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Find Retirement Planners for Retirement Planning in Michigan

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Michigan, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Michigan

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Adam Schwallier

Schwallier Wealth Management LLC

607 Cascade West Parkway SE

Grand Rapids, MI 49546

616-855-2051

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Todd Perry

Executive Wealth Management

135 W North Street Ste 1

Brighton, MI 48116

810-229-6446

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Peter Shunyia

LPL Financial/Shunyia & Co. Private Wealth Advisors

2050 Livernois Rd., Suite B

Troy, MI 48083

248-365-8822

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Allworth Financial

Allworth Financial

4320 44th Street SW, Suite 102

Grandville, MI 49418

888-242-6766

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LPL Financial

LPL Financial

8770 23 Mile Road

Utica, MI 48316

586-263-8800

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Phillip Mitchell

Kroon & Mitchell Asset Management

29 Pearl St
Ste 400

Grand Rapids, MI 49503

616-356-2002

List of Additional Retirement Planners in Michigan*

* Additional advisor listing is provided in partnership with Yext

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Joe A. Ghanem - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-642-5909

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Edward Weidman - Ameriprise Financial Services, LLC

39533 Woodward Ave
Ste 150

Bloomfield Hills, MI 48304
586-254-4138

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Tillman Financial Services

734-887-1787

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Anthony Barst - Morgan Stanley

2900 West Rd
Ste 300

East Lansing, MI 48823
517-203-2870

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Allstate Personal Financial Representative: Michael Clark

1178 W Front St

Monroe, MI 48161
313-549-0933

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Smith & Associates - Ameriprise Financial Services, LLC

26200 Town Center Dr
Ste 250

Novi, MI 48375
248-349-4540

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Andrew M Beider - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8011

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Benjamin R Dollard - Ameriprise Financial Services, LLC

1717 Ridgewood Dr
Ste 103

Midland, MI 48642
989-835-2680

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Braeburn Wealth Management

3597 Henry Street
Suite 202

Norton Shores, MI 49441
231-720-0743

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Morgan Stanley Financial Advisors

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1800

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Alex Raymond - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-3813

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Allstate Personal Financial Representative: Jinks Clary

403 Marshall St

Coldwater, MI 49036
517-797-7027

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Edward Jones - Financial Advisor: Jacquelyn Trask-Rahn, CFP®|CEPA®|AAMS"

1200 Ludington St

Escanaba, MI 49829
906-233-7578

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Gerald LeVan - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1819

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Ainley Financial Group

1000 Town Center
26th Floor

Southfield, MI 48075
248-948-5149

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Edward Jones - Financial Advisor: George A Stoutin, CFP®|AAMS"|ADPA"

45 Blue Star Highway

Douglas, MI 49406
269-857-5626

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Orfin & Associates

363 W. Big Beaver Road

Troy, MI 48084
248-918-5100

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Jonathan Rea - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4360

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Bliss & Thompson Financial Services

1020 Hastings Street
Suite 105

Traverse City, MI 49686
231-933-6250

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Peter Vannice - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 1400

Troy, MI 48084
800-645-7961

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Curtis Kocher, CFP, CRPC - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-816-3008

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A New Path Financial

2311 East Stadium Boulevard
Suite 202

Ann Arbor, MI 48104
734-330-2266

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Stifel | Coastal Financial Strategies Group

28411 Northwestern Highway
Suite 1000

Southfield, MI 48034
248-663-7200

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Jay Murray - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
800-690-5264

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Peter Llanes - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4414

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Kevin Shamblin - Morgan Stanley

1108 North Main Street

Rochester, MI 48307
248-218-8236

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Edward Jones - Financial Advisor: Kyle F Bigford, CFP®|ChFC®|RICP®

4672 Pine Street

Hamilton, MI 49419
269-751-2282

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Allstate Personal Financial Representative: Adam Ellis

2545 W Silver Lake Rd

Fenton, MI 48430
810-813-1275

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Grand Rapids, MI Branch Office - UBS Financial Services Inc.

333 Bridge Street NW
Suite 1100

Grand Rapids, MI 49504
616-732-1243

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Steven Campbell - Ameriprise Financial Services, LLC

112 Court St

Mt Pleasant, MI 48858
989-773-4456

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Mark Ivezaj - Ameriprise Financial Services, LLC

100 W Big Beaver Rd
Ste 200

Troy, MI 48084
248-780-4690

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Linda Kay - Ameriprise Financial Services, LLC

3150 Livernois Rd
Ste 375

Troy, MI 48083
248-817-2075

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Edward Jones - Financial Advisor: Joe Powers, AAMS"

801 Ludington Street

Escanaba, MI 49829
906-789-2081

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Steven Beatty - Ameriprise Financial Services, LLC

527 Huron Ave

Port Huron, MI 48060
810-987-5370

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Edward Jones - Financial Advisor: Rance Thomas III

1974 N Huron River Dr
Suite 201

Ypsilanti, MI 48197
734-487-1376

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Telemus Capital

110 Miller Ave
Suite 300

Ann Arbor, MI 48104
734-662-1200

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Darnell D Jackson - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-1788

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Edward Jones - Financial Advisor: Doyle Webb

