Top financial planners in Michigan
34 results found
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Financial Partners
● OpenFinancial Partners is a premier financial institution located at 8880 Commerce Road in Commerce Charter Township, Michigan, United States. As a leading finance company, we offer a wide range of services including banking, investment, and insurance solutions to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial advice to meet the unique needs of each individual or business. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Financial Partners is here to help you every step of the way. Visit us today to learn more about how we can assist you in reaching your financial aspirations.
8880 Commerce Rd, Commerce Charter Twp, MI 48382, United States -
Summit Financial Consulting
● ClosedSummit 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.
43409 Schoenherr Rd, Sterling Heights, MI 48313, United States -
Michigan Planners Insurance
● ClosedMichigan Planners Insurance is a trusted finance, health, and insurance agency located at 59259 Van Dyke Avenue in Washington, Michigan. With a dedication to providing top-notch insurance solutions for individuals and businesses, Michigan Planners Insurance offers a wide range of coverage options tailored to meet the unique needs of each client. Their team of experienced agents are committed to helping customers find the right insurance plans at affordable rates. Whether you are looking for health insurance, life insurance, auto insurance, or business insurance, Michigan Planners Insurance is here to help you protect what matters most. Contact them today to learn more about their services and how they can assist you in securing your financial future.
59259 Van Dyke Ave, Washington, MI 48094, United States -
Altruist Financial Advisors
● OpenAltruist 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.
3754 65th St, Holland, MI 49423, United States -
Zhang Financial
● ClosedZhang 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.
70 W Michigan Ave #100, Battle Creek, MI 49017, United States -
United Capital Financial Advisors
● ClosedUnited 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.
5340 Plymouth Rd # 107, Ann Arbor, MI 48105, United States -
Merrill Lynch Financial Advisor Nicole S Norris
● ClosedMerrill Lynch Financial Advisor Nicole S Norris, located at 290 Town Center Drive, Dearborn, Michigan, United States, is committed to building and maintaining strong relationships with clients. With a focus on exemplary client service, Nicole Norris has been recognized as one of Forbes "Top Women Wealth Advisors Best-in-State" for 2023-2024. As a Senior Vice President and Wealth Management Advisor, she brings a comprehensive approach to managing wealth, tailored to each client's individual needs and goals. With a background in Economics and certifications as a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning Counselor™, Nicole Norris is dedicated to helping clients pursue their financial objectives with personalized strategies and expert advice. Supported by the global resources of Merrill, Nicole Norris and her team are committed to providing personalized service and building strong client relationships based on trust. By understanding each client's priorities and goals, Nicole Norris helps create customized financial strategies that can help turn goals into reality. With a focus on understanding each client's unique situation and priorities, Nicole Norris helps clients navigate the complexities of the financial markets and plan for their financial future. The dedicated team at Merrill Lynch Wealth Management is here to help clients achieve their goals and address changes in their lives and the financial markets. Let Merrill Lynch Financial Advisor Nicole S Norris help you reach your financial goals and build a personalized investment approach that reflects your personality and priorities.
290 Town Center Dr Suite 1100, Dearborn, MI 48126, United States -
The Arkwright Financial Team - UBS Financial Services Inc.
● OpenThe Arkwright Financial Team at UBS Financial Services Inc. is a renowned finance institution located at 2301 West Big Beaver Road in Troy, Michigan, United States. With a team of experienced financial professionals, they offer a wide range of financial services to help clients achieve their financial goals. From investment planning to wealth management, The Arkwright Financial Team provides personalized solutions tailored to each client's unique needs. With a commitment to excellence and a track record of success, they are dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
Somerset Place Office Building, 2301 W Big Beaver Rd, Troy, MI 48084, United States -
Firma Financial Planning CFP® , CERTIFIED FINANCIAL PLANNER™
● ClosedFirma Financial Planning CFP® is a leading finance institution located at 17957 Hall Road in Macomb, Michigan, United States. As a CERTIFIED FINANCIAL PLANNER™, our team of experts is dedicated to providing top-notch financial planning services to help individuals and businesses achieve their financial goals. With a focus on personalized solutions and expert advice, Firma Financial Planning CFP® is committed to helping clients secure their financial future.
