MI · Houghton Lake

Fiduciary advisors in Houghton Lake, MI

1 advisor with offices in Houghton Lake. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Houghton Lake

Mills Financial

Houghton Lake, Michigan

Mills Financial is an independent firm based in Alma, Michigan, offering financial planning, investment management, and insurance analysis with a focus on retirement income strategies and health insurance guidance. The firm combines over 100 years of collective experience and is led by owner Ron Mills, a financial services professional since 1991 who holds life, health, and securities licenses (Series 7, 63, and 24). Services include Medicare planning assistance, health insurance marketplace guidance, and prescription drug cost analysis, delivered through a client-centered approach. The firm operates as a family business and is registered with FINRA through Packerland Brokerage Services.

View details

Financial advisors in Houghton Lake, Michigan

Advisors serving Houghton Lake specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Michigan's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

Back to all Michigan advisors