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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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Hylan Moises

North Star Financial Advisor

415 Detroit Street Suite 100

Ann Arbor, MI 48104

734-213-6240

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Joseph N Vitale

American Retirement Advisors

3778 S. Lapeer Rd

Metamora, MI 48455

855-756-5700

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Matt Saltzgaber

Vision Wealth Management

1668 S. Telegraph, Suite 250C

Bloomfield Hills, MI 48302

248-259-7729

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Phillip Mitchell

Kroon & Mitchell Asset Management

29 Pearl St
Ste 400

Grand Rapids, MI 49503

616-356-2002

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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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Anthony Watson

Thrive Retirement Specialists

3319 Greenfield #148

Dearborn, MI 48120

313-879-2019

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Ashley Kremhelmer

Edelman Financial Engines, LLC

39555 Orchard Hill Place
Suite 365

Novi Township, MI 48375

248-468-1355

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Dan Rausch

Allworth Financial

4320 44th Street SW, Suite 102

Grandville, MI 49418

888-242-6766

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Matt Breimayer

Strategy Financial, LLC

12935 S. West Bayshore Drive
Suite 325

Traverse City, MI 49684

231-714-5077

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Ryan Lind

Edelman Financial Engines, LLC

5510 Cascade Rd SE
Suite 280

Grand Rapids, MI 49546

616-426-8320

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Sara Uh

Edelman Financial Engines, LLC

39425 Garfield Rd
Suite 25

Clinton Township, MI 48038

248-468-1864

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Andrzej Mendela

Edelman Financial Engines, LLC

201 West Big Beaver Road
Suite 950

Troy, MI 48084

248-825-8220

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Brian Sites

Edelman Financial Engines, LLC

39775 Traditions Drive
Suite D-800

Northville, MI 48168

248-412-0160

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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

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Joe A. Ghanem - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-642-5909

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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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Fifth Third Private Bank - Jim Pfeiffelmann

136 East Michigan Avenue

Kalamazoo, MI 49007
269-567-7844

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Blessed Hands Taxes and Financial Services

15565 Northland DrSuite 709W

Southfield, MI 48075
248-278-3717

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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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Ainley Financial Group

1000 Town Center
26th Floor

Southfield, MI 48075
248-948-5149

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Orfin & Associates

363 W. Big Beaver Road

Troy, MI 48084
248-918-5100

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Bliss & Thompson Financial Services

1020 Hastings Street
Suite 105

Traverse City, MI 49686
231-933-6250

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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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Allstate Personal Financial Representative: Nima Gerami

2301 Garfield Rd N

Traverse City, MI 49686
248-877-4750

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Kevin Shamblin - Morgan Stanley

1108 North Main Street

Rochester, MI 48307
248-218-8236

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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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Darnell D Jackson - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-1788

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

32300 Northwestern Highway
Suite 150

Farmington Hills, MI 48334
248-737-5434

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Goosehead Insurance - Chris Hammermeister

1400 W Chicago Rd

Niles, MI 49120
269-241-2311

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HCM Group - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1889

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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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VILLA

9355 Telegraph Road

Redford Charter Township, MI 48239
313-538-4118

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DTLR

14119 Seven Mile Rd

Detroit, MI 48205
313-245-0359

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VILLA

15510 Grand River Ave

Detroit, MI 48227
313-273-2745

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DTLR

2000 E Eight Mile Rd

Detroit, MI 48234
313-368-1381

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Edward Jones - Financial Advisor: Josh Franken

533 Michigan

Holland, MI 49423
616-396-2459

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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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Michael L Block - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7140

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

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-637-0241

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Mark Jannott

39510 Woodward Ave

BLOOMFLD TWP, MI 48304
248-417-5527

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Shari Warezak - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-343-8464

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Arna Moore

36520 Moravian Dr

Clinton Township, MI 48035
586-843-2101

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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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The Fleischer Group - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7145

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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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Fifth Third Preferred - Kerr-Ann Dempster

3535 South Airport Road West

Traverse City, MI 49684
231-271-2335

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Nathan Roberts

105 Main St

Belleville, MI 48111
734-767-5337

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Emily Takamatsu - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-1792

