TOP 10 Financial consulting in Grand Blanc, Michigan

Harris Financial Services is an independent finance firm located at 1115 North Leroy Street in Fenton, Michigan. Led by Robert D. Harris, MBA, a registered representative of Cambridge Investment Research, Inc., our team offers customized financial planning services to individuals and business owners in Fenton and the surrounding areas. With access to a wide range of investment and insurance products, as well as professional advisory services, we are dedicated to helping you achieve your financial goals. Whether you are planning for retirement, saving for a college education, or purchasing a new home, Harris Financial Services can provide personalized solutions to meet your long-term financial needs. Our experienced professionals focus on goal-oriented, long-term planning to ensure that you reach your objectives. Serving the local communities of Fenton, Linden, Holly, Brighton, Grand Blanc, Howell, and Hartland since 1979, we are committed to providing quality, personalized service to guide you through life's various stages. Contact us today at (810) 629-4900 to learn more about how we can help you plan for life's changing needs.

Legacy Consultants Wealth Management is a premier finance institution located at 8313 Holly Road in Grand Blanc, Michigan, United States. Our team of experienced financial advisors and wealth management experts are dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we provide personalized and comprehensive financial solutions to meet your needs. Trust Legacy Consultants Wealth Management to guide you towards financial success and prosperity.

Bila Financial Consultants is a reputable finance institution located at 8469 South Saginaw Street in Grand Blanc, Michigan, United States. Our experienced team of financial experts offers a wide range of services including investment management, retirement planning, and wealth management. We are dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you reach your financial goals.

LPL Financial is a finance institution located at 8469 South Saginaw Street in Grand Blanc, Michigan, United States. As a leading provider of investment and wealth management services, LPL Financial offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors and a commitment to personalized service, LPL Financial is dedicated to helping clients navigate the complexities of the financial world and make informed decisions about their money. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, LPL Financial is here to help you every step of the way.

Legacy Financial Group is a reputable finance institution located at 8200 South Saginaw Street in Grand Blanc, Michigan, United States. We specialize in providing a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Legacy Financial Group is here to help. Contact us today to schedule a consultation and start planning for your financial future.

Grand Capital Advisors is a leading finance institution located at 5225 Cook Road in Grand Blanc, Michigan, United States. With a team of experienced financial professionals, Grand Capital Advisors offers a wide range of financial services including investment management, financial planning, retirement planning, and wealth management. Whether you are looking to grow your wealth or plan for your financial future, Grand Capital Advisors is dedicated to providing personalized and comprehensive financial solutions to help you achieve your goals.

UBS Financial Services Inc. is a leading financial institution located at 8235 Holly Road in Grand Blanc, Michigan, United States. Specializing in finance, UBS offers a wide range of services including wealth management, investment banking, asset management, and financial planning. With a reputation for excellence and a commitment to providing personalized financial solutions, UBS is a trusted partner for individuals and businesses seeking expert financial guidance. Visit UBS Financial Services Inc. today to start planning for a secure financial future.

Merrill Lynch Financial Advisor John P MacDonald is a trusted finance institution located in Grand Blanc, Michigan, United States. With years of experience and expertise, John P MacDonald provides personalized financial advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Merrill Lynch Financial Advisor John P MacDonald is dedicated to helping you navigate the complexities of the financial market and make informed decisions for your future. Contact them today to schedule a consultation and take the first step towards securing your financial future.

Merrill Lynch Financial Advisor Mariam Zachariah Joseph, located in Grand Blanc, Michigan, United States, is a finance institution dedicated to managing your wealth with a personalized and flexible approach. With access to the investment insights of Merrill and the banking solutions of Bank of America, Mariam Zachariah Joseph can help you create a strategy tailored to your financial goals. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. Mariam Joseph believes that financial success is achieved by making investment decisions that align with your personal goals. By utilizing the Investment Personality Assessment, Mariam can customize a financial approach that helps you pursue what matters most to you. As your life and goals change, Mariam will work with you to update your financial plan to reflect these changes.

Merrill Lynch Financial Advisor Kelly Anne Crystal is a finance institution located in Grand Blanc, Michigan, United States. Kelly Crystal, a graduate of Michigan State University and Walsh College, has been a Financial Advisor at Merrill since 2009. With a background in Treasury and Finance in the automotive industry, Kelly is dedicated to understanding her clients' lifelong goals to provide advice on wealth management, retirement planning, legacy/family planning, small business strategies, foundations, and life insurance needs. Kelly's commitment to outstanding service and educating her clients on their investments, combined with her involvement in the community, sets her apart. She is a member of various organizations including the American Red Cross, Community Foundation Women and Girls Fund, Grand Blanc Rotary Club, and more. Kelly holds the CERTIFIED FINANCIAL PLANNER™ certification and offers personalized financial planning to help clients achieve their goals.

