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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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Christopher Mollan

LPL Financial

31731 Northwestern Hwy.
Suite 151W

Farmington Hills, MI 48334

248-987-8054

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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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Phillip MItchell

Kroon & Mitchell Asset Management

29 Pearl St
Ste 400

Grand Rapids, MI 49503

616-356-2002

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Mark Drake Sr.

Drake Financial Group

536 Romence Rd.
Suite 105

Portage, MI 49024

269-329-0010

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Ryan Lind

Edelman Financial Engines, LLC

70 W Michigan Ave, Suite 610

Grand Rapids, MI 49546

616-426-8320

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Anthony Watson

Thrive Retirement Specialists

3319 Greenfield #148

Dearborn, MI 48120

313-879-2019

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Brian Sites

Edelman Financial Engines, LLC

39425 Garfield Rd
Suite 25

Clinton Township, MI 48038

248-412-0160

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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

616-988-1180

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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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Ashley Kremhelmer

Edelman Financial Engines, LLC

39555 Orchard Hill Place
Suite 365

Novi Township, MI 48375

248-468-1355

List of Additional Retirement Planners in Michigan*

* Additional advisor listing is provided in partnership with Yext

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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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Joseph Fisher - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7149

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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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Murray, McCumons & Associates - Ameriprise Financial Services, LLC

4750 Venture Dr
Ste 150

Ann Arbor, MI 48108
734-477-5280

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Edward Gennrich - Ameriprise Financial Services, LLC

32255 Northwestern Hwy
Ste 200

Farmington Hills, MI 48334
734-542-5602

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Tillman Financial Services

734-887-1787

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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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Birmingham, MI Branch Office - UBS Financial Services Inc.

325 North Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-7047

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Plymouth, MI Branch Office - UBS Financial Services Inc.

730 Penniman Avenue

Plymouth, MI 48170
734-416-1025

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Braeburn Wealth Management

3597 Henry Street
Suite 202

Norton Shores, MI 49441
231-720-0743

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Morgan Stanley Financial Advisors

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1800

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Alex Raymond - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-3813

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Allstate Personal Financial Representative: Jinks Clary

403 Marshall St

Coldwater, MI 49036
517-797-7027

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Gerald LeVan - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1819

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Ainley Financial Group

1000 Town Center
26th Floor

Southfield, MI 48075
248-948-5149

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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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Orfin & Associates

363 W. Big Beaver Road

Troy, MI 48084
248-918-5100

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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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Bliss & Thompson Financial Services

1020 Hastings Street
Suite 105

Traverse City, MI 49686
231-933-6250

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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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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: Adam Ellis

2545 W Silver Lake Rd

Fenton, MI 48430
810-813-1275

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Linda Kay - Ameriprise Financial Services, LLC

3150 Livernois Rd
Ste 375

Troy, MI 48083
248-817-2075

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Wayne Phillips - Ameriprise Financial Services, LLC

1001 Woodward Ave
Ste 500

Detroit, MI 48226
313-867-2332

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Vadim Matatov - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 255

Troy, MI 48084
248-244-8177

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Telemus Capital

110 Miller Ave
Suite 300

Ann Arbor, MI 48104
734-662-1200

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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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Mark S Fudold - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7123

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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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Ted Himelhoch - Ameriprise Financial Services, LLC

9475 Holly Rd
Ste 208

Grand Blanc, MI 48439
810-603-3743

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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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James Gallagher - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
248-221-1980

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Goosehead Insurance - Chris Hammermeister

1400 W Chicago Rd

Niles, MI 49120
269-241-2311

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Goosehead Insurance - Matthew Brown

1520 S Lapeer Rd Suite 208

Lake Orion, MI 48360
248-829-6208

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Tom C Welch - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8750

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Scot Pardo, CFP - UBS Financial Services Inc.

