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Financial Advisors in Okemos, MI

How to choose a financial advisor in Okemos

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.

Kyle Cooper

Financial Advisor

FINANCIAL STRATEGIES GROUP, INC

Okemos, MI

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Jeffrey Robins

Financial Advisor

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Okemos, MI

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Robert Jarosz

Financial Advisor

Stifel, Nicolaus & Company, Incorporated

Okemos, MI

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Cory Sercu

Financial Advisor

Bankers Life Securities, Inc.

Okemos, MI

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Todd Stump

Financial Advisor

AMERIPRISE FINANCIAL SERVICES, LLC

Okemos, MI

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