TOP 30 Best Holistic financial planning approaches in Michigan

Edward Jones - Financial Advisor: Michelle I Jedele is a reputable finance institution located at 226 West Main Street in Hudson, Michigan, United States. Michelle I Jedele is a dedicated and experienced financial advisor who provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Michelle I Jedele is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for college, or managing your investments, Edward Jones - Financial Advisor: Michelle I Jedele is here to provide expert guidance and support every step of the way.

Sequoia Financial Group, located at 5480 Corporate Drive in Troy, Michigan, is a finance and legal institution dedicated to serving clients across the wealth continuum. Our team of experts helps individuals and families advance their chosen future by providing comprehensive planning, robust investment capabilities, and personalized wealth plans. We prioritize preserving your legacy and ensuring that your wealth endures for generations to come. Our specialized Wealth Planning team takes a holistic approach to your finances, delivering personalized strategies and comprehensive financial analysis. We employ a data-driven investment approach to achieve results for you, continuously evaluating the investment landscape. Our Family Office advisors work together to provide the right resources at the right time, aiming to deliver lasting results for generations to come.

Blumark Financial Advisors, located at 6915 Rochester Road in Troy, Michigan, is a trusted institution specializing in accounting and finance services. Led by Shannon Klug, a Forbes Best-in-State Wealth Advisor for 2023, our team provides personalized advice to help you achieve your financial goals. Whether you are looking to invest in the stock market or plan for retirement, we are here to guide you every step of the way. At Blumark Financial Advisors, we offer complimentary initial consultations to discuss your needs and tailor a financial plan that suits you. Our team is registered to do business in certain U.S. states, ensuring that you receive expert advice from professionals you can trust. We follow the Confident Retirement® approach to help you secure a stable financial future.

Financial Services of America, located at 50 West Big Beaver Road in Troy, Michigan, is a trusted finance institution that offers comprehensive and personal financial planning services. Our dedicated financial advisors take a full-service approach to your entire financial picture, helping you pursue your goals and achieve a successful life plan. We understand that investing can be complicated, which is why we offer tax planning and preparation services, as well as estate planning to protect your wealth for your family's future. Whether you are a professional looking to expand your investments, nearing retirement, or already retired, FSA can help you protect and grow your wealth.

Vantage Point Financial, located in Farmington Hills, Michigan, is a holistic financial planning firm dedicated to providing comprehensive financial plans for clients at every stage of life. By offering top-tier wealth management, smart tax planning, and niche financial services, Vantage Point Financial brings expertise once reserved for the ultra-rich to all clients. At Vantage Point Financial, the process begins with a conversation to understand clients' goals and concerns. Financial plans are developed collaboratively with clients to ensure they are not only comfortable but enthusiastic about their plan before any investments are made. The firm continues to monitor investments, taxes, and all aspects of the financial plan to ensure it remains on track.

Sequoia Financial Group is a finance institution located at 21420 Greater Mack Avenue, St. Clair Shores, Michigan, United States. We serve clients across the wealth continuum, enriching lives by helping individuals and families advance their chosen future. Our specialized, in-house Wealth Planning team takes a holistic approach to your finances, delivering comprehensive financial analysis, personalized strategies, and a built-for-you wealth plan you can put into action right away. Our team of investment experts is committed to achieving results for you through a data-driven approach. We prioritize preserving your legacy and ensuring that your wealth lasts for generations to come. Our Family Office advisors work together to provide you with the right resources at the right time, aiming to deliver lasting results. Whether you're just starting out or retiring, Sequoia Financial Group is here to help you navigate the complexities of wealth management. Our investment approach is independent and personalized to your goals and risk tolerance, ensuring that your portfolio is well-suited to your individual circumstances. Stay informed with our in-depth thought leadership and let us help you build your future with a company built and resourced for your needs—now and tomorrow. Let's get started on creating a comprehensive wealth plan that helps you achieve your objectives.

Edward Jones - Financial Advisor: Joe Powers, AAMS™|CRPC™ is a reputable finance institution located at 801 Ludington Street in Escanaba, Michigan, United States. Joe Powers, a skilled and experienced financial advisor with designations of AAMS™ and CRPC™, offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones - Financial Advisor: Joe Powers, AAMS™|CRPC™ is committed to helping individuals and families secure their financial future.

Edward Jones - Financial Advisor: Jennifer L Cobb is a reputable finance institution located at 295 Main Street in Coopersville, Michigan, United States. Jennifer L Cobb is a highly experienced financial advisor who is dedicated to helping clients achieve their financial goals. With a personalized approach to financial planning, Jennifer provides expert advice on investments, retirement planning, and wealth management. Clients can trust Edward Jones - Financial Advisor: Jennifer L Cobb to provide sound financial guidance and support for a secure financial future.

