Wealth Management in Livingston County, MI

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List of Firms

Livingston County, MI Wealth Management Firms

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Agile Wealth Partners
5 out of 5
Location 2155 Pless Dr STE C, Brighton, MI 48114, USA
Phone (810) 279-0778
Directions
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Stefanski Wealth Management LLC
Location 915 N Michigan Ave, Howell, MI 48843, USA
Phone (517) 376-6272
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Michigan Financial Planning
5 out of 5
Location 10234 Crouse Rd, Hartland, MI 48353, USA
Phone (517) 515-6000
Directions
SEC File# 801-110861
CRD# 112969
Location 7600 Grand River Ave Suite 220, Brighton, MI 48114, USA
Phone (810) 220-6322
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 3997 Homestead Dr, Howell, MI 48843, USA
Phone (810) 229-7895
Directions
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Priestap Financial LLC
Location 10315 Grand River Ave #105, Brighton, MI 48116, USA
Phone (810) 494-5200
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Edward Jones
SEC File# 801-3297
CRD# 250
4 out of 5
Location 4207 E Grand River Ave, Howell, MI 48843, USA
Phone (517) 546-0513
Directions
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Principium
SEC File# 801-61768
CRD# 124989
Location 7600 Grand River Ave #110, Brighton, MI 48114, USA
Phone (801) 824-6682
Directions
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Rob Baidel - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 116 W Main St, Brighton, MI 48116, USA
Phone (810) 588-4557
Directions
SEC File# 801-80932
CRD# 124610
5 out of 5
Location 824 W Grand River Rd, Brighton, MI 48116, USA
Phone (810) 225-9876
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
SEC File# 801-79769
CRD# 171481
Location 3271 Silver Lake Rd #8, Fenton, MI 48430, USA
Phone (810) 714-5566
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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Clear Strategy - Financial Advisors & Retirement Planning
5 out of 5
Location 403 E Grand River Ave, Brighton, MI 48116, USA
Phone (800) 960-4560
Directions
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David A Kaminski - Financial Advisor, Ameriprise Financial Services, LLC
Location 545 N Main St Ste 201, Milford Charter Twp, MI 48381, USA
Phone (248) 685-2685
Directions
Wealth Management in Livingston County, MI

Where Wealth Management Advisors in Livingston County, MI Serve

Nestled in the heart of Michigan, Livingston County boasts a plethora of landmarks that are sure to impress any visitor. From the towering Brighton Mill Pond to the historic Howell Opera House, this county is a treasure trove of hidden gems. Top employers in the area include General Motors, St. Joseph Mercy Health System, and the Brighton Area Schools, providing ample job opportunities for residents. Major highways such as I-96 and M-59 make commuting a breeze, while streets like Grand River Avenue and Michigan Avenue offer easy access to local shops and restaurants. Neighborhoods like Brighton, Howell, and Fowlerville each offer their own unique charm, making Livingston County a diverse and vibrant place to call home.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Livingston County, MI is a thriving community that is home to a diverse population of residents. One of the most common ways that a bank can help these residents is by providing them with access to financial services that can help them achieve their financial goals. For example, a bank in Livingston County, MI can offer a range of services such as checking and savings accounts, loans, and credit cards. These services can help residents manage their money more effectively, save for the future, and even start their own businesses. In addition, a bank can provide financial education and resources to help residents make informed decisions about their finances. This is especially important in a county like Livingston, where many residents are self-employed or work in small businesses and may need extra support to manage their finances effectively. By offering these services, a bank can play a vital role in supporting the economic growth and prosperity of this vibrant community.

Insurance Broker

Livingston County, MI residents can greatly benefit from the services of an insurance broker. With the county's diverse population and varied industries, an insurance broker can help residents navigate the complex world of insurance and find policies that best fit their unique needs. For example, with the county's proximity to Detroit, many residents may work in the automotive industry and require specialized insurance coverage. Additionally, the county's numerous lakes and recreational areas may require specific insurance policies for boat owners and outdoor enthusiasts. An insurance broker can also assist residents in finding affordable health insurance options, as well as policies for homeowners, renters, and business owners. With the constantly changing insurance market, an insurance broker can provide valuable expertise and guidance to ensure that Livingston County residents are adequately protected.

Retirement Planning

Residents of Livingston County, MI could benefit greatly from the services of a retirement planner. With a population of over 187,000 people, many individuals in the county are likely to be approaching retirement age or already retired. A retirement planner can help these individuals navigate the complex world of retirement planning, including topics such as Social Security, Medicare, and 401(k) plans. Additionally, Livingston County has a high median household income of $80,000, which means that many residents may have significant assets to manage in retirement. A retirement planner can help these individuals make the most of their retirement savings, providing guidance on investments, tax strategies, and estate planning. With so many options and considerations to navigate, residents of Livingston County would benefit greatly from the expertise and guidance of a retirement planner.

Financial Advisor

Livingston County, MI is a bustling community with diverse economic needs, and a financial advisor can help residents in various ways. For instance, a financial advisor can help residents manage their investments, plan for retirement, and create a budget to meet their financial goals. Additionally, with the county's growing population, housing affordability is a critical issue, and a financial advisor can help residents navigate the real estate market to find affordable home options. Moreover, Livingston County, MI is home to many small businesses, and a financial advisor can provide guidance on business planning, risk management, and financial forecasting. Lastly, with the county's proximity to major cities like Detroit and Ann Arbor, a financial advisor can help residents take advantage of investment opportunities in these areas. Overall, a financial advisor can provide invaluable assistance to residents of Livingston County, MI in navigating the complex financial landscape of today's world.

Mortgage Loan Officer

Residents of Livingston County, MI can benefit from the expertise of a mortgage loan officer in several ways. With a population of over 191,000 people, Livingston County is one of the fastest-growing counties in Michigan. This growth has led to an increase in demand for housing, and as a result, residents may require the services of a mortgage loan officer to help them secure a home loan. A mortgage loan officer can assist residents in navigating the complex process of obtaining a mortgage, including assessing their financial situation, determining their eligibility for various loan programs, and helping them find the best interest rates and terms. Additionally, the mortgage loan officer can provide valuable guidance and support throughout the home buying process, from pre-approval to closing. With the help of a mortgage loan officer, residents of Livingston County can achieve their dream of homeownership and secure a stable future for themselves and their families.

Tax Services

Livingston County, MI is home to a diverse population with varying levels of income and financial needs. A tax advisor can be immensely helpful to residents of the county in a number of ways. For instance, tax advisors can provide guidance on how to maximize deductions and credits, which can result in significant tax savings. Additionally, tax advisors can help residents navigate complex tax laws and regulations, ensuring that they are in compliance and avoiding costly penalties. In Livingston County, where many residents are small business owners or self-employed, tax advisors can also provide valuable advice on how to structure their businesses in the most tax-efficient way possible. Overall, a tax advisor can be a valuable asset to anyone in Livingston County who wants to minimize their tax burden and maximize their financial security.

Estate Planning Lawyer

Residents of Livingston County, MI can benefit greatly from the services of an estate planning lawyer. With its rapidly growing population and diverse demographics, Livingston County presents unique challenges to estate planning. An experienced lawyer can help residents navigate the complex legal landscape and ensure that their assets are protected and distributed according to their wishes. They can assist with drafting wills and trusts, establishing powers of attorney, and creating healthcare directives. Additionally, an estate planning lawyer can provide guidance on tax planning and asset protection strategies, which are especially important in a county with a high median household income and a thriving business community. Overall, the expertise of an estate planning lawyer can help residents of Livingston County achieve peace of mind and protect their loved ones for years to come.

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