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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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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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The Mooradian Group - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8753

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The Pine Harbor Group - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1800

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David A Roe - Morgan Stanley

4760 Fashion Square Blvd

Saginaw, MI 48604
989-791-7692

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VILLA

100 Briarwood Circle
Space F155

Ann Arbor, MI 48108
734-332-4810

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Edward Jones - Financial Advisor: Rich Ratts

1220 W Parnall Rd
Ste J

Jackson, MI 49201
517-768-7513

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Charvat The Florist

18590 Mack Ave

Grosse Pointe Farms, MI 48236
313-881-7800

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Fifth Third Preferred - Aaron Puff

3500 West Centre Avenue

Portage, MI 49024
269-329-5811

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Edward Jones - Financial Advisor: Jackie Visger

33312 Grand River Ave
Suite 101

Farmington, MI 48336
248-474-7844

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Wild Bill's Tobacco

5530 Sashabaw Rd

Clarkston, MI 48346
248-241-6884

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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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The Rivard Group - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-988-2382

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Amy Yesnach

11006 Allen Rd

Taylor, MI 48180
734-482-1160

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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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VILLA

6650 S Westnedge Ave

Kalamazoo, MI 49024
269-329-1536

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VILLA

14122 Woodward Ave

Highland Park, MI 48203
313-867-4521

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VILLA

5775 Beckley Rd

Battle Creek, MI 49015
269-979-4572

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VILLA

3525 Martin Luther King Blvd
#F

Lansing, MI 48910
517-394-1655

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VILLA

13328 E Jefferson Ave

Detroit, MI 48215
313-822-1369

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Urban Hubert, CFP - UBS Financial Services Inc.

730 Penniman Avenue

Plymouth, MI 48170
734-416-1448

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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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Thomas Griffore

41400 W 10 Mile Rd

Novi, MI 48375
248-395-5305

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Anthony Tuccini

14600 W Fort St

Southgate, MI 48195
313-278-5624

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Daniel Fradette

23220 Farmington Rd

Farmington, MI 48336
313-274-4606

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Mark LoDuca

23011 Woodward Ave

Ferndale, MI 48220
248-395-5306

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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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Kob Yan

44 N Adams Rd

Rochester, MI 48309
248-375-9269

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Travis LaCelle

1575 W Grand River Ave

Okemos, MI 48864
517-347-8853

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James Tafelski

15341 19 Mile Rd

Clinton Township, MI 48038
586-286-4487

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Gregory Kort

633 Notre Dame St

Grosse Pointe, MI 48230
248-644-1157

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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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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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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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Eric Nathan Chandler - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7115

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Zhang Financial

101 West Big Beaver Road
14th Floor

Troy, MI 48084
269-325-1826

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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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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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Diversified Portfolio Wealth Management

2339 Jolly Road

Okemos, MI 48864
517-381-9881

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Rod Bieber, New York Life

4343 State Street

Saginaw, MI 48603
989-791-1900

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The Baker Group

26400 Lahser Road
Suite 312

Southfield, MI 48033
248-355-4100

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True Blue Financial

7889 Red Arrow Highway

Stevensville, MI 49127
269-982-2710

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Fifth Third Securities - Fallien Schwein

3980 Alpine Avenue

Comstock Park, MI 49321
616-784-1076

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Senior Wealth Management, Inc.

39111 W. Six Mile Rd.

Livonia, MI 48152
734-261-8289

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Great Lakes Financial Services Group

10484 Citation Drive
Suite 300

Brighton, MI 48116
810-229-4170

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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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Walters Financial Group

7410 M.E. CAD Blvd.
Suite B

Clarkston, MI 48348
248-620-0707

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VILLA

354 Telegraph Rd

Pontiac, MI 48341
248-333-2176

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DTLR

26130 Greenfield Rd

Oak Park, MI 48237
248-569-4512

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The Nautilus Group

5154 Miller Road
Suite E

Flint, MI 48507
810-732-2700

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Kyle M. Braun - Morgan Stanley

4760 Fashion Square Blvd

Saginaw, MI 48604
989-791-7677

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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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David W Cramer - Morgan Stanley

