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TOP 30 Fiduciary financial advisor in Michigan
152 results found
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Summit Financial Consulting
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.
Chart Advisors, LLC
Chart Advisors, LLC is a leading accounting, finance, and insurance agency located at 7952 Secor Road in Lambertville, Michigan, United States. Our team of experts is dedicated to providing top-notch financial services and advice to help individuals and businesses achieve their financial goals. With a focus on personalized solutions and a commitment to excellence, Chart Advisors, LLC is the go-to institution for all your financial needs. Contact us today to see how we can help you chart a path to financial success.
LPL Financial
LPL Financial is a finance institution located at 7433 Jackman Road in Temperance, Michigan, United States. They provide a wide range of financial services including investment planning, retirement planning, and wealth management. With a team of experienced financial advisors, LPL Financial helps clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, LPL Financial offers personalized solutions to meet your needs.
Symmetra Advisors LLC
Symmetra Advisors LLC is a reputable finance and insurance agency located at 1121 Ottawa Beach Road in Holland, Michigan, United States. With a team of experienced professionals, Symmetra Advisors LLC offers a wide range of financial and insurance services to help clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Symmetra Advisors LLC is dedicated to providing personalized solutions tailored to your specific needs. Trust Symmetra Advisors LLC to guide you towards a secure financial future.
Altruist Financial Advisors
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.
Brittison Financial Group, Inc.
Brittison Financial Group, Inc. is a finance institution located at 505 Pleasant Street, St. Joseph, Michigan, United States. Led by Philip Ellis, a fiduciary investment advisor, the institution focuses on providing cutting-edge financial strategies to inspire confidence as individuals navigate their retirement path. Services offered include income planning, tax planning, investment planning, legacy planning, and health care planning. The goal is to help clients achieve financial success in retirement by understanding their personal circumstances, goals, and risk tolerance. Joining Philip Ellis is Griffin Beaudette, a junior partner with a background in sales, customer relations, and account management. Griffin assists in teaching classes on various financial topics and meeting with clients to help them create custom financial plans that align with their long-term goals. Rhonda, the office manager, ensures smooth operations and compliance with regulations, drawing on her background in title work and management.
Darlene Frederick - At Aspen~Marquise Financial
Darlene Frederick - At Aspen~Marquise Financial is a finance institution located at 625 Kenmoor Avenue Southeast in Grand Rapids, Michigan. Specializing in financial services, Darlene Frederick and her team at Aspen~Marquise Financial provide expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on integrity and professionalism, this institution offers a range of services including investment planning, retirement planning, and wealth management. Whether you are looking to grow your assets, plan for the future, or protect your wealth, Darlene Frederick - At Aspen~Marquise Financial is dedicated to helping you secure a stable financial future.
Financial Focus
Financial Focus is a finance institution located at 31731 Northwestern Highway in Farmington Hills, Michigan, United States. Our approach is centered around our fiduciary duty to our clients, with the long-term achievement of their financial objectives serving as our measure of success. We work closely with our clients to create personalized strategies that align with their goals and aspirations. Since 2004, Financial Focus has been providing tailored financial solutions for individuals, businesses, and their employees. Our team of experts offers results-driven services and industry knowledge to meet both personal and commercial financial needs. Securities and Advisory services are offered through LPL Financial, a registered investment advisor. Our representative is licensed to conduct securities business in multiple states including Arizona, California, Colorado, and more. Trust Financial Focus to help you navigate your financial journey and achieve your financial goals.
Black Walnut Wealth Management - Traverse City Financial Advisor
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.
Stonebridge Capital Advisors
Stonebridge Capital Advisors is a premier finance institution located at 830 East Front Street in Traverse City, Michigan, United States. With a team of experienced financial advisors, Stonebridge Capital Advisors offers personalized investment strategies and wealth management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Stonebridge Capital Advisors provides expert guidance and tailored solutions to meet your individual needs. Trust Stonebridge Capital Advisors to navigate the complexities of the financial markets and help you build a secure financial future.
