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Dawn K. Evola

CFP®, ChFC

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Financial Advisor serving Michigan and the surrounding communities.

Lakeview Financial Consultants, Inc

950 W University, Ste 103
Rochester, MI 48307
(248) 845-4776

James B. Williams

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Michigan and the surrounding communities.

Jim Williams Financial

15431 Middlebelt Rd
Livonia, MI 48154-3805
(800) 851-6355
(734) 422-6127

Sophit Lee

CFP®

Managing Director

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Michigan and the surrounding communities.

Docsa Capital Management, Inc.

1210 W. Milham Ave., Suite 201
Portage, MI 49024
(269) 488-2322

Jack K. Riashi, Jr.

CFP®

Investment Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Fee Only Financial Advisor serving Michigan and the surrounding communities.

Bloom Asset Management, Inc.

31275 Northwestern Hwy, Ste 145
Farmington Hills, MI 48334
(248) 932-5200

Erin E. Preston

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset...More

Fee Only Financial Advisor serving Michigan and the surrounding communities.

Patterson Advisors

3334 Summit Ridge Dr.
Rochester Hills, MI 48306
(248) 732-7712

Theodore C. Schumann

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Investment...More

Financial Advisor serving Michigan and the surrounding communities.

DBS Investment Advisers, LLC

PO Box 280
Bay City, MI 48707
(989) 686-6222

Loran Filson

CFP®, CKA

Wealth Advisor

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

Fee Only Financial Advisor serving Michigan and the surrounding communities.

Financial Advisory Corporation

4251 Cascade Rd SE
Grand Rapids, MI 49546
(616) 235-5260

Tonia-Marie Wander

CFP®, CPA, CIMA®

Senior Partner

Specialties: Attending College, Comprehensive Financial Planning, Business Taxes, Investment Management...More

Fee Only Financial Advisor serving Michigan and the surrounding communities.

Legacy Wealth Partners

3053 Miller Rd
Ann Arbor, MI 48103
(734) 436-8150

Mark E. Pearson

CFP®, RICP®

Associate Wealth Management Advisor

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving Michigan and the surrounding communities.

Northwestern Mutual

55 Campau NW, Ste 400
Grand Rapids, MI 49503
(616) 774-2031
CONNECT WITH Mark
  • linkedin link

Jesse W. Bell

CFP®, AIF®, ChFC®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset...More

Commission and Fee Financial Advisor serving Michigan and the surrounding communities.

Bell Financial Services

1070 Commerce Dr, A
Marquette, MI 48955
(906) 485-1400

Kelvin L. Chen

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Michigan and the surrounding communities.

Independence Investment Assoc & Serv

15431 Middlebelt Rd, Ste A
Livonia, MI 48154-3805
(888) 421-7799
(734) 421-7799

Donald Paulson

CLU, ChFC, CFP®

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Michigan and the surrounding communities.

Paulson & Associates Ameriprise Financial Services, Inc.

8712 Gull Road, PO Box 407
Richland, MI 49083-0407
(269) 629-6040

Cynthia M. Szymanski

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment...More

Financial Advisor serving Michigan and the surrounding communities.

Bloom Asset Management, Inc.

31275 Northwestern Hwy, Suite 145
Farmington Hills, MI 48334
(248) 932-5200

Saralyn Coupe

CFP®, CPWA®

Vice President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Michigan and the surrounding communities.

Sherwood & Coupe Wealth Management at Morgan Stanley

171 Monroe Ave NW, Suite 800
Grand Rapids, MI 49503
(866) 247-3830
(616) 771-6015

Michael T. Ceaser

CFP®

Registered Principal

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Investment...More

Commission and Fee Financial Advisor serving Michigan and the surrounding communities.

Ceaser Capital Management, LLC

290 Town Center Dr, Suite 321
Dearborn, MI 48126
(313) 908-2700

Felicia G. Harris

CFP®

Principal

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Commission and Fee Financial Advisor serving Michigan and the surrounding communities.