17957 Hall Rd, Macomb, MI 48044, United States -
Edward Jones - Financial Advisor: Jeff Reau, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Jeff Reau, CFP®|AAMS™ is a reputable financial institution located at 263 River Street in Manistee, Michigan, United States. Specializing in financial planning and investment management, Jeff Reau, a Certified Financial Planner and Accredited Asset Management Specialist, offers personalized and comprehensive financial services to help clients achieve their financial goals. With a commitment to providing top-notch customer service and tailored financial solutions, Edward Jones - Financial Advisor: Jeff Reau, CFP®|AAMS™ is a trusted partner in helping individuals and families secure their financial future.
263 River St, Manistee, MI 49660, United States -
Edward Jones - Financial Advisor: Jessica L Tomac, CFP®|ChFC®|AAMS™
● ClosedEdward Jones - Financial Advisor: Jessica L Tomac, CFP®|ChFC®|AAMS™ is a top-rated financial institution located at 6581 28th Avenue in Hudsonville, Michigan, United States. With a team of experienced professionals led by Jessica L Tomac, who holds prestigious certifications including CFP®, ChFC®, and AAMS™, this institution offers expert financial advice and planning services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Edward Jones is dedicated to providing personalized solutions tailored to your specific needs. Trust in the expertise of Jessica L Tomac and her team at Edward Jones to guide you towards a secure financial future.
6581 28th Ave Suite B, Hudsonville, MI 49426, United States -
Edward Jones - Financial Advisor: Greg Wyma, CFP®|AAMS™
● OpenEdward Jones - Financial Advisor: Greg Wyma, CFP®|AAMS™ is a reputable finance institution located at 678 Front Avenue Northwest in Grand Rapids, Michigan, United States. Greg Wyma, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized and comprehensive financial planning, Edward Jones is dedicated to providing top-notch financial solutions tailored to each client's unique needs. Trust Greg Wyma and the team at Edward Jones to guide you towards a secure financial future.
678 Front Ave NW Suite 254, Grand Rapids, MI 49504, United States -
Edward Jones - Financial Advisor: Shaun A Rayman, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Shaun A Rayman, CFP®|AAMS™ is a reputable financial institution located at 4175 Parkway Place in Grandville, Michigan, United States. Specializing in providing personalized financial planning services, Shaun A Rayman, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and delivering tailored solutions, this institution is dedicated to helping individuals and families secure their financial futures. Whether you are looking to invest, plan for retirement, or create a comprehensive financial strategy, Shaun A Rayman and his team at Edward Jones are committed to providing top-notch service and support.
4175 Parkway Pl Suite 102, Grandville, MI 49418, United States -
Edward Jones - Financial Advisor: Andrew N Bok, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Andrew N Bok, CFP®|AAMS™ is a reputable finance institution located at 4582 West River Drive Northeast in Comstock Park, Michigan, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Andrew N Bok provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on long-term financial planning and wealth management, clients can trust in the expertise and professionalism of Andrew N Bok and the team at Edward Jones.
4582 W River Dr NE Suite A, Comstock Park, MI 49321, United States -
Edward Jones - Financial Advisor: Lori A Nay, CFP®
● ClosedEdward Jones - Financial Advisor: Lori A Nay, CFP® is a reputable financial institution located at 9153 East D Avenue in Richland, Michigan, United States. Specializing in comprehensive financial planning and investment management, Lori A Nay, a Certified Financial Planner, provides personalized services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering top-notch customer service, Edward Jones - Financial Advisor: Lori A Nay, CFP® is a trusted partner for individuals and families seeking expert financial guidance.
