How can I find an insurance broker near Marshall, Michigan?

Mployer lets you search for Marshall, Michigan-area insurance brokers, advisors, or consultants in one place. Narrow your results at the top of this page by M Score rating, company size, the type of insurance you're looking for, or even your industry.

How are insurance brokers in Marshall, Michigan paid?

Most often business insurance brokers are paid through commissions and fees. Small and mid-size companies' insurance brokers are typically paid through commissions. These are paid to the broker by the insurance company you select. Larger companies often set up a fee-based arrangement instead of a commission-based arrangement with their broker or consultant partner.

Can I compare insurance brokers in the Marshall, Michigan area?

It can feel overwhelming to sift through the many brokers in the Marshall, Michigan area. It's why Mployer provides a free comprehensive list of all Marshall, Michigan insurance brokers. We include overviews, customer reviews, and our independent rating called an M Score. The higher the M Score, the broader the broker's experience. With an M Score, you are empowered to choose the best broker for your company.

What is the difference between an insurance broker, agent, and a consultant in Marshall, Michigan?

Insurance brokers, agents, and consultants in Marshall, Michigan all have a similar role as they help a business or individual select an insurance company and plan.Agents represent one specific insurance company only for the most part, they sell that insurance company's products.Brokers are often independent and are able to quote multiple insurance company's prices. They are usually paid through a commission from the insurance company selected.Consultants are usually brokers as well, but they work with larger companies and are paid on a fee based arrangement, similar to general management consultants. That is why they are often called consultants.You can use Mployer to find Marshall, Michigan based insurance brokers and consultants.

Should I hire an independent Marshall, Michigan insurance broker?

Finding the best insurance for your business can feel intimidating, as there are a lot of options in Marshall, Michigan. For most organizations, it's beneficial to hire an independent broker.An insurance broker local to the Marshall, Michigan area will have familiarity to the Marshall, Michigan healthcare systems and insurance plans. This gives Marshall, Michigan insurance brokers unique insight that others from out of the area may not have. Also, independent insurance brokers are able to quote you prices for your employees from a wider range of insurance carriers and therefore can often find prices and plans that better fit unique needs.

How do I choose a benefits broker in Marshall, Michigan?

It can feel overwhelming to sift through the many brokers in the Marshall, Michigan area. That is why Mployer provides a free comprehensive list of all Marshall, Michigan insurance brokers. We include overviews, customer reviews, and our independent rating called an M Score.

Can I change my insurance broker?

If you are currently working with a broker, it's important to know that you can always change your insurance broker. Even if you're happy with your broker, it's a good idea to evaluate Marshall, Michigan-based insurance brokers often.If you do not feel like you as a business are not receiving the right price or level of service you deserve, you should evaluate a new insurance broker. Mployer provides a free list of Marshall, Michigan based insurance brokers and consultants for you to review including customer ratings and independent scores.

Will my insurance broker handle my insurance claims?

Insurance brokers in Marshall, Michigan do not specifically handle claims, that is the role of your insurance carrier. Your insurance broker can help you navigate the claims process if needed, especially for large and or questionable claims.

Do all Marshall, Michigan brokers have an M Score?

We work hard to ensure every M Score is accurate, helpful, and pushes the insurance brokerage industry to be open and transparent. It's calculated using a brokerage's breadth and depth of experience across industries, employer sizes, and offerings. An industry-first, the M Score is available for most Marshall, Michigan-based brokers and more are being added every day.

When is the best time to shop for a new insurance broker?

Making the right insurance choice saves money, helps retain the best employees, and can prevent unforeseen costs. An insurance broker is an invaluable asset so the best time to shop for a new Marshall, Michigan-area insurance broker is earlier than you think. Extra time helps identify the skills and capabilities expected of your ideal broker, lets you understand how different brokers deliver different results, and gives you the ability to use neutral third-party tools like Mployer to evaluate broker options.