730 Penniman Avenue

Plymouth, MI 48170
734-416-1587

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Fifth Third Mortgage - Kelly Abdilla

20205 Haggerty Road

Northville, MI 48167
248-380-3242

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Timothy J Oberle - Morgan Stanley

171 Monroe Ave NW
Ste 800

Grand Rapids, MI 49503
616-242-5448

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VILLA

9355 Telegraph Road

Redford Charter Township, MI 48239
313-538-4118

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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: Timothy Briody Jr

18560 W Outer Drive

Dearborn, MI 48128
313-724-1640

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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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C Dino Lembesis - Ameriprise Financial Services, LLC

32255 Northwestern Hwy
Ste 200

Farmington Hills, MI 48334
248-865-2501

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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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The WL Group - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7100

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Michael Cho - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8037

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Mark Jannott

39510 Woodward Ave

BLOOMFLD TWP, MI 48304
248-417-5527

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Ronald Shmyr - UBS Financial Services Inc.

730 Penniman Avenue

Plymouth, MI 48170
734-416-1793

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Arna Moore

36520 Moravian Dr

Clinton Township, MI 48035
586-843-2101

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Matthew Holmes

26000 Gratiot Ave

Roseville, MI 48066
248-689-6339

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Brad Buist - Ameriprise Financial Services, LLC

5863 S Warner Ave
Ste 1

Fremont, MI 49412
231-924-8780

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Stephen J Tyranski - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8756

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Roger Gamache - Ameriprise Financial Services, LLC

44 E 8th St
Ste 215

Holland, MI 49423
616-392-1040

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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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Kristen Roy - Ameriprise Financial Services, LLC

2800 S State St
Ste 205

Ann Arbor, MI 48104
734-477-5235

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Certified Tax Solutions

42627 Garfield Rd
Ste 216B

Clinton Township, MI 48038
586-254-5400

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Jonathan Citrin - Ameriprise Financial Services, LLC

39533 Woodward Ave
Ste 150

Bloomfield Hills, MI 48304
248-865-2528

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Financial Solutions of Michigan

2855 Coolidge Hwy
Suite 202

Troy, MI 48084
248-792-9050

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Nathan Roberts

105 Main St

Belleville, MI 48111
734-767-5337

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Paul F Treder - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-642-5905

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Jason May - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-1785

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Verma Wealth Management Group - UBS Financial Services Inc.

32300 Northwestern Highway
Suite 150

Farmington Hills, MI 48334
248-737-5467

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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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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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Morgan Stanley Financial Advisors

300 East Front St
Ste 300

Traverse City, MI 49684
231-941-7200

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Matthew C. Najarian & Gary M. Najarian - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8706

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Ryan Mabie - Morgan Stanley

5211 Cascade Rd SE

Grand Rapids, MI 49546
616-974-2819

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The Carney-Strickland Group - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-2716

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Sara Mehraban - Ameriprise Financial Services, LLC

4750 Venture Dr
Ste 150

Ann Arbor, MI 48108
734-477-5233

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Global Financial Trust

770 Kenmoor Ave. SE
Suite 203

Grand Rapids, MI 49546
616-956-9900

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Janice Cichowlas - Ameriprise Financial Services, LLC

1 Heritage Pl
Ste 500

Southgate, MI 48195
734-407-2326

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Pamela Lee - Ameriprise Financial Services, LLC

2851 Charlevoix Dr S
Ste 200

Grand Rapids, MI 49546
616-988-3356

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Robert Hamilton - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-343-8440

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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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Jamie T May - Ameriprise Financial Services, LLC

250 E Division St

Rockford, MI 49341
616-866-0202

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Ronald Haley - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4368

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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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Ginny A Wisely - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-6162

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Aaron Harrison - Ameriprise Financial Services, LLC

1 Heritage Pl
Ste 500

Southgate, MI 48195
734-281-3700

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Larry J Glanz - Ameriprise Financial Services, LLC

32255 Northwestern Hwy
Ste 200

Farmington Hills, MI 48334
844-848-8021

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Kevin Ferhadson - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 106

Troy, MI 48084
248-509-0077

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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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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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Arthur Ciagne - Ameriprise Financial Services, LLC

39533 Woodward Ave
Ste 150

Bloomfield Hills, MI 48304
248-865-2515

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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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Charvat The Florist

