Wealth Management in Lansing, MI

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List of Firms

Lansing, MI Wealth Management Firms

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Merrill Lynch Wealth Management Advisor Scott H Ammon
Location 2501 Coolidge Rd Suite 500, East Lansing, MI 48823, USA
Phone (517) 324-4623
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Tony Zale - Morgan Stanley
Location 2900 West Rd Ste 300, East Lansing, MI 48823, USA
Phone (517) 324-8002
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Park Lake Advisors
5 out of 5
Location 3303 W Saginaw St, Lansing, MI 48917, USA
Phone (517) 887-9905
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Richards & Addy Wealth Management
5 out of 5
Location 4039 Legacy Pkwy suite b, Lansing, MI 48911, USA
Phone (517) 219-1900
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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
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The Perrone Lewis Group - Morgan Stanley
Location 2900 West Rd Ste 300, East Lansing, MI 48823, USA
Phone (517) 324-8008
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Managed Money Conceps
Location 4293 Five Oaks Dr, Lansing, MI 48911, USA
Phone (517) 882-7800
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Greene Wealth Management
5 out of 5
Location 2260 E Saginaw St, East Lansing, MI 48823, USA
Phone (517) 337-0128
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S & S Asset Management Inc
4 out of 5
Location 2121 E Grand River Ave, Lansing, MI 48912, USA
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StraightLine
Location 2911 Eyde Pkwy, East Lansing, MI 48823, USA
Phone (877) 338-4032
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Castle Financial Partners
5 out of 5
Location 2450 Delhi Commerce Dr #10, Holt, MI 48842, USA
Phone (517) 331-8331
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Merrill Lynch Wealth Management Advisor John S Pence
Location 2501 Coolidge Rd Suite 500, East Lansing, MI 48823, USA
Phone (517) 324-4646
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Kent Ballard - Raymond James
Location 271 Woodland Pass, East Lansing, MI 48823, USA
Phone (517) 664-2650
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Johnston Financial Consultants
Location 1400 Abbot Rd # 390, East Lansing, MI 48823, USA
Phone (517) 333-3422
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Merrill Lynch Wealth Management Advisor Christian Elijah Ragsdale
Location 2501 Coolidge Rd Suite 500, East Lansing, MI 48823, USA
Phone (517) 324-4697
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Charles Schwab
3 out of 5
Location 1111 E Michigan Ave Ste 205, East Lansing, MI 48823, USA
Phone (517) 664-1012
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Flynn Wealth Partners
5 out of 5
Location 2260 E Saginaw St, East Lansing, MI 48823, USA
Phone (517) 336-7200
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Washington Avenue Advisors
5 out of 5
Location 1146 S Washington Ave, Lansing, MI 48910, USA
Phone (517) 346-7999
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John VanderSloot - TIAA Wealth Management Advisor
Location 4660 Hagadorn Rd Suite 130, East Lansing, MI 48823, USA
Phone (866) 842-2825
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Rushman Wealth Management LLC
Location 2001 Abbot Rd, East Lansing, MI 48823, USA
Phone (517) 853-2033
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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
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IAM Financial, LLC
Location 333 Albert St #612, East Lansing, MI 48823, USA
Phone (888) 283-1392
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Merrill Lynch Wealth Management
Location 2501 Coolidge Rd Suite 500, East Lansing, MI 48823, USA
Phone (517) 324-4600
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Merrill Lynch Wealth Management Advisor Marcelo Flores
Location 2501 Coolidge Rd Suite 500, East Lansing, MI 48823, USA
Phone (517) 324-4642
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Financial Technology Inc
3 out of 5
Location 333 Albert St Suite 400, East Lansing, MI 48823, USA
Phone (517) 351-8600
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Baird Fixed Income Capital Markets
5 out of 5
Location 124 W Allegan St Suite 2200, Lansing, MI 48933, USA
Phone (517) 371-2738
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Sigma Financial Corporation
Location 1720 Abbey Rd Suite C, East Lansing, MI 48823, USA
Phone (517) 332-3520
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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
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Cornerstone Wealth Partners
5 out of 5
Location 2525 Jolly Rd Ste 220, Okemos, MI 48864, USA
Phone (517) 381-3450
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Pohl & Associates
Location 4710 W Saginaw Hwy # 5, Lansing, MI 48917, USA
Phone (517) 323-4807
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Equanimity Wealth Management
5 out of 5
Location 4650 Moore St, Okemos, MI 48864, USA
Phone (517) 324-1266
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First Command Financial Planning
Location 2962 Briarcliff St, East Lansing, MI 48823, USA
Phone (517) 336-8772
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Wealth Management in Lansing, MI

Where Wealth Management Advisors in Lansing, MI Serve

Lansing, the capital city of Michigan, is a bustling metropolis that is packed with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Michigan State Capitol building to the vibrant Old Town neighborhood, this city has something for everyone. The Michigan State Capitol building is a must-see landmark that is steeped in history and political significance. The building's majestic dome and ornate architecture are awe-inspiring, and visitors can take guided tours to learn more about the state's legislative process. Lansing is also home to several major employers, including Michigan State University, Sparrow Health System, and General Motors. These companies provide thousands of jobs to the city's residents and contribute significantly to the local economy. Major highways and streets in Lansing include I-496, I-69, and Michigan Avenue. These thoroughfares make it easy to navigate the city and connect it to other parts of Michigan.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Lansing, MI can benefit greatly from a bank in a variety of ways. Firstly, a bank can offer personal loans to residents who may be struggling financially. This is especially important in Lansing, MI where the unemployment rate is higher than the national average. Additionally, a bank can provide financial education and resources to help residents manage their money more effectively. This is crucial in a city where the poverty rate is over 20%. Furthermore, a bank can offer small business loans to entrepreneurs looking to start or expand their businesses. This is important in Lansing, MI where there is a growing startup scene and a need for more job opportunities. In short, a bank can provide much-needed financial assistance and resources to the residents of Lansing, MI, helping to improve their overall financial well-being.

