TOP 30 Best Certified financial advisor in Michigan

Summit Financial Consulting is a family-owned finance institution located at 43409 Schoenherr Road in Sterling Heights, Michigan. Since 1987, the Wink Family has been providing all-inclusive financial services to individual and corporate clients in Southeast Michigan. With a focus on financial planning, portfolio analysis, and tax reduction, our team is dedicated to helping clients pursue and maintain financial security. As an independent, private investment firm, we prioritize customer service and always act in the best interest of our clients. Our comprehensive planning process ensures that we create a financial plan that considers your current needs and plans for the future in a tax-efficient manner. We offer services such as investment planning, tax planning, health insurance planning, college planning, retirement income planning, and estate planning assistance.

Edward Jones - Financial Advisor: Matthew Patillo, CFP® is a trusted financial institution located at 3220 West Carleton Road in Hillsdale, Michigan, United States. Matthew Patillo, a Certified Financial Planner, provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Matthew and his team at Edward Jones are dedicated to helping clients secure their financial future. Whether you are planning for retirement, saving for your children's education, or investing for the future, Edward Jones - Financial Advisor: Matthew Patillo, CFP® is committed to providing you with the guidance and support you need to make informed financial decisions.

Edward Jones - Financial Advisor: Samuel J Waldvogel, AAMS™|CRPS™ is a reputable financial institution located at 101 Hillsdale Street in Hillsdale, Michigan, United States. Specializing in personalized financial planning and investment services, Samuel J Waldvogel, AAMS™|CRPS™ is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, clients can rely on expert advice and guidance to navigate the complexities of the financial world. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Samuel J Waldvogel, AAMS™|CRPS™ is committed to providing tailored solutions to meet your individual needs.

Corey De Meritt is a financial advisor at Ameriprise Financial Services, LLC located at 118 West Maumee Street in Adrian, Michigan, United States. Corey De Meritt holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Corey De Meritt's expertise in various areas of financial planning, asset management, investment strategies, retirement planning, estate planning, and more. Corey De Meritt is dedicated to providing personalized and comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients.

Edward Jones - Financial Advisor Todd C Wilson, CFP®|AAMS™ is a reputable financial institution located at 4490 West Maumee Street in Adrian, Michigan, United States. As a certified financial planner and accredited asset management specialist, Todd C Wilson provides expert financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Todd C Wilson can help you create a personalized financial plan tailored to your individual needs. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor Todd C Wilson, CFP®|AAMS™ is dedicated to helping clients secure their financial future.

Dempsey & Dempsey Pc Certified Public Accountants is a reputable accounting firm located at 1881 West Maumee Street in Adrian, Michigan, United States. Specializing in accounting and finance services, the institution is known for its expertise in providing top-notch financial solutions to individuals and businesses alike. With a team of certified public accountants, Dempsey & Dempsey Pc is dedicated to helping clients navigate complex financial matters with precision and professionalism. Whether you need assistance with tax preparation, auditing, or financial planning, you can trust the experienced professionals at Dempsey & Dempsey Pc to deliver exceptional service tailored to your specific needs.

Curtis Beagle is a Financial Advisor at Ameriprise Financial Services, LLC located at 118 West Maumee Street in Adrian, Michigan, United States. Curtis holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Curtis is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and continuing education, Curtis is committed to helping clients make informed decisions to achieve their financial goals.

Edward Jones - Financial Advisor: Troy T Forgette, CFP®|AAMS™|CRPC™ is a trusted financial institution located at 7319 Lewis Avenue in Temperance, Michigan, United States. With a team of dedicated professionals, including Certified Financial Planner Troy T Forgette, they provide personalized financial planning and investment services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones is committed to providing expert advice and guidance every step of the way. Trust Edward Jones to help you navigate the complexities of the financial world and secure your financial future.

Edward Jones - Financial Advisor: David M Abalos, AAMS™ is a reputable financial institution located at 3419 West Sterns Road in Lambertville, Michigan, United States. As a certified Accredited Asset Management Specialist, David M Abalos provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial services to individuals and families in the community. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: David M Abalos, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Harris Group Certified Public Accountants is a reputable institution located at 310 North Saint Joseph Street in Suttons Bay, Michigan, United States. Specializing in health accounting services, their team of experienced professionals provides expert financial guidance and support to healthcare organizations and professionals. With a commitment to accuracy and integrity, Harris Group Certified Public Accountants is dedicated to helping their clients navigate the complex financial landscape of the healthcare industry.

