Retirement Planning in Farmington Hills, MI

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Top Retirement Planners in Farmington Hills, MI

Confidential Planners Inc
Location 32781 Middlebelt Rd # A, Farmington Hills, MI 48334, USA
Phone (248) 626-7411
Directions
James Curtis Beachum III - Financial Advisor, Ameriprise Financial Services, LLC
Location 33493 W 14 Mile Rd Ste 80, Farmington Hills, MI 48331, USA
Phone (248) 918-2333
Directions
Cetera Investors
3 out of 5
Location 33533 W 12 Mile Rd #310, Farmington Hills, MI 48331, USA
Phone (248) 663-5400
Directions
Financial Architects, Inc.
SEC File# 801-7941
CRD# 105662
4 out of 5
Location 39395 W 12 Mile Rd Suite 102, Farmington Hills, MI 48331, USA
Phone (248) 482-3600
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
Great Lakes Financial Planning LLC
Location 31225 Leelane, Farmington Hills, MI 48336, USA
Phone (248) 794-5226
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Platinum Wealth Management Group, Inc.
Location 25882 Orchard Lake Rd, Farmington Hills, MI 48336, USA
Phone (586) 258-3830
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Merrill Lynch Wealth Management
3 out of 5
Location 39001 W 12 Mile Rd, Farmington Hills, MI 48331, USA
Phone (248) 488-5401
Directions
Fidelity Investments
4 out of 5
Location 30200 Northwestern Hwy, Farmington Hills, MI 48334, USA
Phone (800) 343-9631
Directions
Daniel Pozdol - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 31555 W 14 Mile Rd Ste 300, Farmington Hills, MI 48334, USA
Phone (248) 626-1600
Directions
The Mooradian Group - Morgan Stanley
Location 35055 W 12 Mile Rd Ste 101, Farmington Hills, MI 48331, USA
Phone (248) 848-8753
Directions
Chance Smeznik - Ameriprise Financial Services, LLC
Location 33493 W 14 Mile Rd #80, Farmington Hills, MI 48331, USA
Phone (248) 918-2333
Directions
SEC File# 801-112408
CRD# 282177
5 out of 5
Location 31731 Northwestern Hwy #261W, Farmington Hills, MI 48334, USA
Phone (248) 539-3399
Directions
Retirement Planning in Farmington Hills, MI

About Farmington Hills, MI for Those Planning to Retire

Farmington Hills, MI is a bustling city filled with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Heritage Park to the charming Shiawassee Park, there is no shortage of scenic spots to explore in this lively city. In terms of top employers, Farmington Hills boasts a diverse range of businesses, including Bosch, Nissan, and the Beaumont Health System. These companies provide ample job opportunities for residents and contribute to the city's thriving economy. When it comes to major highways and streets, Farmington Hills is conveniently located near several major thoroughfares, including I-696, I-275, and M-5. This makes it easy for residents to commute to nearby cities and attractions. As for neighborhoods, Farmington Hills offers a wide variety of options, each with its own unique character and charm.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Farmington Hills, MI can benefit from a variety of services offered by local banks. One specific way that banks can assist residents is by providing home loans for the many beautiful and spacious homes in the area. With a population of over 80,000 people, Farmington Hills is a thriving community with a strong economy. Banks can help residents secure mortgages with competitive interest rates and favorable terms, allowing them to purchase their dream homes in this desirable location. In addition, banks can provide financial advice and resources to help residents manage their money and plan for the future. With so many opportunities for growth and prosperity in Farmington Hills, MI, banks can play a vital role in helping residents achieve their goals and build a bright future for themselves and their families.

Insurance Broker

Residents of Farmington Hills, MI can benefit from the expertise of an insurance broker in a variety of ways. One specific example is navigating the unique weather patterns of the area. With unpredictable winters and occasional severe storms, it is crucial for residents to have proper coverage for damage caused by snow, ice, and wind. An insurance broker can help residents understand their options for home and auto insurance policies that will protect them from these potential risks. Additionally, with a diverse population and growing economy, Farmington Hills residents may have unique insurance needs based on their profession or lifestyle. An insurance broker can provide personalized guidance and support to ensure that each individual has the coverage they need to protect themselves and their assets. Overall, an insurance broker can provide invaluable assistance to residents of Farmington Hills in navigating the complex world of insurance and finding the best policies for their specific needs.

Wealth Management

Residents of Farmington Hills, MI would greatly benefit from the services of a wealth manager. The city is home to a diverse population, ranging from young professionals to retirees. With such a wide range of financial needs, a wealth manager can provide tailored solutions to each individual. For example, many residents of Farmington Hills own their own businesses and require assistance with tax planning and investment management. Additionally, the city has a strong real estate market, and a wealth manager can provide guidance on property investments and estate planning. With the constantly changing economic landscape, a wealth manager can also help residents navigate market volatility and create a long-term financial plan. Overall, a wealth manager can provide valuable expertise and guidance to residents of Farmington Hills, ensuring their financial security and success.

Financial Advisor

Residents of Farmington Hills, MI can greatly benefit from the expertise of a financial advisor. With its thriving economy and high standard of living, Farmington Hills is home to many successful professionals and entrepreneurs who require personalized financial planning services. A skilled financial advisor can help these individuals navigate complex financial markets, manage their investments, and plan for retirement. Furthermore, with the city's growing population and diverse demographics, a financial advisor can also provide guidance on estate planning, tax strategies, and risk management. Whether it's a young family saving for their children's education or a retiree looking to maximize their income, there are countless ways that a financial advisor can help residents of Farmington Hills achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Farmington Hills, MI can benefit from the expertise of a mortgage loan officer in various ways. For instance, the loan officer can assist in identifying the best mortgage options available in the market, taking into account the specific needs and financial situation of the borrower. Additionally, the loan officer can help residents navigate the complex mortgage application process, which can be particularly challenging for first-time homebuyers. Moreover, given that Farmington Hills is a suburban city with a high median household income, a loan officer can also provide guidance on the most suitable loan products for high-income earners, such as jumbo loans. Ultimately, the support of a mortgage loan officer can make the difference between a successful and stressful home buying experience for residents of Farmington Hills, MI.

Tax Services

Farmington Hills, MI residents can benefit from tax advisors in a number of ways. Firstly, tax advisors can help individuals and businesses in Farmington Hills navigate the complex tax code and ensure they are in compliance with all relevant regulations. This is particularly important in Farmington Hills, where the tax code can be especially confusing due to the city's unique mix of residential, commercial, and industrial properties. Additionally, tax advisors can help residents of Farmington Hills identify tax deductions and credits that they may not be aware of, which can result in significant savings. For example, residents who own homes in Farmington Hills may be eligible for deductions related to property taxes and mortgage interest payments. Finally, tax advisors can help residents of Farmington Hills plan for their financial futures by providing advice on retirement planning, estate planning, and other important financial matters.

Estate Planning Lawyer

Residents of Farmington Hills, MI can greatly benefit from the services of an estate planning lawyer. These professionals can help individuals create a comprehensive plan for their assets and property, ensuring that their wishes are carried out after they pass away. In a city with a diverse population like Farmington Hills, an estate planning lawyer can help navigate the unique challenges that come with blended families, multiple properties, and complex financial situations. They can also assist with creating trusts, wills, and other legal documents that protect assets and minimize taxes. Additionally, an estate planning lawyer can provide guidance on long-term care planning, including Medicaid planning and nursing home care. Overall, working with an estate planning lawyer can bring peace of mind to residents of Farmington Hills, knowing that their legacy and assets are secure for future generations.

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