Osaic Wealth
42yrs
Top advisor by experience in Marshall
Financial advisors in Marshall, MI
Looking for a financial advisor in Marshall, MI? We list 15 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
15Advisors with offices here
10Median years of experience
13%At fee-only firms
7Firms represented
Largest firms here: Edward Jones (5), Miller Financial Services (3), Wealth Ease Wealth Management (2).
Nearby: Battle Creek, Albion, Concord, Union City, Parma, Litchfield.
Ameriprise Financial Services
38yrs
Top 6% by experience at Ameriprise Financial Services
Miller Financial Services
30yrs
Top 16% by experience nationwide
Edward Jones
27yrs
Top 9% by experience at Edward Jones
Edward Jones
24yrs
Top 14% by experience at Edward Jones
Wealth Ease Wealth Management
15yrs
More experience than 60% of advisors in Marshall
Edward Jones
13yrs
More experience than 60% of advisors at Edward Jones
Osaic Wealth
10yrs
10 years in the industry
Thrivent Investment Management
9yrs
9 years in the industry
B. Riley Wealth Advisors
8yrs
8 years in the industry
Miller Financial Services
8yrs
8 years in the industry
Edward Jones
5yrs
5 years in the industry
Edward Jones
4yrs
4 years in the industry
Miller Financial Services
2yrs
2 years in the industry
Wealth Ease Wealth Management
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Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.