Jason Klein is a Financial Advisor at Ameriprise Financial Services, LLC located at 7130 South Westnedge Avenue in Portage, Michigan, United States. Jason holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jason's expertise in asset management, estate planning, retirement planning, investment strategies, and various other financial services. As a Certified Military Financial Advisor®, Jason is also trained to serve veterans and active duty personnel. With a commitment to ethical practices and continuous education, Jason Klein is dedicated to providing comprehensive financial planning services to his clients.

Clear Strategy - Brad Barnum - Medicare Health Plan Advisor is a health insurance agency located at 1209 East Milham Avenue, Portage, Michigan, United States. We specialize in helping individuals find the right health insurance plan that meets their specific needs. Our independent positioning allows us to provide personalized education on insurance options, ensuring that our clients are well-informed when making decisions. Our licensed and certified agents are highly trained in the products they offer and are dedicated to understanding each client's unique requirements in order to tailor a plan that works best for them. We offer a range of insurance products including Medicare Supplements, Medicare Part D Prescription Drug Plans, Medicare Advantage (Part C), Individual & Family Health Insurance, Short Term Medical, Dental Vision, Hospital Indemnity, and Life Insurance.

Sarah Thomas - Medicare & Health Insurance Advisor at Clear Strategy Insurance, located at 1209 East Milham Avenue, Portage, Michigan, is your go-to institution for all your health insurance needs. Our independent positioning allows us to provide you with personalized and unbiased advice on a variety of insurance options, ensuring that your specific needs are met. Our licensed and certified agents are highly trained in the products they offer, including Medicare Supplements, Medicare Part D Prescription Drug Plans, Medicare Advantage (Part C), Individual & Family Health Insurance, Short Term Medical, Dental Vision, Hospital Indemnity, and Life Insurance. We have strong relationships with top-rated insurance companies, giving us access to the best products for you.

Certified Benefit Advisors is a leading finance, health, and insurance agency located at 100 Country Pine Lane in Battle Creek, Michigan, United States. Our team of skilled advisors are dedicated to helping individuals and businesses navigate the complex world of benefits and insurance. With a focus on providing personalized service and tailored solutions, we strive to empower our clients to make informed decisions that protect their financial well-being and health. Whether you are looking for assistance with health insurance, retirement planning, or employee benefits, Certified Benefit Advisors is here to help you every step of the way. Contact us today to learn more about how we can support your financial and insurance needs.

Spindler Financial Services is a reputable insurance agency located at 413 Ludington Street in Escanaba, Michigan. With a strong commitment to providing personalized financial solutions, Spindler Financial Services offers a wide range of insurance products to meet the unique needs of their clients. Whether you are looking for auto, home, life, or business insurance, their team of experienced professionals is dedicated to helping you find the right coverage at the best possible price. Contact Spindler Financial Services today to discuss your insurance needs and secure your financial future.

Altruist Financial Advisors is a reputable finance institution located at 3754 65th Street in Holland, Michigan, United States. Our team of dedicated financial advisors is committed to providing personalized and comprehensive financial planning services to help clients achieve their financial goals. With a focus on integrity and transparency, we strive to build long-lasting relationships with our clients based on trust and mutual respect. Whether you are planning for retirement, saving for your children's education, or investing for the future, Altruist Financial Advisors is here to guide you every step of the way. Contact us today to schedule a consultation and start your journey towards financial success.

VantagePointe Financial Group, led by Nate Volkema CFP®, ChFC®, CLTC, is a reputable finance and insurance agency located at 44 East 8th Street in Holland, Michigan. With a team of experienced professionals, they offer a wide range of financial services including financial planning, investment management, retirement planning, and insurance solutions. Whether you are looking to secure your financial future or protect your assets, VantagePointe Financial Group is dedicated to helping you achieve your goals with personalized and comprehensive strategies. Visit their office in Holland or contact them for a consultation to start on your path to financial success.

