Wealth Management in Flint, MI

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List of Firms

Flint, MI Wealth Management Firms

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Financial & Tax Planning Inc
5 out of 5
Location G4080 Miller Rd, Flint, MI 48507, USA
Phone (810) 733-5140
Directions
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Stephens Wealth Management Group
SEC File# 801-122003
CRD# 308970
Location 5206 Gateway Centre Blvd #300, Flint, MI 48507, USA
Phone (810) 732-7411
Directions
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Northwestern Mutual Life Insurance
Location 5045 Miller Rd, Flint, MI 48507, USA
Phone (414) 271-1444
Directions
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Fiserv
4 out of 5
Location 3031 Airpark Dr N, Flint, MI 48507, USA
Phone (810) 234-3274
Directions
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Fulcrum Point Wealth Management
Location 2387 S Linden Rd b144, Flint, MI 48532, USA
Phone (810) 496-1900
Directions
SEC File# 801-24721
CRD# 105495
Location 2357 Stonebridge Drive building i, Flint, MI 48532, USA
Phone (810) 732-7777
Directions
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Farah Wealth Management Group - UBS Financial Services Inc.
Location 8235 Holly Rd Suite 4, Grand Blanc, MI 48439, USA
Phone (810) 344-8102
Directions
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Legacy Consultants Wealth Management
5 out of 5
Location 8263 S Saginaw St Suite 5, Grand Blanc, MI 48439, USA
Phone (810) 579-1100
Directions
Wealth Management in Flint, MI

Where Wealth Management Advisors in Flint, MI Serve

Flint, MI is a city with a rich history and diverse culture. It is home to several landmarks, including the Flint Institute of Arts, the Whiting Auditorium, and the Flint Farmers' Market. The city's top employers include General Motors, McLaren Health Care, and the University of Michigan-Flint. Major highways that run through Flint include I-69, I-475, and US-23, while major streets include Saginaw Street, Dort Highway, and Miller Road. Flint is divided into several neighborhoods, including Downtown, Carriage Town, and Grand Traverse Street. Despite facing challenges in recent years, Flint remains a vibrant and resilient community.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Flint, MI would greatly benefit from a bank that offers financial assistance and education. Specifically, with the ongoing water crisis in Flint, many residents are struggling to afford expensive bottled water and medical bills related to lead poisoning. A bank could provide low-interest loans or grants to help residents pay for these necessary expenses. Additionally, with a high poverty rate in Flint, many residents may not have access to traditional banking services or may not understand how to manage their finances effectively. A bank could offer financial education classes and resources to help residents learn how to save money, budget effectively, and build credit. This would not only benefit individual residents but also help to strengthen the overall economic stability of the community.

Insurance Broker

Residents of Flint, MI face unique challenges when it comes to their insurance needs. An insurance broker can help by providing guidance on policies that cover the specific risks associated with living in a city with a history of water contamination. For example, a broker can help residents understand the nuances of coverage for lead exposure and other health risks associated with contaminated water. Additionally, brokers can provide guidance on policies that cover damage to homes and property caused by the corrosive effects of the contaminated water. With the help of an experienced broker, residents can feel confident that they have the right coverage in place to protect themselves and their families from the ongoing effects of the Flint water crisis.

Retirement Planning

Residents of Flint, MI could greatly benefit from the services of a retirement planner. With the city's ongoing water crisis and economic struggles, many individuals are facing financial hardships and uncertainty about their future. A retirement planner could assist in creating a personalized financial plan that takes into account their current situation and future goals. This could include strategies for saving and investing, as well as navigating government assistance programs. Additionally, a retirement planner could provide guidance on healthcare options, which is especially important in Flint where access to quality healthcare has been limited. By working with a retirement planner, residents of Flint could gain a sense of security and peace of mind, knowing they have a plan in place for their retirement years despite the challenges they may face.

Financial Advisor

Residents of Flint, MI could greatly benefit from the expertise of a financial advisor. With the ongoing water crisis, many families have been burdened with unexpected expenses such as medical bills and the need to purchase bottled water. A financial advisor could assist these families in creating a budget to effectively manage their finances during this difficult time. Additionally, the city of Flint has experienced a significant decline in its economy over the past few decades, leading to high levels of poverty and unemployment. A financial advisor could provide guidance on investment opportunities and assist in creating a long-term financial plan for individuals and families to secure their financial future. Furthermore, with the recent changes in tax laws, a financial advisor could help residents navigate the complexities and ensure they are maximizing their tax benefits. Overall, the expertise of a financial advisor could greatly benefit the residents of Flint, MI in managing their finances and achieving their financial goals.

Mortgage Loan Officer

Residents of Flint, MI would greatly benefit from the assistance of a mortgage loan officer in several ways. Firstly, a loan officer can help residents navigate the complex process of obtaining a mortgage, which can be especially challenging in a city like Flint that has experienced economic hardship and a high rate of foreclosures. Secondly, a loan officer can provide guidance on how to improve credit scores and increase the chances of approval for a mortgage. This is particularly important in Flint, where many residents have struggled with financial instability and may have lower credit scores as a result. Finally, a loan officer can help residents understand the various mortgage options available to them and choose the one that best fits their needs and financial situation. In a city like Flint, where there is a wide range of income levels and housing needs, having access to this expertise and guidance can make all the difference in helping residents achieve their dream of homeownership.

Tax Services

Residents of Flint, MI would greatly benefit from the services of a tax advisor in a number of ways. Firstly, given the city's ongoing water crisis, many residents have incurred significant medical expenses that may be tax deductible. A tax advisor can help residents navigate the complex tax code and ensure that they receive the maximum deduction possible. Additionally, many residents of Flint are low-income and may qualify for various tax credits, such as the Earned Income Tax Credit or the Child Tax Credit. A tax advisor can help residents determine their eligibility for these credits and ensure that they receive the full amount for which they qualify. Furthermore, with the recent changes to the tax code, it is more important than ever for residents of Flint to seek the advice of a qualified tax professional to ensure that they are taking advantage of all available deductions and credits. In a city where economic opportunities are limited, every little bit counts, and a tax advisor can help residents maximize their tax savings and improve their financial well-being.

Estate Planning Lawyer

Residents of Flint, MI could greatly benefit from the services of an estate planning lawyer. With the ongoing water crisis, many families have been faced with unexpected medical bills and financial hardships. An estate planning lawyer can assist residents in creating a comprehensive plan that includes wills, trusts, and powers of attorney. This can help ensure that their assets are protected and distributed according to their wishes, even in the event of unexpected circumstances. Additionally, with the high poverty rates in Flint, an estate planning lawyer can provide guidance on how to navigate government assistance programs and maximize benefits. The complexity of the legal system can be overwhelming, but an experienced lawyer can help residents understand their options and make informed decisions for their future.

Flint, MI Financial Resources

Flint, MI Chamber of Commerce

https://www.flintandgenesee.org/

Flint, MI City Hall

https://www.cityofflint.com/

Flint, MI Public Library

https://www.fpl.info/

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