159 S Main Street

Frankenmuth, MI 48734
989-652-9622

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Edward Jones

6070 Fenton Road
Suite 1

Flint, MI 48507
810-232-0836

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Jestin P Jansen - Ameriprise Financial Services, LLC

6010 Eagle Trace Dr

Ypsilanti, MI 48197
734-544-6544

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Edward Jones - Financial Advisor: Jill P Walsh, AAMS"

120 S Main Street

Vicksburg, MI 49097
269-649-2463

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Timothy Huizenga - Ameriprise Financial Services, LLC

44 E 8th St
Ste 215

Holland, MI 49423
616-392-6614

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Michigan 401(k) Consultants & Private Wealth Management

6960 Orchard Lake Rd
120

West Bloomfield Township, MI 48322
248-906-2010

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Michael Albrecht - Ameriprise Financial Services, LLC

32255 Northwestern Hwy
Ste 200

Farmington Hills, MI 48334
248-865-2502

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Griffith & Kilgren - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
248-715-4055

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Leon Carter - Ameriprise Financial Services, LLC

2187 Preserve Cir E

Canton, MI 48188
734-727-0257

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James Gallagher - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
248-221-1980

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Goosehead Insurance - Chris Hammermeister

1400 W Chicago Rd

Niles, MI 49120
269-241-2311

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Goosehead Insurance - Matthew Brown

1520 S Lapeer Rd Suite 208

Lake Orion, MI 48360
248-829-6208

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Alice Pfahlert - Ameriprise Financial Services, LLC

200 Maple Park Blvd
Ste 206

St Clair Shores, MI 48081
586-778-2600

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The Jacobs Group - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1813

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Fifth Third Securities - Anthony Monastero

74195 Fulton Street

Armada, MI 48005
586-323-2239

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Fifth Third Mortgage - Kelly Abdilla

20205 Haggerty Road

Northville, MI 48167
248-380-3242

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Timothy J Oberle - Morgan Stanley

171 Monroe Ave NW
Ste 800

Grand Rapids, MI 49503
616-242-5448

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VILLA

9355 Telegraph Road

Redford Charter Township, MI 48239
313-538-4118

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VILLA

15510 Grand River Ave

Detroit, MI 48227
313-273-2745

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Edward Jones - Financial Advisor: Timothy Briody Jr

18560 W Outer Drive

Dearborn, MI 48128
313-724-1640

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America Group Financial Services

2025 East Beltline Southeast
Suite 205

Grand Rapids, MI 49546
616-975-1300

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Mary Ewasyshyn - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
248-286-7180

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Jaclyn Fox - Ameriprise Financial Services, LLC

726 Notre Dame St

Grosse Pointe, MI 48230
313-885-4414

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Beth Lappin - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 255

Troy, MI 48084
248-244-8177

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Michael L Block - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7140

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Gregory Kort

633 Notre Dame St

Grosse Pointe, MI 48230
248-644-1157

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Michael Cho - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8037

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Matthew Dombrowski - Ameriprise Financial Services, LLC

39533 Woodward Ave
Ste 150

Bloomfield Hills, MI 48304
586-254-4025

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Shari Warezak - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-343-8464

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Eric Fox - Ameriprise Financial Services, LLC

726 Notre Dame St

Grosse Pointe, MI 48230
313-885-4414

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Larson & Associates - Ameriprise Financial Services, LLC

2400 US Highway 41 W

Marquette, MI 49855
906-228-9191

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James MacDonald, CFP, CIMA - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7523

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Kevin McDevitt, CFP - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-637-0216

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Roth/Vigh Wealth Management - UBS Financial Services Inc.

730 Penniman Avenue

Plymouth, MI 48170
734-416-1546

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Fouad H Zeaiter - Ameriprise Financial Services, LLC

7950 Moorsbridge Rd
Ste 300

Portage, MI 49024
269-492-6600

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CitrinGroup - Ameriprise Financial Services, LLC

39533 Woodward Ave
Ste 150

Bloomfield Hills, MI 48304
248-865-2528

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Certified Tax Solutions

42627 Garfield Rd
Ste 216B

Clinton Township, MI 48038
586-254-5400

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Jonathan Citrin - Ameriprise Financial Services, LLC

39533 Woodward Ave
Ste 150

Bloomfield Hills, MI 48304
248-865-2528

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Financial Solutions of Michigan

2855 Coolidge Hwy
Suite 202

Troy, MI 48084
248-792-9050

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The Karwaski Group - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8751

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The Rivard Group - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-988-2382

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Kevin Radell - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1847

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Jason May - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-1785

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Verma Wealth Management Group - UBS Financial Services Inc.

32300 Northwestern Highway
Suite 150

Farmington Hills, MI 48334
248-737-5467

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Craig Noonan - Ameriprise Financial Services, LLC

835 Mason St
Ste B280

Dearborn, MI 48124
313-216-0134

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Alan Mirza - Ameriprise Financial Services, LLC

6435 28th Ave

Hudsonville, MI 49426
616-662-0420

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Emily Takamatsu - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-1792

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Steve Dirnberger - Ameriprise Financial Services, LLC

505 Pleasant St
Ste 200

St Joseph, MI 49085
269-983-7555

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Morgan Stanley Financial Advisors

300 East Front St
Ste 300

Traverse City, MI 49684
231-941-7200

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Anne Gamache - Ameriprise Financial Services, Inc.

