Wealth Management in Farmington Hills, MI

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List of Firms

Farmington Hills, MI Wealth Management Firms

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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
Language https://www.local.ml.com/FARMINGTON_MI
Directions
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Tenured Wealth Management of Raymond James
Location 31500 Northwestern Hwy Ste 150, Farmington Hills, MI 48334, USA
Phone (248) 539-5107
Language https://www.raymondjames.com/tenuredwealth/
Directions
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LPL Financial | Great Lakes Advisor Group
Location 31731 Northwestern Hwy #151w, Farmington Hills, MI 48334, USA
Phone (248) 626-2000
Directions
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Merrill Lynch Wealth Management Advisor Mark G Holowicki
Location 39001 W 12 Mile Rd, Farmington Hills, MI 48331, USA
Phone (248) 488-5444
Language https://fa.ml.com/michigan/farmington-hills/mark_holowicki
Directions
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Merrill Lynch Wealth Management Advisor Niko I Savich
Location 39001 W 12 Mile Rd, Farmington Hills, MI 48331, USA
Phone (248) 488-5233
Language https://fa.ml.com/michigan/farmington-hills/nikola-savich
Directions
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Horton Financial Planning LLC
1 out of 5
Location 28984 Apple Blossom Ln, Farmington Hills, MI 48331, USA
Phone (248) 579-6555
Language http://www.hortonfinancialplanning.com/
Directions
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Merrill Lynch Wealth Management Advisor Jeremy P Fick
Location 39001 W 12 Mile Rd, Farmington Hills, MI 48331, USA
Phone (248) 488-5035
Language https://fa.ml.com/michigan/farmington-hills/kulhavi
Directions
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Christian Nieman - UBS Financial Services Inc.
Location 32300 Northwestern Hwy Suite 150, Farmington Hills, MI 48334, USA
Phone (248) 737-5434
Language https://advisors.ubs.com/christian.nieman/?utm_source=Yext&utm_medium=GMB&utm_campaign=158897&y_source=1_MzQ4MTE2NjItNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
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David W Senatore - Morgan Stanley
Location 35055 W 12 Mile Rd Ste 101, Farmington Hills, MI 48331, USA
Phone (248) 848-8057
Language https://advisor.morganstanley.com/david.w.senatore?y_source=1_MTA4MjczNjEtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
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Brooks Financial
Location 30600 Northwestern Hwy # 200, Farmington Hills, MI 48334, USA
Phone (248) 785-5200
Language http://www.brooksfin.com/
Directions
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The Four Bridges Group - Morgan Stanley
Location 35055 W 12 Mile Rd Ste 101, Farmington Hills, MI 48331, USA
Phone (248) 848-8000
Directions
Wealth Management in Farmington Hills, MI

Where Wealth Management Advisors in Farmington Hills, MI Serve

Farmington Hills, MI is a vibrant city located in Oakland County, Michigan. This bustling metropolis is home to a plethora of landmarks that are sure to impress. The Holocaust Memorial Center is a must-see, as is the Governor Warner Mansion. The top employers in Farmington Hills include Robert Bosch LLC, Botsford Hospital, and Chrysler. Major highways in the area include I-696, I-275, and M-5. Some of the most notable streets in Farmington Hills include Orchard Lake Road, Grand River Avenue, and Northwestern Highway. The neighborhoods in Farmington Hills are diverse and unique, each offering its own charm and character. From the luxurious homes in the Forest at Orchard Lake to the quaint streets of Farmington Hills Historic District, there's something for everyone in this vibrant city.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Farmington Hills, MI can benefit from a bank in a multitude of ways. One of the most common ways is through the provision of financial services such as savings accounts, checking accounts, and loans. This is particularly important in Farmington Hills, MI, as it is a rapidly growing city with a diverse population. The city is home to a number of small businesses, and a bank can provide them with the necessary capital to grow and expand. Additionally, residents can benefit from financial planning and investment advice offered by banks, which can help them achieve their long-term financial goals. Furthermore, a bank can provide residents with access to ATM machines and online banking services, making it easier for them to manage their finances on-the-go. Overall, a bank can be a valuable resource for residents of Farmington Hills, MI, providing them with the financial tools they need to thrive in this vibrant community.

Insurance Broker

Residents of Farmington Hills, MI can benefit greatly from the services of an insurance broker. With the city's diverse population and a range of housing options, an insurance broker can help residents find the right coverage for their unique needs. Whether it's home, auto, or health insurance, an insurance broker can provide expert advice and guidance to ensure that residents are adequately protected. Additionally, Farmington Hills is known for its severe weather conditions, particularly during the winter months. An insurance broker can help residents navigate the complexities of weather-related insurance claims, ensuring that they receive the compensation they are entitled to. With an insurance broker on their side, residents of Farmington Hills can have peace of mind knowing that they are fully covered in the event of any unforeseen circumstances.

