Wealth Management in Eaton County, MI

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List of Firms

Eaton County, MI Wealth Management Firms

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Michigan Money Management
5 out of 5
Location 735 W Lake Lansing Rd #100, East Lansing, MI 48823, USA
Phone (517) 349-7111
Directions
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Asset Financial Services Inc
Location 820 Charlevoix Dr # 270, Grand Ledge, MI 48837, USA
Phone (517) 627-1181
Directions
SEC File# 801-64893
CRD# 137810
5 out of 5
Location 2260 E Saginaw St, East Lansing, MI 48823, USA
Phone (517) 337-0128
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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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
Directions
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Merrill Lynch Wealth Management Advisor Michael H Glaser
Location 2501 Coolidge Rd Suite 500, East Lansing, MI 48823, USA
Phone (517) 324-4643
Directions
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Diversified Portfolio Wealth Management
Location 2339 Jolly Rd, Okemos, MI 48864, USA
Phone (517) 381-9881
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Raymond James & Associates
SEC File# 801-10418
CRD# 705
5 out of 5
Location 2060 E Paris Ave SE #250, Grand Rapids, MI 49546, USA
Phone (616) 974-3003
Directions
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Peak Wealth Management, LLC
SEC File# 801-114800
CRD# 166944
5 out of 5
Location 41011 Ann Arbor Rd, Plymouth, MI 48170, USA
Phone (734) 681-7575
Directions
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Stephens Wealth Management Group
Location 5206 Gateway Centre Blvd #300, Flint, MI 48507, USA
Phone (810) 732-7411
Directions
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Lorri Doolittle - Financial Advisor, Ameriprise Financial Services, LLC
Location 122 S Cochran Ave, Charlotte, MI 48813, USA
Phone (517) 663-8663
Directions
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Todd Howard - TIAA Wealth Management Advisor
5 out of 5
Location 4660 Hagadorn Rd Suite 130, East Lansing, MI 48823, USA
Phone (866) 842-2825
Directions
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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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Merrill Lynch Wealth Management Advisor Steven Casey Benington
Location 2501 Coolidge Rd Suite 500, East Lansing, MI 48823, USA
Phone (517) 324-4619
Directions
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Water Street Wealth Management - Raymond James
5 out of 5
Location 122 Uptown Dr Ste 401, Bay City, MI 48708, USA
Phone (989) 391-3790
Directions
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Merrill Lynch Wealth Management
5 out of 5
Location 777 E Eisenhower Pkwy, Ann Arbor, MI 48108, USA
Phone (734) 996-1111
Directions
SEC File# 801-70541
CRD# 118261
Location 1315 Lansing Rd, Charlotte, MI 48813, USA
Phone (517) 420-3867
Directions
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Buckingham Strategic Wealth
SEC File# 801-67640
CRD# 143323
5 out of 5
Location 11973 Sweetwater Dr, Grand Ledge, MI 48837, USA
Phone (517) 627-1412
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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SagePoint Financial - Marsha Daugherty
Location 850 E Saginaw Hwy, Grand Ledge, MI 48837, USA
Phone (517) 627-3400
Directions
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Doolittle & Associates - Ameriprise Financial Services, LLC
Location 122 S Cochran Ave, Charlotte, MI 48813, USA
Phone (517) 663-8663
Directions
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RICH MICHAELS INVESTMENTS
Location 1093 Charlevoix Dr, Grand Ledge, MI 48837, USA
Phone (517) 999-8888
Directions
SEC File# 801-113388
CRD# 284067
5 out of 5
Location 17550 W Eleven Mile Rd, Lathrup Village, MI 48076, USA
Phone (248) 731-0029
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
Wealth Management in Eaton County, MI