816 Maple Ave

Holland, MI 49423
616-392-1040

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Ryan Mabie - Morgan Stanley

5211 Cascade Rd SE

Grand Rapids, MI 49546
616-974-2819

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The Carney-Strickland Group - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-2716

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The Meldrum Group - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7541

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David Hudson - Ameriprise Financial Services, LLC

39533 Woodward Ave
Ste 150

Bloomfield Hills, MI 48304
810-603-3757

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Global Financial Trust

770 Kenmoor Ave. SE
Suite 203

Grand Rapids, MI 49546
616-956-9900

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Janice Cichowlas - Ameriprise Financial Services, LLC

1 Heritage Pl
Ste 500

Southgate, MI 48195
734-407-2326

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Robert Hamilton - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-343-8440

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Neal Miedema - Ameriprise Financial Services, LLC

5991 Venture Park Dr

Kalamazoo, MI 49009
269-329-1683

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Fifth Third Preferred - James Sakoski

839 Robbins Road

Grand Haven, MI 49417
616-935-4343

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The Mooradian Group - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8753

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David A Roe - Morgan Stanley

4760 Fashion Square Blvd

Saginaw, MI 48604
989-791-7692

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Yong Koh

248-553-3660

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Charvat The Florist

18590 Mack Ave

Grosse Pointe Farms, MI 48236
313-881-7800

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Edward Jones - Financial Advisor: Ben Crowley

363 River St

Manistee, MI 49660
231-723-4082

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Wild Bill's Tobacco

5530 Sashabaw Rd

Clarkston, MI 48346
248-241-6884

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Eric F Deuker - Ameriprise Financial Services, LLC

7700 Byron Center Ave SW

Byron Center, MI 49315
616-608-7377

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Sylvia Frattallone - Ameriprise Financial Services, LLC

6300 Fulton St E

Ada, MI 49301
616-682-5000

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Goosehead Insurance - Tony Pruitt

129 S. Main St

Brooklyn, MI 49230
517-507-5216

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Goosehead Insurance - Doug Dale

15149 S Dixie Hwy

Monroe, MI 48161
734-735-2378

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Bruce Piper at CrossCountry Mortgage, LLC

39555 Orchard Hill Place
Suite 600 Office 8

Novi, MI 48375
734-646-7634

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Edward Jones - Financial Advisor: Nik D'Annunzio

7050 Dexter-Ann Arbor Rd
Suite 200

Dexter, MI 48130
734-424-2753

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Michael G Aboosamra - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6134

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Elizabeth V Bruno - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-343-8424

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Kevin G McCulloch - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-642-5904

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Mark Kaiser - Ameriprise Financial Services, LLC

821 N Main St

Rochester, MI 48307
248-275-1671

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Urban Hubert, CFP - UBS Financial Services Inc.

730 Penniman Avenue

Plymouth, MI 48170
734-416-1448

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David Sonnenschein - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-0510

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Scott T Nehra - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-1794

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Daniel Dillard - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6176

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The Shannon Thistlethwaite Group - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7117

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Armin Hrncic

21800 Greater Mack Ave

Saint Clair Shores, MI 48080
586-558-9075

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The Loupee/Graziani Group - UBS Financial Services Inc.

32300 Northwestern Highway
Suite 150

Farmington Hills, MI 48334
248-932-8000

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Chris Ohlert - Ameriprise Financial Services, LLC

39533 Woodward Ave
Ste 150

Bloomfield Hills, MI 48304
248-925-4424

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Thomas H Seabron - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8066

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Sankaran Sriram - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 1465

Troy, MI 48084
248-687-1115

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Gregory P Watson - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6006

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Morgan Stanley Financial Advisors

277 South Rose St

Kalamazoo, MI 49007
269-373-2650

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Kathleen Fitzgerald - Morgan Stanley

2001 Commonwealth Blvd

Ann Arbor, MI 48105
734-827-0555

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Merchant Tree

33477 Woodward Avenue
Suite 1000

Birmingham, MI 48009
800-610-3922

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IB Wealth Management

230 West Main Street

Ionia, MI 48846
616-527-5818

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Larry C Bluhm - Morgan Stanley

800 Ellis Road
Suite 125

Muskegon, MI 49441
231-799-3038

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Ronald J Bultman - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8778

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Fifth Third Private Bank - Norman Lining

300 Park Street
Ste 300

Birmingham, MI 48009
248-430-1366

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Kevin Toler - Ameriprise Financial Services, LLC

38 Commerce Ave SW
Ste 310

Grand Rapids, MI 49503
616-977-2639

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Calder Investment Advisors

320 Hall St SW
Suite 201

Grand Rapids, MI 49507
616-235-2442

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Christopher R Whitmore - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8027

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Equitable Advisors - Great Lakes Branch

201 W. Big Beaver Rd.
Suite 300

Troy, MI 48084
248-641-1000

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Zhang Financial

101 West Big Beaver Road
14th Floor

Troy, MI 48084
269-325-1826

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Mattar Financial Corp.

