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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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Ashley Kremhelmer

Edelman Financial Engines, LLC

39555 Orchard Hill Place
Suite 365

Novi Township, MI 48375

248-468-1355

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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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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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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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Jeffrey Lynn - Ameriprise Financial Services, LLC

1301 W Long Lake Rd
Ste 270

Troy, MI 48098
248-928-1300

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Nadia Daoud

6465 Orchard Lake Road

W. Bloomfield, MI 48322
248-226-7791

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Ronald Shmyr - UBS Financial Services Inc.

730 Penniman Avenue

Plymouth, MI 48170
734-416-1793

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David Sonnenschein - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-0510

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Anita Ritter Financial

260 John St.
Suite 2B

Sturgis, MI 49091
269-651-1060

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Barry Gilbertson - Ameriprise Financial Services, LLC

333 Bridge St NW
Ste 205

Grand Rapids, MI 49504
616-957-3218

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Alex Raymond - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-3813

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Luke Nolan - Ameriprise Financial Services, LLC

1600 Town Commons Dr
Ste 104

Howell, MI 48855
517-680-4363

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Allstate Personal Financial Representative: Jinks Clary

403 Marshall St

Coldwater, MI 49036
517-797-7027

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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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R Scott Coates - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
734-432-6441

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Ainley Financial Group

1000 Town Center
26th Floor

Southfield, MI 48075
248-948-5149

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Ted Simonsen - Ameriprise Financial Services, LLC

1224 Military Rd

Houghton, MI 49931
906-482-1747

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Dawn Hausch-Cooper - Ameriprise Financial Services, LLC

8455 S Saginaw St
Ste 101

Grand Blanc, MI 48439
810-579-2838

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Barbara Kreitsch - Ameriprise Financial Services, LLC

700 Tower Dr
Ste 200

Troy, MI 48098
248-247-3010

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Bliss & Thompson Financial Services

1020 Hastings Street
Suite 105

Traverse City, MI 49686
231-933-6250

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Arthur Ciagne - Ameriprise Financial Services, LLC

39533 Woodward Ave
Ste 150

Bloomfield Hills, MI 48304
248-865-2515

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Edward Jones - Financial Advisor: Chris Carlson, CFP®

6769 Courtland Dr. NE
Ste 200

Rockford, MI 49341
616-874-8335

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Larson & Associates - Ameriprise Financial Services, LLC

2400 US Highway 41 W

Marquette, MI 49855
906-228-9191

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Chris Ohlert - Ameriprise Financial Services, LLC

39533 Woodward Ave
Ste 150

Bloomfield Hills, MI 48304
248-925-4424

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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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Mark Jannott

39510 Woodward Ave

Bloomfield Hills, MI 48304
248-417-5527

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Nick Rossi - Morgan Stanley

3101 Spring Arbor Rd
Suite 400

Jackson, MI 49203
517-768-7720

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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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Christopher T.R Letts - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1808

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Matthew H Riga - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-2704

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The Mistry Group - UBS Financial Services Inc.

730 Penniman Avenue

Plymouth, MI 48170
734-416-1556

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The Strong Group - UBS Financial Services Inc.

730 Penniman Avenue

Plymouth, MI 48170
734-416-2456

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Jack Hendon - Ameriprise Financial Services, LLC

4575 Lake Michigan Dr NW

Grand Rapids, MI 49534
231-924-8320

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Eric N Chandler - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7115

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Braeburn Wealth Management

3597 Henry Street
Suite 202

Norton Shores, MI 49441
231-720-0743

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Yong Koh

248-553-3660

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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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Jestin P Jansen - Ameriprise Financial Services, LLC

6010 Eagle Trace Dr

Ypsilanti, MI 48197
734-544-6544

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Peter Llanes - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4414

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Bill Mullally - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
734-432-6450

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Cindy Negri - Ameriprise Financial Services, LLC

1501 Division St

Marquette, MI 49855
906-226-7526

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Curtis Beagle - Ameriprise Financial Services, LLC

1042 Sutton Rd
Ste 2B

Adrian, MI 49221
517-266-2577

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Jay Murray - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
800-690-5264

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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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Dana Sorensen - UBS Financial Services Inc.