Foguth Financial Group, LLC
Foguth Financial Group, LLC, located at 457 Munson Avenue in Traverse City, Michigan, is a finance institution dedicated to helping individuals plan for their financial future, starting today. As a proud Wealth Management Partner of Michigan Athletics, our experienced team is committed to helping you make your dream retirement a reality. Retirement can be a confusing and frustrating time, but with a clear plan in place, you can pave the way to the retirement of your dreams. Our trusted financial team will assess your overall financial situation, identify areas for growth, and create a unique plan tailored to your specific needs. By utilizing a combination of services, we can craft a customized plan that works for you, allowing you to focus on your future with confidence.
Hantz Financial Services
Hantz Financial Services is a reputable finance institution located at 1229 Gornick Avenue in Gaylord, Michigan, United States. With a strong commitment to providing top-notch financial services, Hantz Financial Services offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for wealth management, retirement planning, investment advice, or insurance services, the experienced professionals at Hantz Financial Services are dedicated to helping you secure your financial future. Visit us today to learn more about how we can help you achieve financial success.
Blue Trust | Holland Financial Advisors
Blue Trust | Holland Financial Advisors is a leading finance institution located at 183 College Avenue in Holland, Michigan, United States. Our team of experienced advisors is dedicated to providing personalized financial solutions to help our clients achieve their goals and secure their financial future. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, our team is here to assist you every step of the way. Trust Blue Trust | Holland Financial Advisors to guide you towards financial success.
Fiduciary Financial Advisors
Fiduciary Financial Advisors is a reputable finance institution located at 192 West 33rd Street in Holland, Michigan, United States. As fiduciary advisors, we prioritize our clients' best interests above all else. Our team of experienced professionals is dedicated to providing personalized financial planning and investment management services to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for college, or simply looking to grow your wealth, Fiduciary Financial Advisors is here to guide you every step of the way. Visit us today to see how we can help secure your financial future.
West Michigan Advisors
West Michigan Advisors is a finance institution located at 301 Hoover Boulevard in Holland, Michigan, United States. Our team of trusted financial advisors is here to help you navigate life transitions and create a personalized financial plan that brings peace of mind. We believe that financial planning should be personal, focusing on your story, dreams, and family. Our experienced advisors will work with you to craft a plan that aligns with your goals and helps you secure a legacy for your loved ones. As a fiduciary, we are committed to acting in your best interest and offering solutions tailored to your lifestyle. While we primarily work with clients investing $250,000 or more, we do not have a minimum requirement to engage our services. Whether you're planning for retirement or preparing for a recession, our team is here to provide guidance and support every step of the way. Download our free resources to start planning for your financial future with confidence.
Jacobs Financial Services LLC
Jacobs Financial Services LLC is a finance institution located at 3061 Macatawa Drive, Grandville, Michigan, United States. They specialize in providing effective retirement strategies for clients, their families, friends, and the community. The team at Jacobs Financial Services builds trust and confidence with each client through personal connections, serving as not only financial retirement strategists but also trusted friends. Clients share stories of celebrations, milestones, and bucket list experiences made possible by the financial peace brought by Jacobs Financial's strategies. The institution prides itself on celebrating with clients as they live out their dreams during their golden years. Jacobs Financial Services is dedicated to providing lasting impacts on clients and the community. They invite individuals to attend public events and schedule meetings with their team to learn more about creating a retirement plan that truly protects what matters most.
Fiduciary Financial Advisors
Fiduciary Financial Advisors is a reputable finance institution located at 124 Fulton Street East in Grand Rapids, Michigan, United States. As a fiduciary, we are committed to providing unbiased and trustworthy financial advice to our clients. Our team of experienced advisors works closely with individuals and businesses to develop personalized financial plans that align with their goals and values. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Fiduciary Financial Advisors is here to help you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Merrill Lynch Financial Advisor James Harding
Merrill Lynch Financial Advisor James Harding is a reputable finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states, the District of Columbia, and several US territories, clients are provided with personalized financial advice to help them achieve their desired lifestyles. It is important to note that investing involves risks, and there is always a potential for loss when investing in securities. Merrill Lynch offers a wide range of financial services, including brokerage, investment advisory, and financial planning. Additionally, insurance and annuity products are offered through Merrill Lynch Life Agency Inc., while trust and fiduciary services are provided by Bank of America Private Bank. The institution does not provide legal, tax, or accounting advice, so clients are encouraged to consult with their own advisors before making financial decisions. Merrill Lynch is a registered broker-dealer and investment adviser, and a wholly owned subsidiary of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and affiliated banks. The institution aims to provide clients with information about products and services that may be of interest to them, utilizing relationship-based ads and online behavioral advertising. Please note that Merrill Lynch is not affiliated with FINRA's BrokerCheck website, and clients should review separate terms and privacy policies when leaving Bank of America's website.
