Best Financial Advisors in Washtenaw County, MI

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List of Firms

Washtenaw County, MI Fiduciary Financial Advisors

Frank Sims - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4750 Venture Dr Ste 150, Ann Arbor, MI 48108, USA
Phone (734) 477-5234
North Star Financial Advisors
SEC File# 801-120426
CRD# 124194
Location 415 Detroit St #100, Ann Arbor, MI 48104, USA
Phone (734) 213-6240
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Tricia Nelson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2800 S State St Ste 205, Ann Arbor, MI 48104, USA
Phone (734) 477-5252
Matthew Cunningham - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4750 Venture Dr Ste 150, Ann Arbor, MI 48108, USA
Phone (734) 477-5231
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Sara Mehraban - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4750 Venture Dr Ste 150, Ann Arbor, MI 48108, USA
Phone (734) 477-5233
RWS Financial Group
Location 24 Frank Lloyd Wright Dr lobby k suite k4100, Ann Arbor, MI 48105, USA
Phone (833) 797-4636
Williams Wealth Services
Location 3380 Travis Pointe Rd e1, Ann Arbor, MI 48108, USA
Phone (734) 786-3870
Pollock Investment Advisors, LLC
SEC File# 801-71361
CRD# 153350

5 out of 5

Location 412 E Huron St, Ann Arbor, MI 48104, USA
Phone (734) 929-2520
Boardwalk Financial Group, LLC
Location 3025 Boardwalk Dr UNIT 165, Ann Arbor, MI 48108, USA
Phone (734) 929-4235
Chad Nyitray - Financial Advisor, Ameriprise Financial Services, LLC
Location 2950 S State St Ste 360, Ann Arbor, MI 48104, USA
Phone (734) 213-2145
Darden Wealth Group
SEC File# 801-120167
CRD# 294926
Location 310 Miller Ave Suite 147, Ann Arbor, MI 48103, USA
Phone (734) 294-0100
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Stephanie Reynolds - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2800 S State St Ste 205, Ann Arbor, MI 48104, USA
Phone (734) 477-5230
Sal Vassallo - TIAA Financial Consultant
Location 777 E Eisenhower Pkwy Suite 100, Ann Arbor, MI 48108, USA
Phone (866) 842-2949
Ann Arbor Group - Thrivent Financial

5 out of 5

Location 3300 Washtenaw Ave Ste 225, Ann Arbor, MI 48104, USA
Phone (734) 369-3178
Drew Fitzmorris - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 4750 Venture Dr Ste 150, Ann Arbor, MI 48108, USA
Phone (734) 477-5280
Arbor Financial

5 out of 5

Location 116 E Washington St #210, Ann Arbor, MI 48104, USA
Phone (734) 761-6626
Kristen Roy - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2800 S State St Ste 205, Ann Arbor, MI 48104, USA
Phone (734) 477-5235
Oliver Financial Planning, LLC
Location 202 E Washington St #303, Ann Arbor, MI 48104, USA
Phone (734) 926-0022
Clear Financial Advisors
Location 3913 Jackson Rd, Ann Arbor, MI 48103, USA
Phone (248) 677-1762
Baird Private Wealth Management
Location 2950 S State St STE 401, Ann Arbor, MI 48104, USA
Phone (734) 302-2900
Edward Jones
SEC File# 801-3297
CRD# 250
Location 709 W Ellsworth Rd Suite 106, Ann Arbor, MI 48108, USA
Phone (734) 786-0103
Captrust Financial Advisors
SEC File# 801-80687
CRD# 173736
Location 2803 S State St, Ann Arbor, MI 48104, USA
Phone (734) 669-4300
William Creson - TIAA Wealth Management Advisor
Location 777 E Eisenhower Pkwy Suite 100, Ann Arbor, MI 48108, USA
Phone (866) 842-2949
Vintage Financial Services
SEC File# 801-23853
CRD# 105271

5 out of 5

Location 2373 Oak Valley Dr #110, Ann Arbor, MI 48103, USA
Phone (734) 668-4040
Northwestern Mutual
Location 777 E Eisenhower Pkwy STE 220, Ann Arbor, MI 48108, USA
Phone (734) 663-9307
Raymond James Financial Services
Location 315 E Eisenhower Pkwy #301, Ann Arbor, MI 48108, USA
Phone (734) 944-7556
Evan Ho - TIAA Senior Wealth Management Advisor
Location 777 E Eisenhower Pkwy Suite 100, Ann Arbor, MI 48108, USA
Phone (866) 842-2949
Edward Jones
SEC File# 801-3297
CRD# 250