Find Top Financial Advisors Near Marshall, Michigan

Advisors near Marshall, Michigan

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Haslett Jackson Kalamazoo Lansing Marshall Okemos Portage Spring Arbor Williamston

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Haslett Jackson Kalamazoo Lansing Marshall Okemos Portage Spring Arbor Williamston

Showing 1 - 12 of 19 results

DILLON & ASSOCIATES INC

Jackson, Michigan

Dillon & Associates Inc, a reputable investment advisory firm based in Jackson, MI, boasts an extensive client base of over 270 individuals and manages assets worth a remarkable $555,897,000. With their primary focus on employer 401Ks and individual portfolios, they have garnered valuable experience in this domain. Out of the assets they manage, 15% are discretionary, allowing them to make informed investment decisions on behalf of their clients. With a single office, Dillon & Associates Inc operates efficiently and effectively. Their compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring their interests align with those of their clients. The firm prides itself on its dedicated team of six employees, three of whom provide expert investment advisory services. Notably, each investment advisor at Dillon & Associates Inc manages an impressive average of approximately $185,300,000 in assets, well above the industry average. Nicholas Reynolds, Eric Grasse, and Jeffrey Dillon, among others, stand out as some of the firm's longest-serving and highly experienced advisors. Their collective knowledge and expertise contribute to the success and longevity of Dillon & Associates Inc. Dillon & Associates Inc upholds a commitment to excellence, leveraging their expertise and comprehensive investment strategies to provide personalized financial solutions for their clients. Their exceptional track record and client-focused approach make them a trusted partner for individuals seeking expert investment advisory services in the Jackson, MI area and beyond.

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BRIGHT FINANCIAL ADVISORS, INC.

Portage, Michigan

Bright Financial Advisors, Inc., based out of Portage, MI, is a reputable investment advisory firm serving over 480 individual clients. With assets under management totaling over $398,593,000, they specialize in providing personalized financial solutions. Operating from a single office, they also offer insurance brokerage services, catering to a diverse range of client needs. As experts in the field, Bright Financial Advisors, Inc. has extensive experience managing employer 401Ks and individual investments, which account for approximately half of their assets under management. They have developed a strong reputation for their expertise and professionalism in this space. Notably, all of the assets they manage are under their discretion, providing clients with peace of mind. The firm employs a team of 12 professionals, with three dedicated investment advisors. Their compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients can choose a payment arrangement that aligns with their preferences and goals. One standout aspect of Bright Financial Advisors, Inc. is their exceptional average of approximately $132,860,000 in assets under management per investment advisor. This figure surpasses the industry average, highlighting their ability to effectively handle substantial portfolios. Furthermore, Andrew Price and Brookes Welc, two of the firm's longest-tenured registered advisors, bring valuable experience and insights to the table. Clients can trust Bright Financial Advisors, Inc. to deliver expert financial guidance and tailored investment strategies that help them achieve their long-term objectives. With a track record of success and a commitment to client satisfaction, they have established themselves as a leading presence in the financial advisory industry.

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MILLER FINANCIAL SERVICES LLC

Marshall, Michigan

Miller Financial Services LLC is a small investment advisory firm based out of Marshall, MI, with a team of three dedicated professionals. With an impressive average of $229,400,000 in assets under management per investment advisor, the firm stands out for its exceptional financial expertise and success in the industry. With a compensation structure that includes various types, such as a percentage of assets under management, hourly charges, and fixed fees, Miller Financial Services LLC ensures flexibility and transparency in serving their clients' financial needs. They cater to a diverse clientele, boasting over 630 individual clients and managing a total of $272,999,000 in assets. The firm's specialization lies in employer 401Ks and individual accounts, where they have demonstrated substantial expertise and garnered a strong reputation. Approximately half of the assets they manage originate from these sources, underscoring their extensive experience in this particular domain. In addition to investment advisory services, Miller Financial Services LLC also offers insurance brokerage services, broadening their range of financial solutions to meet clients' comprehensive needs. With one office location in Marshall, MI, the firm enjoys a local presence while maintaining a professional and personalized approach. Notably, the team includes several long-tenured advisors, such as Alex White, Austin Rinard, and Joseph Miller, who bring a wealth of experience and knowledge to their clients' financial journeys. With a commitment to excellence and a client-centric approach, Miller Financial Services LLC continues to provide top-tier financial advisory and insurance services to help clients navigate their financial goals.