Burnham & Dells Advisors
Burnham & Dells Advisors is a finance institution located at 750 Front Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in retirement plan consulting and individual wealth investment management, we offer comprehensive and customized services to clients nationwide. As independent fiduciary advisors, we provide proactive guidance and institutional offerings to clients of all sizes. Our team is committed to ethics and integrity, with all Investment Advisor Representatives holding the Series 65 License. Our founding partners, Carla Dells, Sandy Burnham, Robert W. Burnham, and Jack Buzzitta, bring decades of experience in the finance industry. Additionally, Madeline Dells-Sepanik, Adam Trask, and Debbie Cook provide expert support in retirement plans and investment management. Contact us at (616) 940-9124 to start planning for your financial future today.
Stewardship Trust Advisors
Stewardship Trust Advisors is a renowned financial institution located at 3411 Wilson Avenue Southwest in Grandville, Michigan. With a commitment to providing expert financial advice and personalized wealth management services, Stewardship Trust Advisors is dedicated to helping clients achieve their financial goals and secure their financial future. The institution's team of experienced advisors offers a wide range of financial services, including investment management, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Stewardship Trust Advisors is here to help you every step of the way.
Zhang Financial
Located at 460 Ada Drive Southeast in Ada, Michigan, Zhang Financial is a leading finance institution with over $5.7 billion in assets under management. As the #1 Financial Advisor in Grand Rapids, Zhang Financial prides itself on providing customized and unbiased financial advice without conflicts of interest. Led by Charles Zhang, the firm upholds a fiduciary standard and offers first-class service to clients. With assets held in custody by LPL or Charles Schwab, Zhang Financial offers personalized investment recommendations to every client. The team at Zhang Financial boasts a wide range of credentials and certifications, setting them apart from other financial planning firms in the area.
Merrill Lynch Financial Advisor Joel Andrew Barrett
Merrill Lynch Financial Advisor Joel Andrew Barrett is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and US territories, the institution aims to help clients achieve their desired lifestyles. Investing comes with risks, and it's important to consult legal and tax advisors before making financial decisions. Merrill Lynch offers a wide range of services, including brokerage, investment advisory, and financial planning. The institution is affiliated with Bank of America Corporation and provides insurance, annuity, trust, and fiduciary services. Various certification marks and trademarks are used under permission from respective organizations. The institution strives to provide information on products and services that may be of interest to clients. Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are conducted by banking affiliates of Bank of America Corporation. Securities, advisory, and investment banking activities are performed by investment banking affiliates of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and affiliated banks. Securities, strategic advisory, and investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation. Bank of America N.A. and DSP Merrill Lynch Limited are subsidiaries of Bank of America Corporation operating in India, offering various banking and financial services.
Family Focused Financial
Family Focused Financial is an independent financial planning firm located at 2620 South Cleveland Avenue in St. Joseph, Michigan. Our team of fiduciary financial advisors serves clients in southwest Michigan and northwest Indiana, always acting in their best interest. We specialize in helping clients achieve a Successful Retirement by focusing on seven key areas. To learn more, download our complimentary booklet today!
Fiduciary Financial Advisors
Fiduciary Financial Advisors is a reputable finance institution located at 5464 Holiday Terrace in Kalamazoo, Michigan, United States. Our team of experienced advisors provides personalized and unbiased financial guidance to help clients achieve their financial goals. As fiduciaries, we always act in the best interest of our clients, ensuring transparency and trust in every interaction. Whether you are planning for retirement, investing for the future, or seeking wealth management services, Fiduciary Financial Advisors is here to help you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation.