800 Ellis Road
Suite 125

Muskegon, MI 49441
231-799-3034

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Mary D. Hall - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-593-7541

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Roberto Rizza

751 E Big Beaver Rd

Troy, MI 48083
248-699-1754

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David Karbon

1000 Haynes St

Birmingham, MI 48009
248-644-1174

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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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David R Zukowski - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7101

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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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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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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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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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Fifth Third Preferred - Roberta Hacker

3785 Plainfield Avenue NE

Grand Rapids, MI 49525
616-222-6674

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VILLA

3341 S Linden Rd

Flint, MI 48507
810-732-4756

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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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Robert Bradley - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8016

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Kara Wilcox & Joseph Panfil

10511 Citation Drive
Suite 300

Brighton, MI 48116
810-229-0731

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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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Michael L. Braun - Morgan Stanley

4760 Fashion Square Blvd

Saginaw, MI 48604
989-791-7697

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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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Paul F Treder - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-642-5905

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Goosehead Insurance - Bradley Frey

200 E Big Beaver Road

Troy, MI 48083
248-505-8009

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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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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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The Laug Group - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6021

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Horizon Advisers - Plymouth

107 S Main St

Plymouth, MI 48170
248-265-6662

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GreeneWealth

2260 East Saginaw Street

East Lansing, MI 48823
517-337-0128

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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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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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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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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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Jordan Financial & Associates

421 136th Avenue

Holland, MI 49424
616-796-8238

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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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Brian Blaker - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7168

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DocSpot Financial, Matthew Jarrell, AIF, CFS

7900 Kirkland Court

Portage, MI 49024
269-492-1570

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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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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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Retirement Strategies

21605 Farmington Rd
Suite 100

Farmington Hills, MI 48336
248-473-1111

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Michigan Financial Companies

28411 Northwestern Highway
Suite 1300

Southfield, MI 48034
248-663-4700

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Dahring | Cusmano and Associates

26200 Town Center Drive
Suite 100

Novi, MI 48375
248-348-0100

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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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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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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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Fifth Third Securities - Joseph Sherburn

5217 Harvey St

Muskegon, MI 49444
231-798-2068

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JMS Financial Resource, LLC

2828 Kraft Ave
Suite 268

Grand Rapids, MI 49512
616-821-5562

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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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Shawn P Kelly - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8021

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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

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Herbert Financial Group

2701 Cambridge Court
Suite 530

Auburn Hills, MI 48326
248-482-2600

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Provision Financial

45656 Village Boulevard

Shelby Township, MI 48315
586-799-6099

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Evolution Wealth Strategies

3333 Evergreen NE
Suite 200

Grand Rapids, MI 49525
616-419-3120

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Genisys Investment Services

2100 Executive Hills Blvd.

Auburn Hills, MI 48326
248-322-9800

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David J Mooradian - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8753

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Fifth Third Securities - George Thibault

33133 W 12 Mile Rd

Farmington Hills, MI 48334
248-553-5537

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Chris Wilker - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7164

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Brad Batur - Morgan Stanley

1108 North Main Street

Rochester, MI 48307
248-218-8255

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Oakpoint Investment Partners

7238 Haverhill Court South

Canton, MI 48187
313-467-5330

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Lisa Pallach - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1827

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Norris Wealth Management Group - UBS Financial Services Inc.

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-7062

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Oxford Financial Solutions

60 S. Washington St.

Oxford, MI 48371
248-969-7238

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Future Benefits

30100 Telegraph Road
Suite 456

Bingham Farms, MI 48025
248-433-2280

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Mark Rocca - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-974-8920

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Morgan Stanley Financial Advisors

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7100

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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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Scott Picklo - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-1761

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Patrick A Maly - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1820

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Morgan Stanley Financial Advisors

2900 West Rd
Ste 300

East Lansing, MI 48823
517-351-1112

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True North Wealth Management Group

31731 Northwestern Highway
Suite 151W

Farmington Hills, MI 48334
586-255-5858

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Erik J. Burger - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7160

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Steven Kocher, CFP - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-637-0242

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Yvonne Cole - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8080

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Castle Wealth Group

39111 Six Mile Rd

Livonia, MI 48152
844-855-4200

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Deron Hackney, CPM - UBS Financial Services Inc.