Michael Lee: Primerica - Financial Services is a reputable finance and insurance agency located at 8445 South Saginaw Street in Grand Blanc, Michigan, United States. With a focus on providing comprehensive financial services, Michael Lee and his team strive to help clients achieve their financial goals and secure their future. Whether you are looking for investment advice, insurance coverage, or retirement planning, Primerica offers personalized solutions to meet your individual needs. Trust in Michael Lee and his expertise to guide you towards financial success and peace of mind.

Barnett Financial & Tax is a reputable finance and legal institution located at 8323 Office Park Drive in Grand Blanc, Michigan, United States. Our team of experienced professionals is dedicated to providing top-notch financial and tax services to individuals and businesses. Whether you need assistance with tax planning, investment strategies, or legal matters, we are here to help. Trust Barnett Financial & Tax for all your financial and legal needs.

Merrill Lynch Financial Advisor Nick Nawrocki is a reputable finance institution located in Grand Blanc, Michigan, United States. With extensive experience and expertise in the financial industry, Nick Nawrocki provides personalized financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or grow your wealth, Merrill Lynch Financial Advisor Nick Nawrocki can provide tailored solutions to meet your needs. Trustworthy and dedicated, Nick Nawrocki is committed to helping clients navigate the complexities of the financial market and make informed decisions for a secure financial future.

Morgan Stanley Financial Advisors is a renowned finance institution located at 2430 East Hill Road in Grand Blanc, Michigan, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment solutions to help our clients achieve their long-term financial goals. With a reputation for excellence and a commitment to transparency, Morgan Stanley Financial Advisors is a trusted partner for individuals and businesses seeking expert financial guidance. Contact us today to learn more about how we can help you secure your financial future.

Thomas G Townsend is a financial advisor at Ameriprise Financial Services, LLC located at 9475 Holly Road in Grand Blanc Township, Michigan, United States. Thomas 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 his expertise in asset management, estate planning, retirement planning, investment management, and financial planning for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Thomas is dedicated to providing comprehensive and personalized financial advice to his clients, helping them achieve their financial goals and secure their financial future.

Raymond James Financial Services is a finance institution located at 8285 South Saginaw Street in Grand Blanc, Michigan, United States. As a trusted financial services provider, Raymond James offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors and a commitment to personalized service, Raymond James is dedicated to helping clients navigate the complexities of the financial world and make informed decisions about their investments. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Raymond James Financial Services is here to help you every step of the way.

Michele R Morgan - Ameriprise Financial Services, LLC is a finance institution located at 9475 Holly Road, Grand Blanc Township, Michigan, United States. If you are looking for a more confident financial future, consider setting up a complimentary initial consultation with us. During this consultation, we will provide an overview of financial planning concepts. Please note that you will not receive written analysis or recommendations at this time. Our investment products are not insured by the FDIC, NCUA, or any federal agency, and involve risks such as possible loss of principal. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Michele R Morgan is registered to conduct securities business in certain states. We cannot guarantee future financial results, but we are dedicated to helping you achieve your financial goals. Feel free to refer your friends or family members to us, as we appreciate the opportunity to assist them as well. Please visit our website for more information on our corporate entities, rules and regulations, and privacy and security policies. Thank you for considering Michele R Morgan - Ameriprise Financial Services, LLC.

Scott Nicholas - Financial Advisor, Ameriprise Financial Services, LLC, located at 9475 Holly Road, Grand Blanc Township, Michigan, United States, is a finance institution dedicated to helping clients achieve their financial goals. As a financial advisor, Scott Nicholas offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can expect regular meetings to review progress, update strategies as needed, and track their financial journey. For those looking to secure a confident financial future, Scott Nicholas provides complimentary initial consultations to discuss retirement planning, investment strategies, and more. Through Ameriprise Financial Services, LLC, clients have access to a range of investment products and services to help them reach their financial objectives.

James Walker is a financial advisor at Ameriprise Financial Services, LLC, located at 9475 Holly Road in Grand Blanc Township, Michigan, United States. With a background and qualifications available on FINRA's BrokerCheck website, James Walker offers expert financial advice to help clients navigate the complexities of the market. As a client of Ameriprise Financial Services, LLC, you can expect personalized support and guidance to help you achieve your financial goals. Whether you are looking to invest in stocks or plan for retirement, James Walker can provide valuable insights to help you make informed decisions.

Lubna Jones - UBS Financial Services Inc. is a reputable finance institution located at 8235 Holly Road in Grand Blanc, Michigan, United States. With a focus on providing top-notch financial services to clients, Lubna Jones - UBS Financial Services Inc. offers a wide range of investment and wealth management solutions tailored to meet individual needs. The experienced team at this institution is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Lubna Jones - UBS Financial Services Inc. is committed to providing personalized and professional service to help you succeed.