Where Wealth Management Advisors in Eaton County, MI Serve

Eaton County, MI is a vibrant and bustling community located in the heart of the Great Lakes region. Known for its stunning natural beauty and rich cultural heritage, this dynamic county is home to a wide variety of landmarks, top employers, major highways and streets, and unique neighborhoods that make it a great place to live, work, and play. From the majestic Grand River to the rolling hills and forests that surround it, Eaton County is a place of breathtaking natural beauty. Visitors and residents alike can explore the many parks, hiking trails, and other outdoor attractions that dot the landscape, including the popular Fitzgerald Park, the Eaton Rapids Air Park, and the Grand River Trail. In addition to its natural wonders, Eaton County is also home to a thriving business community, with top employers including General Motors, Dart Container, and the State of Michigan.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Eaton County, MI can benefit from the services of a bank in a multitude of ways. One of the most common ways is through access to loans and credit, which can help individuals and businesses in the area to achieve their financial goals. This is particularly important in Eaton County, which has a diverse economy that includes agriculture, manufacturing, and healthcare. With the help of a bank, residents can secure the funding they need to start or expand their businesses, purchase homes or vehicles, or invest in other opportunities. Additionally, banks can provide valuable financial advice and resources to help residents manage their finances, save for the future, and plan for retirement. Overall, the services of a bank can be a vital resource for residents of Eaton County, helping them to achieve their financial aspirations and improve their quality of life.

Insurance Broker

Residents of Eaton County, MI can benefit greatly from the services of an insurance broker. With its population of over 100,000 people, Eaton County is a diverse community with unique insurance needs. An insurance broker can help residents navigate the complex world of insurance and find policies that meet their specific needs. For example, many residents in Eaton County work in the agriculture industry, which can present unique risks and insurance needs. An insurance broker can help farmers find policies that cover crop damage, livestock losses, and other risks specific to their industry. Additionally, Eaton County is home to many small businesses, and an insurance broker can help these business owners find policies that cover their unique risks, such as liability insurance or workers' compensation. Overall, an insurance broker can provide invaluable assistance to residents of Eaton County, helping them find the right coverage to protect themselves, their families, and their businesses.

Retirement Planning

Residents of Eaton County, MI could benefit greatly from the services of a retirement planner. With an aging population and a median age of 40.9 years, many residents are likely thinking about their retirement options. A retirement planner can help individuals navigate the complex world of retirement planning, including understanding Social Security benefits, creating a retirement budget, and choosing the right investment options. Additionally, Eaton County is home to a significant number of agricultural workers, who may have unique retirement planning needs. A retirement planner can help these individuals plan for the future by considering factors such as the cyclical nature of the agricultural industry and the potential for fluctuating income. Overall, a retirement planner can provide valuable guidance and support to residents of Eaton County as they plan for a secure and comfortable retirement.

Financial Advisor

Residents of Eaton County, MI can benefit from the expertise of a financial advisor in a multitude of ways. One specific area of concern for the county is the high rate of poverty among its residents, which stands at 12.2%. A financial advisor can assist individuals and families in creating a budget and managing their finances to ensure they are able to meet their basic needs while also saving for the future. Additionally, a financial advisor can provide guidance on investing and retirement planning, helping residents to build wealth and secure their financial future. With the right support and advice, Eaton County residents can overcome financial challenges and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Eaton County, MI can benefit from the assistance of a mortgage loan officer in several ways. With the county's population of over 100,000 people, there is a high demand for affordable housing options. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage loan and provide guidance on the best loan options available to them. Furthermore, Eaton County is home to several rural areas, which may require specialized loan programs such as USDA loans. A mortgage loan officer can provide valuable insight into these programs and help residents secure financing for their dream homes. Additionally, with the recent economic downturn, many residents may be struggling to make ends meet, and a mortgage loan officer can work with them to find loan options that fit their budget and financial situation.

Tax Services

Residents of Eaton County, MI can benefit from the expertise of a tax advisor in a myriad of ways. With the county's diverse economy, ranging from agriculture to manufacturing, residents may require assistance in navigating the complex tax laws that apply to their particular industry. Additionally, Eaton County is home to many retirees who may have unique tax considerations, such as Social Security benefits and required minimum distributions from retirement accounts. Furthermore, the recent changes to the tax code have left many individuals unsure of how to best maximize their deductions and credits. A tax advisor can help residents of Eaton County, MI stay up-to-date on these changes and ensure that they are taking advantage of all available tax benefits. Ultimately, a tax advisor can provide invaluable guidance and peace of mind for individuals and businesses alike in Eaton County, MI.

Estate Planning Lawyer

Residents of Eaton County, MI could benefit greatly from the expertise of an estate planning lawyer. With a population of over 100,000 people, Eaton County is home to many families and individuals who would benefit from having a comprehensive estate plan in place. An estate planning lawyer can help residents of Eaton County create wills, trusts, and other legal documents that will ensure their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can assist with issues related to probate, guardianship, and power of attorney. With its diverse population and unique legal landscape, Eaton County presents a number of challenges for estate planning, making the guidance of a skilled lawyer all the more essential.

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