Wealth Management in St. Clair Shores, MI

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List of Firms

St. Clair Shores, MI Wealth Management Firms

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Bowman Asset Management Inc
Location 25801 Harper Ave Suite 3, St Clair Shores, MI 48081, USA
Phone (313) 343-0800
Directions
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Edward Jones - Financial Advisor: Michael Pominville
Location 28501 Little Mack Ave, St Clair Shores, MI 48081, USA
Phone (586) 774-1880
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Wealth Management in St. Clair Shores, MI

Where Wealth Management Advisors in St. Clair Shores, MI Serve

St. Clair Shores, MI is a bustling city with a plethora of landmarks, top employers, major highways and streets, and diverse neighborhoods. From the iconic St. Clair Shores Civic Arena to the picturesque Blossom Heath Park, this city is filled with must-see attractions. In terms of top employers, St. John Providence Health System and Lakeview Public Schools are just a couple of the major players. With easy access to I-94, I-696, and M-59, getting around St. Clair Shores is a breeze. And with neighborhoods like the Nautical Mile and the Shores, there's a place for everyone to call home. Whether you're a visitor or a resident, St. Clair Shores is a city that's sure to captivate and inspire.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of St. Clair Shores, MI could benefit from a bank in a multitude of ways. For instance, a bank could provide them with a safe and secure place to store their money, which is especially important in a city that has a high crime rate. Additionally, banks can offer loans and mortgages to help residents purchase homes or start businesses, which is crucial in a city that is experiencing a growth in its economy. Furthermore, banks can provide financial education and resources to help residents manage their money effectively, which is particularly important in a city where the cost of living is on the rise. Overall, a bank could be a valuable resource for residents of St. Clair Shores, MI, providing them with the financial tools and support they need to succeed in their personal and professional lives.

Insurance Broker

Residents of St. Clair Shores, MI can benefit greatly from the services of an insurance broker. With the unpredictable weather patterns in the area, homeowners and business owners alike may require specialized coverage to protect against flood and water damage. Additionally, the city is home to a large boating community, and an insurance broker can help boat owners navigate the complexities of insurance coverage for their vessels. Furthermore, with the high number of retirees in St. Clair Shores, an insurance broker can assist in finding the most cost-effective and comprehensive health insurance plans. The expertise of an insurance broker can also be invaluable when it comes to finding the right coverage for small businesses in the area, which can help protect them against unexpected losses and liabilities. Overall, the services of an insurance broker can provide peace of mind to residents of St. Clair Shores, MI, knowing that they have the right coverage in place to protect their assets and livelihoods.

Retirement Planning

Residents of St. Clair Shores, MI can benefit greatly from the services of a retirement planner. With a population of over 59,000, this city is home to many retirees who are seeking guidance on how to manage their finances during their golden years. A retirement planner can help residents of St. Clair Shores to create a comprehensive financial plan that takes into account their individual goals and needs. This may include developing a budget, creating a retirement savings plan, and investing in the right types of assets. Additionally, a retirement planner can help residents to navigate the complex world of Social Security and Medicare, ensuring that they are receiving the benefits they are entitled to. With the help of a retirement planner, residents of St. Clair Shores can enjoy a worry-free retirement and have the peace of mind that comes with knowing their financial future is secure.

Financial Advisor

Residents of St. Clair Shores, MI can benefit from the expertise of a financial advisor in a multitude of ways. With a population of over 59,000 people, many of whom are approaching retirement age, a financial advisor can help them plan for their future and ensure they have enough saved to maintain their lifestyle. Additionally, St. Clair Shores is located in Macomb County, which has a higher than average poverty rate compared to the rest of Michigan. A financial advisor can assist residents in creating a budget, managing debt, and building savings to help them break the cycle of poverty. Furthermore, St. Clair Shores is situated on the shores of Lake St. Clair, which can lead to unique financial challenges such as property damage from flooding or the need for specialized insurance coverage. A financial advisor can help residents navigate these challenges and protect their assets.

Mortgage Loan Officer

Residents of St. Clair Shores, MI would greatly benefit from the expertise of a mortgage loan officer. With the city's close proximity to Lake St. Clair and its reputation as the "boating capital of Michigan," many residents may be interested in purchasing waterfront properties, which can come with unique financial considerations. A mortgage loan officer can help guide residents through the process of obtaining a mortgage for a waterfront property, including navigating potential flood insurance requirements and understanding the impact of fluctuating water levels on property values. Additionally, St. Clair Shores is home to a diverse range of housing options, from historic homes to new construction developments. A mortgage loan officer can provide valuable insight into the different financing options available for each type of property, helping residents make informed decisions about their home purchases.

Tax Services

Residents of St. Clair Shores, MI can greatly benefit from the expertise of a tax advisor. With the city's proximity to Lake St. Clair and its numerous marinas, many residents may own watercraft and require guidance on how to properly report and deduct expenses related to their boats. Additionally, St. Clair Shores is home to several small businesses, which may have unique tax considerations that a tax advisor can assist with. Furthermore, with the city's aging population, many residents may require assistance with estate planning and minimizing tax liabilities for their heirs. A tax advisor can provide valuable guidance on these matters and ensure that residents are maximizing their tax savings while remaining compliant with state and federal regulations.

Estate Planning Lawyer

St. Clair Shores, MI residents can greatly benefit from the services of an estate planning lawyer. With the city's population of over 59,000 individuals, it is imperative that residents have a comprehensive estate plan in place to ensure that their assets are distributed according to their wishes. An estate planning lawyer can assist with drafting wills, trusts, and other legal documents that can help protect assets from creditors and minimize tax liabilities. Additionally, with St. Clair Shores being located on the shores of Lake St. Clair, many residents may own waterfront properties that require specific planning considerations. An estate planning lawyer can help navigate the complexities of waterfront property ownership and ensure that the property is properly transferred to heirs or beneficiaries. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind to St. Clair Shores residents as they plan for the future.

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