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-4944

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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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Fifth Third Securities - Vera Johnson

453 South Monroe Street

Monroe, MI 48161
734-241-6615

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Fifth Third Preferred - Matthew Quinter

3535 South Airport Road West

Traverse City, MI 49684
231-995-4319

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Penny Sage - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1857

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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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Edward Sui - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-822-3357

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Graff Kennelly - Ameriprise Financial Services, LLC

1301 W Long Lake Rd
Ste 270

Troy, MI 48098
248-928-1300

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Patrick Martin - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1871

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Rebecca Sorensen, CFP, CIMA - UBS Financial Services Inc.

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-4945

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Bill Luke - Ameriprise Financial Services, LLC

9475 Holly Rd
Ste 208

Grand Blanc, MI 48439
810-603-3741

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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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Scott A. Lewis - Morgan Stanley

2900 West Rd
Ste 300

East Lansing, MI 48823
517-324-8005

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Zach S. Paul - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7159

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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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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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Fifth Third Securities - Shaun Smith

5400 Northland Drive NE

Grand Rapids, MI 49525
616-222-6673

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Stephen Zannetti

27375 23 Mile Rd

Chesterfield Township, MI 48051
248-644-7510

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Sylvia Frattallone - Ameriprise Financial Services, LLC

6300 Fulton St E

Ada, MI 49301
616-682-5000

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James Tafelski

15341 19 Mile Rd

Clinton Township, MI 48038
586-286-4487

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Michael Hagenian

37307 W 6 Mile Rd

Livonia, MI 48152
734-853-4139

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Kob Yan

44 N Adams Rd

Rochester, MI 48309
248-330-1822

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Jaclyn Fox - Ameriprise Financial Services, LLC

726 Notre Dame St

Grosse Pointe, MI 48230
313-885-4414

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Gerald Parks - UBS Financial Services Inc.

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-3920

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Financial Solutions of Michigan

2855 Coolidge Hwy
Suite 202

Troy, MI 48084
248-792-9050

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Michael LeBlanc - Ameriprise Financial Services, LLC

4023 S Mill Rd

Dryden, MI 48428
810-796-9878

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James Anderson

23067 Coolidge Hwy

Oak Park, MI 48237
833-373-1955

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Kevin Zezula - Morgan Stanley

1108 North Main Street

Rochester, MI 48307
248-218-8256

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Nathan Roberts

285 N. Canton Center Road

Canton, MI 48187
833-373-1955

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Kevin Doyle

44815 Five Mile Rd

Plymouth Township, MI 48170
248-938-7715

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Hollie Hodge

1000 Haynes

Birmingham, MI 48009
248-644-1196

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Edward Jones - Financial Advisor: Seth Donnan

4027 17 Mile Rd

Cedar Springs, MI 49319
616-696-9370

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Edward Jones - Financial Advisor: Jackie Duggan

1039 Novi Road

Northville, MI 48167
248-348-0423

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BLS Financial Partners - UBS Financial Services Inc.

32300 Northwestern Highway
Suite 150

Farmington Hills, MI 48334
877-951-1200

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Scott Picklo - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-1761

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Richard L Nauer - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1823

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Edward Jones

59219 Van Dyke Ave

Washington Township, MI 48094
586-992-1560

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Roberto Rizza

2225 18 Mile Road

Sterling Heights, MI 48314
248-699-1754

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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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Edward Jones - Financial Advisor: Mark Postema, AAMS¿

2048 Lake Michigan Dr

Grand Rapids, MI 49504
616-791-2905

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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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Troy Horton - Ameriprise Financial Services, LLC

333 Bridge St NW
Ste 205

Grand Rapids, MI 49504
616-974-2270

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Shannon Sandel

44 N Adams Rd

Rochester, MI 48309
248-348-2349

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John Ferszt - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1809

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Edward Jones - Financial Advisor: Tracy L Kelley, CFP®|AAMS¿

48 West Chicago Street

Coldwater, MI 49036
517-278-8468

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Edward Jones - Financial Advisor: Ethan J Linstad

925 U.S. Highway 41

Menominee, MI 49858
906-864-3603

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Fifth Third Securities - Levi Reigler

6210 Kalamazoo Avenue Southeas

Grand Rapids, MI 49508
616-554-5508

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Brad Buist - Ameriprise Financial Services, LLC

117 S Main St
Ste 4

Wayland, MI 49348
231-924-8780

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Global Financial Trust

770 Kenmoor Ave. SE
Suite 203

Grand Rapids, MI 49546
616-956-9900

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Jason Matthew Geisz - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1802

