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Michigan Michigan

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

Hylan Moises

North Star Financial Advisor

415 Detroit Street Suite 100

Ann Arbor, MI 48104

734-213-6240

Joseph N Vitale

American Retirement Advisors

3778 S. Lapeer Rd

Metamora, MI 48455

855-756-5700

Matt Saltzgaber

Vision Wealth Management

1668 S. Telegraph, Suite 250C

Bloomfield Hills, MI 48302

248-259-7729

Phillip Mitchell

Kroon & Mitchell Asset Management

29 Pearl St
Ste 400

Grand Rapids, MI 49503

616-356-2002

Todd Perry

Executive Wealth Management

135 W North Street Ste 1

Brighton, MI 48116

810-229-6446

Anthony Watson

Thrive Retirement Specialists

3319 Greenfield #148

Dearborn, MI 48120

313-879-2019

Ashley Kremhelmer

Edelman Financial Engines, LLC

39555 Orchard Hill Place
Suite 365

Novi Township, MI 48375

248-468-1355

Dan Rausch

Allworth Financial

4320 44th Street SW, Suite 102

Grandville, MI 49418

888-242-6766

Matt Breimayer

Strategy Financial, LLC

12935 S. West Bayshore Drive
Suite 325

Traverse City, MI 49684

231-714-5077

Ryan Lind

Edelman Financial Engines, LLC

5510 Cascade Rd SE
Suite 280

Grand Rapids, MI 49546

616-426-8320

Sara Uh

Edelman Financial Engines, LLC

39425 Garfield Rd
Suite 25

Clinton Township, MI 48038

248-468-1864

Andrzej Mendela

Edelman Financial Engines, LLC

201 West Big Beaver Road
Suite 950

248-825-8220

Brian Sites

Edelman Financial Engines, LLC

39775 Traditions Drive
Suite D-800

Northville, MI 48168

248-412-0160

Christopher Mollan

LPL Financial

31731 Northwestern Hwy.
Suite 151W

Farmington Hills, MI 48334

248-987-8054

List of Additional Retirement Planners in Michigan*

* Additional advisor listing is provided in partnership with Yext

Joe A. Ghanem - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-642-5909

Tillman Financial Services

734-887-1787

Anthony Barst - Morgan Stanley

2900 West Rd
Ste 300

East Lansing, MI 48823
517-203-2870

Fifth Third Private Bank - Jim Pfeiffelmann

136 East Michigan Avenue

Kalamazoo, MI 49007
269-567-7844

Blessed Hands Taxes and Financial Services

15565 Northland DrSuite 709W

Southfield, MI 48075
248-278-3717

Braeburn Wealth Management

3597 Henry Street
Suite 202

Norton Shores, MI 49441
231-720-0743

Morgan Stanley Financial Advisors

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1800

Ainley Financial Group

1000 Town Center
26th Floor

Southfield, MI 48075
248-948-5149

Orfin & Associates

363 W. Big Beaver Road

Troy, MI 48084
248-918-5100

Bliss & Thompson Financial Services

1020 Hastings Street
Suite 105

Traverse City, MI 49686
231-933-6250

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

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-816-3008

A New Path Financial

2311 East Stadium Boulevard
Suite 202

Ann Arbor, MI 48104
734-330-2266

Stifel | Coastal Financial Strategies Group

28411 Northwestern Highway
Suite 1000

Southfield, MI 48034
248-663-7200

Allstate Personal Financial Representative: Nima Gerami

2301 Garfield Rd N

Traverse City, MI 49686
248-877-4750

Kevin Shamblin - Morgan Stanley

1108 North Main Street

Rochester, MI 48307
248-218-8236

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

333 Bridge Street NW
Suite 1100

Grand Rapids, MI 49504
616-732-1243

Allstate Personal Financial Representative: Nicholas Dickinson

5590 Main St
Ste 3

Lexington, MI 48450
810-479-4016

Darnell D Jackson - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-1788

Farmington Hills, MI Branch Office - UBS Financial Services Inc.