Insurance Broker

Residents of Lansing, MI can benefit from the services of an insurance broker in numerous ways. For instance, an insurance broker can help residents navigate the complex healthcare system in Lansing, MI, by identifying the best health insurance policies that cater to their unique needs. Additionally, insurance brokers can help residents find affordable auto insurance policies that comply with Lansing, MI's specific car insurance regulations. Furthermore, insurance brokers can assist Lansing, MI residents in finding the most suitable homeowners' insurance policies that provide adequate coverage against natural disasters such as floods and tornadoes, which are prevalent in the region. In conclusion, Lansing, MI residents can rely on insurance brokers to help them find the most comprehensive, affordable, and customized insurance policies that meet their individual needs and budget constraints.

Retirement Planning

Residents of Lansing, MI could greatly benefit from the services of a retirement planner. With a population of over 118,000, Lansing is a bustling city that is home to a diverse range of individuals with unique financial situations. A retirement planner can help residents navigate the complexities of retirement planning, including setting realistic goals, creating a budget, and selecting the right investment options. Additionally, Lansing is home to many retirees who may need assistance with managing their retirement income, including Social Security benefits and pensions. A retirement planner can provide guidance on how to make the most of these resources and ensure that retirees have enough money to live comfortably throughout their golden years. Furthermore, with the cost of living in Lansing being slightly higher than the national average, a retirement planner can help residents find ways to save money and maximize their retirement savings. Overall, a retirement planner can be a valuable resource for residents of Lansing, MI, helping them achieve financial security and peace of mind in their retirement years.

Financial Advisor

Residents of Lansing, MI could greatly benefit from the expertise and guidance of a financial advisor. With a population of over 118,000 people, Lansing is the fifth largest city in Michigan and is home to a diverse community with varying financial needs. A financial advisor could assist residents with creating and sticking to a budget, developing a savings plan, and investing wisely for their future. In addition, with the city's close proximity to Michigan State University, many residents may have student loan debt and could benefit from a financial advisor's assistance in creating a repayment plan. Furthermore, Lansing's economy is largely driven by government and healthcare sectors, which may require specialized financial planning for those who work in these industries. Overall, a financial advisor could provide invaluable support and guidance to Lansing residents in navigating their personal finances and achieving their financial goals.

Mortgage Loan Officer

Residents of Lansing, MI can benefit from the expertise of a mortgage loan officer in several ways. Firstly, they can provide guidance on the local real estate market, which is known for its diversity in terms of property types and neighborhoods. This can help residents make informed decisions about which areas to focus their property search on and what kind of home they can realistically afford. Additionally, a mortgage loan officer can help residents navigate the complex process of securing a mortgage, which can involve a lot of paperwork, negotiations, and legal requirements. They can also help residents understand the various types of mortgages available and which one would be most suitable for their specific financial situation. Finally, a mortgage loan officer can provide ongoing support and advice throughout the life of the mortgage, helping residents to manage their payments, refinance if necessary, and ensure that they are always in compliance with the terms of their loan.

Tax Services

Lansing, MI residents can benefit from tax advisors in numerous ways. Firstly, tax advisors can help residents navigate the complex tax laws and regulations in the state. Lansing, MI has some unique tax laws that can be confusing for residents, such as the homestead property tax credit and the Michigan income tax. Tax advisors can help residents understand these laws and ensure that they are taking advantage of all available tax credits and deductions. Additionally, tax advisors can help residents with tax planning, which is especially important for those who own businesses or have complex financial situations. Tax advisors can help residents create a tax strategy that minimizes their tax liability while remaining compliant with all applicable laws and regulations. Finally, tax advisors can provide valuable advice and guidance during audits or other tax-related disputes with the IRS or state tax authorities. Overall, tax advisors can provide invaluable assistance to Lansing, MI residents in navigating the complex and often confusing world of taxes.

Estate Planning Lawyer

Residents of Lansing, MI can benefit greatly from the services of an estate planning lawyer. These legal professionals can help individuals and families create a comprehensive plan for the distribution of their assets and property after their passing. This is particularly important in Lansing, MI, where the population is growing rapidly and many residents may not have updated their estate plans in years. An estate planning lawyer can help ensure that all of the necessary documents are in place, such as wills, trusts, and powers of attorney. They can also provide guidance on how to minimize tax liabilities and protect assets from creditors. Additionally, estate planning lawyers can help families navigate the complex probate process in Michigan, which can be especially challenging without proper legal representation. Overall, working with an estate planning lawyer can provide peace of mind and ensure that one's wishes are carried out according to their wishes.

Lansing, MI Financial Resources

Lansing, MI Chamber of Commerce

https://www.lansingchamber.org/

Lansing, MI City Hall

https://www.lansingmi.gov/

Lansing, MI Public Library

https://www.cadl.org/

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