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Oxford Financial Solutions

60 S. Washington St.

Oxford, MI 48371
248-969-7238

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Michael Bellware - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-0251

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Larry C Bluhm - Morgan Stanley

800 Ellis Road
Suite 125

Muskegon, MI 49441
231-799-3038

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Philip A Riley - Morgan Stanley

3101 Spring Arbor Rd
Suite 400

Jackson, MI 49203
517-768-7703

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Ryan Mabie - Morgan Stanley

5211 Cascade Rd SE

Grand Rapids, MI 49546
616-974-2819

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Tanya Marie Hawley - Morgan Stanley

5211 Cascade Rd SE

Grand Rapids, MI 49546
616-974-8927

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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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Michael G Aboosamra - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6134

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Fifth Third Preferred - David Tiesma

1967 East Beltline Avenue NE

Grand Rapids, MI 49525
616-771-5005

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Fifth Third Preferred - Thomas Dillon

20205 Haggerty Road

Northville, MI 48167
248-380-3243

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CitrinGroup - Ameriprise Financial Services, LLC

39533 Woodward Ave
Ste 150

Bloomfield Hills, MI 48304
248-865-2528

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Jeffrey Farah - UBS Financial Services Inc.

8235 Holly Road, Suite 4

Grand Blanc, MI 48439
810-344-8111

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Elizabeth V Bruno - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-343-8424

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Benjamin R Dollard - Ameriprise Financial Services, LLC

1717 Ridgewood Dr
Ste 103

Midland, MI 48642
989-835-2680

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Edward Weidman - Ameriprise Financial Services, LLC

39533 Woodward Ave
Ste 150

Bloomfield Hills, MI 48304
586-254-4138

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Gregory P Watson - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6006

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Brian McCurdy

989-372-1079

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Future Benefits

30100 Telegraph Road
Suite 456

Bingham Farms, MI 48025
248-433-2280

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Edward Jones - Financial Advisor: David L Price, AAMS¿

135 South Main Street

Eaton Rapids, MI 48827
517-663-6885

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Edward Jones - Financial Advisor: Tina Fierro, AAMS¿

2380 Health Dr SW
Suite 220

Wyoming, MI 49519
616-538-6322

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Orfin & Associates

363 W. Big Beaver Road

Troy, MI 48084
248-918-5100

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Bryan W Lister - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7128

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Kyle M. Braun - Morgan Stanley

4760 Fashion Square Blvd

Saginaw, MI 48604
989-791-7677

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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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Norman M Polderdyk - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6024

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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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Andrew Howard - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-343-8471

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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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Wayne Scarponi - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8786

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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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Goosehead Insurance - Chris Hammermeister

1400 W Chicago Rd

Niles, MI 49120
269-241-2311

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Goosehead Insurance - Matthew Brown

1520 S Lapeer Rd Suite 208

Lake Orion, MI 48360
248-829-6208

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Vikki Plagens at CrossCountry Mortgage, LLC

903 Wing St

Plymlouth, MI 48170
734-259-0092

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VILLA

15510 Grand River Ave

Detroit, MI 48227
313-273-2745

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Jeffrey Radford - Ameriprise Financial Services, LLC

4750 Venture Dr
Ste 150

Ann Arbor, MI 48108
734-477-5285

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VILLA

9355 Telegraph Road

Redford Charter Township, MI 48239
313-538-4118

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Telemus Capital

110 Miller Ave
Suite 300

Ann Arbor, MI 48104
734-662-1200

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William Jeffrey & Associates

920 E. Long Lake Road
Suite 200A

Troy, MI 48085
248-723-6400

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Timothy J Oberle - Morgan Stanley

171 Monroe Ave NW
Ste 800

Grand Rapids, MI 49503
616-242-5448

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Jim Walker - Ameriprise Financial Services, LLC

9475 Holly Rd
Ste 208

Grand Blanc, MI 48439
810-603-3742

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Fifth Third Private Bank - Jack Broderick

300 Park Street
Ste 300

Birmingham, MI 48009
313-230-9026

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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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Fifth Third Preferred - Brian Waters

530 Baldwin Drive

Jenison, MI 49428
616-222-4625

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Tortuga Financial Group - UBS Financial Services Inc.