9153 E D Ave, Richland, MI 49083, United States -
Eric Furlotte - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenEric Furlotte is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 8712 Gull Road, Richland, Michigan, United States. Eric holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, 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 Eric's expertise in asset management, retirement planning, estate planning, investment management, and more. As a Certified Military Financial Advisor®, Eric is also trained to serve veterans and military personnel. With a commitment to ethics and ongoing education, Eric Furlotte is dedicated to providing top-quality financial services to his clients.
8712 Gull Rd, Richland, MI 49083, United States -
Lisa Cargill - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLisa Cargill is a Financial Advisor at Ameriprise Financial Services, LLC located at 6701 Old 28th Street Southeast in Grand Rapids, Michigan. Lisa holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Lisa's expertise in various financial areas such as asset management, estate planning, retirement planning, investment strategies, and more. Lisa is dedicated to providing top-notch financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and advanced knowledge in financial planning, Lisa is committed to helping clients achieve their financial goals and navigate complex financial situations.
6701 Old 28th St SE STE A, Grand Rapids, MI 49546, United States -
Paul Seals - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedPaul Seals - Financial Advisor at Ameriprise Financial Services, LLC is a finance institution located at 1080 10th Street North, Kalamazoo, Michigan, United States. The institution offers a range of certifications and designations 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 cover various aspects of financial planning and management, ensuring that clients receive expert advice tailored to their specific needs. Paul Seals - Financial Advisor is dedicated to providing top-notch financial services to individuals and businesses, helping them achieve their financial goals and secure their future.
1080 10th St N # 200, Kalamazoo, MI 49009, United States -
Edward Jones - Financial Advisor: Jill P Walsh, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Jill P Walsh, CFP®|AAMS™ is a trusted financial institution located at 120 South Main Street in Vicksburg, Michigan. Specializing in personalized financial planning and investment strategies, Jill P Walsh, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert guidance to help clients achieve their financial goals. With a commitment to providing top-notch service and tailored solutions, clients can trust in the expertise and professionalism of this established institution. Whether you are planning for retirement, saving for the future, or looking to grow your wealth, Jill P Walsh and her team at Edward Jones are dedicated to helping you secure a stable financial future.
120 S Main St, Vicksburg, MI 49097, United States -
Edward Jones - Financial Advisor: Scott Tousa, CFP®
● ClosedEdward Jones - Financial Advisor: Scott Tousa, CFP® is a reputable financial institution located at 709 West Ellsworth Road in Ann Arbor, Michigan. As a Certified Financial Planner, Scott Tousa offers expert financial advice and planning services to help clients achieve their financial goals. With a focus on personalized service and tailored solutions, Edward Jones is committed to providing top-notch financial guidance to individuals and families in the Ann Arbor area. Whether you are looking to invest, save for retirement, or plan for the future, Scott Tousa and his team are dedicated to helping you make informed decisions and secure your financial future.
709 W Ellsworth Rd #106, Ann Arbor, MI 48108, United States -
Edward Jones - Financial Advisor: Ryan M Scherer, CFP®
● ClosedEdward Jones - Financial Advisor: Ryan M Scherer, CFP® is a reputable financial institution located at 7074 Highland Road in Waterford Township, Michigan, United States. As a Certified Financial Planner, Ryan M Scherer offers expert advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Edward Jones is dedicated to providing top-notch financial planning and investment services to individuals and families in the Waterford Township area. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Ryan M Scherer and the team at Edward Jones are committed to helping you secure a bright financial future.
7074 Highland Rd Ste B, Waterford Twp, MI 48327, United States -
Edward Jones - Financial Advisor: Brian T Dover, CFP®
● ClosedEdward Jones - Financial Advisor: Brian T Dover, CFP® is a reputable financial institution located at 801 West Ann Arbor Trail in Plymouth, Michigan, United States. As a Certified Financial Planner, Brian T Dover offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones is dedicated to providing top-notch financial services tailored to your individual needs. Trust Brian T Dover and the team at Edward Jones to guide you towards a secure financial future.