32300 Northwestern Highway
Suite 150

Farmington Hills, MI 48334
248-737-5434

Goosehead Insurance - Chris Hammermeister

1400 W Chicago Rd

Niles, MI 49120
269-241-2311

HCM Group - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1889

The Jacobs Group - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1813

Fifth Third Securities - Anthony Monastero

74195 Fulton Street

Armada, MI 48005
586-323-2239

Fifth Third Mortgage - Kelly Abdilla

20205 Haggerty Road

Northville, MI 48167
248-380-3242

VILLA

9355 Telegraph Road

Redford Charter Township, MI 48239
313-538-4118

DTLR

14119 Seven Mile Rd

Detroit, MI 48205
313-245-0359

VILLA

15510 Grand River Ave

Detroit, MI 48227
313-273-2745

DTLR

2000 E Eight Mile Rd

Detroit, MI 48234
313-368-1381

Edward Jones - Financial Advisor: Josh Franken

533 Michigan

Holland, MI 49423
616-396-2459

America Group Financial Services

2025 East Beltline Southeast
Suite 205

Grand Rapids, MI 49546
616-975-1300

Michael L Block - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7140

Cross & Vannelli Wealth Consulting Services - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-637-0241

Mark Jannott

39510 Woodward Ave

BLOOMFLD TWP, MI 48304
248-417-5527

Shari Warezak - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-343-8464

Arna Moore

36520 Moravian Dr

Clinton Township, MI 48035
586-843-2101

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

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7523

Kevin McDevitt, CFP - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-637-0216

Roth/Vigh Wealth Management - UBS Financial Services Inc.

730 Penniman Avenue

Plymouth, MI 48170
734-416-1546

The Fleischer Group - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7145

The Karwaski Group - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8751

Fifth Third Preferred - Kerr-Ann Dempster

3535 South Airport Road West

Traverse City, MI 49684
231-271-2335

Nathan Roberts

105 Main St

Belleville, MI 48111
734-767-5337

Emily Takamatsu - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-1792

Morgan Stanley Financial Advisors

300 East Front St
Ste 300

Traverse City, MI 49684
231-941-7200

The Meldrum Group - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7541

The Mooradian Group - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8753

The Pine Harbor Group - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1800

David A Roe - Morgan Stanley

4760 Fashion Square Blvd

Saginaw, MI 48604
989-791-7692

VILLA

100 Briarwood Circle
Space F155

Ann Arbor, MI 48108
734-332-4810

Edward Jones - Financial Advisor: Rich Ratts

1220 W Parnall Rd
Ste J

Jackson, MI 49201
517-768-7513

Charvat The Florist

18590 Mack Ave

Grosse Pointe Farms, MI 48236
313-881-7800

Fifth Third Preferred - Aaron Puff

3500 West Centre Avenue

Portage, MI 49024
269-329-5811

Edward Jones - Financial Advisor: Jackie Visger

33312 Grand River Ave
Suite 101

Farmington, MI 48336
248-474-7844

Wild Bill's Tobacco

5530 Sashabaw Rd

Clarkston, MI 48346
248-241-6884

Goosehead Insurance - Tony Pruitt

129 S. Main St

Brooklyn, MI 49230
517-507-5216

Goosehead Insurance - Doug Dale

15149 S Dixie Hwy

Monroe, MI 48161
734-735-2378

The Rivard Group - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-988-2382

Amy Yesnach

11006 Allen Rd

Taylor, MI 48180
734-482-1160

Michael G Aboosamra - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6134

Elizabeth V Bruno - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-343-8424

VILLA

6650 S Westnedge Ave

Kalamazoo, MI 49024
269-329-1536

VILLA

14122 Woodward Ave

Highland Park, MI 48203
313-867-4521

VILLA

5775 Beckley Rd

Battle Creek, MI 49015
269-979-4572

VILLA

3525 Martin Luther King Blvd
#F

Lansing, MI 48910
517-394-1655

VILLA

13328 E Jefferson Ave

Detroit, MI 48215
313-822-1369

Urban Hubert, CFP - UBS Financial Services Inc.

730 Penniman Avenue

Plymouth, MI 48170
734-416-1448

Scott T Nehra - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-1794

Daniel Dillard - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6176

The Shannon Thistlethwaite Group - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7117

Armin Hrncic

21800 Greater Mack Ave

Saint Clair Shores, MI 48080
586-558-9075

The Loupee/Graziani Group - UBS Financial Services Inc.