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AVERY WEALTH, INC.

Jackson, Michigan

AVERY WEALTH, INC. is a reputable investment advisory firm based out of Jackson, MI. With over 390 individual clients and more than $183,320,000 in assets under management, they have established themselves as a trusted partner in the financial industry. As a small firm with one office, they offer personalized attention and a deep understanding of the investment landscape. A key aspect of Avery Wealth, Inc.'s success lies in their expertise in managing employer 401Ks and individual assets. Approximately half of their assets under management come from these sources, reflecting their extensive experience in this space. Moreover, the firm operates under a discretionary management approach, enabling them to make independent investment decisions on behalf of their clients. Avery Wealth, Inc. adopts a flexible compensation structure that includes various options such as a percentage of assets under management, hourly charges, subscription fees, and fixed fees. This ensures that their clients have multiple choices based on their specific needs and preferences. With a team of five dedicated professionals, including two investment advisors, Avery Wealth, Inc. upholds a commitment to delivering high-quality service to their clients. On average, each investment advisor oversees approximately $91,660,000 in assets under management, aligning with the industry average. Notably, Daniel Reese and Brent Oliver are recognized as two of the firm's longest-tenured registered advisors. Their extensive experience and expertise contribute to the overall success and reputation of Avery Wealth, Inc. in helping clients achieve their financial goals.

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GUIDESTREAM FINANCIAL, INC.

Spring Arbor, Michigan

Guidestream Financial, Inc., a local investment advisory firm based out of Spring Arbor, MI, is dedicated to providing comprehensive financial solutions to its clients. With 11 employees in total, 5 of whom specialize in investment advisory services, Guidestream Financial offers a range of expertise and experience to its diverse client base. On average, each investment advisor at Guidestream Financial manages approximately $83,480,000 in assets under management, which aligns with the industry average. The firm's compensation structure includes various types, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexible options for clients. Boasting over 690 individual clients, Guidestream Financial manages a substantial $165,129,000 in assets under management. Notably, almost half of these assets originate from employer 401Ks or individuals, highlighting the firm's proficiency in this area. Impressively, 96% of the assets they oversee are under discretionary management, signifying the trust clients place in Guidestream Financial's expertise. Guidestream Financial operates through seven offices, providing convenient access to its services across the region. The firm takes pride in its team of seasoned advisors, including Caitlin Koppelman, William Blakemore, and Kirk Hoffman, who have demonstrated long-standing commitment to their clients and the organization. With a reputation for delivering personalized financial guidance and a strong presence in the local community, Guidestream Financial, Inc. continues to be a trusted partner for individuals and employers seeking comprehensive investment advisory services in the Spring Arbor, MI area.

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RICHMOND BROTHERS, INC.

Jackson, Michigan

Richmond Brothers, Inc. is a reputable local investment advisory firm headquartered in Jackson, MI. With 17 dedicated employees, including five seasoned investment advisors, they offer a comprehensive range of financial services. Known for their expertise in managing employer 401Ks and individual portfolios, the firm boasts an impressive $201,459,000 in assets under management from over 630 individual clients. Richmond Brothers, Inc. distinguishes itself by its average assets under management per investment advisor, which stands at approximately $95,850,000, reflecting the firm's ability to handle substantial portfolios. Their compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with client interests. With an unwavering commitment to providing personalized financial solutions, Richmond Brothers, Inc. manages 100% of their clients' assets on a discretionary basis. This approach allows them to make informed investment decisions tailored to individual goals and risk tolerance. The firm's success can be attributed to its experienced team of advisors. Notably, Matthew Curfman, David Richmond, and Daniel Vredeveld are among the longest tenured advisors at Richmond Brothers, Inc. Their deep industry knowledge, combined with the collective expertise of the firm, enables them to deliver effective wealth management strategies. As a trusted local partner, Richmond Brothers, Inc. caters to a diverse client base, maintaining strong relationships built on trust and exceptional service. Their singular office in Jackson, MI ensures accessibility and personalized attention to meet the unique financial needs of their clients. With a solid track record and a commitment to excellence, Richmond Brothers, Inc. continues to provide top-tier investment advisory services in the region.

