Top financial advisors in Marquette, 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 auto industry pension into your overall retirement plan, including timing and payout options.
- Tax impact awareness. Confirm they explain how pension income affects your tax bracket and Social Security benefits.
- Retirement income sequencing. Look for advisors who plan the order of income sources to optimize your cash flow and minimize taxes.
- Pension risk management. Inquire about strategies they use to protect your pension benefits against inflation and market changes.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Paul H
CFP®, Series 63
Marquette, MI
OSAIC
Paul Hein's 35 years of experience and CFP® certification equip him to address the complexities of pension integration and tax impacts for retirees in Marquette, MI. Working with Osaic Wealth, a large firm known for its comprehensive investment process and diverse client base, he offers flat-fee financial planning and consulting services, distinguishing him from advisors with different fee structures or smaller firm affiliations.
Experience: 35 years
Avg account: $398,336
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Douglas G
CFP®, Series 63
Marquette, MI
Wells Fargo Advisors
Douglas Garrow's 34 years of experience and CFP® certification equip him to integrate pension benefits into comprehensive retirement plans, addressing tax impacts and income sequencing. As a seasoned advisor at Wells Fargo Advisors, a large firm serving high-net-worth clients, he offers specialized services including business-owner transition, which may provide broader financial strategies compared to other local advisors.
Experience: 34 years
Avg account: $514,335
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Samuel B
CFP®, Series 63, Series 65, Series 66
Marquette, MI
LPL Financial
Samuel Bennett's 24 years of experience and CFP® certification equip him to address complex retirement income and tax situations, including pension integration. Affiliated with LPL Financial, a large firm offering diversified investment strategies, he provides flat-fee and hourly financial planning services, distinguishing him from advisors with different fee structures or smaller firm resources.
Experience: 24 years
Avg account: $399,489
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Delmar H
CFP®, Series 66
Marquette, MI
Hantz financial Services, Inc.
Delmar Hall in Marquette, MI, offers expertise in retirement plans for business owners and active portfolio management, which can help integrate pension benefits into a comprehensive retirement strategy. His firm, Hantz Financial Services, provides model-driven ETF strategies and in-house tax consulting, with a flat-fee structure and experience serving diverse clients including corporate and retirement plan sponsors, distinguishing him from other local advisors.
Experience: 11 years
Avg account: $420,083
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Cassandra C
Series 66
Marquette, MI
Edward Jones
Cassandra Cox in Marquette, MI, offers wealth management services with a focus on tax-loss harvesting and multi-generational wealth transfer, which can help integrate pension benefits into a comprehensive retirement plan. Working at Edward Jones, a large firm with extensive resources and a broad client base, she provides access to diverse investment options and advisory programs, supported by her Series 66 designation and prior banking and business experience.
Experience: 3 years
Avg account: $246,728
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