Wealth Management in Saginaw, MI

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List of Firms

Saginaw, MI Wealth Management Firms

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Huntington Private Bank
Location 101 N Washington Ave, Saginaw, MI 48607, USA
Phone (989) 776-7294
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Charles Schwab
4 out of 5
Location 2685 Tittabawassee Rd #2, Saginaw, MI 48604, USA
Phone (989) 252-8635
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Hantz Financial Services - Saginaw, Michigan
Location 5800 Gratiot Rd # 107, Saginaw, MI 48638, USA
Phone (989) 797-4234
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Huntington Wealth Service
Location 101 N Washington Ave, Saginaw, MI 48607, USA
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Morgan Stanley Financial Advisors
5 out of 5
Location 4760 Fashion Square Blvd, Saginaw, MI 48604, USA
Phone (989) 791-1050
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PNC Wealth Management
Location 2322 Tittabawassee Rd, Saginaw, MI 48604, USA
Phone (800) 800-8651
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Merrill Lynch Wealth Management Advisor Mark R Mathewson
5 out of 5
Location 4805 Towne Centre Rd Suite 200, Saginaw, MI 48604, USA
Phone (989) 791-8474
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Merrill Lynch Wealth Management Advisor Carol Cushman
Location 4805 Towne Centre Rd Suite 200, Saginaw, MI 48604, USA
Phone (989) 791-8458
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Merrill Lynch Wealth Management Advisor Thomas T Pacek
Location 4805 Towne Centre Rd Suite 200, Saginaw, MI 48604, USA
Phone (989) 791-8479
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Merrill Lynch Wealth Management Advisor Victor H Aviles
Location 4805 Towne Centre Rd Suite 200, Saginaw, MI 48604, USA
Phone (989) 791-8487
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Edward Jones
Location 4948 Gratiot Rd, Saginaw, MI 48638, USA
Phone (989) 790-3765
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Gardey Financial Advisors
Location 100 Harrow Ln, Saginaw, MI 48638, USA
Phone (989) 791-3880
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VantagePointe Financial Group
Location 3875 Bay St #1e, Saginaw, MI 48603, USA
Phone (989) 799-1500
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Merrill Lynch Wealth Management
5 out of 5
Location 4805 Towne Centre Rd Suite 200, Saginaw, MI 48604, USA
Phone (989) 791-8400
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Investment Stategy Advisors
Location 3140 Christy Way #1, Saginaw, MI 48603, USA
Phone (989) 791-3730
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American Retirement Advisors, Inc.
Location 5189 Hampton Pl, Saginaw, MI 48604, USA
Phone (989) 792-0053
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Merrill Lynch Wealth Management Advisor Rachel Aviles
Location 4805 Towne Centre Rd Suite 200, Saginaw, MI 48604, USA
Phone (989) 791-8468
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Merrill Lynch Wealth Management Advisor Daniel L Bade
Location 4805 Towne Centre Rd Suite 200, Saginaw, MI 48604, USA
Phone (989) 791-8417
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Merrill Lynch Wealth Management
Location 800 Washington Ave # 100, Bay City, MI 48708, USA
Phone (517) 894-9147
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Wealth Management in Saginaw, MI

Where Wealth Management Advisors in Saginaw, MI Serve

Saginaw, MI is a city that boasts a rich history and a vibrant culture. From its stunning landmarks to its bustling streets, this city is a true gem of the Midwest. Some of the most notable landmarks in Saginaw include the Saginaw Art Museum, the Castle Museum of Saginaw County History, and the Children's Zoo at Celebration Square. These attractions draw visitors from all over the world and are a testament to the city's commitment to preserving its heritage. In terms of top employers, Saginaw is home to a number of major companies, including Dow Chemical, Nexteer Automotive, and Covenant HealthCare. These organizations provide jobs for thousands of residents and contribute significantly to the local economy. When it comes to transportation, Saginaw is well-connected to the rest of the state thanks to its proximity to major highways like I-75 and US-10.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Saginaw, MI can be helped by a bank in a multitude of ways. Firstly, a bank can offer financial assistance to those who are struggling to make ends meet. This is especially important in Saginaw, as it has a poverty rate of 35.3%, which is higher than the national average. Secondly, a bank can provide loans to small businesses, which can help stimulate the local economy. Saginaw has a growing entrepreneurial community, and small businesses play a crucial role in the city's economic development. Thirdly, a bank can offer financial education to residents, which can help them make informed decisions about their money. This is particularly important in Saginaw, where only 16.8% of adults have a bachelor's degree or higher. By providing financial education, a bank can help residents improve their financial literacy and make better decisions about their finances.