730 Penniman Avenue

Plymouth, MI 48170
734-416-1793

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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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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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Tru Insight Wealth Advisors - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 255

Troy, MI 48084
248-244-8177

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Lorri Doolittle - Ameriprise Financial Services, LLC

122 S Cochran Ave

Charlotte, MI 48813
517-663-8663

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David Evola - Ameriprise Financial Services, LLC

43900 Garfield Rd
Ste 200

Clinton Twp, MI 48038
586-213-5677

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Damon Dyas - Ameriprise Financial Services, LLC

24280 Woodward Ave

Pleasant Ridge, MI 48069
248-939-4545

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Brian Timmer - Ameriprise Financial Services, LLC

2856 Port Sheldon St

Hudsonville, MI 49426
616-379-5248

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Verma Wealth Management Group - UBS Financial Services Inc.

32300 Northwestern Highway
Suite 150

Farmington Hills, MI 48334
248-737-5467

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Edward Jones - Financial Advisor: Antoinetta L Freeman

924 Cherry St S.E.
Suite B

Grand Rapids, MI 49506
616-451-8645

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Michael Barrett

31200 Schoenherr Road

Warren, MI 48093
833-373-1955

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First Command Financial Advisor - Anthony Bloink

45437 MARKETPLACE BLVD

Chesterfield, MI 48051
586-262-4663

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Edward Jones - Financial Advisor: Jeffrey M Westra

4525 N M-37 Hwy
Ste F

Middleville, MI 49333
269-205-2650

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Joseph Molloy - UBS Financial Services Inc.

730 Penniman Avenue

Plymouth, MI 48170
734-416-1550

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Richard Davis - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-637-0220

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Pamela Wesley - Ameriprise Financial Services, LLC

391 S Shore Dr
Ste 112

Battle Creek, MI 49014
269-979-3521

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The Rivard Group - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-988-2382

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Anuj Rama - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-593-2473

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Dawn K. Veihl - Morgan Stanley

1108 North Main Street

Rochester, MI 48307
248-218-8247

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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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The Rocca Group - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-974-8920

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Kevin Radell - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1847

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Keith P Harrington - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4410

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Matthew McCumons - Ameriprise Financial Services, LLC

4750 Venture Dr
Ste 150

Ann Arbor, MI 48108
734-477-5227

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Matthew Holmes

26000 Gratiot Ave

Roseville, MI 48066
248-689-6339

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Alex Oaks - Morgan Stanley

1108 North Main Street

Rochester, MI 48307
248-218-8258

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Joseph Fisher - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7149

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Anna M. Perrone - Morgan Stanley

2900 West Rd
Ste 300

East Lansing, MI 48823
517-324-8006

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Dominic Fazzolari - Ameriprise Financial Services, LLC

43900 Garfield Rd
Ste 200

Clinton Twp, MI 48038
586-213-5677

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Horizon Advisers - Plymouth

757 S Main St

Plymouth, MI 48170
248-265-6662

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Anthony Whitbeck - Ameriprise Financial Services, LLC

24280 Woodward Ave
Ste 350

Pleasant Ridge, MI 48069
248-939-4545

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Jeff Mosley

2580 S Rochester Rd

Rochester Hills, MI 48307
248-841-9980

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Fifth Third Preferred - Kerr-Ann Dempster

120 North St. Joseph

Suttons Bay, MI 49682
231-271-2335

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Sarah Holmes

37307 W 6 Mile Rd

Livonia, MI 48152
734-261-8020

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Keller Williams The Monzo Group

235 N. Groesbeck Hwy

Mount Clemens, MI 48043
586-210-3350

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DLP Financial Partners

6525 N Jerome Road

Alma, MI 48801
989-968-0100

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Alice Pfahlert - Ameriprise Financial Services, LLC

200 Maple Park Blvd
Ste 206

St Clair Shores, MI 48081
586-778-2600

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Zhang Financial

101 West Big Beaver Road
14th Floor

Troy, MI 48084
269-325-1826

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Mattar Financial Corp.

