Top financial advisors in Owosso, 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 working in the auto industry or a similar field, you need an advisor who understands how to integrate those pensions into your overall retirement plan. A common mistake is treating pensions like regular savings, which can lead to missed income opportunities or tax inefficiencies.
- Pension integration expertise. Ask how they factor your pension payouts into your retirement income strategy, not just your investment accounts.
- Tax impact awareness. Confirm they consider how pension income affects your tax bracket and Social Security benefits.
- Retirement timing guidance. Pension start dates can affect your cash flow; check how they help you decide when to begin benefits.
- Coordination with other income. See if they plan pension income alongside other sources like IRAs or 401(k)s for balanced withdrawals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Andrew R
Series 66
Owosso, MI
Edward Jones
Andrew Reger in Owosso, MI, specializes in retirement income strategy and wealth management, making him well-suited to integrate pension benefits into retirement plans. With seven years of experience at Edward Jones, a large firm serving over four million clients, he offers a comprehensive approach including charitable giving and planning for special needs, supported by a 1.35% annual program fee.
Experience: 7 years
Avg account: $246,728
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Edward D
Series 63, Series 65, Series 66
Owosso, MI
MMI Asset Management Services, LLC
Edward Degalan Jr. in Owosso, MI, offers expertise in annuities and operates with a flat-fee and independent approach, which can be beneficial for integrating pension benefits into retirement plans. With 12 years of experience and a firm that customizes advice and outsources asset management, he provides flexible financial planning through hourly or fixed fees, distinguishing him from advisors with different fee structures or investment management styles.
Experience: 12 years
Avg account: $211,061
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Robert Z
CFP®, Series 63, Series 65
Owosso, MI
LIFEGOALS FINANCIAL GROUP
Robert Zalokar in Owosso, MI, offers expertise in income planning and tax-loss harvesting, which supports integrating pension benefits into retirement strategies. His firm uses a strategic buy-hold-rebalance investment approach and provides flat-fee financial planning, catering to individuals, family trusts, and small business owners, distinguishing him with personalized, tax-aware asset allocation.
Experience: 15 years
Avg account: $364,392
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Evan B
Series 66
Owosso, MI
LPL Financial
Evan Baker in Owosso, MI, offers expertise in wealth management and retirement plans for business owners, which can help integrate pension benefits into a broader retirement strategy. Working with LPL Financial, a large firm, he provides flat-fee financial planning and access to model portfolios, distinguishing him from advisors with different fee structures or smaller firm resources.
Experience: 4 years
Avg account: $399,489
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Kenneth W
Series 63, Series 66
Owosso, MI
Ameriprise
Kenneth Williams specializes in retirement income strategy and Social Security optimization, making him well-suited to integrate pension benefits into retirement plans for clients near Owosso, MI. With 24 years of experience at Ameriprise, a large firm offering tax-efficient strategies and a centralized consulting team, he serves clients approaching retirement with substantial investable assets and charges a 0.15% AUM fee.
Experience: 24 years
Avg account: $471,167
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