Insurance Broker

Residents of Saginaw, MI can benefit from the services of an insurance broker in numerous ways. An insurance broker can offer a comprehensive analysis of the insurance needs of residents in Saginaw, MI, taking into account the unique challenges of living in a city with a high poverty rate and a high crime rate. They can help residents navigate the complexities of insurance policies and find the right coverage for their specific needs. For example, residents may need coverage for flood damage due to Saginaw's proximity to the Saginaw River and its history of flooding. An insurance broker can also help residents find affordable health insurance, which is especially important in a city with high rates of chronic diseases such as diabetes and heart disease. Overall, an insurance broker can provide invaluable assistance to residents of Saginaw, MI in protecting their financial well-being and providing peace of mind.

Retirement Planning

Residents of Saginaw, MI could benefit greatly from the services of a retirement planner. With the city's median household income being lower than the national average, many residents may struggle to save for retirement on their own. A retirement planner can assist with creating a personalized plan that takes into account individual financial goals and limitations. This could include strategies for paying off debt, maximizing social security benefits, and investing in retirement accounts. Additionally, with the city's high poverty rate and limited job opportunities, a retirement planner can provide guidance on how to stretch retirement savings and make the most of available resources. Overall, a retirement planner can help residents of Saginaw, MI achieve financial security in their golden years.

Financial Advisor

Residents of Saginaw, MI can benefit greatly from the services of a financial advisor. One of the most common ways that a financial advisor can assist Saginaw residents is by helping them navigate the unique economic landscape of the area. Saginaw, MI has historically been a hub of manufacturing and industry, but in recent years has struggled with high unemployment rates and a stagnant economy. A skilled financial advisor can help residents navigate these challenges by developing personalized financial plans that take into account the local economic conditions. Additionally, a financial advisor can help residents manage their debt, plan for retirement, and invest wisely to build long-term wealth. By working with a financial advisor, Saginaw residents can take control of their finances and build a more secure future for themselves and their families.

Mortgage Loan Officer

Residents of Saginaw, MI would be greatly helped by a mortgage loan officer in several ways. Firstly, a mortgage loan officer would be able to assist residents in finding affordable housing in the area. With a population of over 48,000 people, Saginaw is a bustling city that has a variety of housing options available. However, finding the right home can be a daunting task for many residents. A mortgage loan officer can help residents navigate the complex housing market and find a home that fits their budget and lifestyle. Additionally, a mortgage loan officer can help residents secure financing for their home purchase, which can be a difficult and time-consuming process. With the help of a mortgage loan officer, residents can rest assured that they are getting the best possible deal on their mortgage and can move into their new home with confidence.

Tax Services

Residents of Saginaw, MI could benefit from the expertise of a tax advisor in various ways. For instance, a tax advisor can help residents navigate the complex tax laws and regulations in the state of Michigan. Saginaw, MI is known for its high property taxes, which can be a major burden for homeowners. A tax advisor can help residents understand the deductions and credits available to them, such as the Homestead Property Tax Credit, which can provide relief to eligible homeowners. Additionally, a tax advisor can help residents who are self-employed or run small businesses understand the tax implications of their business activities, such as how to properly report and deduct business expenses. With the help of a tax advisor, residents of Saginaw, MI can ensure that they are maximizing their tax savings and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Saginaw, MI can benefit greatly from the services of an estate planning lawyer. With a population of over 48,000, Saginaw is a bustling city that is home to a diverse community. An estate planning lawyer can assist Saginaw residents with a variety of legal matters related to their assets and estate, including wills, trusts, and probate. For example, they can help residents create a comprehensive estate plan that addresses their unique needs and goals, such as protecting their assets from creditors or ensuring that their loved ones are taken care of after they pass away. Additionally, an estate planning lawyer can assist with more complex matters, such as business succession planning or charitable giving. With their expertise and knowledge of the law, an estate planning lawyer can help Saginaw residents navigate the often complex and confusing world of estate planning, ensuring that their wishes are carried out and their loved ones are protected.

Saginaw, MI Financial Resources

Saginaw, MI Chamber of Commerce

https://www.saginawchamber.org/

Saginaw, MI City Hall

https://www.saginaw-mi.com/

Saginaw, MI Public Library

https://www.saginawlibrary.org/

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