5750 New King Drive -
Suite 310

Troy, MI 48098
248-290-0250

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Zhang Financial

5931 Oakland Drive

Portage, MI 49024
269-385-5888

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McAfee & Associates PC

7900 Kirkland Court

Portage, MI 49024
269-492-0595

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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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Leslie E Joerke - Ameriprise Financial Services, LLC

711 E Grand River Ave
Ste C

Brighton, MI 48116
810-360-2279

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Philip Ziegler - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1811

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Scott Nicholas - Ameriprise Financial Services, LLC

9475 Holly Rd
Ste 208

Grand Blanc, MI 48439
810-603-3744

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Fifth Third Preferred - Elida Zeneli

200 South Riverside Avenue

St. Clair, MI 48079
810-326-1104

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Charles Roberts - Ameriprise Financial Services, LLC

1224 Military Rd

Houghton, MI 49931
906-482-1778

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Jonathan Citrin - Ameriprise Financial Services, LLC

39533 Woodward Ave
Ste 150

Bloomfield Hills, MI 48304
248-865-2528

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Fouad H Zeaiter - Ameriprise Financial Services, LLC

7950 Moorsbridge Rd
Ste 300

Portage, MI 49024
269-492-6600

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Chuck Moyer - Ameriprise Financial Services, LLC

19727 Allen Rd
Ste 21

Brownstown Township, MI 48183
734-258-1854

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James Lang - Ameriprise Financial Services, LLC

1537 E Hill Rd
Ste 150

Grand Blanc, MI 48439
810-695-3960

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Denny Mosson - Ameriprise Financial Services, LLC

333 Bridge St NW
Ste 205

Grand Rapids, MI 49504
616-974-2246

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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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Tillman Financial Services

734-887-1787

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Julie Dewolf

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-593-2478

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James Gallagher - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
248-221-1980

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Mark Genovese - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1892

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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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Fifth Third Preferred - Michael Modlin

2350 East M-21

Owosso, MI 48867
989-725-4723

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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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IB Wealth Management

230 West Main Street

Ionia, MI 48846
616-527-5818

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Fifth Third Private Bank - Steven Cross

300 East Mitchell

Petoskey, MI 49770
231-439-8533

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Oakpoint Investment Partners

7238 Haverhill Court South

Canton, MI 48187
313-467-5330

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Great Lakes Retirement Solutions, Inc.

2135 N. Center Road

Saginaw, MI 48603
989-401-2949

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Zhang Financial

2828 Kraft Avenue SE
Suite 100

Grand Rapids, MI 49512
616-235-5777

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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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Darlene Frederick - AXA Advisors|Marquise Financial

625 Kenmoor Avenue SE
Suite 301

Grand Rapids, MI 49546
616-575-3518

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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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Christopher M Nauer - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1898

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Fifth Third Securities - Ashton Vanantwerp

205 South Front Street

Dowagiac, MI 49047
269-845-4036

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Fifth Third Preferred - Ryan Baines

6485 28th St SE

Grand Rapids, MI 49546
616-771-4933

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Calder Investment Advisors

320 Hall St SW
Suite 201

Grand Rapids, MI 49507
616-235-2442

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Merchant Financial Services

3975 West Monroe

Alma, MI 48801
989-463-6261

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H & B Financial Group, Inc.

24255 W 13 Mile Rd.
Ste 270

Bingham Farms, MI 48025
248-877-8128

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Senior Wealth Management, Inc.

39111 W. Six Mile Rd.

Livonia, MI 48152
734-261-8289

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SHA Financial Planning & Investment Group

3254 University Drive
Suite 190

Auburn Hills, MI 48326
248-237-3917

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Bernard Wealth Management Corp.

600 S Adams Rd
Ste. 100

Birmingham, MI 48009
248-556-2900

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Lisa Pallach - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1827

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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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Fifth Third Preferred - Benjamin Johns

4460 Cascade Road SE

Grand Rapids, MI 49546
616-222-6559

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Koele Godfrey Investment Group Inc.

123 E. Main Street

Zeeland, MI 49464
616-931-1223

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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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Capstone Financial

4125 Embassy Dr S.E

Grand Rapids, MI 49546
616-949-7130

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Member Investment Center, Frankenmuth Credit Union

580 North Main Street

Frankenmuth, MI 48734
989-249-9240

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The Nautilus Group

5154 Miller Road
Suite E

Flint, MI 48507
810-732-2700

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Herbert Financial Group

2701 Cambridge Court
Suite 530

Auburn Hills, MI 48326
248-482-2600

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Great Lakes Financial Services Group

10484 Citation Drive
Suite 300

Brighton, MI 48116
810-229-4170

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IBS Financial Group

758 West Fulton

Grand Rapids, MI 49504
616-774-9290

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Estate Planning & Preservation