8235 Holly Road, Suite 4

Grand Blanc, MI 48439
810-344-8120

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Ryan Rehil - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8044

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Matt Sebastian - Morgan Stanley

1108 North Main Street

Rochester, MI 48307
248-218-8249

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Michael Barnd - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7546

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Philip Ziegler - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1811

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The Sykes Group - Morgan Stanley

3101 Spring Arbor Rd
Suite 400

Jackson, MI 49203
517-768-7717

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Matthew J. Pursley - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-974-8919

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Bruce A French - Morgan Stanley

1108 North Main Street

Rochester, MI 48307
248-218-8243

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Brian McCurdy

989-372-1079

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Schwallier Wealth Management

4764 Fulton St. East
Suite 201

Ada, MI 49301
616-855-2051

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Great Lakes Michigan Group - Morgan Stanley

4760 Fashion Square Blvd

Saginaw, MI 48604
989-791-1050

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Liu Liu

989-372-1079

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Jennifer McPartlin, CFA - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7551

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Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-1750

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Rochester Wealth Strategies

439 S Main St
Suite 250

Rochester, MI 48307
248-434-6550

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Dane Sexton - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-974-2811

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Tony Zale - Morgan Stanley

2900 West Rd
Ste 300

East Lansing, MI 48823
517-324-8002

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Stifel | Dawson-Henry Wealth Management Group

900 Victors Way
Suite 150

Ann Arbor, MI 48108
734-213-5103

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Fifth Third Private Bank - Beth Stewart

111 Lyon Street NW

Grand Rapids, MI 49503
616-653-5593

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John Weisgerber - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-524-4617

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William Jeffrey & Associates

920 E. Long Lake Road
Suite 200A

Troy, MI 48085
248-723-6400

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Peter Beswerchij - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7521

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Horizon Advisers - Plymouth

107 S Main St

Plymouth, MI 48170
248-265-6662

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Michael Bellware - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-0251

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Nadia Daoud

6465 Orchard Lake Road

W. Bloomfield, MI 48322
248-226-7791

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Mickey Kittredge

24563 W Twelve Mile Road

Southfield, MI 48034
810-355-8013

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Mark Sandmeyer - Morgan Stanley

277 South Rose St

Kalamazoo, MI 49007
269-373-2652

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Kevin Curry - Morgan Stanley

2001 Commonwealth Blvd

Ann Arbor, MI 48105
734-827-0545

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Fifth Third Private Bank - Michael McNinch

111 Lyon Street NW

Grand Rapids, MI 49503
616-653-5382

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Paul Vandenheede, CFP - UBS Financial Services Inc.

730 Penniman Avenue

Plymouth, MI 48170
734-582-6466

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OWL Private Wealth Advisors

40701 Woodward Ave
Suite 103

Bloomfield Hills, MI 48304
800-296-5337

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Rohen, Liszewski & Murray - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6068

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Robert Declercq - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-343-8461

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Oliver Owens - UBS Financial Services Inc.

730 Penniman Avenue

Plymouth, MI 48170
734-416-1884

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Sandra E Lutkenhoff - Morgan Stanley

1108 North Main Street

Rochester, MI 48307
248-218-8266

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Stephen Tyranski - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8756

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Jeffrey Richard Cox - UBS Financial Services Inc.

945 West Norton Avenue

Muskegon, MI 49441
231-739-9827

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DLP Financial Partners

6525 N Jerome Road

Alma, MI 48801
989-968-0100

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Willow Stuedemann - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6037

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Zachary Bensinger - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8046

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John R Buller - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-2712

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Robert Levy - UBS Financial Services Inc.

