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Displaying results 1 to 25 of 124

  • 1

    George Papadopoulos CPA/PFS, CFP

    Novi, MI (23.28 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning

    Portfolio requirement: $500,000

    **NAPFA Member** Client fit is essential in order to give you the best service possible - a service you'll gladly depend upon for years to come. Our NEW CLIENT minimum portfolio size = $500,000...

  • 2

    Advanced Asset Management LLC

    East Lansing, MI (77.01 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Our mission is to help clients develop wealthy habits and reduce financial stress...

  • 3

    Cathy Pareto and Associates

    East Lansing, MI (77.01 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $250,000

    **NAPFA Member** We provide a more personal approach to financial planning and investing. We operate as an independent Fee-Only Advisory firm. NEW CLIENT minimum portfolio size = $100,000...

  • 4

    MPI Investment Management, Inc.

    Holt, MI (79.31 miles)

    Services offered: Money Management, 401K to IRA Rollover

    Portfolio requirement: $500,000

    MPI is a nationally recognized high quality short/intermediate bond manager founded in 1986. MPI manages both tax free and taxable portfolios for conservative High Net Worth and institutional investors. NEW CLIENT Minimum Portfolio Size = $500,000...

  • 5

    Good Harbor Financial Inc.

    Grand Ledge, MI (92.44 miles)

    Our philosophy is that disciplined, model-driven investment approaches generate enhanced risk-adjusted returns. We serve clients all over the U.S. Our NEW CLIENT minimum portfolio amount = $250,000...

  • 6

    Carnegie Investment Council

    Beachwood, OH (98.53 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover

    Portfolio requirement: $500,000

    As a truly independent investment management and planning firm, we have a rich history of providing careful and responsible management of your financial assets to reach your short and long-term goals. Our NEW CLIENT minimum portfolio size = $500,000...

  • 7

    Martin J D & Co

    615 Griswold Street
    Detroit, MI

  • 8

    Alpha Capital Management Inc.

    3011 West Grand Blvd
    Detroit, MI

  • 9

    Fairlane Investment Advisors Inc

    3 Parklane Blvd., Suite 104 West
    Dearborn, MI

  • 10

    Deseranno Wealth Management

    18720 Mack Avenue
    Grosse Pointe Farms, MI

  • 11

    Hart Capital Management LLC

    P. O. Box 36414
    Grosse Pointe, MI

  • 12

    Investors Management Services Inc

    21012 Mack Ave.
    Grosse Pointe, MI

  • 13

    Starfire Investment Advisers Inc

    3000 Town Center, Suite 2235
    Southfield, MI

  • 14

    NFI Advisors, Inc

    26211 Central Park Boulevard
    Southfield, MI

  • 15

    The Citrin Group, LLC

    29200 Southfield Road
    Southfield, MI

  • 16

    Center For Financial Planning Inc

    40 Oak Hollow St
    Southfield, MI

  • 17

    Oakland Wealth Management, Inc.

    24800 Denso Drive
    Southfield, MI

  • 18

    Empire Investing Group, LLC

    31408 Harper, Suite 224
    St. Clair Shores, MI

  • 19

    Global Wealth Advisors LLC

    200 East Big Beaver Road
    Troy, MI

  • 20

    Executive Financial Services Inc

    33133 Schoolcraft Rd
    Livonia, MI

  • 21

    Genesis Advisors

    33150 Schoolcraft
    Livonia, MI

  • 22

    Clarkston Capital Partners, LLC

    2150 Butterfield
    Troy, MI

  • 23

    Cranbrook Wealth Management, LLC

    901 Wilshire Drive
    Troy, MI

  • 24

    Emerson Wealth Management, LLC

    901 Wilshire Drive, Suite 350
    Troy, MI

  • 25

    Ethan Bradley Advisors, LLC

    363 W. Big Beaver Road
    Troy, MI

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