Arbor Financial Credit Union is a financial institution located at 1386 Michigan 89 in Otsego, Michigan, United States. Offering a range of services including ATM access, banking, and finance, Arbor Financial provides convenient access to your money with a mobile app, digital wallet, and access to over 30,000 surcharge-free ATMs. Whether you're looking for a home loan, mortgage, auto loan, or business loan, Arbor Financial has you covered. With 12 branches throughout Michigan, friendly staff are available to assist you with all your financial needs. Membership is open to those who live, work, or worship in Michigan, with a range of high-return savings accounts, low-interest loans, and expert financial advice available. Whether you're a young adult looking for a Volt Account or someone planning for retirement with a Certificate of Deposit, Arbor Financial has the tools to help you achieve your financial goals. With a focus on financial growth and personalized service, Arbor Financial Credit Union is committed to helping you manage and advance your assets in a responsible manner. Visit one of our branches or explore our online services to learn more about how Arbor Financial can support your financial journey.

ATS Business Financial is a leading accounting and finance institution located at 11443 East Thirteen Mile Road in Warren, Michigan, United States. Our team of experienced professionals provides a wide range of financial services to help businesses thrive and succeed. Whether you need assistance with tax preparation, bookkeeping, financial planning, or investment advice, ATS Business Financial is here to help. Trust us to handle all of your accounting and finance needs with precision and expertise. Contact us today to learn more about how we can assist you in achieving your financial goals.

Flegal & Melnik, Certified Public Accountants, is a reputable accounting and finance institution located at 350 Gladys Street in Portage, Michigan, United States. Our team of experienced and knowledgeable CPAs provide a wide range of services including tax preparation, auditing, financial planning, and consulting. With a strong commitment to professionalism and integrity, we strive to help our clients achieve their financial goals and navigate the complexities of the financial world. Trust Flegal & Melnik for all your accounting and finance needs.

Justin Le Page is a Financial Advisor at Ameriprise Financial Services, LLC located at 2400 U.S. 41, Marquette, Michigan, United States. Justin Le Page holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Justin Le Page's expertise in asset management, investment strategies, estate planning, retirement planning, and more. As a Certified Military Financial Advisor®, Justin Le Page is also trained to serve veterans and active duty military personnel. Contact Justin Le Page for comprehensive financial planning services tailored to your individual needs.

Black Walnut Wealth Management - Traverse City Financial Advisor is a finance institution located at 13919 South West Bay Shore Drive in Traverse City, Michigan, United States. They specialize in reducing taxes, managing investments, and simplifying retirement for individuals, families, and private foundations in Traverse City and throughout Michigan. Their services include coordinating your entire financial picture, including taxes, estate planning, and investment management. They aim to proactively reduce taxes, manage investments, and coordinate your estate to minimize risk and avoid costly financial mistakes. As a fee-only fiduciary financial advisor, they are committed to your financial well-being and understand your concerns such as selling your business, generating consistent income, reducing taxes, managing investments, coordinating your estate, and maximizing retirement benefits. They serve areas in Northern Michigan such as Beulah, Cadillac, Charlevoix, Elk Rapids, Frankfort, Gaylord, Glen Arbor, Leland, Ludington, Manistee, Petoskey, Suttons Bay, Marquette, and Iron Mountain. Please note that their financial advice should not be construed as tax or legal advice. They are also certified by the Certified Financial Planner Board of Standards, Inc. (CFP Board). For more information, you can contact them at 231.421.7711 or visit their website.

ATS Advisors, A Certified Public Accounting Firm in Grayling, Michigan, is a trusted institution specializing in accounting and finance services. Our team of experienced professionals is dedicated to providing top-notch financial guidance and support to our clients. Located on the Interstate 75 Business Loop, our convenient location makes it easy for clients to access our services. Whether you need assistance with tax preparation, auditing, or financial consulting, ATS Advisors is here to help. Contact us today to learn more about how we can assist you with your financial needs.

Daniel De Witt is a Financial Advisor at Ameriprise Financial Services, LLC located at 4575 Lake Michigan Drive Northwest in Grand Rapids, Michigan, United States. Daniel De Witt holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Daniel De Witt's expertise in various financial areas such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to ethical practices and continuing education, Daniel De Witt is dedicated to helping individuals and businesses achieve their financial goals.

Merrill Lynch Financial Advisor April Armstrong, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States, offers personalized wealth management strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, April Armstrong can help you navigate today's changing market conditions. Committed to building strong client relationships based on trust and personalized service, April Armstrong believes in understanding your unique financial situation and priorities to create a customized plan to help you pursue your goals. As a Certified Financial Planner, April Armstrong is registered to do business in multiple states and can provide expert advice on investment strategies and financial planning. Contact April Armstrong today to start working towards your financial goals.