John Farah, CFP - UBS Financial Services Inc. is a reputable finance institution located at 8235 Holly Road in Grand Blanc, Michigan, United States. As a Certified Financial Planner, John Farah and his team at UBS Financial Services Inc. provide expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning, investment management, and wealth preservation, clients can trust in the expertise and professionalism of John Farah and his team. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, John Farah, CFP - UBS Financial Services Inc. is dedicated to helping you secure a strong financial future.

Hackney Jones Wealth Management Group - UBS Financial Services Inc. is a leading finance institution located at 8235 Holly Road in Grand Blanc, Michigan, United States. As a part of UBS Financial Services Inc., they provide comprehensive wealth management services to help clients achieve their financial goals. With a team of experienced professionals, they offer personalized financial planning, investment strategies, and retirement planning to individuals and businesses. Trustworthy and reliable, Hackney Jones Wealth Management Group is dedicated to helping their clients build and protect their wealth for the future.

Jeffrey Farah - UBS Financial Services Inc. is a reputable finance institution located at 8235 Holly Road in Grand Blanc, Michigan, United States. With a focus on providing top-notch financial services, Jeffrey Farah - UBS Financial Services Inc. offers a wide range of investment options and personalized financial planning solutions to help clients achieve their financial goals. The institution is known for its professional and experienced team of financial advisors who are dedicated to providing expert advice and guidance to clients. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Jeffrey Farah - UBS Financial Services Inc. is committed to helping you make informed decisions and build a successful financial strategy.

Rich Clark - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1401 East Hill Road, Grand Blanc Township, Michigan, United States. Rich Clark holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers services for individuals, retirees, small business owners, and high net worth clients. Rich Clark is dedicated to providing comprehensive financial planning and investment advice to help clients achieve their financial goals.

Alyssa Thomason, a Financial Advisor at Ameriprise Financial Services, LLC, is located at 1537 East Hill Road in Grand Blanc Township, Michigan, United States. Alyssa Thomason can only conduct securities business with residents of states where she is properly registered. The initial consultation with Alyssa provides an overview of financial planning concepts, although written analysis and recommendations are not provided. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC. Clients agree to the terms of the Ameriprise Financial Website Rules and Regulations. Referrals are appreciated, and those referred can expect to hear from Alyssa soon. The institution prioritizes privacy and security, with information available on their website.

Edward Jones - Financial Advisor: Louie Gonzalez is a trusted financial institution located at 3017 East Hill Road in Grand Blanc, Michigan. As a dedicated financial advisor, Louie Gonzalez provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Louie Gonzalez is committed to providing expert guidance and support every step of the way. Visit Edward Jones - Financial Advisor: Louie Gonzalez today to start building a secure financial future.

Lewis Duncan is a highly qualified Financial Advisor at Ameriprise Financial Services, LLC located at 9475 Holly Road in Grand Blanc Township, Michigan, United States. Lewis 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®. Lewis is dedicated to providing expert financial advice and planning services to individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and continuing education, Lewis ensures that clients receive the best strategies for asset management, estate planning, investment opportunities, and risk management. Lewis is also trained to assist military personnel and veterans with their financial needs. If you are looking for a trustworthy and knowledgeable financial advisor in the Grand Blanc Township area, Lewis Duncan is the right choice for you.

Farah Wealth Management Group - UBS Financial Services Inc. is a finance institution located at 8235 Holly Road in Grand Blanc, Michigan, United States. With a focus on wealth management, this institution provides a range of financial services to help clients achieve their financial goals. The team at Farah Wealth Management Group is dedicated to providing personalized solutions and expert advice to help clients navigate the complexities of the financial world. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Farah Wealth Management Group is here to help you every step of the way.

Edward Walterhouse - Financial Advisor, Ameriprise Financial Services, LLC, located at 9475 Holly Road, Grand Blanc Township, Michigan, United States, is a reputable finance institution. The Walterhouse Faris Group, recipient of the Ameriprise Client Experience Award in 2023, offers complimentary initial consultations to assist clients in achieving their financial goals. With a focus on individual goals and risk tolerance, they provide investment, asset allocation, and portfolio recommendations. Regular meetings are held to review progress and adapt strategies as life changes. Clients can securely access their investments and track their progress online. Edward Walterhouse is a registered investment adviser with Ameriprise Financial Services, LLC, and offers financial planning concepts during initial consultations. Securities are offered through Ameriprise Financial Services, LLC, ensuring investment products and services are properly registered. Additionally, clients can refer friends or family members to the institution for assistance in achieving their financial goals. Privacy and security are a top priority, with strict adherence to website rules and regulations.

Ted Himelhoch is a financial advisor at Ameriprise Financial Services, LLC located at 9475 Holly Road in Grand Blanc Township, Michigan, United States. He 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Ted is dedicated to providing expert financial advice and planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and comprehensive knowledge in asset management, investment strategies, retirement planning, estate planning, insurance products, and more, Ted Himelhoch is committed to helping clients achieve their financial goals.