218 S Putnam St

Williamston, MI 48895
888-655-7879

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Pezzillo Financial Group

305 Barclay Circle
Suite 1002

Rochester Hills, MI 48307
248-641-9200

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Stoney Creek Advisors, LLC

445 S. Livernois Rd.
Suite 105

Rochester Hills, MI 48307
248-266-2900

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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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Mitchell Swayze - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7120

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Castle Wealth Group Legal | MichiganEstatePlanning.com

8550 W. GRAND RIVER AVE
STE 200

Brighton, MI 48116
844-855-4200

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CP Federal Investment Services

1100 Clinton Road

Jackson, MI 49202
517-784-7101

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Rod Bieber, New York Life

4343 State Street

Saginaw, MI 48603
989-791-1900

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Diversified Portfolio Wealth Management

2339 Jolly Road

Okemos, MI 48864
517-381-9881

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Shaheen & Associates, Inc

129 W. St. Clair St.

Romeo, MI 48065
586-752-6575

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Langdon Capital Management, Inc.

9020 Ortonville Road

Clarkston, MI 48348
248-922-7526

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The Baker Group

26400 Lahser Road
Suite 312

Southfield, MI 48033
248-355-4100

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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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Armin Hrncic

21800 Greater Mack Ave

Saint Clair Shores, MI 48080
586-558-9075

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Telemus Capital

Two Towne Square
Suite 800

Southfield, MI 48076
248-827-1800

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Glass Retirement Strategies, Inc.

30400 Telegraph Rd.
Suite 445

Bingham Farms, MI 48025
248-647-2822

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Joshua Periord - Ameriprise Financial Services, LLC

9364 Apple Crest Dr

Saline, MI 48176
734-429-2236

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Genisys Investment Services

2100 Executive Hills Blvd.

Auburn Hills, MI 48326
248-322-9800

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Richard W Paul & Associates, LLC

39555 Orchard Hill Place
Suite 100

Novi, MI 48375
248-305-9911

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Kara Wilcox & Joseph Panfil

10511 Citation Drive
Suite 300

Brighton, MI 48116
810-229-0731

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Fifth Third Private Banker - David Tupper

102 West Front Street

Traverse City, MI 49684
231-995-4681

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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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Gleaner Financial

5200 West US Highway 223

Adrian, MI 49221
800-294-7526

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Edward Jones - Financial Advisor: Ginger M Titus, AAMS¿

711 E Allegan St

Otsego, MI 49078
269-694-1548

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Eva Moulton - Ameriprise Financial Services, LLC

50 W Big Beaver Rd
Ste 175

Troy, MI 48084
248-939-4545

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Jerry Bouty - Ameriprise Financial Services, LLC

209 Ludington St

Escanaba, MI 49829
906-789-0125

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Michele Nehls

21800 Greater Mack

St. Clair Shores, MI 48080
586-948-3257

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Amy Yesnach

11006 Allen Rd

Taylor, MI 48180
734-482-1160

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Steve Schmit - Morgan Stanley

2430 East Hill Rd

Grand Blanc, MI 48439
810-230-2920

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John Steves - Ameriprise Financial Services, LLC

24280 Woodward Ave

Pleasant Ridge, MI 48069
248-799-5991

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Lisa Cargill - Ameriprise Financial Services, LLC

6701 Old 28th St SE
Ste A

Grand Rapids, MI 49546
616-682-5103

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Scott Hammond - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8051

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HCM Group - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1844

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John A Kish - Ameriprise Financial Services, LLC

325 N Center St
Ste 100

Northville, MI 48167
248-348-0080

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Linda Stotenbur - Ameriprise Financial Services, Inc.

630 Kenmoor Ave SE
Ste 104

Grand Rapids, MI 49546
616-575-3642

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James Sanford - Ameriprise Financial Services, LLC

3347 Eagle Run Dr NE
Ste C

Grand Rapids, MI 49525
616-726-1452

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Brad Bromley - Ameriprise Financial Services, LLC

4177 Fashion Square Blvd
Ste 4

Saginaw, MI 48603
989-792-9611

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Burton Carlson - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-8730

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Kurt E Kostal

2401 W Big Beaver Rd

Troy, MI 48084
248-731-0560

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Glen Hackman - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-988-2398

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Fifth Third Preferred - James Bowser

120 North St. Joseph

Suttons Bay, MI 49682
231-486-0754

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Fouad Zeaiter & Associates - Ameriprise Financial Services, LLC

7950 Moorsbridge Rd
Ste 300

Portage, MI 49024
269-492-6600

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Gregory Gilbert - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 1400

