How many financial advisors are in Suttons Bay, MI?

There are currently 2 verified financial advisors listed in Suttons Bay, MI. We continuously update our directory to ensure you have access to the most current information.

What is the average rating for financial advisors in Suttons Bay?

Ratings vary across financial advisors in Suttons Bay. Browse individual listings to see specific ratings and reviews.

How do I choose a financial advisor in Suttons Bay?

When choosing a financial advisor in Suttons Bay, consider their ratings, review count, specializations, and location. We recommend requesting quotes from 2-3 professionals to compare services and pricing.

Is it free to request a quote?

Yes, requesting a quote through our directory is completely free. Simply click "Request a Quote" on any professional's listing and fill out the form. The professional will reach out to you directly.

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Top Financial Advisors in Suttons Bay, MI | Vemra — Vemra

Top Financial Advisors in Suttons Bay, MI

Browse verified financial advisor professionals in Suttons Bay, MI. Compare ratings, read reviews, and request a quote for free.

2 verified professionals found

Showing 1–2 of 2 results

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Peter Anthony Finch - Lpl Financial Llc

Financial AdvisoryLicensed

No reviews yet

Andrew Paul Nussbaum - Ba Securities, Llc

Financial AdvisoryLicensed

No reviews yet

About Financial Advisors in Suttons Bay, MI

Suttons Bay has a small financial-advisor market with 2 active professionals currently listed. Given the limited local availability, you may also consider advisors in nearby cities such as Grand Rapids, Troy, Southfield, Bloomfield Hills, and Ann Arbor, which offer more extensive options. When evaluating financial advisors in this region, focus on credentials, fee structures, and whether their investment philosophy aligns with your goals.

How to choose a financial advisor in Suttons Bay

Verify the advisor holds relevant licenses (Series 7, Series 65, or CFP certification) through FINRA or the SEC website.
Ask whether the advisor operates as a fiduciary, meaning they're legally required to act in your best interest.
Request a written fee schedule that clearly outlines whether they charge by assets under management, flat fees, or commissions.
Inquire about their investment philosophy and whether it matches your risk tolerance and time horizon.
Ask for references from clients with similar financial situations to yours.
Confirm they have a process for reviewing and rebalancing your portfolio annually or as needed.

Quality signals to look for

Look for advisors who provide transparent, written documentation of their fees and investment strategy before you commit. Verify that any advisor you're considering is properly registered and has no disciplinary history through FINRA's BrokerCheck or the SEC's Investment Adviser Public Disclosure database. Be cautious of advisors who pressure you into immediate decisions, operate exclusively online with no local presence, or request cash payments without providing detailed receipts and documentation.

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Frequently asked questions

How many financial advisors are available in Suttons Bay, MI?

Currently, there are 2 active financial advisors listed in Suttons Bay. If you need more options, nearby cities like Grand Rapids, Troy, Southfield, Bloomfield Hills, and Ann Arbor have larger advisor networks.

How do I verify a financial advisor's license in Suttons Bay?

You can verify an advisor's license by searching the SEC's Investment Adviser Public Disclosure database or FINRA's BrokerCheck. Request their CRD number and confirm their registration status before meeting with them.

What should I ask a financial advisor about their fees?

Ask whether they charge assets under management (AUM), flat annual fees, hourly rates, or commissions. Request a written fee schedule and ask if there are any additional costs, such as account maintenance or transaction fees.

How do I know if a financial advisor is acting in my best interest?

Ask the advisor directly whether they operate as a fiduciary. Fiduciaries are legally required to prioritize your interests above their own and must disclose any conflicts of interest in writing.

What should I look for in an investment philosophy?

Discuss the advisor's approach to diversification, their stance on active versus passive investing, and how they adjust strategies based on market conditions and your life changes. Ensure their philosophy aligns with your goals and risk tolerance.

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