5750 New King Drive -
Suite 310

Troy, MI 48098
248-290-0250

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McAfee & Associates PC

7900 Kirkland Court

Portage, MI 49024
269-492-0595

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Zhang Financial

5931 Oakland Drive

Portage, MI 49024
269-385-5888

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Steven M. White Financial, LLC

25882 Orchard Lake Road
Suite 203

Farmington Hills, MI 48336
248-888-1010

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Jeff K. Ross Financial Services

251 North Rose Street
Suite 200

Kalamazoo, MI 49007
269-385-0001

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Fifth Third Securities - Ashton Vanantwerp

205 South Front Street

Dowagiac, MI 49047
269-845-4036

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Eric Singer - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-637-0262

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Zhang Financial

2828 Kraft Avenue SE
Suite 100

Grand Rapids, MI 49512
616-235-5777

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Great Lakes Retirement Solutions, Inc.

2135 N. Center Road

Saginaw, MI 48603
989-401-2949

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Park Avenue Wealth Management, LLC

39209 West Six Mile Road
Suite 201

Livonia, MI 48152
734-432-1966

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Gurveer Mann - Ameriprise Financial Services, LLC

41000 W 7 Mile Rd
Ste 115

Northville, MI 48167
248-277-3040

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Telemus Capital

Two Towne Square
Suite 800

Southfield, MI 48076
248-827-1800

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CP Federal Investment Services

1100 Clinton Road

Jackson, MI 49202
517-784-7101

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Shaheen & Associates, Inc

129 W. St. Clair St.

Romeo, MI 48065
586-752-6575

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Rod Bieber, New York Life

4343 State Street

Saginaw, MI 48603
989-791-1900

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Langdon Capital Management, Inc.

9020 Ortonville Road

Clarkston, MI 48348
248-922-7526

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The Baker Group

26400 Lahser Road
Suite 312

Southfield, MI 48033
248-355-4100

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Glass Retirement Strategies, Inc.

30400 Telegraph Rd.
Suite 445

Bingham Farms, MI 48025
248-647-2822

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Marcy Bulliner, Bankers Life Agent and Bankers Life Securities Financial Advisor

5625 Water Tower Place
Ste 312

Clarkston, MI 48346
810-445-7028

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True Blue Financial

7889 Red Arrow Highway

Stevensville, MI 49127
269-982-2710

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H & B Financial Group, Inc.

24255 W 13 Mile Rd.
Ste 270

Bingham Farms, MI 48025
248-877-8128

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SHA Financial Planning & Investment Group

3254 University Drive
Suite 190

Auburn Hills, MI 48326
248-237-3917

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Senior Wealth Management, Inc.

39111 W. Six Mile Rd.

Livonia, MI 48152
734-261-8289

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Edward Jones - Financial Advisor: Bill Collin

9672 US Highway 31
Ste 400

Interlochen, MI 49643
231-276-1355

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Edward Jones - Financial Advisor: Brian S Hanigan

720 N Lapeer Rd
Suite 204

Lake Orion, MI 48362
248-834-0602

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Great Lakes Financial Services Group

10484 Citation Drive
Suite 300

Brighton, MI 48116
810-229-4170

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First Command Financial Advisor - Reggie Dillingham

45437 MARKETPLACE BLVD

Chesterfield, MI 48051
586-262-4663

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IBS Financial Group

758 West Fulton

Grand Rapids, MI 49504
616-774-9290

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Estate Planning & Preservation

218 S Putnam St

Williamston, MI 48895
888-655-7879

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Pezzillo Financial Group

305 Barclay Circle
Suite 1002

Rochester Hills, MI 48307
248-641-9200

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Stoney Creek Advisors, LLC

445 S. Livernois Rd.
Suite 105

Rochester Hills, MI 48307
248-266-2900

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Merchant Financial Services

3975 West Monroe

Alma, MI 48801
989-463-6261

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Williams Wealth Services

3380 Travis Pointe Road
Suite E1

Ann Arbor, MI 48108
734-786-3870

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Fifth Third Securities - Julie Zobeck

47000 Gratiot Avenue

Chesterfield, MI 48051
586-598-3005

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Generational Wealth Management

244 E Main Ave

Zeeland, MI 49464
616-931-1270

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Claude Mc Manus - Ameriprise Financial Services, LLC

975 3 Mile Rd NW
Ste 12

Grand Rapids, MI 49544
616-647-8638

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Edward Jones - Financial Advisor: Michael W Rios, AAMS"

665 Seward Ave NW
Suite 125

Grand Rapids, MI 49504
616-451-4647

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The Nautilus Group

5154 Miller Road
Suite E

Flint, MI 48507
810-732-2700

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Member Investment Center, Frankenmuth Credit Union

580 North Main Street

Frankenmuth, MI 48734
989-249-9240

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Gleaner Financial

5200 West US Highway 223

Adrian, MI 49221
800-294-7526

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Ted Simonsen - Ameriprise Financial Services, LLC

1224 Military Rd

Houghton, MI 49931
906-482-1747

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Koele Godfrey Investment Group Inc.