Commonwealth Financial Network, Roger Finder
Commonwealth Financial Network, Roger Finder is a trusted financial institution located at 1624 West Centre Avenue in Portage, Michigan, United States. Specializing in finance, this institution offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Commonwealth Financial Network, Roger Finder provides personalized solutions and expert guidance to clients. Whether you are looking to plan for retirement, invest in the stock market, or secure a loan, this institution is dedicated to helping you navigate the complexities of the financial world. Visit Commonwealth Financial Network, Roger Finder today to start building a secure financial future.
Southwest Michigan Financial, LLC
Southwest Michigan Financial, LLC is a fiduciary institution located in Kalamazoo, Michigan, offering retirement planning services to clients in the Southwest Michigan area. Our team of financial educators and advisors believe in creating customized retirement investment and income plans for each client, rather than using a one-size-fits-all approach. We focus on educating clients on proper retirement planning and the importance of reliable income for life. Our philosophy, "Losses Hurt You More than Gains Help You™", drives our investment strategies to protect and grow our client's assets. In addition to offering personalized financial planning services, we provide free Retirement 101 classes at various universities and colleges in Southwest Michigan. Attendees of these classes receive a complimentary, in-depth retirement financial plan. Our hands-on approach to retirement financial planning includes live webinars and classes at local educational institutions.
Zhang Financial
Zhang Financial, located at 70 West Michigan Avenue in Battle Creek, Michigan, is a renowned finance institution led by Charles Zhang and Lynn Chen-Zhang. With over two decades of experience, Zhang Financial consistently ranks as one of the top financial planners in Michigan and the U.S. Their Battle Creek office is easily accessible from major highways, offering fiduciary commitment to clients and operating as fee-only advisors. Clients of Zhang Financial benefit from an open-architecture investment platform with access to thousands of mutual funds and ETFs. The firm provides comprehensive financial planning services, including tax and estate planning. The team of financial experts at Zhang Financial holds various certifications and credentials, establishing them as the premier financial advisory firm in Battle Creek.
Generations Financial Planning & Wealth Management
Generations Financial Planning & Wealth Management is a finance institution located at 77 East Michigan Avenue in Battle Creek, Michigan, United States. Our team of experienced financial advisors is dedicated to helping you secure your future by providing personalized financial strategies tailored to your goals and needs. We offer comprehensive financial planning and wealth management services to individuals, families, businesses, and institutions. Our goals-driven approach focuses on aligning your strategy to build wealth with confidence. With over 25 years of experience, our team can assist you in making the right investments, planning for retirement, and creating a solid financial blueprint for the future.
Sneller Financial Services, LLC
Sneller Financial Services, LLC is a finance institution located at 4545 Clawson Tank Drive in the City of the Village of Clarkston, Michigan, United States. As a registered investment advisor, they offer investment advisory services through Retirement Wealth Advisors, Inc. and Brookstone Wealth Advisors, Inc. They operate as fiduciaries, meaning they have a legal obligation to act in the best interests of their clients. Specializing in retirement planning and investment management, Sneller Financial Services, LLC provides personalized financial solutions tailored to meet the individual needs and goals of their clients. They emphasize transparency and strive to provide clear and comprehensive information to help clients make informed financial decisions. Please note that they do not provide legal or tax advice, and it is recommended to consult with a tax advisor or attorney for specific guidance in those areas.
Costello Financial Planning
Costello Financial Planning is a family-owned fiduciary fee-only financial planning firm located in Bend, OR, and Chicago, IL. Our team consists of a Certified Financial Planner and a Certified Public Accountant with a combined experience of over a decade in the industry. We believe in providing personalized and unbiased financial advice to help our clients protect and grow their wealth. At Costello Financial Planning, we do not sell any products or receive any commissions. Our focus is on creating comprehensive financial plans tailored to each client's individual goals and needs. We believe in a client-focused approach, where our advice, coaching, and services provide a greater benefit than our cost.
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