Independent financial advisors in Michigan

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!

LPL Financial is a finance institution located at 500 Renaissance Drive in St. Joseph, Michigan, United States. As a leading financial services firm, LPL Financial provides investment and wealth management services to individuals and businesses. With a team of experienced financial advisors, they offer personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, LPL Financial is dedicated to providing comprehensive financial solutions tailored to your unique needs.

Modern Woodmen Financial, located at 124 North Phelps Street in Decatur, Michigan, has been supporting families and strengthening communities since 1883. As a financial representative, you can make a positive impact for your family and community by accessing their high-quality financial products and services. Whether you need help meeting current needs, achieving future dreams, or planning for all stages of life, Modern Woodmen can assist you. By becoming a member of the organization, you gain access to fraternal member programs and the opportunity to impact your community. With a focus on relationships, not just sales, Modern Woodmen is dedicated to helping real people like you navigate life's most important goals. Explore how their services have made a difference for individuals like Angel, W. Kenny Massey, Roberta, and Chris Carlson. By meeting with a Modern Woodmen representative in your community, you can begin to explore how shared values can work for you. Trust their knowledgeable and experienced representatives to help you make the right financial decisions.

Walters Wealth Advisors is a reputable finance institution located at 54870 North Main Street in Mattawan, Michigan. With a team of experienced financial experts, we provide personalized wealth management services to help our 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 advisors are here to guide you every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.

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.

Commonwealth Financial Network, located at 1624 West Centre Avenue in Portage, Michigan, is a leading finance institution that prioritizes the success and growth of independent financial advisors. With a focus on providing sophisticated solutions, specialized consulting, and intuitive tools, Commonwealth Financial Network has achieved remarkable results, including recruiting $15.9 billion in assets in 2023. As the economy and markets continue to evolve, Commonwealth Financial Network offers insights and strategies in their 2024 Outlook to help advisors navigate potential inflection points and drive future growth. Whether you are looking to expand an existing practice, transition to a fee-only model, or explore independence for the first time, Commonwealth Financial Network offers innovative strategies to give you a competitive advantage.

Harvard Financial Advisors is a renowned finance institution located at 5765 Stadium Drive in Kalamazoo, Michigan, United States. Our team of experienced financial experts provides comprehensive financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our advisors are dedicated to helping you make informed decisions and secure your financial future. Trust Harvard Financial Advisors to guide you towards financial success.

Lake Effect Financial Consultants-Thrivent is a finance institution located at 2156 South 11th Street in Kalamazoo, Michigan, United States. We offer practical and knowledgeable services to help you achieve financial confidence, making your financial plan as relaxing as spending a day at the lake. Our passionate team is dedicated to creating lasting and meaningful relationships with our clients, providing a safe space for questions and empowering you to make confident decisions. We focus on protecting loved ones against the impact of extended care, death, and disability, offering sound financial guidance tailored to your needs to help you reach your financial goals. Schedule a meeting with us through the links provided or contact our office directly. Your first consultation is complimentary, and licensing information is available through your State Insurance Department’s website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit our website for more information on our services and financial advisors.

The Wiser Financial Group, located at 6100 Stadium Drive in Kalamazoo, Michigan, is one of the largest Independent Financial Advising Firms in the area with decades of experience. Our team is dedicated to earning the trust of our community by providing personalized financial solutions tailored to each client's specific goals. As an extension of your family, our advisors offer the highest level of care to help you achieve your financial objectives, maximize investments, and plan for the future. When you partner with the Wiser Financial Group, you will work closely with one advisor while benefiting from the collective knowledge and experience of our entire team. We stay informed on the latest financial news to ensure that our clients receive the most current advice.

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 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.

Bright Financial Advisors is a finance institution located at 450 West Centre Avenue in Portage, Michigan, United States. Since 1958, we have been dedicated to building long-term, prudent financial advisory relationships with our clients. Our services include comprehensive financial planning, retirement planning, investments, tax strategies, estate planning, and more. We believe in a personalized approach to help you manage your finances and your life. When you contact us, you will be greeted by a friendly staff member ready to assist you with any questions or concerns. Our goal is to create a warm and welcoming atmosphere for our clients, and our success is based on our commitment to your financial well-being.

Mercer Advisors Wealth Management, located at 590 West Centre Avenue in Portage, Michigan, is a finance institution that offers a different approach to wealth management. They believe that there comes a point in life where the hardworking wealth-builder deserves to enjoy the fruits of their labor. With expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, Mercer Advisors aims to help clients protect and grow their wealth by overseeing and connecting all aspects of their financial life. Their team of talented wealth advisors in the Portage area, including Brent, Scott, Todd, Elizabeth, Nick, Josh, and Madeline, are dedicated to helping clients navigate the complexities of their financial journey. Whether it's tailoring retirement plans, planning for the unpredictable nature of life, or educating clients on financial literacy, the advisors at Mercer Advisors are committed to empowering clients to make informed decisions about their assets and future.

Vision Financial Advisory PC is a leading finance institution located in the heart of Kalamazoo, Michigan. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized and strategic planning. Whether you are looking to grow your wealth, plan for retirement, or invest in the future, our experts are here to provide you with the guidance and support you need. Visit us at 251 North Rose Street to learn more about how Vision Financial Advisory PC can help you secure a brighter financial future.