32300 Northwestern Highway
Suite 150

Farmington Hills, MI 48334
248-932-8000

Thomas Griffore

41400 W 10 Mile Rd

Novi, MI 48375
248-395-5305

Anthony Tuccini

14600 W Fort St

Southgate, MI 48195
313-278-5624

Daniel Fradette

23220 Farmington Rd

Farmington, MI 48336
313-274-4606

Mark LoDuca

23011 Woodward Ave

Ferndale, MI 48220
248-395-5306

Thomas H Seabron - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8066

Kob Yan

44 N Adams Rd

Rochester, MI 48309
248-375-9269

Travis LaCelle

1575 W Grand River Ave

Okemos, MI 48864
517-347-8853

James Tafelski

15341 19 Mile Rd

Clinton Township, MI 48038
586-286-4487

Gregory Kort

633 Notre Dame St

Grosse Pointe, MI 48230
248-644-1157

Morgan Stanley Financial Advisors

277 South Rose St

Kalamazoo, MI 49007
269-373-2650

Kathleen Fitzgerald - Morgan Stanley

2001 Commonwealth Blvd

Ann Arbor, MI 48105
734-827-0555

IB Wealth Management

230 West Main Street

Ionia, MI 48846
616-527-5818

Larry C Bluhm - Morgan Stanley

800 Ellis Road
Suite 125

Muskegon, MI 49441
231-799-3038

Ronald J Bultman - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8778

Christopher R Whitmore - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8027

Equitable Advisors - Great Lakes Branch

201 W. Big Beaver Rd.
Suite 300

Troy, MI 48084
248-641-1000

Eric Nathan Chandler - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7115

Zhang Financial

101 West Big Beaver Road
14th Floor

Troy, MI 48084
269-325-1826

McAfee & Associates PC

7900 Kirkland Court

Portage, MI 49024
269-492-0595

Zhang Financial

5931 Oakland Drive

Portage, MI 49024
269-385-5888

Steven M. White Financial, LLC

25882 Orchard Lake Road
Suite 203

Farmington Hills, MI 48336
248-888-1010

Jeff K. Ross Financial Services

251 North Rose Street
Suite 200

Kalamazoo, MI 49007
269-385-0001

Eric Singer - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-637-0262

Zhang Financial

2828 Kraft Avenue SE
Suite 100

Grand Rapids, MI 49512
616-235-5777

Great Lakes Retirement Solutions, Inc.

2135 N. Center Road

Saginaw, MI 48603
989-401-2949

Park Avenue Wealth Management, LLC

39209 West Six Mile Road
Suite 201

Livonia, MI 48152
734-432-1966

Diversified Portfolio Wealth Management

2339 Jolly Road

Okemos, MI 48864
517-381-9881

Rod Bieber, New York Life

4343 State Street

Saginaw, MI 48603
989-791-1900

The Baker Group

26400 Lahser Road
Suite 312

Southfield, MI 48033
248-355-4100

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

5625 Water Tower Place
Ste 312

Clarkston, MI 48346
810-445-7028

True Blue Financial

7889 Red Arrow Highway

Stevensville, MI 49127
269-982-2710

Fifth Third Securities - Fallien Schwein

3980 Alpine Avenue

Comstock Park, MI 49321
616-784-1076

Senior Wealth Management, Inc.

39111 W. Six Mile Rd.

Livonia, MI 48152
734-261-8289

Great Lakes Financial Services Group

10484 Citation Drive
Suite 300

Brighton, MI 48116
810-229-4170

Merchant Financial Services

3975 West Monroe

Alma, MI 48801
989-463-6261

Williams Wealth Services

3380 Travis Pointe Road
Suite E1

Ann Arbor, MI 48108
734-786-3870

Fifth Third Securities - Julie Zobeck

47000 Gratiot Avenue

Chesterfield, MI 48051
586-598-3005

Generational Wealth Management

244 E Main Ave

Zeeland, MI 49464
616-931-1270

Walters Financial Group

7410 M.E. CAD Blvd.
Suite B

Clarkston, MI 48348
248-620-0707

VILLA

354 Telegraph Rd

Pontiac, MI 48341
248-333-2176

Edward Jones - Financial Advisor: Nicholas J Conard

221 Huron Ave

Port Huron, MI 48060
810-984-4653

DTLR

26130 Greenfield Rd

Oak Park, MI 48237
248-569-4512

The Nautilus Group

5154 Miller Road
Suite E

Flint, MI 48507
810-732-2700

Kyle M. Braun - Morgan Stanley

4760 Fashion Square Blvd

Saginaw, MI 48604
989-791-7677

Compass Wealth Management - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7580

Jack Rosely - UBS Financial Services Inc.

