National Retirement Planning Experts

National Coverage
Local Professionals

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Okemos is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Okemos & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Okemos?

Looking for a qualified financial advisor in Okemos? We can help you by narrowing down your options & listing the best financial advisors in Okemos as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Okemos near you with the list of certified and vetted Okemos financial advisors.

List of Qualified Financial Advisors in Okemos, Michigan

advisor-photo

Kyle Cooper, CFP® ChFC®

Financial Strategies Group, Inc.

2270 Jolly Oak Road
Suite 2

Okemos, MI 48864
(517) 3474337

advisor-photo

Todd Perry, CFP, CIMA, CPWA

Executive Wealth Management

135 W North Street Ste 1

Brighton, MI 48116
(810) 2296446

List of Additional Financial Advisors in Okemos, Michigan*

* Additional advisor listing is provided in partnership with Yext

dummy-image

Diversified Portfolio Wealth Management

2339 Jolly Road

Okemos, MI 48864
5173819881

dummy-image

Brian Sommer - Ameriprise Financial Services, LLC

2182 Commons Pkwy

Okemos, MI 48864
5173492880

dummy-image

Stephanie Milosavlevski - Ameriprise Financial Services, LLC

2139 Commons Pkwy
Ste B

Okemos, MI 48864
5172538563

dummy-image

Fifth Third Preferred - Michael Comer

4815 Okemos Road

Okemos, MI 48864
5176692783

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

paladin-banner
Get Matched With Advisors