Advantage Tax & Financial Services is a reputable accounting and finance institution located at 210 Highland Road in Highland Charter Township, Michigan, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, bookkeeping, and more. Their commitment to excellence and personalized approach sets them apart from other firms, ensuring that clients receive top-notch service tailored to their specific needs. Whether you are an individual or a business owner, Advantage Tax & Financial Services is dedicated to helping you achieve your financial goals and maximize your success.

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.

Phil Harmon, a Financial Advisor at Ameriprise Financial Services, LLC, located at 5863 South Warner Avenue, Fremont, Michigan, United States, specializes in providing comprehensive financial planning services. Phil holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, investment strategies, and retirement planning. With a focus on ethical practices and client-centered approach, Phil aims to help individuals and small business owners achieve their financial goals. Whether you are looking for retirement planning, investment advice, or insurance products, Phil Harmon is dedicated to providing personalized solutions to meet your needs. Contact Phil Harmon today to start your journey towards financial success.

Sterling and Stein Financial Services LLC is a reputable accounting and finance institution located at 2031 Rambling Road in Kalamazoo, Michigan, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Their commitment to excellence and personalized approach make them a trusted partner in helping clients achieve their financial goals.

Strategic Financial Group is a leading finance institution located at 3358 Eagle Run Drive Northeast in Grand Rapids, Michigan, United States. Our team of experienced financial experts offers a wide range of services to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, we provide personalized solutions to meet our clients' unique needs. With a focus on strategic thinking and innovative approaches, Strategic Financial Group is dedicated to helping our clients build a secure financial future. Contact us today to learn more about how we can help you reach your financial goals.

The Voyage Wealth Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 11290 Grand River Avenue in Brighton, Michigan, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping clients achieve their financial goals. During an initial consultation, we provide an overview of financial planning concepts to better understand your needs and priorities. While we cannot guarantee future financial results, we are committed to providing personalized advice and guidance. For more information, please visit our website or FINRA’s BrokerCheck website. We value referrals and appreciate the opportunity to assist your friends and family members with their financial planning needs. Rest assured that we prioritize privacy and security, and adhere to the terms outlined in the Ameriprise Financial Website Rules and Regulations. Thank you for considering The Voyage Wealth Advisory Group for your financial planning needs.

Merrill Lynch Financial Advisor Jennifer L. Mains, located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, is dedicated to helping clients prioritize and pursue their financial goals. With over 25 years of experience in the industry, Jennifer Mains, along with her team at The Briggs Group, offers personalized financial planning services for high-net-worth individuals, families, and businesses. Jennifer's approach to wealth management is consultative and objective, focusing on goals-based planning and developing strategies tailored to each client's unique needs. She holds various industry certifications and licenses, including the Chartered Retirement Planning Counselor designation, and is committed to providing excellent service to her clients.

Merrill Lynch Financial Advisor Peter T Gibson is located at 3030 Cross Creek Parkway in Auburn Hills, Michigan, United States. As a finance institution, Peter T Gibson focuses on managing your wealth by creating a personalized strategy tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Peter T Gibson helps clients pursue their financial objectives through personalized wealth management strategies. Peter T Gibson follows the Merrill tradition of community involvement, volunteering with local organizations. Through Merrill Personal Wealth Analysis™, clients can build a personalized plan centered on their goals and aspirations. By understanding each client's unique financial situation and priorities, Peter T Gibson offers personalized investment strategies and financial solutions to help them achieve their goals.

Merrill Lynch Financial Advisor John Boukamp, located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, 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, John Boukamp and his team are dedicated to building strong client relationships based on trust and personalized service. By participating in the community and volunteering with local organizations, they strive to understand your unique needs and priorities. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, they can create a customized financial approach designed to help you pursue what matters most to you. With a focus on ongoing communication and regular reviews, they aim to help you stay on track to achieve your goals, no matter how your life and the markets may change. Partner with John Boukamp to design and implement a personalized plan that reflects your personality and helps you address fluctuations in the market, while providing the advice you need to reach your financial goals.

Merrill Lynch Financial Advisor Scott D Bernecker, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, offers personalized financial strategies tailored to help clients pursue their long-term goals. With a dual focus on institutional clients and affluent individuals and families, the team at Merrill Lynch combines expertise in investment research, portfolio allocation, and tax policy to provide comprehensive wealth management services. By working closely with clients to understand their aspirations and priorities, the team develops customized financial plans designed to manage, grow, and preserve wealth for the future. Recognized for exemplary client service, the advisors at Merrill Lynch have received accolades from industry publications such as Barron's and Financial Times. With access to the global resources of Merrill Lynch and Bank of America, the team is committed to building strong client relationships based on trust and personalized service. Whether planning for retirement, education expenses, or estate planning, Merrill Lynch Financial Advisor Scott D Bernecker offers a holistic approach to help clients achieve their financial goals.

