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Displaying results 1 to 25 of 94

  • 1

    Advanced Asset Management LLC

    East Lansing, MI (6.31 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...

  • 2

    Cathy Pareto and Associates

    East Lansing, MI (6.31 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...

  • 3

    MPI Investment Management, Inc.

    Holt, MI (6.44 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...

  • 4

    Good Harbor Financial Inc.

    Grand Ledge, MI (10.90 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...

  • 5

    George Papadopoulos CPA/PFS, CFP

    Novi, MI (58.57 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...

  • 6

    Rehmann Financial

    4086 Legacy Parkway
    Lansing, MI

  • 7

    Nordberg & Vandenberg, Inc.

    3505 Coolidge Road
    East Lansing, MI

  • 8

    Financial Management Associates

    2211 Association Drive
    Okemos, MI

  • 9

    Northbrook Investment Management, LLC

    2149 Jolly Rd
    Okemos, MI

  • 10

    IAM Financial

    2164 University Park Drive
    Okemos, MI

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

    Portfolio requirement: $250,000

    ** NAPFA Member** We are a low cost, Fee-Only financial planning and investment management firm dedicated to helping clients organize their finances so that they can retire with an income to last a lifetime. NEW CLIENT Minimum Portfolio Size = $250,000...

  • 11

    Chesme Capital Management

    124 N Bridge St
    Dewitt, MI

  • 12

    Dillon & Associates Inc

    2585 Spring Arbor Road
    Jackson, MI

  • 13

    Miller Financial Services LLC

    801 W. Michigan Avenue
    Marshall, MI

  • 14

    Executive Asset Management, Inc.

    110 Trealout Dr
    Fenton, MI

  • 15

    Executive Financial Planning, Inc.

    135 West North Street
    Brighton, MI

  • 16

    Old Oak Financial Planning, Inc.

    7077 Fieldcrest Dr.
    Brighton, MI

  • 17

    RLM Financial

    5409 Gateway Centre
    Flint, MI

  • 18

    Mainstay Capital Management, LLC

    10775 South Saginaw
    Grand Blanc, MI

  • 19

    Security First Financial

    2240 East Hill Rd.
    Grand Blanc, MI

  • 20

    Arbor Asset Management, LLC

    2155 Jackson Ave.
    Ann Arbor, MI

  • 21

    Security Financial Advisors, LLC

    1945 Pauline, Suite 21a
    Ann Arbor, MI

  • 22

    CFG Registered Investment Advisors

    607 Cascade West Parkway
    Grand Rapids, MI

  • 23

    Lafleur & Godfrey, Inc. Investment Counsel

    2900 Charlevoix Drive, SE
    Grand Rapids, MI

  • 24

    Schwallier, Wealth Management

    5075 Cascade Rd Se, Ste. B
    Grand Rapids, MI

  • 25

    Summit Investment Guidance Partners LLC

    826 Parchment Drive SE Suite 205
    Grand Rapids, MI

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