123 E. Main Street

Zeeland, MI 49464
616-931-1223

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Bill Lee - Ameriprise Financial Services, LLC

3337 S Airport Rd W
Ste 4

Traverse City, MI 49684
231-947-6700

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Zeina Robinson - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 255

Troy, MI 48084
248-244-8177

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Kyle M. Braun - Morgan Stanley

4760 Fashion Square Blvd

Saginaw, MI 48604
989-791-7677

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Overhiser Financial Design

632 Phillips Street

South Haven, MI 49090
269-637-0222

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Geoffrey Orbach - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4387

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Jason Batchelder - Ameriprise Financial Services, LLC

33493 W 14 Mile Rd
Ste 80

Farmington Hills, MI 48331
248-918-2333

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David M Betts - Ameriprise Financial Services, LLC

527 Huron Ave

Port Huron, MI 48060
810-987-5370

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Compass Wealth Management - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7580

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Jack Rosely - UBS Financial Services Inc.

32300 Northwestern Highway
Suite 150

Farmington Hills, MI 48334
248-737-5416

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Jamie T May - Ameriprise Financial Services, LLC

250 E Division St

Rockford, MI 49341
616-866-0202

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Edward Jones - Financial Advisor: Steve Walker, AAMS"

6070 Fenton Road
Suite 1

Flint, MI 48507
810-232-0836

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Edward Jones - Financial Advisor: Nicholas J Clements

4061 S. Canton Center Road

Canton, MI 48188
734-398-0582

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David W Cramer - Morgan Stanley

800 Ellis Road
Suite 125

Muskegon, MI 49441
231-799-3034

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Preston Pelham - Morgan Stanley

1108 North Main Street

Rochester, MI 48307
248-218-8231

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Dawn Hausch-Cooper - Ameriprise Financial Services, LLC

8455 S Saginaw St
Ste 101

Grand Blanc, MI 48439
810-579-2838

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Barbara Kreitsch - Ameriprise Financial Services, LLC

700 Tower Dr
Ste 200

Troy, MI 48098
248-247-3010

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Mary D. Hall - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-593-7541

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Blue Star Financial Group - Ameriprise Financial Services, LLC

6800 W Q Ave

Kalamazoo, MI 49009
269-321-5021

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David Foster - Ameriprise Financial Services, LLC

433 E Michigan Ave

Kalamazoo, MI 49007
269-216-7078

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Lifetime Wealth Management - UBS Financial Services Inc.

32300 Northwestern Highway
Suite 150

Farmington Hills, MI 48334
248-737-5457

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Christopher Chambers - Ameriprise Financial Services, LLC

7950 Moorsbridge Rd
Ste 304

Portage, MI 49024
269-276-0554

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The Wealth Strategy Group - UBS Financial Services Inc.

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-4945

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Lisa Cargill - Ameriprise Financial Services, LLC

6701 Old 28th St SE
Ste A

Grand Rapids, MI 49546
616-682-5103

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R Scott Coates - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
734-432-6441

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Randy E Orwig - Ameriprise Financial Services, LLC

7130 S Westnedge Ave

Portage, MI 49002
269-321-5002

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The Voyage Wealth Advisory Group - Ameriprise Financial Services, LLC

4750 Venture Dr
Ste 150

Ann Arbor, MI 48108
734-477-5231

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Ari Katz - Ameriprise Financial Services, LLC

32255 Northwestern Hwy
Ste 200

Farmington Hills, MI 48334
248-865-2065

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Edward Jones - Financial Advisor: Gregory A Surber, AAMS"

2010 S 11th Street
Ste 140

Niles, MI 49120
269-684-6733

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Edward Jones

745 Barclay Circle
Suite 320

Rochester Hills, MI 48307
248-853-2112

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Edward Jones - Financial Advisor: Garrett Lantagne

1600 Parkdale Rd
Suite 100

Rochester, MI 48307
248-726-9734

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Dominic Fazzolari - Ameriprise Financial Services, LLC

43900 Garfield Rd
Ste 200

Clinton Twp, MI 48038
586-213-5677

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Fouad Zeaiter & Associates - Ameriprise Financial Services, LLC

7950 Moorsbridge Rd
Ste 300

Portage, MI 49024
269-492-6600

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David R Zukowski - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7101

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Clear Horizon Wealth Advisors - Ameriprise Financial Services, LLC

12455 Dix-Toledo Rd

Southgate, MI 48195
734-284-3700

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Rummel Wealth Management

2501 South Dye Road
Suite D

Flint, MI 48532
810-471-3732

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Mary Crummey, CIMA, CRPS - UBS Financial Services Inc.

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-7026

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William J Lackowski - Ameriprise Financial Services, LLC

3473 Main St

Deckerville, MI 48427
810-376-4710

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The Shayne Solomon Group - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1832

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Khirfan Financial Company, Inc

1471 South Elms Road

Flint, MI 48532
810-720-1969

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George Smojver - Ameriprise Financial Services, LLC

6800 W Q Ave

Kalamazoo, MI 49009
269-321-5021

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Horizon Advisers - Troy (Headquarters)

5455 Corporate Dr #210

Troy, MI 48098
248-265-6662

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Horizon Advisers - Ann Arbor

24 Frank Lloyd Wright Dr Suite J-3000

Ann Arbor, MI 48105
248-265-6662

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Edward Jones - Financial Advisor: Matt Strong

15 S 7th Street

Grand Haven, MI 49417
616-844-9203

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Horizon Advisers - Flint

5206 Gateway Center #200

Flint, MI 48507
248-265-6662

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Horizon Advisers - Southfield

18444 W 10 Mile Rd.

Southfield, MI 48075
248-265-6662

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Frattallone Wealth Management Group - Ameriprise Financial Services, LLC

6300 Fulton St E

Ada, MI 49301
616-682-5000

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Craig Noonan & Associates - Ameriprise Financial Services, LLC

835 Mason St
Ste B280

Dearborn, MI 48124
313-216-0134

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Robert Bradley - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8016

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Joseph Colletti - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8012

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Michael Lau, CIMA, CRPS - UBS Financial Services Inc.