5 out of 5

Location 2058 Washtenaw Ave, Ypsilanti, MI 48197, USA
Phone (734) 480-8980
Eric Roberts - TIAA Financial Consultant
Location 777 E Eisenhower Pkwy Suite 100, Ann Arbor, MI 48108, USA
Phone (866) 842-2949
Stites Financial LLC

4 out of 5

Location 4844 Jackson Rd #208, Ann Arbor, MI 48103, USA
Phone (734) 930-2330
Thomas Bosio - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4750 Venture Dr Ste 150, Ann Arbor, MI 48108, USA
Phone (734) 477-5231
A New Path Financial Services

5 out of 5

Location 3003 Washtenaw Ave, Ann Arbor, MI 48104, USA
Phone (734) 330-2266
RFC Financial Planners

5 out of 5

Location 5263 Plymouth Rd, Ann Arbor, MI 48105, USA
Phone (734) 272-4224
Clarity Financial Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1310 S Main St Ste 14, Ann Arbor, MI 48104, USA
Phone (734) 995-3996
Edelman Financial Engines
SEC File# 801-55196
CRD# 104510
Location 900 Victors Way Suite 100, Ann Arbor, MI 48108, USA
Phone (833) 752-6333
David Granner - Thrivent

4 out of 5

Location 6900 E Joy Rd, Ann Arbor, MI 48105, USA
Phone (734) 996-8811
Select Financial Services Group, Inc.
Location 455 E Eisenhower Pkwy UNIT 115, Ann Arbor, MI 48108, USA
Phone (734) 995-8812
Jeffrey Radford - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4750 Venture Dr Ste 150, Ann Arbor, MI 48108, USA
Phone (734) 477-5285
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About Washtenaw County, MI

Washtenaw County is located in southeastern Michigan and is home to the cities of Ann Arbor and Ypsilanti. Some of the county's most notable landmarks include the University of Michigan campus in Ann Arbor and Ypsilanti's Depot Town district. The top employers in Washtenaw County are the University of Michigan, St. Joseph Mercy Hospital, and Ford Motor Company. Major highways and streets in the county include Interstate 94 and U.S. Route 23. The neighborhoods of Washtenaw County include Ann Arbor, Ypsilanti, Chelsea, Dexter, and Saline.

Where Certified Financial Advisors in Washtenaw County, MI Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are in a unique position to provide valuable services to the residents of Washtenaw County, MI. They can offer check-cashing and money order services, bill payment assistance, and even help residents save money with special rates on savings accounts and certificates of deposit. In addition, banks can work with local businesses to promote economic growth in the community.

Insurance Broker

Residents of Washtenaw County, MI have a lot to gain by working with insurance brokers. Brokers can help residents compare rates and find the best policies for their needs, as well as assist with claims and other issues that may arise. Residents who are looking for reliable, professional help should consider working with an insurance broker.

Retirement Planning

Financial advisors can help Washtenaw County, MI residents with retirement planning in a number of ways. For example, they can help people to understand what they need to save in order to have a comfortable retirement and how best to invest their money so that it grows over time. Additionally, financial advisors can provide guidance on when it is the right time to start withdrawing money from retirement accounts and how much income those withdrawals should generate each year. By working with a financial advisor, county residents can be confident that they are making the most of their hard-earned money and preparing for a secure future.

Wealth Management

Washtenaw County, Michigan is a beautiful place to live, with plenty of parks, lakes, and other natural attractions. However, many residents find it difficult to make ends meet on a fixed income. Wealth management can help by providing financial planning and investment advice that can help people make the most of their resources.

Estate Planning Lawyer

Estate planning lawyers can help Washtenaw County, MI residents protect their assets and ensure that their loved ones are taken care of after they die. By creating a will or trust, estate planning lawyers can help you designate who will receive your property and how they will be paid for it. They can also help you set up guardianship arrangements for your children in the event that something happens to you. And if you own a business, an estate planning lawyer can help you make sure that your company is taken care of in the event of your death.

Mortgage Loan Officer

Mortgage loan officers in Washtenaw County, MI can help residents by providing them with the best home loans available. They can also provide advice on how to get the best mortgage rates and how to avoid foreclosure. In addition, they can help residents understand the mortgage process and what to expect during each step of the way.

Tax Services

Residents of Washtenaw County, MI can take advantage of the many services offered by tax accountants. Tax accountants can help residents prepare their tax returns, ensuring that they receive all of the deductions and credits to which they are entitled. In addition, tax accountants can help residents plan for future tax payments, minimizing the amount of money that they will need to pay each year. Finally, tax accountants can provide advice on how to invest money in order to reduce taxes paid in the future.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Washtenaw County, MI