Top financial advisors in Midland, 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.
You might need a financial advisor in Midland, MI if you're navigating retirement decisions tied to pensions common in the auto industry. Without expertise in pension-related planning, you risk mismanaging income streams or missing key benefits.
- Pension integration. Confirm how the advisor incorporates your pension into your overall retirement income plan.
- Retirement cash flow modeling. Ask if they project your income and expenses to avoid shortfalls.
- Tax impact awareness. Pension income can affect your tax bracket; check how they plan for this.
- Benefit timing strategies. Inquire about their approach to when you should start pension or Social Security benefits for maximum advantage.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jason C
Series 65
Midland, MI
Great Lakes Investment Advisors Inc.
Jason Cryderman in Midland, MI, offers expertise in active portfolio management with a flat-fee consulting model capped at $2,500 annually, which suits clients seeking predictable costs. His firm refers clients to third-party money managers and provides tax planning referrals, adding value for those navigating pension integration and retirement cash flow without direct asset management.
Experience: 16 years
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Donald S
ChFC®, Series 63
Midland, MI
Cetera
Donald Smith's extensive 49 years of experience and ChFC® designation equip him to address retirement planning challenges, including pension integration and tax impact awareness, for clients in Midland, MI. Affiliated with Cetera, a large firm offering flat-fee and hourly consulting options, he serves a diverse clientele including high earners approaching retirement, distinguishing him from advisors with narrower focuses or fee structures.
Experience: 49 years
Avg account: $306,089
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David B
Series 63, Series 66
Midland, MI
OSAIC
David Bailey in Midland, MI, brings 20 years of experience and Series 63 and 66 credentials, with a specialty in annuities that can support pension integration and retirement income planning. Working at OSAIC, a large firm with a comprehensive investment process, he offers flat-fee and negotiable AUM fee structures, serving diverse clients including pension plans and corporations, which may provide broader resources compared to smaller firms.
Experience: 20 years
Avg account: $398,336
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Jose M
Series 63, Series 65
Midland, MI
LPL Financial
Jose Martinez II in Midland, MI, offers 15 years of experience and holds Series 63 and 65 licenses, working through LPL Financial, a large national firm providing diverse investment strategies and retirement consulting. His flat-fee and hourly fee options provide flexible planning services, distinguishing him from advisors with different fee structures or smaller firm affiliations.
Experience: 15 years
Avg account: $399,489
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Matthew L
Series 66
Midland, MI
Edward Jones
Matthew Lambertson II in Midland, MI, specializes in retirement income strategy and liquidity event planning, which are crucial for managing pension-related retirement decisions. With four years of industry experience and a Series 66 designation at Edward Jones, a large firm with over 23,700 advisors, he offers a comprehensive approach including a program fee up to 1.35% annually, serving intergenerational families and business owners.
Experience: 4 years
Avg account: $246,728
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