EverythingHRFinancial Services

1055 South Blvd Suite 225
Rochester Hills, MI 48307
(877) 366-4454
(586) 350-5307

Douglas J. Vaughn

CFP®

Investment Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Fee Only Financial Advisor serving Michigan and the surrounding communities.

Chesme Capital Management

124 N Bridge St
DeWitt, MI 48820
(517) 669-1600
CONNECT WITH Douglas
  • linkedin link

Patrick O. Newcombe

CFP®

Senior Wealth Manager

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Fee Only Financial Advisor serving Michigan and the surrounding communities.

Calder Investment Advisors

320 Hall Street SW, Ste 201
Grand Rapids, MI 49507
(888) 235-0333
(616) 235-2442

H. Todd Kephart

CFP®/ChFC/CMFC/CRPC

Managing Partner

Specialties: 401(k)/403(b)/IRAs, Investment Management, Retirement

Fee Only Financial Advisor serving Michigan and the surrounding communities.

Retirement Income Solutions, Inc.

2301 Platt, Ste 300
Ann Arbor, MI 48104
(734) 769-7727

Keith Barr

CFP®, CLU, ChFC

Specialties: Asset Allocation, Investment Management, Mutual Funds, Retirement

Commission and Fee Financial Advisor serving Michigan and the surrounding communities.

LifePlan Financial Advisory Group, LLC

1055 South Blvd E, Ste 230
Rochester Hills, MI 48307-5467
(248) 299-4300

Autumn C. Soltysiak

CFP®

Vice President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Financial Advisor serving Michigan and the surrounding communities.

Hemming&

600 E Front St, Ste 201
Traverse City, MI 49686
(231) 922-2900
CONNECT WITH Autumn
  • facebook link
  • linkedin link

Mark A. Aho

CFP®

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving Michigan and the surrounding communities.

Mark Aho Financial Group

205 N. Lakeshore Blvd. Suite B
Marquette, MI 49855
(906) 226-0880

Thomas Graber

CFP®

Wealth Manager and Investment Broker

Specialties: 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning,...More

Commission and Fee Financial Advisor serving Michigan and the surrounding communities.

Raymond James Financial Services

570 Kirts Blvd, Suite 204
Troy, MI 48084
248-758-0910

Marilyn Capelli Dimitroff

CFP®

Independent

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Fee Only Financial Advisor serving Michigan and the surrounding communities.

36800 Woodward Ave, Ste 200
Bloomfield Hills, MI 48304
(248) 872-8960

Daniel A. Reese

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Michigan and the surrounding communities.

Avery Wealth, Inc

2540 Spring Arbor Road
Jackson, MI 49203
(517) 783-1695
CONNECT WITH Daniel
  • facebook link
  • twitter link
  • linkedin link

Colin Overweg

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Michigan and the surrounding communities.

Advize Wealth Management

237 Harbor Way
Ann Arbor, MI 48103
(616) 848-6480
CONNECT WITH Colin
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

Kevin Russell

CPA, CFP®,CRPC®,AAMS

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Insurance, Retirement...More

Fee Only Financial Advisor serving Michigan and the surrounding communities.

FIM Group

111 Cass St
Traverse City, MI 49684
(231) 929-4500

Kirk A. Hoffman

CFP®, ChFC, CLU,CASL

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Michigan and the surrounding communities.

GuideStream Financial, Inc.

1100 S Grinnell St
Jackson, MI 49203

GuideStream Financial, Inc.

1100 S Grinnell St
Jackson, MI 49203-2926
(800) 325-8975
(517) 474-8416

Vicki D. McLellan

CFP®, CDFA, EA, MA

Owner

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Fee Only Financial Advisor serving Michigan and the surrounding communities.

Equitable Divorce Resolutions

15110 Warwick
Detroit, MI 48223

Equitable Divorce Resolutions

PO Box 243
Royal Oak, MI 48223

Jay L. Smith

CFP®

Wealth Manager

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Fee Only Financial Advisor serving Michigan and the surrounding communities.

Raymond James Financial Services

200 E Big Beaver Rd., Suite 128
Troy, MI 48083

Raymond James Financial Services

28 S Washington St
Oxford, MI 48371-0004
(800) 750-6695
(248) 299-7833