Chance Coda - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 333 Bridge Street Northwest, Grand Rapids, Michigan, United States. Chance Coda offers a variety of certifications and designations to their advisors, ensuring they are well-equipped to provide expert financial advice to their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, Chance Coda advisors have the knowledge and skills to address a wide range of financial needs. Additionally, with certifications such as the Certified Divorce Financial Analyst and the Certified Estate Planner™, clients can trust that they are working with professionals who specialize in specific financial areas. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Chance Coda - Financial Advisor, Ameriprise Financial Services, LLC has the expertise to help you achieve your financial goals.

Merrill Lynch Financial Advisor Rua Hekhuis is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. Rua is dedicated to building strong relationships with clients and providing personalized guidance tailored to their unique goals and circumstances. With a background in private consulting and a focus on goals-based planning, Rua leverages the resources of Merrill and Bank of America to help clients achieve their evolving financial goals. Committed to personalized service, Rua lives in Spring Lake with her husband and two dogs and is actively involved in supporting homeless animals through the Humane Society of West Michigan. As a Senior Portfolio Advisor, Rua can manage investment strategies on a discretionary basis, offering clients access to a range of portfolios and investment solutions. Through Merrill Personal Wealth Analysis™, Rua helps clients develop personalized financial plans centered on their goals. With a team of experienced professionals and the global resources of Merrill, Rua is dedicated to building strong client relationships based on trust and personalized service. By understanding each client's unique needs and aspirations, Rua creates customized financial approaches designed to help clients pursue their goals and manage investment risk. Whether clients are planning for retirement, education expenses, or wealth transfer, Rua works closely with them to develop strategies that align with their priorities. By staying informed about changes in clients' lives and the financial markets, Rua ensures that their financial approaches remain aligned with their goals. Through ongoing discussions and adjustments, Rua helps clients stay on track to achieve what matters most to them. As a Certified Financial Planner and Chartered Retirement Planning Counselor, Rua is equipped to provide clients with comprehensive financial solutions and personalized investment strategies. With a focus on understanding clients' personalities and priorities, Rua offers tailored advice to help clients navigate market fluctuations and life changes. By working closely with clients and drawing on the resources of Merrill and Bank of America, Rua helps clients live their best financial lives and achieve their goals.

Merrill Lynch Financial Advisor Jonathan C. Hatfield, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, is a finance institution dedicated to providing accessible, knowledgeable, and experienced financial guidance. Jonathan has been in the financial services industry since 2009 and specializes in serving high net worth individuals, business owners, and corporate executives. With a bachelor's degree in Business Management and Psychology, Jonathan is a Certified Private Wealth Advisor® designee. He is committed to building and maintaining strong relationships with clients, offering personalized plans centered on their goals and aspirations. The team at Merrill Lynch Wealth Management, led by Jonathan, focuses on helping clients navigate important financial decisions, estate planning, and wealth preservation. By utilizing the global resources of Merrill, clients receive tailored investment strategies and comprehensive financial solutions. Whether clients are planning for retirement, saving for a home, or funding their children's education, Jonathan works closely with them to develop a financial approach that aligns with their priorities and values. The institution also offers insights, observations, and ideas to help clients pursue their financial goals, with a focus on maximizing the impact of their giving. With a commitment to putting clients first, Merrill Lynch Financial Advisor Jonathan C. Hatfield strives to help clients achieve their financial goals and navigate the complexities of their financial lives.

Jordan Booko is a Financial Advisor at Ameriprise Financial Services, LLC, located at 200 South Main Street in Three Rivers, Michigan, United States. Jordan holds several certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jordan's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. As a Certified Military Financial Advisor®, Jordan is trained to serve veterans and active duty military personnel. Contact Jordan Booko for comprehensive financial planning services tailored to your individual needs.

Edward Jones - Financial Advisor: Michael R Matteson, CFP®|AAMS™ is a trusted financial institution located at 5787 Stadium Drive in Kalamazoo, Michigan, United States. Michael R Matteson, a Certified Financial Planner and Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Michael R Matteson and his team are dedicated to providing expert guidance and support every step of the way.