32300 Northwestern Highway
Suite 150

Farmington Hills, MI 48334
248-737-5477

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Jeffrey Stander - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-3213

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David Frizzell - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1885

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The Hunter Boulevard Group - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-2657

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The Rocca Group - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-974-8920

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Lawrence S Stillwater - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1835

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Heritage Park Group - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8050

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Jodi E Whitmore - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8759

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Jacob Rashty - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1815

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Chris D. Walsh - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-642-5900

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Derek Brody - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-0393

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John E Basista - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8733

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Eryck Little - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7105

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Eric R Ciokajlo - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8737

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William Cole - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1805

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Mark A Lundmark - Morgan Stanley

300 East Front St
Ste 300

Traverse City, MI 49684
231-932-7225

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Quintina Williams

815-708-6354

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Glen E Gheesling - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8747

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Robert Roux - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8017

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Gregory Bartolec - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-974-2838

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Taal Ashmann - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8799

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Allstate Personal Financial Representative: Patrick Lee

22180 Pontiac Trl
Ste B

South Lyon, MI 48178
248-486-2800

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Marsha A. Kemppainen - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-988-2396

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Sheli Vanderlinde - Morgan Stanley

800 Ellis Road
Suite 125

Muskegon, MI 49441
231-799-3033

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Vigi Wasserbaech Private Wealth - UBS Financial Services Inc.

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-5988

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Scott Hammond - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8051

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Howard Rosen - UBS Financial Services Inc.

32300 Northwestern Highway
Suite 150

Farmington Hills, MI 48334
248-737-5438

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John P. Sacco - Morgan Stanley

1108 North Main Street

Rochester, MI 48307
248-218-8240

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Michele Klippstein - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-343-8429

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Kendall Investment Group - UBS Financial Services Inc.

945 West Norton Avenue

Muskegon, MI 49441
231-739-9855

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Muskegon, MI Branch Office - UBS Financial Services Inc.

945 West Norton Avenue

Muskegon, MI 49441
231-739-9502

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Gary L Corona - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7103

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Dana Sorensen - UBS Financial Services Inc.

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-4944

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The Braun Group - Morgan Stanley

4760 Fashion Square Blvd

Saginaw, MI 48604
989-791-1050

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Alex Oaks - Morgan Stanley

1108 North Main Street

Rochester, MI 48307
248-218-8258

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Celtic Wealth Management Group

19658 Mack Ave

Royal Oak, MI 48236
313-344-0600

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Schenkel Financial Services LLC

4436 Hidden Lake Ct

Hudsonville, MI 49426
260-519-0060

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JB Wealth Management Team - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-637-0224

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Sheth Wealth Management - UBS Financial Services Inc.

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-7897

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The Wealth Advantage Group

131 East Cady St

Northville, MI 48167
248-773-8574

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William L. Collins - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-593-7547

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Allen Ferguson - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-0521

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William M Freeman - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7136

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Great Lakes Wealth Management - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-637-0242

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Bethany Lynn Curtiss-Phyle - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-637-0218

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Allstate Personal Financial Representative: Gerard Howard

3331 W Big Beaver Rd
Ste 110

Troy, MI 48084
248-875-6786

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Robert Long, CFP - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7526

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Jonathan Strong, CRPC - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-458-0079

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Amy R Cole - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7106

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The Bowen Daniel Team - Morgan Stanley

119 W. Clinton Street

Howell, MI 48843
517-552-4641

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

325 N. Woodward Avenue
Suite 200

Birmingham, MI 48009
800-331-5149

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

2301 W Big Beaver Rd
Suite 800

Troy, MI 48084
800-446-0311

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The Jones/LaBruzzy Group - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7582

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The Whitmore Team - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8759

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Thomas Klippstein - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-343-8441

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The Meulebrouck Wealth Management Group - UBS Financial Services Inc.

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-1796

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John Minni - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-8707

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Jeffrey Singer - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7532

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

8235 Holly Road
Suite 4

Grand Blanc, MI 48439
810-344-8100

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Lubna Jones - UBS Financial Services Inc.

8235 Holly Road, Suite 4

Grand Blanc, MI 48439
810-344-8114

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First Command Financial Advisor - Reggie Dillingham

45437 MARKETPLACE BLVD

Chesterfield, MI 48051
586-262-4663

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Allstate Personal Financial Representative: John Casey

2092 S Main St

Ann Arbor, MI 48103
734-662-3386

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First Command Financial Advisor - Steve Hilles

45437 MARKETPLACE BLVD

Chesterfield, MI 48051
586-262-4663

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Tom C Welch - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8750

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Frank J Fazekas - Morgan Stanley

2001 Commonwealth Blvd

Ann Arbor, MI 48105
734-827-0540

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Clifford Migdal - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-0259

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Crimmins Group - UBS Financial Services Inc.