32300 Northwestern Highway
Suite 150

Farmington Hills, MI 48334
248-737-5416

David W Cramer - Morgan Stanley

800 Ellis Road
Suite 125

Muskegon, MI 49441
231-799-3034

Mary D. Hall - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-593-7541

Roberto Rizza

751 E Big Beaver Rd

Troy, MI 48083
248-699-1754

David Karbon

1000 Haynes St

Birmingham, MI 48009
248-644-1174

The Wealth Strategy Group - UBS Financial Services Inc.

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-4945

David R Zukowski - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7101

Rummel Wealth Management

2501 South Dye Road
Suite D

Flint, MI 48532
810-471-3732

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

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-7026

The Shayne Solomon Group - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1832

Khirfan Financial Company, Inc

1471 South Elms Road

Flint, MI 48532
810-720-1969

Horizon Advisers - Troy (Headquarters)

5455 Corporate Dr #210

Troy, MI 48098
248-265-6662

Horizon Advisers - Ann Arbor

24 Frank Lloyd Wright Dr Suite J-3000

Ann Arbor, MI 48105
248-265-6662

Horizon Advisers - Flint

5206 Gateway Center #200

Flint, MI 48507
248-265-6662

Horizon Advisers - Southfield

18444 W 10 Mile Rd.

Southfield, MI 48075
248-265-6662

Fifth Third Preferred - Roberta Hacker

3785 Plainfield Avenue NE

Grand Rapids, MI 49525
616-222-6674

VILLA

3341 S Linden Rd

Flint, MI 48507
810-732-4756

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

2301 West Big Beaver Road
Suite 800

Troy, MI 48084
248-649-7538

Robert Bradley - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8016

Kara Wilcox & Joseph Panfil

10511 Citation Drive
Suite 300

Brighton, MI 48116
810-229-0731

Circle of Life Financial Planning

2387 South Linden Road
Suite B106

Flint, MI 48532
810-239-8825

Michael L. Braun - Morgan Stanley

4760 Fashion Square Blvd

Saginaw, MI 48604
989-791-7697

The Arkwright Financial Team - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7531

Paul F Treder - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-642-5905

Goosehead Insurance - Bradley Frey

200 E Big Beaver Road

Troy, MI 48083
248-505-8009

Goosehead Insurance - Dante Accettola and Austin Moussa

148 S Main St

Mount Clemens, MI 48043
586-265-5889

Trinity Financial Advisors, LLC

321 West Lake Lansing Rd.

East Lansing, MI 48823
517-333-2121

Maier & Associates Financial Group, Inc.

5982 Westside Saginaw Road

Bay City, MI 48706
989-684-8500

Hollander and Lone

28411 Northwestern Highway
Suite 1200

Southfield, MI 48034
248-485-8111

David Runyon - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-1757

Retirement Referral Network

204 East Church Street
Suite 102

Adrian, MI 49221
833-836-7783

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

Wild Bill's Tobacco

46281 Van Dyke

Shelby Twp, MI 48317
586-262-4616

The Laug Group - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6021

Horizon Advisers - Plymouth

107 S Main St

Plymouth, MI 48170
248-265-6662

GreeneWealth

2260 East Saginaw Street

East Lansing, MI 48823
517-337-0128

Ryan Slater - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8038

Monroe LPL

7433 Jackman Rd

Temperance, MI 48182
734-224-4640

Birmingham, MI Branch Office - UBS Financial Services Inc.

325 North Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-6400

Bridge Wealth Management Group - UBS Financial Services Inc.

333 Bridge Street NW
Suite 1100

Grand Rapids, MI 49504
616-732-1231

Eagle Rock Advisors

22440 Hall Road

Clinton Township, MI 48036
586-484-3178

Indianwood Financial, LLC

300 Cayuga Road

Lake Orion, MI 48362
248-834-4464

Craun Freeman Tax & Wealth Management

800 West University Drive
Suite A

Rochester, MI 48307
248-656-2200

Sabri Hesano - UBS Financial Services Inc.