Troy, MI 48084
248-955-3313

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Eric Furlotte - Ameriprise Financial Services, LLC

33493 W 14 Mile Rd
Ste 80

Farmington Hills, MI 48331
248-918-2333

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Steve Dirnberger - Ameriprise Financial Services, LLC

505 Pleasant St
Ste 200

St Joseph, MI 49085
269-983-7555

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Michael Klassa - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
734-432-6490

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Scott Hendrie - Ameriprise Financial Services, LLC

19727 Allen Rd
Ste 21

Brownstown Township, MI 48183
734-258-1847

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David F Brazen - Ameriprise Financial Services, LLC

1301 W Long Lake Rd
Ste 270

Troy, MI 48098
248-928-1300

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Robert Schauer - Ameriprise Financial Services, LLC

1090 N 10th St
Ste 200

Kalamazoo, MI 49009
269-544-0210

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Andrew M Beider - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8011

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Cynthia DeBiasi

790 Penniman Ave

Plymouth, MI 48170
734-421-1104

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Fifth Third Securities - Christopher Merrill

5653 Gull Road

Kalamazoo, MI 49048
269-459-3047

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VFG Associates, LLC

29432 Joy Road

Livonia, MI 48150
734-855-4930

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George Harry Armelagos, CFP - UBS Financial Services Inc.

32300 Northwestern Highway
Suite 150

Farmington Hills, MI 48334
248-737-5403

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Todd Bowman - UBS Financial Services Inc.

333 Bridge Street NW
Suite 1100

Grand Rapids, MI 49504
616-732-1218

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Matt Lindgren - Ameriprise Financial Services, LLC

333 Bridge St NW
Ste 205

Grand Rapids, MI 49504
616-974-2269

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Joanne Hardin - Ameriprise Financial Services, LLC

835 Mason St
Ste B280

Dearborn, MI 48124
313-216-0125

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Daniel Jay Musick - Ameriprise Financial Services, LLC

4595 Broadmoor Ave SE
Ste 293

Kentwood, MI 49512
616-828-4782

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Erin Ross - Ameriprise Financial Services, LLC

26200 Town Center Dr
Ste 250

Novi, MI 48375
248-349-4540

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C Dino Lembesis - Ameriprise Financial Services, LLC

32255 Northwestern Hwy
Ste 200

Farmington Hills, MI 48334
248-865-2501

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Fifth Third Private Bank - Matthew Moceri

300 Park Street
Ste 300

Birmingham, MI 48009
248-430-1369

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Gregory J Chimner - Ameriprise Financial Services, LLC

7130 S Westnedge Ave

Portage, MI 49002
269-321-5002

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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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Victor Peretiatko - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4377

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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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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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Edward Jones - Financial Advisor: Benjamin D Hicks

178 S Main St

Brooklyn, MI 49230
517-522-2194

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Timothy Jongsma - Ameriprise Financial Services, LLC

44 E 8th St
Ste 215

Holland, MI 49423
616-392-6614

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Meg Brandt - Ameriprise Financial Services, LLC

1301 W Long Lake Rd
Ste 270

Troy, MI 48098
248-928-1300

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Paul Seals - Ameriprise Financial Services, LLC

1090 N 10th St
Ste 200

Kalamazoo, MI 49009
269-544-1871

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Jason Kuennen - Ameriprise Financial Services, LLC

7700 Byron Center Ave SW

Byron Center, MI 49315
616-272-4179

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Derek S Zachariah - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4395

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Daniel Graham - Ameriprise Financial Services, LLC

391 S Shore Dr
Ste 112

Battle Creek, MI 49014
269-979-3521

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Sherry N Gira - Ameriprise Financial Services, LLC

700 Tower Dr
Ste 200

Troy, MI 48098
248-247-3010

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Bryan Heinze - Ameriprise Financial Services, LLC

235 W Taft Rd
Ste 200

Ashley, MI 48806
989-838-2565

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Edward Jones

3285 South Airport Road West

Traverse City, MI 49684
231-933-5263

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Edward Jones - Financial Advisor: Jeff Patterson, AAMS¿

7559 36th Ave
Suite 300B

Hudsonville, MI 49426
616-662-0741

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Van Brienen, Tabaczuk & Associates - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-204-1170

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Smith & Associates - Ameriprise Financial Services, LLC

