Top financial advisors in Flint, MI
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you have pension benefits from the auto industry, you need an advisor who understands how these pensions affect your retirement income and tax situation. A common mistake is treating pensions like regular savings, which can lead to missed opportunities or unexpected tax bills.
- Pension integration. Ask how they factor your pension into your overall retirement plan, including timing and payout options.
- Tax impact awareness. Confirm they consider how pension income affects your tax bracket and Social Security benefits.
- Retirement income sequencing. Find out how they plan withdrawals from pensions alongside other income sources to optimize cash flow.
- Auto industry experience. Check if they have worked with clients from the auto sector and understand its unique retirement challenges.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Gary F
Series 63, Series 65
Flint, MI
LPL Financial
Gary Fisher's 26 years of experience and Series 63 and 65 licenses position him well to address retirement income planning in Flint, MI, including pension integration and tax considerations. Affiliated with LPL Financial, a large firm offering model portfolios and third-party management, he provides flat-fee financial planning and serves a diverse client base, distinguishing him from advisors with smaller practices or different fee structures.
Experience: 26 years
Avg account: $399,489
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Kellie P
Series 66
Flint, MI
J.P. Morgan Securities
Kellie Palm's 25 years of experience at J.P. Morgan Securities in Flint, MI, equip her to address complex retirement income needs, including pension integration and tax impact awareness. Her work with a large firm offering institutional consulting and customized performance reporting distinguishes her approach, supported by a 0.30% annual AUM fee and expertise in wealth management for executives and business owners.
Experience: 26 years
Avg account: $318,381
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Andrew A
Series 63, Series 65
Flint, MI
OSAIC
Andrew Atherton in Flint, MI, brings 25 years of experience and holds Series 63 and 65 licenses, making him well-equipped to address pension integration and tax impacts for retirees, including those from the auto industry. His firm, OSAIC, is a large SEC-registered adviser offering flat-fee financial planning and a technology-driven investment approach, which may appeal to clients seeking structured fees and comprehensive portfolio optimization.
Experience: 26 years
Avg account: $398,336
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Kelson C
Series 66
Fenton, MI
Wells Fargo Advisors
Kelson Connors, based in Flint, MI, works with Wells Fargo Advisors, a large firm known for comprehensive financial planning and investment services. With three years of experience and a Series 66 designation, he specializes in areas like divorce financial planning and business exit strategies, serving high-net-worth clients. His background includes roles at Merrill Lynch and educational institutions, offering a blend of financial and community insight compared to other local advisors.
Experience: 3 years
Avg account: $514,335
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Marcelo F
Series 66
Flint, MI
The huntington Investment company
Marcelo Flores, based in Flint, MI, brings 11 years of experience and a Series 66 designation, working with The Huntington Investment Company, a large firm managing $6.3 billion in assets. His expertise in tax-loss harvesting and options strategies complements his firm's model-driven platform, offering a structured approach to retirement planning that may benefit those with complex pension and tax considerations.
Experience: 11 years
Avg account: $184,627
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