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-7045

Fifth Third Preferred - Joshua Jorgensen

322 Broadway

Niles, MI 49120
269-845-4033

Jordan Financial & Associates

421 136th Avenue

Holland, MI 49424
616-796-8238

Kelly Capital Partners

29100 Northwestern Highway
Suite 320

Southfield, MI 48034
248-262-7217

Ridgetown Investments

33 Applewood Drive

Sparta, MI 49345
616-606-9100

Brian Blaker - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7168

DocSpot Financial, Matthew Jarrell, AIF, CFS

7900 Kirkland Court

Portage, MI 49024
269-492-1570

Farah Wealth Management Group - UBS Financial Services Inc.

8235 Holly Road, Suite 4

Grand Blanc, MI 48439
810-344-8102

VFG Associates, LLC

29432 Joy Road

Livonia, MI 48150
734-855-4930

L & H Financial Group

30150 Telegraph Road
Suite 175

Bingham Farms, MI 48025
248-731-7589

Retirement Strategies

21605 Farmington Rd
Suite 100

Farmington Hills, MI 48336
248-473-1111

Michigan Financial Companies

28411 Northwestern Highway
Suite 1300

Southfield, MI 48034
248-663-4700

Dahring | Cusmano and Associates

26200 Town Center Drive
Suite 100

Novi, MI 48375
248-348-0100

Rachel E. Laug - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6070

Swain Financial

1225 South Main Street

Plymouth, MI 48170
734-738-6300

Weekly Market Review

1000 Town Center
26th Floor

Southfield, MI 48075
248-948-5100

Complete Wealth Advisors

2337 Stone Bridge Drive
Building F

Flint, MI 48532
810-733-6600

Zuverink & Associates

9907 29th Street South

Scotts, MI 49088
616-284-7314

Fifth Third Securities - Joseph Sherburn

5217 Harvey St

Muskegon, MI 49444
231-798-2068

JMS Financial Resource, LLC

2828 Kraft Ave
Suite 268

Grand Rapids, MI 49512
616-821-5562

Peter Almeroth - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-974-8908

Shawn P Kelly - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8021

Benjamin S Balbach - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6086

MFG Capital

1861 South Trenton Drive
Suite 101

Trenton, MI 48183
734-720-1391

Herbert Financial Group

2701 Cambridge Court
Suite 530

Auburn Hills, MI 48326
248-482-2600

Provision Financial

45656 Village Boulevard

Shelby Township, MI 48315
586-799-6099

Evolution Wealth Strategies

3333 Evergreen NE
Suite 200

Grand Rapids, MI 49525
616-419-3120

Genisys Investment Services

2100 Executive Hills Blvd.

Auburn Hills, MI 48326
248-322-9800

David J Mooradian - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8753

Fifth Third Securities - George Thibault

33133 W 12 Mile Rd

Farmington Hills, MI 48334
248-553-5537

Chris Wilker - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7164

Brad Batur - Morgan Stanley

1108 North Main Street

Rochester, MI 48307
248-218-8255

Oakpoint Investment Partners

7238 Haverhill Court South

Canton, MI 48187
313-467-5330

Lisa Pallach - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1827

Norris Wealth Management Group - UBS Financial Services Inc.

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-7062

Oxford Financial Solutions

60 S. Washington St.

Oxford, MI 48371
248-969-7238

Future Benefits

30100 Telegraph Road
Suite 456

Bingham Farms, MI 48025
248-433-2280

Allstate Personal Financial Representative: Loren Cunnington

501 Quaker St

South Haven, MI 49090
269-208-7585

Mark Rocca - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-974-8920

Morgan Stanley Financial Advisors

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7100

Morgan Stanley Financial Advisors

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8000

Scott Picklo - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-1761

Patrick A Maly - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1820

Morgan Stanley Financial Advisors

2900 West Rd
Ste 300

East Lansing, MI 48823
517-351-1112

True North Wealth Management Group

31731 Northwestern Highway
Suite 151W

Farmington Hills, MI 48334
586-255-5858

Erik J. Burger - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7160

Steven Kocher, CFP - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-637-0242

Yvonne Cole - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8080

Castle Wealth Group

39111 Six Mile Rd

Livonia, MI 48152
844-855-4200

Deron Hackney, CPM - UBS Financial Services Inc.