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-3907

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Fifth Third Preferred - Jacob Mysliwiec

6210 Kalamazoo Avenue Southeas

Grand Rapids, MI 49508
616-771-5040

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Alexander E Freiberg - Morgan Stanley

2001 Commonwealth Blvd

Ann Arbor, MI 48105
734-827-0547

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Jeffrey Farah - UBS Financial Services Inc.

8235 Holly Road, Suite 4

Grand Blanc, MI 48439
810-344-8111

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Mark S Fudold - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7123

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Richard Gorman - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-593-7544

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Morgan Stanley Financial Advisors

3101 Spring Arbor Rd
Suite 400

Jackson, MI 49203
517-768-7700

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Morgan Stanley Financial Advisors

2001 Commonwealth Blvd

Ann Arbor, MI 48105
734-827-0524

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Morgan Stanley Financial Advisors

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-343-8429

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Morgan Stanley Financial Advisors

2430 East Hill Rd

Grand Blanc, MI 48439
810-733-5900

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Jared Kohlenberg - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-1594

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Morgan Stanley Financial Advisors

800 Ellis Road
Suite 125

Muskegon, MI 49441
231-799-3030

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Reuben Rashty - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1843

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Colin Haffey - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-0425

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Mark Miller - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8790

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Greg Talpey - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7112

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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

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6000

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Morgan Stanley Financial Advisors

4760 Fashion Square Blvd

Saginaw, MI 48604
989-791-1050

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Jeffrey D Fitzgerald - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8745

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Michael Fleischer - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7145

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Joe Rey - Morgan Stanley

2001 Commonwealth Blvd

Ann Arbor, MI 48105
734-827-0544

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Noah Provenzano - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1845

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Richard D Gurchak - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8794

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James R Pittel - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1829

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Sherwood & Coupe Wealth Management - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6017

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Kevin Pickard - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1825

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Patrick J Hudson - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6062

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Pamela Opperer - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8084

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Victor P Maraldo - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-642-5903

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James Bradford Cross, CRPC - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-637-0241

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Andrea Kocher - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-816-3007

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The Cole / Burger Group - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7100

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BLS Financial Partners - UBS Financial Services Inc.

32300 Northwestern Highway
Suite 150

Farmington Hills, MI 48334
248-932-8061

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Jonathan Wolfe - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8031

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The Bluewater Group - Morgan Stanley

1108 North Main St

Rochester, MI 48307
248-218-8243

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Eric Weisgerber - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7156

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F. Troy Barnhart - UBS Financial Services Inc.

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-7056

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The Mistry Group - UBS Financial Services Inc.

730 Penniman Avenue

Plymouth, MI 48170
734-416-1556

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Matthew Merrifield - Morgan Stanley

1108 North Main Street

Rochester, MI 48307
248-218-8231

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Centennial Securities

3075 Charlevoix Drive SE

Grand Rapids, MI 49546
800-253-4131

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Eric M Johnston - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1838

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The Strong Group - UBS Financial Services Inc.

730 Penniman Avenue

Plymouth, MI 48170
734-416-2456

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

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-7028

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Allstate Personal Financial Representative: Jon Brunt

52021 Van Dyke Ave

Shelby Township, MI 48316
586-202-5295

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Allstate Personal Financial Representative: Bryan Burkey

4300 Plainfield Ave NE
Ste C

Grand Rapids, MI 49525
616-363-9797

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Allstate Personal Financial Representative: James Held

5390 Highland Rd

Waterford, MI 48327
231-855-1122

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Allstate Personal Financial Representative: Daniel Hackett

70 E Lakewood Blvd
Ste 20

Holland, MI 49424
616-446-3222

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First Command Financial Advisor - Anthony Bloink

45437 MARKETPLACE BLVD

Chesterfield, MI 48051
586-262-4663

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Allstate Personal Financial Representative: James Bologna

975 Fred W Moore Hwy

Saint Clair, MI 48079
810-329-1188