Credent Wealth Management is a fee-only financial planning institution located in Kalamazoo, Michigan. Our dedicated team of financial planners is committed to helping clients achieve their financial goals through personalized and comprehensive financial planning services. We specialize in providing unbiased advice and guidance to individuals and families, offering a range of services including retirement planning, investment management, tax planning, and estate planning. Located at 721 West Centre Avenue in Portage, Michigan, Credent Wealth Management is dedicated to helping clients navigate their financial future with confidence and peace of mind.

Jacobs Financial Services is a finance institution located at 4000 Portage Street, Kalamazoo, Michigan, United States. We specialize in providing effective retirement strategies for our clients, their families, and our community. Our personalized approach builds trust and confidence with each client, guiding them every step of the way towards financial peace in retirement. Our most rewarding moments come from hearing the success stories of our clients as they celebrate milestones and live out their dreams during their golden years. At Jacobs Financial Services, we believe in giving our clients the retirement they deserve. Our promise is to be by your side throughout your journey towards a stress-free retirement. We offer personalized income strategies designed to address the retirement crisis in America, ensuring that your money is safe regardless of market fluctuations. By reading our founder Tom Jacobs' book, "Retirement Domination: Play to Win With Your Retirement," you can learn how to dominate your post-work years and live out your dreams.

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.

Petersen, Hutson, Smith Wealth Advisors of Raymond James is a reputable finance institution located at 25 Michigan Avenue in Battle Creek, Michigan, United States. Our team of experienced advisors specialize in providing comprehensive wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, our knowledgeable team is dedicated to providing personalized solutions tailored to your individual needs. Trust Petersen, Hutson, Smith Wealth Advisors of Raymond James to guide you towards a secure financial future.

Diversified Financial Advisors is a leading finance institution located at 15 Capital Avenue Northeast in Battle Creek, Michigan, United States. Our team of expert advisors offers a wide range of financial services to help clients achieve their financial goals and secure their future. With a focus on personalized financial planning, investment management, and retirement planning, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial world. Contact us today to schedule a consultation and see how Diversified Financial Advisors can help you secure a brighter financial future.

Raymond James Financial Services, located at 329 West Silver Lake Road in Fenton, Michigan, is a finance institution dedicated to helping clients achieve their financial goals with confidence and clarity. At Kaydan Wealth Management, personalized wealth management services are tailored to guide clients through every stage of their financial journey, aligning with their unique aspirations. The institution stands out with a commitment to providing a superior financial experience, with services designed to meet specific needs and goals. Backed by a team of seasoned professionals, including Certified Financial Planners™, Kaydan Wealth Management brings a wealth of knowledge to support clients on their financial path. Founder and Senior Wealth Advisor, Jim, plays a key role in guiding the firm's direction and managing complex client relationships. With subscription-based models, financial guidance is made accessible to all, allowing clients to take control of their financial future with confidence. Choose Kaydan Wealth Management as your trusted financial partner and experience the difference that tailored solutions and accessibility can make in unlocking your financial potential. Please note that participation in ForbesSHOOK directory is limited to ranked advisors, and past performance is not indicative of future results. Visit www.shookresearch.com for more information.

Rachor Financial, also known as Rachor Investment Advisory Services, LLC, is a finance institution located at 120 North Bridge Street in Linden, Michigan, United States. We specialize in providing expert financial advice and investment services to help our clients 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 to plan for retirement, save for a major purchase, or grow your wealth, Rachor Financial is here to help you every step of the way. Contact us today to schedule a consultation and take control of your financial future.

Penn Financial LLC is a finance institution located at 11220 Denton Hill Road in Fenton, Michigan, United States. We specialize in providing a wide range of financial services to our clients, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Contact us today to learn more about how we can assist you with your financial needs.

RetireMitten Financial is a finance institution located at 522 North Main Street, Milford Charter Township, Michigan, United States. Our 3-step retirement planning process is designed to help you stop worrying and start building your perfect cross-border retirement. We specialize in assisting families with assets and retirement benefits in both the U.S. and Canada, simplifying your cross-border finances for a stress-free retirement. Our experienced team of cross-border financial planners offers two pricing options: a subscription-based service for comprehensive financial planning, and a separate service for those needing both financial planning and investment management. Hear from satisfied clients who have benefited from our expertise in navigating complex financial situations. RetireMitten Financial LLC is a Registered Investment Advisor. Visit our website for more information and to read our full disclaimer.

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.

Clear Strategy is a leading financial advisory firm specializing in retirement planning. Located in Brighton, Michigan, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their future. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Clear Strategy provides personalized solutions tailored to your individual needs. Trust us to provide clear, strategic guidance to help you navigate the complexities of financial planning and achieve peace of mind. Contact us today at 7305 Grand River Avenue to schedule a consultation.

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.

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.

Acorn Wealth Advisors is a leading finance institution located at 8305 South Saginaw Street in Grand Blanc, Michigan, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on long-term growth and financial security, we provide expert guidance and support to help clients navigate the complexities of the financial market. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Acorn Wealth Advisors is here to help you every step of the way. Visit us today to learn more about how we can help you secure your financial future.

United Capital Financial Advisors is a leading finance institution located at 5340 Plymouth Road in Ann Arbor, Michigan, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, our experts are here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Boardwalk Wealth Management is a trusted financial advising institution located at 341 East Huron Street in Ann Arbor, Michigan. Our team of experienced advisors is dedicated to helping clients effectively manage their finances and achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, our experts provide personalized guidance and strategies tailored to your individual needs. With a focus on transparency, integrity, and professionalism, Boardwalk Wealth Management is committed to helping you secure a stable financial future.