square Blvd, Saginaw, MI 48603, USA
Phone (989) 921-4868
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Megan Granda - Financial Advisor, Ameriprise Financial Services, LLC
Location 2205 Trautner Dr Ste 201, Saginaw, MI 48604, USA
Phone (989) 921-4868
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John Howard Piersall - Financial Advisor, Ameriprise Financial Services, LLC
Location 4855 State St Ste 5, Saginaw, MI 48603, USA
Phone (989) 921-4982
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Merrill Lynch Wealth Management Advisor Julianne M Gwizdala
Location 4805 Towne Centre Rd Suite 200, Saginaw, MI 48604, USA
Phone (989) 791-8475
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Financial Advisors in Saginaw County, MI

Where Certified Financial Advisors in Saginaw County, MI Serve

Saginaw County, MI is a bustling hub of activity, filled with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Saginaw River to the towering Saginaw County Courthouse, this region is brimming with sights to see and things to do. The top employers in the area include Dow Chemical, Covenant Healthcare, and Nexteer Automotive, providing ample job opportunities for locals. Major highways and streets, such as I-75 and M-46, crisscross the region, making transportation a breeze. Neighborhoods like Old Town Saginaw and the Cathedral District offer a unique blend of historic charm and modern amenities, making Saginaw County a truly special place to call home.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Saginaw County, MI can benefit greatly from the services of a financial advisor. One of the most common ways a financial advisor can help is by assisting with retirement planning. Saginaw County has a significant aging population, with over 16% of residents aged 65 and older. A financial advisor can help retirees or those nearing retirement age to create a plan for their retirement savings, including investment strategies and budgeting. Additionally, a financial advisor can provide guidance on estate planning and tax-efficient strategies, which can be especially important for residents of Saginaw County, where the median household income is below the national average. By working with a financial advisor, residents of Saginaw County can better prepare for their financial future and achieve their long-term goals.

Insurance Broker

Residents of Saginaw County, MI can greatly benefit from the assistance of an insurance broker. One of the most common ways an insurance broker can help is by finding the best coverage options for individuals and families. With the high poverty rate in Saginaw County, many residents may not have access to quality healthcare or adequate insurance coverage. An insurance broker can help navigate the complex insurance market and find affordable options that meet their specific needs. Additionally, with a high prevalence of severe weather and natural disasters in Saginaw County, an insurance broker can help residents protect their homes and property with comprehensive insurance policies. Overall, an insurance broker can provide invaluable support and peace of mind to residents of Saginaw County, MI.

Retirement Planning

Residents of Saginaw County, MI could greatly benefit from the expertise of a retirement planner. With an aging population and a median age of 38 years old, many residents are likely beginning to consider their retirement options. A retirement planner could help them navigate the complex world of retirement savings, investment options, and estate planning. Additionally, Saginaw County has a lower median household income than the state average, which means that residents may have to work harder to save for retirement. A retirement planner could help them create a customized plan that takes into account their unique financial situation and goals, and helps them maximize their savings potential. Overall, a retirement planner could be an invaluable resource for Saginaw County residents looking to secure their financial future.

Wealth Management

Residents of Saginaw County, MI can benefit from the services of a wealth manager in a number of ways. One of the most common ways is through financial planning and investment management. A wealth manager can help residents of Saginaw County create a comprehensive financial plan that takes into account their goals, risk tolerance, and current financial situation. They can also provide guidance on investment strategies that align with their clients' financial objectives. Additionally, a wealth manager can assist with estate planning, tax planning, and retirement planning, which are all important considerations for residents of Saginaw County. With Saginaw County being a predominantly rural area, a wealth manager can help residents navigate the unique financial challenges that come with living in a rural community.

Mortgage Loan Officer

Residents of Saginaw County, MI would greatly benefit from the assistance of a mortgage loan officer. With the county's median home value being $89,900, many residents may need guidance and support in securing a mortgage loan to purchase a home. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, including finding the best interest rates and loan terms. Additionally, Saginaw County has a high poverty rate of 20.7%, which may make it difficult for some residents to qualify for a mortgage on their own. A mortgage loan officer can provide valuable resources and advice on how to improve credit scores and financial standing, increasing the chances of approval for a mortgage. Overall, a mortgage loan officer can be a valuable asset for Saginaw County residents looking to achieve the dream of homeownership.

Tax Services

Residents of Saginaw County, MI can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by ensuring that residents are taking advantage of all available tax credits and deductions. This is particularly important in Saginaw County, where there are a number of tax incentives available to businesses and individuals. For example, the county offers a property tax exemption for businesses that invest in new equipment or real estate. A tax advisor can help residents navigate these complex tax laws and ensure that they are maximizing their savings. Additionally, a tax advisor can provide guidance on tax planning, retirement planning, and estate planning, helping residents to achieve their long-term financial goals.

Estate Planning Lawyer

Residents of Saginaw County, MI could benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways an estate planning lawyer can help is by creating a will, which outlines how a person's assets will be distributed after their death. This is particularly important in Saginaw County, which has a large population of retirees and elderly residents. An estate planning lawyer can also assist with setting up trusts, establishing guardianships for minor children, and planning for long-term care. Additionally, an estate planning lawyer can help ensure that a person's wishes are carried out in the event of incapacity or disability. Overall, working with an estate planning lawyer can provide peace of mind and ensure that a person's assets and loved ones are protected.

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