8235 Holly Road, Suite 4

Grand Blanc, MI 48439
810-344-8120

Ryan Rehil - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8044

Matt Sebastian - Morgan Stanley

1108 North Main Street

Rochester, MI 48307
248-218-8249

Michael Barnd - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7546

Philip Ziegler - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1811

The Sykes Group - Morgan Stanley

3101 Spring Arbor Rd
Suite 400

Jackson, MI 49203
517-768-7717

Matthew J. Pursley - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-974-8919

Bruce A French - Morgan Stanley

1108 North Main Street

Rochester, MI 48307
248-218-8243

Brian McCurdy

989-372-1079

Schwallier Wealth Management

4764 Fulton St. East
Suite 201

Ada, MI 49301
616-855-2051

Great Lakes Michigan Group - Morgan Stanley

4760 Fashion Square Blvd

Saginaw, MI 48604
989-791-1050

Liu Liu

989-372-1079

Jennifer McPartlin, CFA - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7551

Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-1750

Rochester Wealth Strategies

439 S Main St
Suite 250

Rochester, MI 48307
248-434-6550

Dane Sexton - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-974-2811

Tony Zale - Morgan Stanley

2900 West Rd
Ste 300

East Lansing, MI 48823
517-324-8002

Stifel | Dawson-Henry Wealth Management Group

900 Victors Way
Suite 150

Ann Arbor, MI 48108
734-213-5103

Fifth Third Private Bank - Beth Stewart

111 Lyon Street NW

Grand Rapids, MI 49503
616-653-5593

John Weisgerber - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-524-4617

William Jeffrey & Associates

920 E. Long Lake Road
Suite 200A

Troy, MI 48085
248-723-6400

Peter Beswerchij - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7521

Horizon Advisers - Plymouth

107 S Main St

Plymouth, MI 48170
248-265-6662

Michael Bellware - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-0251

Nadia Daoud

6465 Orchard Lake Road

W. Bloomfield, MI 48322
248-226-7791

Mickey Kittredge

24563 W Twelve Mile Road

Southfield, MI 48034
810-355-8013

Mark Sandmeyer - Morgan Stanley

277 South Rose St

Kalamazoo, MI 49007
269-373-2652

Kevin Curry - Morgan Stanley

2001 Commonwealth Blvd

Ann Arbor, MI 48105
734-827-0545

Fifth Third Private Bank - Michael McNinch

111 Lyon Street NW

Grand Rapids, MI 49503
616-653-5382

Paul Vandenheede, CFP - UBS Financial Services Inc.

730 Penniman Avenue

Plymouth, MI 48170
734-582-6466

OWL Private Wealth Advisors

40701 Woodward Ave
Suite 103

Bloomfield Hills, MI 48304
800-296-5337

Rohen, Liszewski & Murray - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6068

Robert Declercq - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-343-8461

Oliver Owens - UBS Financial Services Inc.

730 Penniman Avenue

Plymouth, MI 48170
734-416-1884

Sandra E Lutkenhoff - Morgan Stanley

1108 North Main Street

Rochester, MI 48307
248-218-8266

Stephen Tyranski - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8756

Jeffrey Richard Cox - UBS Financial Services Inc.

945 West Norton Avenue

Muskegon, MI 49441
231-739-9827

DLP Financial Partners

6525 N Jerome Road

Alma, MI 48801
989-968-0100

Willow Stuedemann - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6037

Zachary Bensinger - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8046

John R Buller - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-2712

Robert Levy - UBS Financial Services Inc.

32300 Northwestern Highway
Suite 150

Farmington Hills, MI 48334
248-737-5477

Jeffrey Stander - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-3213

David Frizzell - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1885

The Hunter Boulevard Group - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-2657