2301 West Big Beaver Road
Suite 800

Troy, MI 48084
248-649-7538

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Thomas Elzinga - Ameriprise Financial Services, LLC

6701 Old 28th St SE
Ste A

Grand Rapids, MI 49546
616-682-5103

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Kara Wilcox & Joseph Panfil

10511 Citation Drive
Suite 300

Brighton, MI 48116
810-229-0731

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Barry Gilbertson - Ameriprise Financial Services, LLC

333 Bridge St NW
Ste 205

Grand Rapids, MI 49504
616-957-3218

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Darlene Frederick - AXA Advisors|Marquise Financial

625 Kenmoor Avenue SE
Suite 301

Grand Rapids, MI 49546
616-575-3518

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Edward Jones - Financial Advisor: Greg Williams

513 S Union Street

Traverse City, MI 49684
231-933-0881

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Circle of Life Financial Planning

2387 South Linden Road
Suite B106

Flint, MI 48532
810-239-8825

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Fifth Third Private Bank - Richard Tober

36 East 8th Street

Holland, MI 49423
616-394-7370

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Michael Adinovich - Ameriprise Financial Services, LLC

333 Bridge St NW
Ste 205

Grand Rapids, MI 49504
616-957-4633

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Mark LoDuca

1000 Haynes

Birmingham, MI 48009
248-395-5306

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Erika Fitzhugh - Ameriprise Financial Services, LLC

200 Maple Park Blvd
Ste 206

St Clair Shores, MI 48081
586-778-2600

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Goodrich, Hull, and Associates - Ameriprise Financial Services, LLC

32255 Northwestern Hwy
Ste 200

Farmington Hills, MI 48334
888-273-4009

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Michael L. Braun - Morgan Stanley

4760 Fashion Square Blvd

Saginaw, MI 48604
989-791-7697

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Seth G Mason - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6060

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Morgan Stanley Financial Advisors

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8000

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David F Brazen - Ameriprise Financial Services, LLC

1301 W Long Lake Rd
Ste 270

Troy, MI 48098
248-928-1300

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Michael Van Brienen - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4358

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Robert Schauer - Ameriprise Financial Services, LLC

1090 N 10th St
Ste 200

Kalamazoo, MI 49009
269-544-0210

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The Arkwright Financial Team - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7531

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Charles Belfiori - Ameriprise Financial Services, LLC

1301 W Long Lake Rd
Ste 270

Troy, MI 48098
248-928-1300

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Paul F Treder - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-642-5905

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Edward Jones - Financial Advisor: Heather A Bullion

2160 Grand River Annex
Suite 100

Brighton, MI 48114
810-225-1362

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C&D Wealth Advisors

3011 Miller Rd

Ann Arbor, MI 48103
734-995-0829

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Jack Hendon - Ameriprise Financial Services, LLC

4575 Lake Michigan Dr NW

Grand Rapids, MI 49534
231-924-8320

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Goosehead Insurance - Bradley Frey

200 E Big Beaver Road

Troy, MI 48083
248-505-8009

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Goosehead Insurance - Dante Accettola and Austin Moussa

148 S Main St

Mount Clemens, MI 48043
586-265-5889

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Trinity Financial Advisors, LLC

321 West Lake Lansing Rd.

East Lansing, MI 48823
517-333-2121

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Maier & Associates Financial Group, Inc.

5982 Westside Saginaw Road

Bay City, MI 48706
989-684-8500

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Hollander and Lone

28411 Northwestern Highway
Suite 1200

Southfield, MI 48034
248-485-8111

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David Runyon - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-1757

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Retirement Referral Network

204 East Church Street
Suite 102

Adrian, MI 49221
833-836-7783

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Fifth Third Preferred - Andrew Schutz

3500 West Centre Avenue

Portage, MI 49024
269-329-5811

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Daniel de Varona, CFP, CPWA, CRPC - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-816-3024

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Wild Bill's Tobacco

46281 Van Dyke

Shelby Twp, MI 48317
586-262-4616

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Jeff Sirola - Ameriprise Financial Services, LLC

1035 Laurence Ave
Ste 3

Jackson, MI 49202
800-601-5034

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The Laug Group - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6021

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Scott Long - Ameriprise Financial Services, LLC

3473 Main St

Deckerville, MI 48427
810-376-4710

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Rob Baidel - Ameriprise Financial Services, LLC

