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Financial Advisors in Belmont, MI

How to choose a financial advisor in Belmont

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Olga Hejl

Financial Advisor

HENRICKSON NAUTA WEALTH ADVISORS, INC.

Belmont, MI

ProfileNo contact yet

Shawn Healy

Financial Advisor

HENRICKSON NAUTA WEALTH ADVISORS, INC.

Belmont, MI

ProfileNo contact yet

Kara Schab

Financial Advisor

PRINCIPAL SECURITIES, INC.

Belmont, MI

ProfileNo contact yet

Jeffery Nauta

Financial Advisor

Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI

ProfileNo contact yet

David Cobb

Financial Advisor

USA FINANCIAL SECURITIES LLC

Belmont, MI

ProfileNo contact yet

Sara Lewis

Financial Advisor

HENRICKSON NAUTA WEALTH ADVISORS, INC.

Belmont, MI

ProfileNo contact yet

Mark Henley

Financial Advisor

HENRICKSON NAUTA WEALTH ADVISORS, INC.

Belmont, MI

ProfileNo contact yet
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