The Rocca Group - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-974-8920

Lawrence S Stillwater - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1835

Heritage Park Group - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8050

Jodi E Whitmore - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8759

Jacob Rashty - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1815

Chris D. Walsh - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-642-5900

Derek Brody - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-0393

John E Basista - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8733

Eryck Little - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7105

Eric R Ciokajlo - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8737

William Cole - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1805

Mark A Lundmark - Morgan Stanley

300 East Front St
Ste 300

Traverse City, MI 49684
231-932-7225

Quintina Williams

815-708-6354

Glen E Gheesling - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8747

Robert Roux - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8017

Gregory Bartolec - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-974-2838

Taal Ashmann - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8799

Allstate Personal Financial Representative: Patrick Lee

22180 Pontiac Trl
Ste B

South Lyon, MI 48178
248-486-2800

Marsha A. Kemppainen - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-988-2396

Sheli Vanderlinde - Morgan Stanley

800 Ellis Road
Suite 125

Muskegon, MI 49441
231-799-3033

Vigi Wasserbaech Private Wealth - UBS Financial Services Inc.

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-5988

Scott Hammond - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8051

Paul S Leonard - Ameriprise Financial Services, LLC

726 Notre Dame St

Grosse Pointe, MI 48230
313-885-4414

Howard Rosen - UBS Financial Services Inc.

32300 Northwestern Highway
Suite 150

Farmington Hills, MI 48334
248-737-5438

John P. Sacco - Morgan Stanley

1108 North Main Street

Rochester, MI 48307
248-218-8240

Michele Klippstein - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-343-8429

Kendall Investment Group - UBS Financial Services Inc.

945 West Norton Avenue

Muskegon, MI 49441
231-739-9855

The Market Edge Wealth Management Group - UBS Financial Services Inc.

730 Penniman Avenue

Plymouth, MI 48170
734-416-1550

Muskegon, MI Branch Office - UBS Financial Services Inc.

945 West Norton Avenue

Muskegon, MI 49441
231-739-9502

Gary L Corona - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7103

Dana Sorensen - UBS Financial Services Inc.

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-4944

The Braun Group - Morgan Stanley

4760 Fashion Square Blvd

Saginaw, MI 48604
989-791-1050

Alex Oaks - Morgan Stanley

1108 North Main Street

Rochester, MI 48307
248-218-8258

Celtic Wealth Management Group

19658 Mack Ave

Royal Oak, MI 48236
313-344-0600

Schenkel Financial Services LLC

4436 Hidden Lake Ct

Hudsonville, MI 49426
260-519-0060

JB Wealth Management Team - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-637-0224

Sheth Wealth Management - UBS Financial Services Inc.

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-7897

The Wealth Advantage Group

131 East Cady St

Northville, MI 48167
248-773-8574

William L. Collins - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-593-7547

Allen Ferguson - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-0521

William M Freeman - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7136

Great Lakes Wealth Management - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-637-0242

Bethany Lynn Curtiss-Phyle - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-637-0218

Allstate Personal Financial Representative: Gerard Howard

3331 W Big Beaver Rd
Ste 110

Troy, MI 48084
248-875-6786

Robert Long, CFP - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7526

Jonathan Strong, CRPC - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-458-0079

Amy R Cole - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7106

The Bowen Daniel Team - Morgan Stanley

119 W. Clinton Street

Howell, MI 48843
517-552-4641

Birmingham, MI Private Wealth Management - UBS Financial Services Inc.

325 N. Woodward Avenue
Suite 200

Birmingham, MI 48009
800-331-5149

Troy, MI Private Wealth Management - UBS Financial Services Inc.

2301 W Big Beaver Rd
Suite 800

Troy, MI 48084
800-446-0311

The Jones/LaBruzzy Group - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7582

The Whitmore Team - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8759

Thomas Klippstein - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-343-8441

The Meulebrouck Wealth Management Group - UBS Financial Services Inc.

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-1796

John Minni - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-8707

Jeffrey Singer - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7532

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

8235 Holly Road
Suite 4

Grand Blanc, MI 48439
810-344-8100

Lubna Jones - UBS Financial Services Inc.

8235 Holly Road, Suite 4

Grand Blanc, MI 48439
810-344-8114

First Command Financial Advisor - Reggie Dillingham

45437 MARKETPLACE BLVD

Chesterfield, MI 48051
586-262-4663

Allstate Personal Financial Representative: John Casey

2092 S Main St

Ann Arbor, MI 48103
734-662-3386

First Command Financial Advisor - Steve Hilles

45437 MARKETPLACE BLVD

Chesterfield, MI 48051
586-262-4663

Tom C Welch - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8750

Frank J Fazekas - Morgan Stanley

2001 Commonwealth Blvd

Ann Arbor, MI 48105
734-827-0540

Clifford Migdal - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-0259

Crimmins Group - UBS Financial Services Inc.