18590 Mack Ave

Grosse Pointe Farms, MI 48236
313-881-7800

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Michael Adinovich - Ameriprise Financial Services, LLC

333 Bridge St NW
Ste 205

Grand Rapids, MI 49504
616-957-4633

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Rick Sieja - Ameriprise Financial Services, LLC

24280 Woodward Ave

Pleasant Ridge, MI 48069
248-939-4545

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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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David L Cushard - Ameriprise Financial Services, LLC

1035 Laurence Ave
Ste 3

Jackson, MI 49202
800-601-5034

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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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Shawn P Kelly - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8021

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Bruce Piper at CrossCountry Mortgage, LLC

39555 Orchard Hill Place
Suite 600 Office 8

Novi, MI 48375
734-646-7634

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Peter Llanes - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4414

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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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Daniel Bachmann - Ameriprise Financial Services, LLC

1600 Town Commons Dr
Ste 104

Howell, MI 48855
517-680-4363

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Chris Balcerowiak - Ameriprise Financial Services, LLC

13854 Lakeside Cir
Ste 216

Sterling Heights, MI 48313
877-907-8625

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Amy Yesnach

11006 Allen Rd

Taylor, MI 48180
734-482-1160

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Cynthia DeBiasi

790 Penniman Ave

Plymouth, MI 48170
734-421-1104

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Jeff Mosley

2580 S Rochester Rd

Rochester Hills, MI 48307
248-841-9980

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Dunn & Laug Wealth Management - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6021

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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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Kevin G McCulloch - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-642-5904

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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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Commonwealth Group - Morgan Stanley

2001 Commonwealth Blvd

Ann Arbor, MI 48105
734-827-0524

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David Sonnenschein - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-0510

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Matthew Merrifield - Morgan Stanley

1108 North Main Street

Rochester, MI 48307
248-218-8231

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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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Steven Marc Stillwater - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1868

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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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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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Sankaran Sriram - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 1465

Troy, MI 48084
248-687-1115

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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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Tim Caywood - Ameriprise Financial Services, LLC

4575 Lake Michigan Dr NW

Grand Rapids, MI 49534
855-885-1644

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Gregory Kort

633 Notre Dame St

Grosse Pointe, MI 48230
248-644-1157

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Laura Kellmann - Ameriprise Financial Services, LLC

2800 S State St
Ste 205

Ann Arbor, MI 48104
734-477-5229

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pamela f. opperer - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8051

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Merchant Tree

33477 Woodward Avenue
Suite 1000

Birmingham, MI 48009
800-610-3922

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IB Wealth Management

230 West Main Street

Ionia, MI 48846
616-527-5818

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Fifth Third Private Bank - Norman Lining

300 Park Street
Ste 300

Birmingham, MI 48009
248-430-1366

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Darin McBride, CRPC - UBS Financial Services Inc.

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-8719

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Eric F Deuker - Ameriprise Financial Services, LLC

7700 Byron Center Ave SW

Byron Center, MI 49315
616-209-5206

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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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David Hudson - Ameriprise Financial Services, LLC

39533 Woodward Ave
Ste 150

Bloomfield Hills, MI 48304
810-603-3757

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Scott Rzesa - Ameriprise Financial Services, LLC

333 Bridge St NW
Ste 205

Grand Rapids, MI 49504
616-974-2247

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Mary Ewasyshyn - Ameriprise Financial Services, LLC

41000 W 7 Mile Rd
Ste 115

Northville, MI 48167
248-286-7180

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Calder Investment Advisors

320 Hall St SW
Suite 201

Grand Rapids, MI 49507
616-235-2442

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Tisa Sherry - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
734-432-6490

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Brian Lee - Ameriprise Financial Services, LLC

505 Pleasant St
Ste 200

St Joseph, MI 49085
269-983-7555

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Zhang Financial

101 West Big Beaver Road
14th Floor

Troy, MI 48084
269-325-1826

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Mattar Financial Corp.

