Wealth Management in Oakland County, MI

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List of Firms

Oakland County, MI Wealth Management Firms

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
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Merrill Lynch Wealth Management Advisor Gregory P Suzio
Location 3030 Cross Creek Pkwy, Auburn Hills, MI 48326, USA
Phone (248) 475-1505
Directions
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OCTO Capital Wealth Management
5 out of 5
Location 31600 Telegraph Rd SUITE 200, Bingham Farms, MI 48025, USA
Phone (248) 731-7729
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Wealth Management in Oakland County, MI

Where Wealth Management Advisors in Oakland County, MI Serve

Oakland County, Michigan is a bustling hub of culture, commerce, and community. It boasts an array of landmarks that are both historic and modern, from the charming Cranbrook Educational Community to the sleek and towering Guardian Building. The county is home to a diverse range of top employers, including General Motors, Chrysler, and the University of Michigan, which offer a wealth of job opportunities and economic growth. Major highways and streets crisscross the county, including I-75, M-59, and Woodward Avenue, providing easy access to the region's many attractions and amenities. From the leafy streets of Birmingham to the bustling downtown of Royal Oak, Oakland County's neighborhoods offer something for everyone, with a rich mix of residential, commercial, and cultural offerings that make it a vibrant and exciting place to call home.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Oakland County, MI can benefit from a bank in various ways. For instance, the bank can provide loans to small business owners in the county, which can help boost the economy. Additionally, banks can offer financial education and resources to residents who may need assistance managing their finances. This is especially important in Oakland County, which has a high cost of living compared to other areas in Michigan. Banks can also provide access to investment opportunities, such as stocks and mutual funds, which can help residents grow their wealth. Furthermore, a bank can offer various types of insurance, such as life, home, and auto insurance, which can provide residents with peace of mind and protection in case of unexpected events. Overall, banks can play a significant role in improving the financial well-being of residents in Oakland County, MI.

Insurance Broker

Residents of Oakland County, MI would greatly benefit from the services of an insurance broker, particularly in navigating the complex and ever-changing healthcare landscape. With the county being home to numerous hospitals, clinics, and healthcare providers, it can be overwhelming for individuals to determine which plans and policies best suit their needs. An insurance broker can provide personalized guidance and support in selecting and enrolling in health insurance plans, as well as advocating for clients in the event of claims or disputes. Additionally, with the county's diverse population including both urban and suburban areas, an insurance broker can help residents understand the unique risks and coverage needs associated with their specific neighborhoods and lifestyles. Overall, an insurance broker offers invaluable expertise and assistance in ensuring that Oakland County residents have access to the most comprehensive and affordable insurance options available.

Retirement Planning

Residents of Oakland County, MI can benefit greatly from the guidance of a retirement planner. With a population of over 1.2 million people, Oakland County is one of the most prosperous and densely populated areas in Michigan. As such, its residents face unique challenges when it comes to planning for retirement. A skilled retirement planner can help residents navigate the complexities of Social Security, Medicare, and other retirement benefits, as well as provide guidance on investment strategies and tax planning. Additionally, a retirement planner can help residents prepare for the high cost of living in Oakland County, where housing, healthcare, and other expenses can be significantly higher than in other parts of the state. With the help of a retirement planner, residents of Oakland County can achieve financial security and peace of mind as they enter their golden years.

Financial Advisor

Residents of Oakland County, MI can greatly benefit from the services of a financial advisor in several ways. First and foremost, the county has a high cost of living, and a financial advisor can assist residents in creating a budget and managing their expenses to ensure that they are living within their means. Additionally, Oakland County has a diverse economy, with industries ranging from automotive to healthcare. A financial advisor can help individuals navigate the complexities of their specific industry and provide guidance on investment opportunities. Furthermore, the county has a large population of retirees, and a financial advisor can assist them in creating a retirement plan that ensures their financial security in their golden years. Overall, a financial advisor can provide invaluable support and guidance to the residents of Oakland County, MI, helping them to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Oakland County, MI can benefit from the services of a mortgage loan officer in various ways. With the county's population of over 1.2 million, many individuals and families are looking to purchase a home or refinance their current mortgage. A skilled loan officer can assist residents in finding the best loan options and interest rates that fit their financial situation. Additionally, Oakland County is known for its high median household income, which can make it challenging for some residents to qualify for certain loans. A mortgage loan officer can help navigate the complex process of obtaining a loan, including providing guidance on credit scores, debt-to-income ratios, and down payment requirements. Overall, a mortgage loan officer can be a valuable resource for Oakland County residents looking to achieve their homeownership goals.

Tax Services

Residents of Oakland County, MI can greatly benefit from the expertise of a tax advisor. With a population of over 1.2 million people, Oakland County is the second most populous county in Michigan. As such, the tax laws and regulations can be complex and overwhelming for many residents. A tax advisor can help individuals and businesses navigate the intricacies of tax codes, deductions, and credits to maximize their savings and minimize their liabilities. Additionally, with a median household income of over $80,000, many residents of Oakland County may have more complex tax situations, such as investments, rental properties, or self-employment income, that require specialized knowledge and guidance. A tax advisor can provide personalized advice and strategies to help residents make informed decisions and achieve their financial goals.

Estate Planning Lawyer

Residents of Oakland County, MI can greatly benefit from the services of an estate planning lawyer. With the county's population of over 1.2 million people, there is a significant need for estate planning services. An estate planning lawyer can help residents create wills and trusts, which can ensure that their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can help residents create powers of attorney and healthcare directives, which can ensure that their wishes are respected if they become incapacitated. Furthermore, residents of Oakland County, MI may have unique estate planning needs due to the county's high median household income and large number of retirees. An estate planning lawyer can help residents navigate the complex tax laws and retirement planning options that are available to them, ensuring that their estates are protected and their loved ones are provided for.

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