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ZHANG FINANCIAL

Portage, Michigan

ZHANG FINANCIAL, a prominent local investment advisory firm, is headquartered in Portage, MI and operates from 8 offices. With a total of 40 dedicated professionals, including 16 highly experienced investment advisors, the firm has established a strong presence in the financial industry. Setting them apart, Zhang Financial boasts an impressive average of $279,030,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure encompasses various approaches, including a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and tailored solutions for their diverse clientele. While 401K and individual accounts account for less than 30% of their managed assets, Zhang Financial possesses the capability to effectively oversee employer funds. An exceptional 61% of the assets entrusted to them are managed with discretionary authority, further demonstrating the firm's expertise and client trust. With over 1,000 individual clients and a staggering $4,464,459,000 in assets under management, Zhang Financial has established itself as a trusted partner in wealth management. The firm takes pride in its team of highly tenured advisors, including renowned professionals such as Lynn Chen-Zhang, Christine Lindberg, and Charles Zhang. Their extensive experience and unwavering dedication have contributed to the firm's success, making Zhang Financial the go-to choice for comprehensive investment advisory services in Portage, MI, and beyond.

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TRUNORTH CAPITAL MANAGEMENT, LLC

Kalamazoo, Michigan

TruNorth Capital Management, LLC, headquartered in Kalamazoo, MI, is a reputable investment advisory firm catering primarily to high net worth individuals. With a team of four experienced professionals, they specialize in providing personalized investment advisory services to their diverse clientele. TruNorth boasts an impressive average of approximately $140,540,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure encompasses various models, including a percentage of assets under management, fixed fees, and hourly charges. TruNorth manages a substantial client base of over 180 individuals, collectively holding assets totaling over $294,631,000. While a significant portion of their assets are allocated to high net worth individuals, TruNorth also possesses the capability to effectively manage employer funds, despite 401K and individual accounts constituting less than 30% of their total assets under management. TruNorth Capital Management, LLC distinguishes itself as a small yet influential investment advisory firm, maintaining a single office in Kalamazoo, MI. Notably, the company prides itself on its long-serving advisors, including Kevin Miller, John Schoolman, and Brian Mullally, who bring extensive expertise and experience to the firm. As a testament to their commitment to excellence, TruNorth manages all assets under their purview on a discretionary basis, ensuring full control over investment decisions. With their impressive track record, personalized approach, and focus on high net worth clients, TruNorth Capital Management, LLC has established itself as a trusted partner in the financial landscape, providing tailored investment strategies to help clients achieve their financial goals.

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BREAKWATER CAPITAL

Kalamazoo, Michigan

Breakwater Capital, based in Kalamazoo, MI, is a small investment advisory firm specializing in providing comprehensive financial services to a diverse clientele. With two dedicated employees, they offer personalized investment advisory services tailored to individual needs. Each investment advisor at Breakwater Capital manages an average of $50,220,000 in assets, aligning with the industry average. With over 40 individual clients, Breakwater Capital oversees a substantial $114,502,000 in assets under management. The firm primarily serves high net worth individuals, with a majority of the assets they manage belonging to this demographic. While 401K and individual accounts comprise less than 30% of their total assets, Breakwater Capital possesses the capability to manage employer funds. Breakwater Capital's compensation structure includes various types, such as a percentage of assets under management, ensuring their interests are aligned with their clients' financial success. The firm prides itself on offering discretionary asset management, granting them the authority to make investment decisions on behalf of their clients. Operating from a single office in Kalamazoo, Breakwater Capital has established a solid reputation in the financial industry. Ross Pollard and Lucas Mansberger, two of the longest-tenured registered advisors at the firm, bring extensive experience and expertise to their clients' portfolios. Overall, Breakwater Capital strives to provide exceptional investment advisory services, leveraging their knowledge and resources to help clients achieve their financial goals and secure a prosperous future.

