Top financial advisors in Wyoming, 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 if you're navigating pension decisions tied to Wyoming, MI's auto industry or planning your retirement income streams. A common mistake is not integrating pension benefits with other retirement assets, which can lead to missed opportunities or unexpected tax consequences.
- Pension integration expertise. Confirm how the advisor combines your pension with Social Security and other income sources to create a cohesive retirement plan.
- Auto industry knowledge. Ask if they understand the unique retirement benefits and challenges common to auto industry employees in your area.
- Retirement income sequencing. Inquire about their approach to withdrawing funds from various accounts to optimize tax efficiency and cash flow.
- Long-term planning focus. Ensure they consider how your pension and investments will support your lifestyle over decades, not just the next few years.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Scott K
Series 66
Wyoming, MI
Edward Jones
Scott Kline in Wyoming, MI, specializes in retirement income strategy and withdrawal strategies, making him well-suited to help integrate pension benefits with other retirement assets. With 15 years of experience at Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive approach and charges up to 1.35% annually, which may differ from smaller firms or fee structures nearby.
Experience: 15 years
Avg account: $246,728
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Elizabeth H
Series 63, Series 65
Wyoming, MI
Primerica Advisors
Elizabeth Hassenger in Wyoming, MI, offers expertise in income planning and tax-loss harvesting, which are crucial for integrating pension benefits with other retirement income sources. Working with Primerica Advisors, a large firm with a tiered wrap-fee structure and discretionary asset management, she brings eight years of experience and a focus on sustainable investing, distinguishing her approach from others in the area.
Experience: 9 years
Avg account: $228,117
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Scott C
CFP®, Series 63, Series 65
Grand Rapids, MI
Cambridge Investment Research Advisors
Scott Cousino's 19 years of experience and CFP® certification equip him to address retirement income strategies, including pension integration and annuities, relevant to Wyoming, MI residents. Operating from Cambridge Investment Research Advisors, a large firm offering flat-fee and AUM-based pricing, he serves diverse clients with tailored financial planning and portfolio management, distinguishing him through broad expertise and flexible fee structures.
Experience: 19 years
Avg account: $378,281
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Scott P
Series 63, Series 66
Wyoming, MI
J.P. Morgan Securities
Scott Pope's 20 years of experience at J.P. Morgan Securities in Wyoming, MI, equip him to address complex retirement income planning, including pension integration and wealth management. His affiliation with a large firm offering institutional consulting and customized asset allocation advice distinguishes him from others by providing access to extensive resources and a structured, non-discretionary advisory approach.
Experience: 20 years
Avg account: $318,381
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Benton M
Series 63, Series 66
Wyoming, MI
LPL Financial
Benton Miller's 21 years of experience and expertise in wealth management and retirement plans make him well-equipped to address pension integration and retirement income sequencing for clients in Wyoming, MI. Affiliated with LPL Financial, a large firm offering diverse investment solutions and flat-fee financial planning, he serves a broad client base including business owners and retirees, providing seasoned guidance tailored to complex retirement needs.
Experience: 22 years
Avg account: $399,489
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