801 W Ann Arbor Trail Suite 229, Plymouth, MI 48170, United States -
Edward Jones - Financial Advisor: Jackie Duggan, CFP®|CRPS™
● ClosedEdward Jones - Financial Advisor: Jackie Duggan, CFP®|CRPS™ is a reputable financial institution located at 34441 Eight Mile Road in Livonia, Michigan, United States. Jackie Duggan, a Certified Financial Planner and Chartered Retirement Plans Specialist, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Jackie Duggan is dedicated to helping individuals and families secure their financial future.
34441 Eight Mile Rd #108, Livonia, MI 48152, United States -
Merrill Lynch Financial Advisor Devin Reed Ellis
● ClosedMerrill 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.
39001 W 12 Mile Rd, Farmington Hills, MI 48331, United States -
Kimberly L. Jamieson Financial Planner Southfield Michigan
● ClosedKimberly L. Jamieson Financial Planner in Southfield, Michigan is a top-notch finance and insurance agency located at 28411 Northwestern Highway. With years of experience in the industry, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you need help with retirement planning, investment strategies, or insurance coverage, we are here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
28411 Northwestern Hwy #1300, Southfield, MI 48034, United States -
Edward Jones - Financial Advisor: Mark M Frye, CFP®
● ClosedEdward Jones - Financial Advisor: Mark M Frye, CFP® is a reputable finance institution located at 1600 Parkdale Road in Rochester, Michigan, United States. Mark M Frye, a Certified Financial Planner, offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored advice, Edward Jones is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for education, or investing for the future, Mark M Frye and his team are dedicated to providing expert guidance and support every step of the way.
1600 Parkdale Rd Suite 100, Rochester, MI 48307, United States -
Eric Woodhouse - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedEric Woodhouse is a Financial Advisor at Ameriprise Financial Services, LLC, located at 101 West Big Beaver Road in Troy, Michigan, United States. Eric 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®, CFP®, 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 Eric's expertise in various financial planning areas, such as asset management, retirement planning, estate planning, investment management, and more. With a strong commitment to ethics and continuing education, Eric is dedicated to providing top-notch financial advice and services to his clients.
101 W Big Beaver Rd Ste 425, Troy, MI 48084, United States -
Edward Jones - Financial Advisor: Channing D Pritchett, CRPC™
● ClosedEdward Jones - Financial Advisor: Channing D Pritchett, CRPC™ is a reputable finance institution located at 43060 Mound Road in Sterling Heights, Michigan, United States. As a Certified Retirement Planning Counselor, Channing D Pritchett offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial services to individuals and families in the Sterling Heights area.
43060 Mound Rd Suite 102, Sterling Heights, MI 48314, United States -
Steven Marchand, Bankers Life Agent
● ClosedSteven Marchand, Bankers Life Agent is an insurance agency located at 706 South Main Street in Cheboygan, Michigan. As a trusted agent of Bankers Life, Steven Marchand provides personalized insurance solutions to help individuals and families protect their financial future. With a commitment to exceptional customer service and a deep understanding of insurance products, Steven Marchand helps clients navigate the complexities of insurance policies to find the coverage that best fits their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Steven Marchand, Bankers Life Agent is dedicated to helping you secure peace of mind for the future.
706 S Main St, Cheboygan, MI 49721, United States -
Perry Gill, Bankers Life Agent
● ClosedPerry Gill, Bankers Life Agent is a reputable insurance agency located at 13602 Merriman Road in Livonia, Michigan, United States. As a Bankers Life agent, Perry Gill is dedicated to providing personalized insurance solutions to meet the unique needs of each client. With a focus on customer service and attention to detail, Perry Gill helps individuals and families navigate the complexities of insurance to ensure they are adequately protected. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other insurance products, Perry Gill is committed to helping you find the right policy for your specific situation. Contact Perry Gill, Bankers Life Agent today to discuss your insurance needs and secure your financial future.
13602 Merriman Rd, Livonia, MI 48150, United States
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