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EVERGREEN WEALTH MANAGEMENT, LLC

Williamston, Michigan

Evergreen Wealth Management, LLC is a reputable investment advisory firm based in Williamston, MI, with three offices serving a diverse clientele. With a team of seven dedicated professionals, four of whom specialize in providing investment advisory services, Evergreen Wealth Management offers comprehensive financial guidance to individuals, as well as employer-sponsored 401K plans. With an impressive average of approximately $35,730,000 in assets under management per investment advisor, they have established themselves as trusted stewards of their clients' wealth. The firm's compensation structure is flexible, incorporating various models such as a percentage of assets under management. Notably, half of their assets under management stem from employer 401Ks and individual accounts, indicating their expertise and success in this particular domain. Evergreen Wealth Management exclusively manages discretionary assets, ensuring a high level of personalized service and tailored investment strategies. In addition to their investment advisory services, Evergreen Wealth Management also operates as an insurance broker or agent, offering clients a comprehensive suite of financial solutions. Their dedication to client satisfaction is evident through their extensive client base, which includes over 560 individuals entrusting them with more than $142,919,000 in assets under management. Evergreen Wealth Management boasts a team of experienced advisors, some of whom have been with the firm for an extended period. Among their longest-tenured professionals are Andrew Nutter, Stephen Hanley, and Michael Gorsline, who bring a wealth of knowledge and expertise to the firm's operations. With a commitment to delivering exceptional financial advice and fostering long-term client relationships, Evergreen Wealth Management remains a leading choice for individuals seeking reliable investment management and insurance services.

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EVERGREEN WEALTH MANAGEMENT, LLC

Williamston, Michigan

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FINANCIAL STRATEGIES GROUP, INC

Okemos, Michigan

Financial Strategies Group, Inc is a reputable investment advisory firm headquartered in Okemos, MI, with three offices serving clients across the region. With a total of 21 employees, seven of whom are dedicated to providing investment advisory services, the firm boasts a knowledgeable team of professionals. With an average of $55,330,000 in assets under management per investment advisor, Financial Strategies Group, Inc aligns with the industry average. The firm employs a diverse compensation structure, including methods such as a percentage of assets under management, fixed fees, and hourly charges. Notably, approximately half of their assets under management originate from employer 401Ks or individual investors, showcasing their expertise in this area. Remarkably, a substantial 97% of the assets they manage are discretionary, indicating the trust clients place in their expertise. Financial Strategies Group, Inc takes pride in their extensive client base, which comprises over 1,190 individuals who entrust them with over $387,309,000 in assets under management. The firm's long-standing success is bolstered by the expertise of their experienced advisors, including Kyle Cooper, Brandon Carter, and Brice Carter, who have demonstrated loyalty and dedication over the years. With a strong track record of managing substantial assets and providing comprehensive investment advisory services, Financial Strategies Group, Inc has established itself as a reliable and knowledgeable partner for individuals and organizations seeking effective financial strategies and wealth management solutions.

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CWS FINANCIAL ADVISORS LLC

Kalamazoo, Michigan

CWS Financial Advisors LLC, a prominent investment advisory firm headquartered in Kalamazoo, MI, boasts an extensive client base of over 520 individuals, entrusting them with a staggering $988,546,000 in assets under management. With a robust presence in the region, CWS Financial Advisors offers its services through a single office. Although their management of 401K and individual accounts represents less than 30% of their assets under management, the firm possesses the expertise to handle employer funds as well. Impressively, a remarkable 94% of the assets they manage are discretionary, signifying a high level of trust and autonomy granted by their clients. CWS Financial Advisors focuses primarily on serving high-net-worth individuals, aligning their strategies with the unique needs and goals of this discerning clientele. The firm's compensation structure encompasses various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in their client relationships. With a total of 11 dedicated employees, CWS Financial Advisors leverages the expertise of five investment advisors, each managing an average of approximately $197,710,000 in assets. This figure surpasses the industry average, underscoring their team's exceptional aptitude and skill. Notably, the firm takes pride in the longevity of its advisors, with seasoned professionals such as Cory Wietfeldt, Lindsey Splendorio, and Joseph Splendorio contributing their extensive knowledge and experience to the success of the company. Overall, CWS Financial Advisors LLC is a trusted local partner for individuals seeking comprehensive and tailored investment advisory services, combining a solid track record, robust resources, and a client-centric approach to deliver exceptional financial guidance and asset management solutions.

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