5750 New King Drive -
Suite 310

Troy, MI 48098
248-290-0250

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McAfee & Associates PC

7900 Kirkland Court

Portage, MI 49024
269-492-0595

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Zhang Financial

5931 Oakland Drive

Portage, MI 49024
269-385-5888

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Steven M. White Financial, LLC

25882 Orchard Lake Road
Suite 203

Farmington Hills, MI 48336
248-888-1010

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Jeff K. Ross Financial Services

251 North Rose Street
Suite 200

Kalamazoo, MI 49007
269-385-0001

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Fifth Third Securities - Ashton Vanantwerp

205 South Front Street

Dowagiac, MI 49047
269-845-4036

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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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Telemus Capital

Two Towne Square
Suite 800

Southfield, MI 48076
248-827-1800

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CP Federal Investment Services

1100 Clinton Road

Jackson, MI 49202
517-784-7101

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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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Rod Bieber, New York Life

4343 State Street

Saginaw, MI 48603
989-791-1900

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Langdon Capital Management, Inc.

9020 Ortonville Road

Clarkston, MI 48348
248-922-7526

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The Baker Group

26400 Lahser Road
Suite 312

Southfield, MI 48033
248-355-4100

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Glass Retirement Strategies, Inc.

30400 Telegraph Rd.
Suite 445

Bingham Farms, MI 48025
248-647-2822

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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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H & B Financial Group, Inc.

24255 W 13 Mile Rd.
Ste 270

Bingham Farms, MI 48025
248-877-8128

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SHA Financial Planning & Investment Group

3254 University Drive
Suite 190

Auburn Hills, MI 48326
248-237-3917

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Senior Wealth Management, Inc.

39111 W. Six Mile Rd.

Livonia, MI 48152
734-261-8289

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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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Merchant Financial Services

3975 West Monroe

Alma, MI 48801
989-463-6261

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Craig Noonan - Ameriprise Financial Services, LLC

835 Mason St
Ste B280

Dearborn, MI 48124
313-216-0134

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Eric Konopka - Ameriprise Financial Services, LLC

32255 Northwestern Hwy
Ste 200

Farmington Hills, MI 48334
248-865-2061

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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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Erik J. Burger - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7160

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The Nautilus Group

5154 Miller Road
Suite E

Flint, MI 48507
810-732-2700

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Member Investment Center, Frankenmuth Credit Union

580 North Main Street

Frankenmuth, MI 48734
989-249-9240

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Gleaner Financial

5200 West US Highway 223

Adrian, MI 49221
800-294-7526

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Coffield & Associates - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 255

Troy, MI 48084
248-244-9160

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Koele Godfrey Investment Group Inc.

123 E. Main Street

Zeeland, MI 49464
616-931-1223

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HS&C Wealth Management - Ameriprise Financial Services, LLC

240 Northland Dr NE
Ste B

Rockford, MI 49341
855-885-1644

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Scott Schalk - Ameriprise Financial Services, LLC

2603 Niles Ave
Ste B

Saint Joseph, MI 49085
269-471-2639

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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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Joe Rey - Morgan Stanley

2001 Commonwealth Blvd

Ann Arbor, MI 48105
734-827-0544

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Kyle M. Braun - Morgan Stanley

4760 Fashion Square Blvd

Saginaw, MI 48604
989-791-7677

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Overhiser Financial Design

632 Phillips Street

South Haven, MI 49090
269-637-0222

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John Minni - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-8707

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Barbara Buschen - Ameriprise Financial Services, LLC

1301 W Long Lake Rd
Ste 270

Troy, MI 48098
248-928-1300

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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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Scott Hagenbach - Ameriprise Financial Services, LLC

4177 Fashion Square Blvd
Ste 4

Saginaw, MI 48603
989-792-9632

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Liu Liu

989-372-1079

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Quintina Williams

815-708-6354

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Timothy Bell - Ameriprise Financial Services, LLC

31555 W 14 Mile Rd
Ste 300

Farmington Hills, MI 48334
248-626-1600

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Drew Fitzmorris - Ameriprise Financial Services, LLC