Jeffrey Hess - Financial Advisor at Ameriprise Financial Services, LLC, located at 32255 Northwestern Highway, Farmington Hills, Michigan, United States, specializes in providing personalized financial strategies for individuals and families of all generations. Partnering with employers to offer financial education benefits, they empower their workforce to make informed decisions for a more confident financial future. The institution's approach involves engaging in meaningful conversations about distinct financial priorities, whether it's planning for education, retirement, or personal investments. Backed by the Ameriprise Investment Research Group, clients can receive guidance on market conditions and investment impacts. Investment products are not insured by the FDIC or any federal agency, and investment risks may include possible loss of principal. Securities are offered by Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Jeffrey Hess is properly registered to conduct securities business in certain states. A complimentary initial consultation provides an overview of financial planning concepts, and referrals are welcomed to help friends and family achieve their financial goals.

Merrill Lynch Financial Advisor Jennifer Jennings, located at 39001 West 12 Mile Road in Farmington Hills, Michigan, is a finance institution dedicated to providing personalized financial advice and guidance. The Jennings Wohl Group, led by Jennifer Jennings and Donny Wohl, believes in building strong relationships through teamwork and involvement. They offer access to the global investment capabilities of Merrill and the banking convenience of Bank of America to help clients identify and prioritize personal goals. The team works with accomplished clients throughout the United States, assisting multiple generations in growing, preserving, and transferring wealth effectively. Jennifer and Donny, along with their team of advisors, focus on the unique needs of families, providing insight into opportunities and challenges that arise. They offer a holistic approach to wealth management, integrating resources from Merrill and Bank of America to help clients navigate financial decisions and trade-offs. The team has received recognition from Forbes for their exemplary client service, setting the standard for wealth management.

Merrill Lynch Financial Advisor Devin Reed Ellis, located at 39001 West 12 Mile Road, Farmington Hills, Michigan, United States, offers personalized financial advice and guidance to clients. The institution, led by The Jennings Wohl Group, believes in building strong relationships through teamwork and involvement. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, the team assists clients in identifying and prioritizing personal goals, such as funding education, retirement planning, healthcare costs, and wealth preservation. The Jennings Wohl Group, headquartered in Farmington Hills, Michigan, works with accomplished clients across the United States, streamlining the complexities of significant wealth. Led by founders Jennifer Jennings and Donny Wohl, the team provides tailored programs that align with each client's unique priorities and aspirations. Specializing in advising entrepreneurs, business owners, and professionals, the team offers holistic solutions that integrate Merrill's resources and Bank of America's banking services.

Merrill Lynch Financial Advisor John D Rochow, located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, is a trusted finance institution specializing in wealth and investment management. With over 14 years of experience, John D Rochow works with high-net worth individuals, family offices, and institutions to provide customized advice in investment management, wealth planning, liquidity event strategies, and more. As a Certified Private Wealth Advisor and Certified Plan Fiduciary Advisor, John D Rochow has been recognized by Forbes for his expertise and dedication to his clients. The institution offers personalized services and guidance for all aspects of your financial life, focusing on building strong client relationships based on trust and personalized service. With a team of talented and experienced individuals, Merrill Lynch Wealth Management is committed to helping clients achieve their financial goals, no matter how they may change over time. By understanding each client's unique priorities and life plan, John D Rochow and his team create personalized financial strategies with measurable goals to help clients stay on track and adjust their approach as needed. Whether you are welcoming a new family member, buying a home, or planning for retirement, Merrill Lynch Financial Advisor John D Rochow is dedicated to helping you navigate life's changes and achieve your financial goals.

The Schneider Group - Ameriprise Financial Services, LLC is a finance institution located at 32255 Northwestern Highway, Farmington Hills, Michigan, United States. They offer complimentary initial consultations and personalized financial strategies for individuals of all generations. Their team of professionals, backed by the Ameriprise Investment Research Group, closely monitors market conditions to provide guidance on investments. Ameriprise emphasizes financial literacy and multi-generational financial planning to help families achieve their unique financial goals. Clients can expect a tailored approach and informed decision-making for their future. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring privacy and security for all clients. Contact them today to discuss your financial priorities and goals.

vest in securities or other financial products. Prior to investing, you should consider your investment objectives and risk tolerance. Merrill Lynch Financial Advisor Cary N. Wieting, located at 39577 Woodward Avenue, Bloomfield Hills, Michigan, United States, is committed to understanding your unique financial situation and helping you pursue your goals. With a personalized approach and access to the global resources of Merrill, our team of experienced professionals will work with you to create a customized investment strategy tailored to your needs. Whether you are planning for retirement, saving for education, or seeking to grow your wealth, we are here to provide guidance and support every step of the way. Our mission is to help you achieve your financial goals and build a strong foundation for your future. Contact Merrill Lynch Financial Advisor Cary N. Wieting today to schedule a consultation and start planning for a brighter tomorrow.