Retirement Planning

Residents of Farmington Hills, MI can benefit greatly from the services of a retirement planner. With its diverse population and thriving economy, Farmington Hills offers a unique set of challenges and opportunities for those planning for their future. A retirement planner can help residents navigate the complexities of retirement planning, including investment strategies, tax planning, and estate planning. In a city where the median household income is above the national average, a retirement planner can help residents maximize their retirement savings and ensure a comfortable retirement. Additionally, with the city's proximity to major universities and research institutions, a retirement planner can help residents take advantage of educational opportunities and explore new hobbies and interests in retirement. Overall, a retirement planner can provide invaluable guidance and support to residents of Farmington Hills, helping them achieve their retirement goals and live their best lives in retirement.

Financial Advisor

Residents of Farmington Hills, MI could benefit greatly from the guidance of a financial advisor. With its thriving business community and diverse population, Farmington Hills presents unique financial challenges and opportunities. A financial advisor could help residents navigate the local real estate market, which has seen a recent surge in demand and rising prices. Additionally, the city's proximity to Detroit and its automotive industry means that many residents work in fields that are subject to economic volatility. A financial advisor could help them build a solid financial plan that takes into account potential job loss or industry shifts. Furthermore, with the city's high median household income, residents may be looking to invest in stocks or other financial instruments. A financial advisor could provide valuable insight and guidance on investment strategies and risk management. Overall, a financial advisor could be a valuable resource for residents of Farmington Hills looking to secure their financial future.

Mortgage Loan Officer

Residents of Farmington Hills, MI are often in need of a mortgage loan officer to help them navigate the complex process of securing a home loan. With a population of over 80,000 people, this city is one of the largest in Oakland County, and is known for its strong economy and high quality of life. A mortgage loan officer can help residents in Farmington Hills by providing expert advice on the best mortgage products for their unique financial situations, helping them to secure competitive interest rates and loan terms, and guiding them through the often complicated process of applying for and closing on a mortgage loan. With the help of a skilled mortgage loan officer, residents of Farmington Hills can achieve their dreams of homeownership and secure a bright future for themselves and their families.

Tax Services

Residents of Farmington Hills, MI can benefit greatly from the expertise of a tax advisor. With the city's thriving economy and diverse population, there are several ways in which a tax advisor can provide assistance. For instance, they can help residents navigate the complex tax laws and regulations that apply to their specific situation. Additionally, they can provide guidance on tax planning strategies that can help residents minimize their tax liability and maximize their savings. This is especially important given the high cost of living in Farmington Hills, where property taxes are among the highest in the state. Furthermore, a tax advisor can help residents with tax preparation and filing, ensuring that they are in compliance with all applicable laws and regulations. With their extensive knowledge and experience, a tax advisor can provide invaluable assistance to residents of Farmington Hills, helping them to achieve their financial goals and secure their financial future.

Estate Planning Lawyer

Residents of Farmington Hills, MI can benefit from the services of an estate planning lawyer in many ways. One of the most common ways is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes. This is particularly important for residents of Farmington Hills, MI, as it is a rapidly growing city with a diverse population. An estate planning lawyer can help residents navigate the complexities of state and federal laws, as well as local ordinances, to ensure their estate plan is legally sound and reflects their unique circumstances. Additionally, an estate planning lawyer can help residents minimize their tax liability, protect their assets from creditors, and ensure their loved ones are provided for in the event of their death or incapacity. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Farmington Hills, MI as they plan for the future.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Farmington Hills, MI can provide a wide range of services to help clients manage their finances and investments. These services may include portfolio management, retirement planning, tax planning, and estate planning. With its thriving business community and affluent population, Farmington Hills presents unique opportunities and challenges for wealth managers. The city is home to a number of successful entrepreneurs and business owners, many of whom require specialized financial advice and investment strategies. Additionally, the local real estate market can be complex and competitive, requiring careful analysis and strategic planning to ensure optimal returns on investment. A skilled wealth manager in Farmington Hills must be able to navigate these challenges while providing personalized, tailored solutions to meet each client's unique needs and goals.

Farmington Hills, MI is the ideal place to get a wealth manager for several reasons. Firstly, the city is home to a diverse range of financial institutions, each offering a unique set of services tailored to meet the needs of their clients. This means that individuals seeking a wealth manager have a wide range of options to choose from, ensuring that they can find a provider that aligns with their specific financial goals and objectives. Additionally, Farmington Hills is known for its highly educated and skilled workforce, providing clients with access to some of the most knowledgeable and experienced professionals in the industry. Furthermore, the city is located in close proximity to Detroit, one of the largest financial centers in the country, providing clients with access to a vast network of resources and opportunities. Overall, Farmington Hills, MI is the perfect place to find a wealth manager, offering a wealth of options and resources to help individuals achieve their financial goals.