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Displaying results 1 to 25 of 123

  • 1

    Advanced Asset Management LLC

    Grandville, MI

    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

    George Papadopoulos CPA/PFS, CFP

    Novi, MI

    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...

  • 3

    Advanced Asset Management LLC

    East Lansing, MI

    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...

  • 4

    Cathy Pareto and Associates

    East Lansing, MI

    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...

  • 5

    Good Harbor Financial Inc.

    Grand Ledge, MI

    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

    MPI Investment Management, Inc.

    Holt, MI

    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...

  • 7

    Adamczyk Advisers L.L.C.

    37642 8 Mile Rd
    Northville, MI

  • 8

    Alpha Capital Management Inc.

    3011 West Grand Blvd
    Detroit, MI

  • 9

    Altruist Financial Advisors LLC


    Holland, MI

  • 10

    Amdg Financial

    684 Deer Street
    Plymouth, MI

  • 11

    Andrews & Company

    40 Pearl Street, N.w.
    Grand Rapids, MI

  • 12

    Arbor Asset Management, LLC

    2155 Jackson Ave.
    Ann Arbor, MI

  • 13

    Aspen Gold Investment Management, Inc.

    4020 E. Beltline Ave NE
    Grand Rapids, MI

  • 14

    Azimuth Capital Management LLC

    200 East Long Lake Road
    Bloomfield Hills, MI

  • 15

    Bloom Asset Management, Inc.

    31275 Northwestern Hwy
    Farmington Hills, MI

  • 16

    Brooktree Capital Management Inc.

    25 Ionia SW
    Grand Rapids, MI

  • 17

    Cahill Wealth Management, LLC

    6101 Newport Road
    Protage, MI

  • 18

    Capelli Financial Services Inc

    40950 Woodward Avenue, Suite 140
    Bloomfield Hills, MI

  • 19

    Cedar Capital Management, Inc.

    125 S. Fifth Ave.
    Ann Arbor, MI

  • 20

    Centennial Planning

    2500 Midland Road
    Bay City, MI

  • 21

    Center For Financial Planning Inc

    40 Oak Hollow St
    Southfield, MI

  • 22

    CFG Registered Investment Advisors

    607 Cascade West Parkway
    Grand Rapids, MI

  • 23

    Chesme Capital Management

    124 N Bridge St
    Dewitt, MI

  • 24

    Chisholm & Dames Inc

    123 N. Ashley
    Ann Arbor, MI

  • 25

    Clarkston Capital Partners, LLC

    2150 Butterfield
    Troy, MI

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