Top financial advisors in Monroe, 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, deciding when and how to claim them can shape your retirement income for decades. A common mistake is treating pension decisions separately from other income sources, which can lead to missed opportunities or unexpected tax hits.
- Pension integration. Ask how they coordinate your pension with Social Security and other income to optimize your cash flow.
- Tax impact awareness. Confirm they consider how pension income affects your tax bracket and Medicare premiums.
- Longevity planning. Pension choices often involve trade-offs between lifetime income and flexibility; see how they help you balance these.
- Survivor benefits. Check if they review options for benefits that continue to a spouse or dependents after your passing.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Ronald B
ChFC®, Series 63
Monroe, MI
LPL Financial
Ronald Brant's 43 years of experience and ChFC® designation equip him to integrate pension benefits with other income sources effectively, addressing tax impacts and longevity planning. Operating through LPL Financial, a large firm with a flat-fee structure, he serves diverse clients including business owners and retirees, offering expertise in retirement plans and tax-loss harvesting that distinguishes him from other advisors in Monroe, MI.
Experience: 43 years
Avg account: $399,489
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Anthony H
Series 65
Monroe, MI
Harwood Investment Strategies, L.L.C.
Anthony Harwood in Monroe, MI, offers expertise in retirement plans for business owners, which can be valuable for integrating pension benefits with other income sources. His firm provides both discretionary and non-discretionary management, using a long-term, value-oriented investment approach, and charges 1.30% annually on assets under management, distinguishing him from advisors with different fee structures or investment styles.
Experience: 9 years
Avg account: $469,600
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Jody M
Series 63, Series 66
Monroe, MI
Cetera
Jody Myers in Monroe, MI, offers expertise in wealth management and retirement plans for business owners, making her well-suited to integrate pension benefits with other income sources. With 16 years of experience at Cetera, a large firm providing discretionary portfolio management and fiduciary solutions, she offers flat-fee and hourly consulting options, catering to high earners approaching retirement.
Experience: 16 years
Avg account: $306,089
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Monica W
CFP®, Series 63, Series 66
Monroe, MI
Edward Jones
Monica Wagner's 17 years of experience and CFP® certification equip her to address pension integration and retirement income strategies effectively in Monroe, MI. Affiliated with Edward Jones, a large full-service firm, she offers a range of advisory programs with an annual fee up to 1.35%, serving both individual and institutional clients, which may provide broader resources compared to smaller local advisors.
Experience: 17 years
Avg account: $246,728
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Seth L
Series 66
Monroe, MI
PNC Wealth Management
Seth Longton in Monroe, MI, offers expertise in wealth management and both passive and active portfolio strategies, suitable for integrating pension benefits with other income sources. His 20 years of experience at PNC Wealth Management, a large firm with model-based and algorithm-driven investment programs, distinguishes him from advisors focusing solely on traditional portfolio management.
Experience: 20 years
Avg account: $182,752
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