116 W Main St

Brighton, MI 48116
810-588-4557

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RFC Financial Planners

5263 Plymouth Road

Ann Arbor, MI 48105
734-272-4224

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Sherman Private Wealth

28411 Northwestern Highway, Suite 1200

Southfield, MI 48034
248-805-1123

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Horizon Advisers - Plymouth

107 S Main St

Plymouth, MI 48170
248-265-6662

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Brian Sommer - Ameriprise Financial Services, LLC

2182 Commons Pkwy

Okemos, MI 48864
517-349-2880

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GreeneWealth

2260 East Saginaw Street

East Lansing, MI 48823
517-337-0128

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Jonathan Ellis - Ameriprise Financial Services, LLC

110 E B St

Iron Mountain, MI 49801
906-774-5002

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Adam Pashak - Ameriprise Financial Services, LLC

20700 Civic Center Dr
Ste 160

Southfield, MI 48076
248-327-7497

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Ryan Slater - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8038

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Monroe LPL

7433 Jackman Rd

Temperance, MI 48182
734-224-4640

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Clearwater Financial, Inc.

104 E Grant St.

Plainwell, MI 49080
269-685-1170

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Birmingham, MI Branch Office - UBS Financial Services Inc.

325 North Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-6400

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Bridge Wealth Management Group - UBS Financial Services Inc.

333 Bridge Street NW
Suite 1100

Grand Rapids, MI 49504
616-732-1231

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Ellen Naber - Ameriprise Financial Services, LLC

7700 Byron Center Ave SW

Byron Center, MI 49315
616-272-4179

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Eagle Rock Advisors

22440 Hall Road

Clinton Township, MI 48036
586-484-3178

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Indianwood Financial, LLC

300 Cayuga Road

Lake Orion, MI 48362
248-834-4464

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Craun Freeman Tax & Wealth Management

800 West University Drive
Suite A

Rochester, MI 48307
248-656-2200

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C Dino Lembesis - Ameriprise Financial Services, LLC

32255 Northwestern Hwy
Ste 200

Farmington Hills, MI 48334
248-865-2501

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Sabri Hesano - UBS Financial Services Inc.

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-7045

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Fifth Third Preferred - Joshua Jorgensen

322 Broadway

Niles, MI 49120
269-845-4033

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Charles Roberts - Ameriprise Financial Services, LLC

1224 Military Rd

Houghton, MI 49931
906-482-1778

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The Griswold Bartolec Group - Morgan Stanley

5211 Cascade Rd SE

Grand Rapids, MI 49546
616-974-2838

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Jordan Financial & Associates

421 136th Avenue

Holland, MI 49424
616-796-8238

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Michael Karfis - Ameriprise Financial Services, LLC

32255 Northwestern Hwy
Ste 200

Farmington Hills, MI 48334
248-865-2506

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Daniel De Witt - Ameriprise Financial Services, LLC

4575 Lake Michigan Dr NW

Grand Rapids, MI 49534
616-735-3047

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Mark Masson - Ameriprise Financial Services, LLC

32255 Northwestern Hwy
Ste 200

Farmington Hills, MI 48334
248-865-2503

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Cindy Negri - Ameriprise Financial Services, LLC

1501 Division St

Marquette, MI 49855
906-226-7526

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David Kuyers - Ameriprise Financial Services, LLC

7700 Byron Center Ave SW

Byron Center, MI 49315
616-797-0866

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Kelly Capital Partners

29100 Northwestern Highway
Suite 320

Southfield, MI 48034
248-262-7217

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Ridgetown Investments

33 Applewood Drive

Sparta, MI 49345
616-606-9100

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Renee Hof-Lacey - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-1182

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Douglas S Garrow - Ameriprise Financial Services, LLC

310 W Washington St
Ste 206

Marquette, MI 49855
906-225-0661

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Brian Blaker - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7168

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Bernard Wealth Management Corp.

600 S Adams Rd
Ste. 100

Birmingham, MI 48009
248-556-2900

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Timothy Jongsma - Ameriprise Financial Services, LLC

44 E 8th St
Ste 215

Holland, MI 49423
616-392-6614

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DocSpot Financial, Matthew Jarrell, AIF, CFS

7900 Kirkland Court

Portage, MI 49024
269-492-1570

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Victor Peretiatko - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4377

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Ralph Bryant - Ameriprise Financial Services, LLC

20700 Civic Center Dr
Ste 160

Southfield, MI 48076
248-327-7497

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Jason Klein - Ameriprise Financial Services, LLC

7130 S Westnedge Ave

Portage, MI 49002
269-321-5002

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Capitol Income Consultants

431 South Capitol Avenue

Lansing, MI 48933
517-483-2829

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MI Retirement Guys, LLC

205 S. Front St
Suite 2A

Marquette, MI 49855
906-315-0991

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Farah Wealth Management Group - UBS Financial Services Inc.