26200 Town Center Dr
Ste 250

Novi, MI 48375
248-349-4540

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Dan Dijak - Ameriprise Financial Services, LLC

4855 State St
Ste 5

Saginaw, MI 48603
989-921-4982

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Jay M Kuhn - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 255

Troy, MI 48084
248-244-9160

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Timothy Marshall - Ameriprise Financial Services, LLC

2400 Lake Lansing Rd
Ste B

Lansing, MI 48912
517-482-7510

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Michael Van Brienen - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4358

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Marc Greenlee - Ameriprise Financial Services, LLC

200 E Big Beaver Rd
Ste 151

Troy, MI 48083
248-443-3232

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Wayne Phillips - Ameriprise Financial Services, LLC

1001 Woodward Ave
Ste 500

Detroit, MI 48226
313-867-2332

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TruVista Wealth Advisors - Ameriprise Financial Services, LLC

1301 W Long Lake Rd
Ste 270

Troy, MI 48098
248-928-1300

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Richard J Kidwell - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
734-432-6490

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Horizon Advisers - Wixom

28345 Beck Rd #302

Wixom, MI 48393
248-265-6662

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Horizon Advisers - Farmington (CPA Headquarters)

34034 8 Mile Rd #102

Farmington, MI 48335
248-473-0030

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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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Sabri Hesano - UBS Financial Services Inc.

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-7045

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C&D Wealth Advisors

3011 Miller Rd

Ann Arbor, MI 48103
734-995-0829

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Adam Pashak - Ameriprise Financial Services, LLC

20700 Civic Center Dr
Ste 160

Southfield, MI 48076
248-327-7497

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Thomas Roop - Ameriprise Financial Services, LLC

3337 S Airport Rd W
Ste 4

Traverse City, MI 49684
231-947-6700

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James Thorpe - Ameriprise Financial Services, LLC

835 Mason St
Ste B280

Dearborn, MI 48124
313-216-0132

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Ellen Naber - Ameriprise Financial Services, LLC

7700 Byron Center Ave SW

Byron Center, MI 49315
616-272-4179

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Kevin Kilgren - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
248-715-4055

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Fifth Third Securities - Gregg Eicholtz

6488 South Westnedge

Portage, MI 49002
269-329-5837

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RFC Financial Planners

5263 Plymouth Road

Ann Arbor, MI 48105
734-272-4224

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Paul F Treder - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-642-5905

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Laura Lubbers - Ameriprise Financial Services, LLC

3347 Eagle Run Dr NE
Ste C

Grand Rapids, MI 49525
616-726-1452

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Tim Caywood - Ameriprise Financial Services, LLC

4575 Lake Michigan Dr NW

Grand Rapids, MI 49534
855-885-1644

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The Tholl Pearson Group - Morgan Stanley

5122 Cascade Road SE

Grand Rapids, MI 49546
616-771-6005

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Edward Jones

201 W Cedar Ave

Gladwin, MI 48624
989-426-2678

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Edward Jones

27815 Harper

St Clair Shores, MI 48081
586-778-6593

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Edward Jones

745 Barclay Circle
Suite 320

Rochester Hills, MI 48307
248-853-2112

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Jason Reed - Ameriprise Financial Services, LLC

5991 Venture Park Dr

Kalamazoo, MI 49009
269-375-3782

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Mark Czarnecki - Ameriprise Financial Services, LLC

333 Bridge St NW
Ste 205

Grand Rapids, MI 49504
616-974-2268

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Don Goetcheus - Ameriprise Financial Services, LLC

333 Bridge St NW
Ste 205

Grand Rapids, MI 49504
616-974-2253

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Cory Preuss - Ameriprise Financial Services, LLC

100 S Greenville W Dr
Ste 2

Greenville, MI 48838
616-456-6550

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Retirement Legacy Group

2260 East Saginaw Hwy

East Lansing, MI 48823
517-908-4546

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Francis William Mossett - Cascade Coaching & Consulting

11290 Grand River

Brighton, MI 48116
913-461-7217

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Lance Baker - Ameriprise Financial Services, LLC

44 E 8th St
Ste 215

Holland, MI 49423
616-392-6614

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Daniel Griswold - Morgan Stanley

5211 Cascade Rd SE

Grand Rapids, MI 49546
616-974-2820

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Edward Jones - Financial Advisor: Samuel J Waldvogel

101 Hillsdale Street

Hillsdale, MI 49242
517-437-1301

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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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