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David J. Abbs

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning,...More

Financial Advisor serving Michigan and the surrounding communities.

Abbs Retirement Planning Advisors

3772 Fashion Square Blvd
Saginaw, MI 48603
(989) 792-7777

Bernard M. Bowhuis

CFP®

President

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

Financial Advisor serving Michigan and the surrounding communities.

Benchmark Financial Design Group Inc.

2358 S Garden Ct
Jenison, MI 49428-8741
(616) 667-8834

Patrick W. Cunningham

CPA, CFP®

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

Financial Advisor serving Michigan and the surrounding communities.

Cunningham & Associates

1301 W Long Lake Rd, Ste 275
Troy, MI 48098
(248) 952-1502 x223

Daniel E. Engelhardt

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Financial Advisor serving Michigan and the surrounding communities.

Assured Financial Advisors,LLC

1600 Center Ave
Bay City, MI 48708
(989) 892-3953

Kevin T. Kral

CPA/PFS, CFP®

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

Fee Only Financial Advisor serving Michigan and the surrounding communities.

Kral Financial Advisors

PO Box 700953
Plymouth, MI 48170
(734) 354-9720

Keith Southwick

CFP®, CLU, ChFC

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

Financial Advisor serving Michigan and the surrounding communities.

StraitGate Financial

410 S. Main Street, Ste. 1
Northville, MI 48167
(248) 465-6227

George C. Calvert

CFP®

President

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

Financial Advisor serving Michigan and the surrounding communities.

Calvert Planning Corporation

2950 W. Square Lake Road, Suite 110
Troy, MI 48098
(248) 723-3322

R. Bruce Himebaugh

CFP®

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

Fee Only Financial Advisor serving Michigan and the surrounding communities.

Himebaugh Financial Planning Services

197 Greenwood Ave
Holland, MI 49424
(616) 399-4964

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

Dana L. Wales

CFP®

Senior Financial Advisor

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

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

Wales & Associates - Ameriprise Financial Services

505 Pleasant St, Ste 200
Saint Joseph, MI 49085-1269
(269) 983-7555

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

Ronald J. Van Surksum

CFP®

Managing Member

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

Fee Only Financial Advisor serving Michigan and the surrounding communities.

Advanced Asset Management, LLC

4555 Wilson Ave SW, Ste 2A
Grandville, MI 49418
(616) 531-5220 x15
CONNECT WITH Ronald
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Rod Coleman

CFP®

President

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

Financial Advisor serving Michigan and the surrounding communities.

SYM Financial Advisors

414 Townsend St, Suite 202
Midland, MI 48640
(574) 267-2300

Robert S. Rahaim

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning,...More

Financial Advisor serving Michigan and the surrounding communities.

DeSeranno Wealth Planning

18720 Mack Ave, Ste 100
Grosse Pointe, MI 48236
(313) 885-0114

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

Christopher Balcerowiak

CFP®

Private Wealth Manager

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

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

Ameriprise Financial Services

13854 Lakeside cir, ste 216
Sterling heights, MI 48313
(586) 201-5501
CONNECT WITH Christopher
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Nathan Bohannon

MSF, CFP®

COO - Wealth Coach

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

Fee Only Financial Advisor serving Michigan and the surrounding communities.

MKD Wealth Coaches

1301 West Long Lake Rd, Ste 210
Troy, MI 48098
(248) 418-5100

David W. Shotwell

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Michigan and the surrounding communities.

Shotwell Rutter Baer

6350 West Michigan Avenue, Ste 200
Lansing, MI 48917

Shotwell Rutter Baer

116 East Washington Street
Ann Arbor, MI 48103
(517) 321-4832
CONNECT WITH David
  • linkedin link

Andrew C. Brown

CFP®

Sr. Investment Advisor

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

Fee Only Financial Advisor serving Michigan and the surrounding communities.

Valeo Financial Advisors, LLC

2723 S. State Street, Suite 150
Ann Arbor, MI 48104
(734) 536-8931

Courtney M. Font

CFP®

Principal

Specialties: Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management,...More

Fee Only Financial Advisor serving Michigan and the surrounding communities.

Crooked Tree Capital Advisors

267 Creekside Dr, Ste 300
Petoskey, MI 49770
(231) 348-2516

Carla T. Adams

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Budget & Debt Management, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Michigan and the surrounding communities.

Diversified Portfolios, Inc

39520 Woodward Avenue, Suite 200
Bloomfield HIlls, MI 48304
(248) 633-8177

Emily C. Bowen

CFP®, EA

Member

Specialties: Attending College, Comprehensive Financial Planning, Investment Management, Mutual Funds,...More

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

Earth Friendly Finance PLLC

800 Third St
Ann Arbor, MI 48103
(734) 369-8143

Sean A. Rogers

CFP®

President

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Michigan and the surrounding communities.

Rogers Wealth Management Services, LLC

40 Pearl St NW, Ste 200
Grand Rapids, MI 49503-3026
(616) 446-5572
CONNECT WITH Sean
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Anthony J. Righi

AIF®, 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.

Artisan Capital Management, LLC

129 W Saint Clair St.
Romeo, MI 48065
(888) 752-6511
(586) 752-6511
CONNECT WITH Anthony
  • twitter link

Brent Allen Bell

MS, CFP®

Founder and Advisor

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

Fee Only Financial Advisor serving Michigan and the surrounding communities.

Bell Financial Planning

58739 Winnowing Cir S
South Lyon, MI 48178-8324
(734) 369-1457
CONNECT WITH Brent
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Patricia Wellman

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Asset Allocation,...More

Financial Advisor serving Michigan and the surrounding communities.

Planning Essentials, LLC.

376 Beach Farm Circle, #397
Highland, MI 48357
(248) 320-8392

Dicran B. Haidostian

CFP®

President

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.

Future Benefits Corporation

30100 Telegraph Rd, Ste 456
Bingham Farms, MI 48025
(248) 433-2280

Edward J. Lambert

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Investment...More

Financial Advisor serving Michigan and the surrounding communities.

Financial Services Group of Michigan

6915 Rochester Rd, Ste 200
Troy, MI 48085-1285
(800) 390-6045
(248) 879-7505

Panagiotis Gargasoulas

CFP®, CIMA®

Senior Portfolio Manager

Specialties:

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

Fifth Third Bank

160 Country Club Drive
Grosse Pointe Farms, MI 48236

Fifth Third Bank

160 Country Club Drive
Grosse Pointe Farms, MI 48236

James B. Kruzan

CFP®, CRPC

Founder, Senior Wealth Advisor

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

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

Kaydan Wealth Management, Inc.

2701 Cambridge Court, Ste. 412
Auburn Hills, MI 48326

Kaydan Wealth Management, Inc.

329 W Silver Lake Rd
Fenton, MI 48430
(800) 638-6900
(248) 625-2993
CONNECT WITH James
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