8235 Holly Road, Suite 4

Grand Blanc, MI 48439
810-344-8102

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David Booko - Ameriprise Financial Services, LLC

200 S Main St

Three Rivers, MI 49093
269-278-8113

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Scott Knaffla - Ameriprise Financial Services, LLC

1501 Division St

Marquette, MI 49855
906-226-7526

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Kyle Trevino - Ameriprise Financial Services, LLC

7700 Byron Center Ave SW

Byron Center, MI 49315
616-209-5206

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VFG Associates, LLC

29432 Joy Road

Livonia, MI 48150
734-855-4930

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L & H Financial Group

30150 Telegraph Road
Suite 175

Bingham Farms, MI 48025
248-731-7589

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Anthony Curnow - Ameriprise Financial Services, LLC

1537 E Hill Rd
Ste 150

Grand Blanc, MI 48439
810-695-3960

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Retirement Strategies

21605 Farmington Rd
Suite 100

Farmington Hills, MI 48336
248-473-1111

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Dana Nelson - Ameriprise Financial Services, LLC

2800 S State St
Ste 205

Ann Arbor, MI 48104
734-477-5230

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Millennium Wealth Management

251 East Merrill Street
Suite 207

Birmingham, MI 48009
248-833-1024

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Michigan Financial Companies

28411 Northwestern Highway
Suite 1300

Southfield, MI 48034
248-663-4700

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Caterina Holt - Morgan Stanley

5211 Cascade Rd SE

Grand Rapids, MI 49546
616-974-2828

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Mark Calderone - Ameriprise Financial Services, LLC

2400 Lake Lansing Rd
Ste B

Lansing, MI 48912
517-482-3717

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Pamela Lee - Ameriprise Financial Services, LLC

2851 Charlevoix Dr S
Ste 200

Grand Rapids, MI 49546
616-988-3356

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Dahring | Cusmano and Associates

26200 Town Center Drive
Suite 100

Novi, MI 48375
248-348-0100

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Tricia Nelson - Ameriprise Financial Services, LLC

2800 S State St
Ste 205

Ann Arbor, MI 48104
734-477-5252

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Scott Hagenbach - Ameriprise Financial Services, LLC

4177 Fashion Square Blvd
Ste 4

Saginaw, MI 48603
989-792-9632

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Rachel E. Laug - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6070

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Stephanie Milosavlevski - Ameriprise Financial Services, LLC

2139 Commons Pkwy
Ste B

Okemos, MI 48864
517-253-8563

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Denice Oliver - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4361

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Christopher Martin - Ameriprise Financial Services, LLC

39533 Woodward Ave
Ste 150

Bloomfield Hills, MI 48304
586-254-4231

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Gunther R Brieger - Ameriprise Financial Services, LLC

50 W Big Beaver Rd
Ste 175

Troy, MI 48084
248-939-4545

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Swain Financial

1225 South Main Street

Plymouth, MI 48170
734-738-6300

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Weekly Market Review

1000 Town Center
26th Floor

Southfield, MI 48075
248-948-5100

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Blodgett Wealth Management

220 Lyon St. NW,
Suite 540

Grand Rapids, MI 49503
269-492-1250

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Complete Wealth Advisors

2337 Stone Bridge Drive
Building F

Flint, MI 48532
810-733-6600

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Zuverink & Associates

9907 29th Street South

Scotts, MI 49088
616-284-7314

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Nicholas Tucker - Ameriprise Financial Services, LLC

50 W Big Beaver Rd
Ste 175

Troy, MI 48084
248-939-4545

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Sara Mehraban - Ameriprise Financial Services, LLC

4750 Venture Dr
Ste 150

Ann Arbor, MI 48108
734-477-5233

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William V Caddick Jr - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
734-432-6490

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Laura Kellmann - Ameriprise Financial Services, LLC

2800 S State St
Ste 205

Ann Arbor, MI 48104
734-477-5229

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Mack Financial Service - Michele L. Mack

1120 S Telegraph Road

Monroe, MI 48161
734-242-0500

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JMS Financial Resource, LLC

2828 Kraft Ave
Suite 268

Grand Rapids, MI 49512
616-821-5562

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Matt Lindgren - Ameriprise Financial Services, LLC

333 Bridge St NW
Ste 205

Grand Rapids, MI 49504
616-974-2269

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Joanne Hardin - Ameriprise Financial Services, LLC

835 Mason St
Ste B280

Dearborn, MI 48124
313-216-0125

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Clark Standish - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-642-5906

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Shaun Hampton - Ameriprise Financial Services, LLC

726 Notre Dame St

Grosse Pointe, MI 48230
313-885-4414

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Leigh Howell - Ameriprise Financial Services, LLC

414 1st St

Menominee, MI 49858
906-863-5587

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Peter Almeroth - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-974-8908

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Murray, McCumons & Associates - Ameriprise Financial Services, LLC

4750 Venture Dr
Ste 150

Ann Arbor, MI 48108
734-477-5280

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Scott Smith Financial, Inc.

43155 Main Street
Suite 212

Novi, MI 48375
248-946-4515

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Todd Harter - Ameriprise Financial Services, LLC

2400 Lake Lansing Rd
Ste B

Lansing, MI 48912
517-482-3542

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Shawn P Kelly - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8021

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Derek S Zachariah - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4395

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Dean Richard Weaver - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4422

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Daniel Graham - Ameriprise Financial Services, LLC

391 S Shore Dr
Ste 112

Battle Creek, MI 49014
269-979-3521

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Sherry N Gira - Ameriprise Financial Services, LLC

700 Tower Dr
Ste 200

Troy, MI 48098
248-247-3010

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Benjamin S Balbach - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6086

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MFG Capital

1861 South Trenton Drive
Suite 101

Trenton, MI 48183
734-720-1391