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-3907

Fifth Third Preferred - Jacob Mysliwiec

6210 Kalamazoo Avenue Southeas

Grand Rapids, MI 49508
616-771-5040

Alexander E Freiberg - Morgan Stanley

2001 Commonwealth Blvd

Ann Arbor, MI 48105
734-827-0547

Jeffrey Farah - UBS Financial Services Inc.

8235 Holly Road, Suite 4

Grand Blanc, MI 48439
810-344-8111

Mark S Fudold - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7123

Richard Gorman - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-593-7544

Morgan Stanley Financial Advisors

3101 Spring Arbor Rd
Suite 400

Jackson, MI 49203
517-768-7700

Morgan Stanley Financial Advisors

2001 Commonwealth Blvd

Ann Arbor, MI 48105
734-827-0524

Morgan Stanley Financial Advisors

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-343-8429

Morgan Stanley Financial Advisors

2430 East Hill Rd

Grand Blanc, MI 48439
810-733-5900

Jared Kohlenberg - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-1594

Morgan Stanley Financial Advisors

800 Ellis Road
Suite 125

Muskegon, MI 49441
231-799-3030

Allstate Personal Financial Representative: Bruce Hinshaw

248 E Saginaw St

East Lansing, MI 48823
517-230-6456

Reuben Rashty - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1843

Colin Haffey - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-0425

Mark Miller - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8790

Greg Talpey - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7112

Seth G Mason - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6060

Morgan Stanley Financial Advisors

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6000

Morgan Stanley Financial Advisors

4760 Fashion Square Blvd

Saginaw, MI 48604
989-791-1050

Jeffrey D Fitzgerald - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8745

Michael Fleischer - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7145

Joe Rey - Morgan Stanley

2001 Commonwealth Blvd

Ann Arbor, MI 48105
734-827-0544

Noah Provenzano - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1845

Richard D Gurchak - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8794

James R Pittel - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1829

Sherwood & Coupe Wealth Management - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6017

Kevin Pickard - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1825

Patrick J Hudson - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6062

Pamela Opperer - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8084

Victor P Maraldo - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-642-5903

James Bradford Cross, CRPC - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-637-0241

Andrea Kocher - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-816-3007

The Cole / Burger Group - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7100

BLS Financial Partners - UBS Financial Services Inc.

32300 Northwestern Highway
Suite 150

Farmington Hills, MI 48334
248-932-8061

Jonathan Wolfe - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8031

The Bluewater Group - Morgan Stanley

1108 North Main St

Rochester, MI 48307
248-218-8243

Eric Weisgerber - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7156

F. Troy Barnhart - UBS Financial Services Inc.

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-7056

The Mistry Group - UBS Financial Services Inc.

730 Penniman Avenue

Plymouth, MI 48170
734-416-1556

Matthew Merrifield - Morgan Stanley

1108 North Main Street

Rochester, MI 48307
248-218-8231

Centennial Securities

3075 Charlevoix Drive SE

Grand Rapids, MI 49546
800-253-4131

Eric M Johnston - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1838

The Strong Group - UBS Financial Services Inc.

730 Penniman Avenue

Plymouth, MI 48170
734-416-2456

A.C.E Wealth Consulting Group - UBS Financial Services Inc.

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-7028

Allstate Personal Financial Representative: Jon Brunt

52021 Van Dyke Ave

Shelby Township, MI 48316
586-202-5295

Allstate Personal Financial Representative: Bryan Burkey

4300 Plainfield Ave NE
Ste C

Grand Rapids, MI 49525
616-363-9797

Allstate Personal Financial Representative: James Held

5390 Highland Rd

Waterford, MI 48327
231-855-1122

Allstate Personal Financial Representative: Daniel Hackett

70 E Lakewood Blvd
Ste 20

Holland, MI 49424
616-446-3222

First Command Financial Advisor - Anthony Bloink

45437 MARKETPLACE BLVD

Chesterfield, MI 48051
586-262-4663

Allstate Personal Financial Representative: James Bologna

975 Fred W Moore Hwy

Saint Clair, MI 48079
810-329-1188