Located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, Merrill Lynch Financial Advisor Steven R. Briggs offers personalized wealth management services to help clients pursue their financial goals. The Briggs Mains Barber Wint Group believes in building strong relationships through teamwork and involvement. By utilizing the global investment capabilities of Merrill and the banking convenience of Bank of America, the institution aims to be your primary source for financial advice and guidance. The team at Merrill Lynch works closely with clients to understand their unique financial needs and goals, designing customized wealth management approaches to help manage investment risk and turn aspirations into reality. With a focus on client service and personalized attention, the institution provides a range of core services to help clients achieve their financial objectives. Recognized for their exemplary client service, the advisors at Merrill Lynch have received accolades from Forbes and Bank of America Corporation. Whether you are planning for retirement, saving for a major purchase, or funding a child's education, Merrill Lynch Financial Advisor Steven R. Briggs is dedicated to helping you navigate your financial journey with confidence and peace of mind.

Jason Braun, CRPC - UBS Financial Services Inc. is a leading financial institution located at 325 North Old Woodward Avenue in Birmingham, Michigan, United States. Specializing in wealth management and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, our personalized approach and comprehensive range of financial solutions can help you navigate the complexities of the financial world with confidence. Contact us today to schedule a consultation and learn how we can help you secure your financial future.

SkyPointe Advisors - Ameriprise Financial Services, LLC is a finance institution located at 5700 Crooks Road in Troy, Michigan, United States. We prioritize what is most important to you, whether it be retirement planning, educational savings, or making a major purchase. Our experienced financial advisors provide personalized investment recommendations based on your goals and risk tolerance. We work with you to document your goals, regularly review your progress, and adjust your approach as needed. You can easily access your investments and track your progress towards your goals from any device. Schedule a complimentary initial consultation to learn more about how we can help you achieve financial success. Our advisors are registered to do business in certain U.S. states, and we cannot guarantee future financial results. Contact us to discuss your financial goals and refer your friends and family to us for assistance. We adhere to strict privacy and security measures to protect your information. Thank you for considering SkyPointe Advisors - Ameriprise Financial Services, LLC for your financial needs.

Welcome to Zoe Wilbur - Financial Advisor at Ameriprise Financial Services, LLC, located at 121 East Ludington Avenue in Ludington, Michigan. We are dedicated to providing exceptional financial guidance tailored to your unique needs. Our expertise spans a wide range of financial planning areas, ensuring that we can help you achieve your financial goals with confidence. At our practice, we prioritize ethical standards and comprehensive knowledge in all aspects of financial advising. Zoe Wilbur holds several prestigious certifications that underscore her commitment to professionalism and expertise. These include the AAMS™ (Accredited Asset Management Specialist), ADPA™ (Accredited Domestic Partnership Advisor), AEP® (Accredited Estate Planner), AIF® (Accredited Investment Fiduciary), and APMA™ (Accredited Portfolio Management Advisor).

Zachary Miller - State Farm Insurance Agent is located at 121 West Chapin Street in Cadillac, Michigan. Situated between Horizon Bank and the Public Library, our insurance agency is dedicated to serving the residents of Michigan with their insurance and financial services needs. With over 17 years of experience, Zachary Miller ensures that customers are satisfied with their insurance products and the exceptional service they receive. Our office is dog-friendly, wheelchair accessible, and happy to schedule appointments in-person or virtually. We take a holistic approach to insurance, offering annual reviews to ensure that your coverage aligns with any changes in your life. From auto and homeowners insurance to life and business insurance, we are here to help you protect what matters most. Our team is committed to providing outstanding customer service and giving back to the Cadillac community. Contact us today for personalized insurance solutions tailored to your needs.

The Private Firm is a prestigious institution located at 125 East 3rd Street in Rochester, Michigan, United States. Specializing in accounting, finance, and legal services, we provide responsive legal services for discerning clients including entrepreneurs, business owners, executives, and families. Our team of experts ensures that your legal or business matter is handled with the attention and expertise it deserves. Known for our commitment to excellence and innovative solutions, our law firm in Rochester takes a holistic approach to legal services. We consider real-world business factors, relationships, and other considerations when planning a course of action for our clients. Our goal is to transform how legal services are performed and delivered, providing superior, efficient legal representation, creative problem-solving, and effective communication.