4750 Venture Dr
Ste 150

Ann Arbor, MI 48108
734-477-5280

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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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Preston Pelham - Morgan Stanley

1108 North Main Street

Rochester, MI 48307
248-218-8231

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Larry Larson - Ameriprise Financial Services, LLC

2400 US Highway 41 W

Marquette, MI 49855
906-228-9191

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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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The Mooradian Group - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8753

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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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Don Goetcheus - Ameriprise Financial Services, LLC

333 Bridge St NW
Ste 205

Grand Rapids, MI 49504
616-974-2253

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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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Zachary Bensinger - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8046

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Christine Backus - Ameriprise Financial Services, LLC

1450 W Long Lake Rd
Ste 375

Troy, MI 48098
248-682-3800

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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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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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Yvonne Cole - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8080

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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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William D Johnson - Ameriprise Financial Services, LLC

333 Bridge St NW
Ste 205

Grand Rapids, MI 49504
616-957-1800

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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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Randy E Orwig - Ameriprise Financial Services, LLC

7130 S Westnedge Ave

Portage, MI 49002
269-321-5002

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Justin Le Page - Ameriprise Financial Services, LLC

2400 US Highway 41 W

Marquette, MI 49855
906-228-9191

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Allstate Personal Financial Representative: James Carson

42770 Van Dyke Ave
Ste 1

Sterling Heights, MI 48314
586-799-3944

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Traver Tremblay-Goodrich - Ameriprise Financial Services, LLC

32255 Northwestern Hwy
Ste 200

Farmington Hills, MI 48334
888-273-4009

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Rummel Wealth Management

2501 South Dye Road
Suite D

Flint, MI 48532
810-471-3732

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Zeina Robinson - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 255

Troy, MI 48084
248-244-8177

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Allstate Personal Financial Representative: Michael Kokoszka

31221 Five Mile Rd

Livonia, MI 48154
734-525-9610

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Khirfan Financial Company, Inc

1471 South Elms Road

Flint, MI 48532
810-720-1969

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Brian Sommer - Ameriprise Financial Services, LLC

2182 Commons Pkwy

Okemos, MI 48864
517-349-2880

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Scott Knaffla - Ameriprise Financial Services, LLC

1501 Division St

Marquette, MI 49855
906-226-7526

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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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VILLA

3341 S Linden Rd

Flint, MI 48507
810-732-4756

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David E Smith - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4400

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Micah Murrell - Ameriprise Financial Services, LLC

2400 Lake Lansing Rd
Ste B

Lansing, MI 48912
517-482-6456

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Colin Haffey - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-0425

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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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Kara Wilcox & Joseph Panfil

10511 Citation Drive
Suite 300

Brighton, MI 48116
810-229-0731

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Barry Gilbertson - Ameriprise Financial Services, LLC

333 Bridge St NW
Ste 205

Grand Rapids, MI 49504
616-957-3218

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Darlene Frederick - AXA Advisors|Marquise Financial

625 Kenmoor Avenue SE
Suite 301

Grand Rapids, MI 49546
616-575-3518

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Allstate Personal Financial Representative: Nima Gerami

2301 Garfield Rd N

Traverse City, MI 49686
248-877-4750

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Circle of Life Financial Planning

2387 South Linden Road
Suite B106

Flint, MI 48532
810-239-8825

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Fifth Third Private Bank - Richard Tober

36 East 8th Street

Holland, MI 49423
616-394-7370

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Michael L. Braun - Morgan Stanley

4760 Fashion Square Blvd

Saginaw, MI 48604
989-791-7697

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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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HCM Group - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1889

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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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William Kildee - Ameriprise Financial Services, LLC

13919 SW Bayshore Dr
Ste 105A

Traverse City, MI 49684
231-935-1457

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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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Christopher R Whitmore - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8027

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C&D Wealth Advisors

3011 Miller Rd

Ann Arbor, MI 48103
734-995-0829

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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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The 45th Parallel Group - Morgan Stanley

300 East Front St
Ste 300

Traverse City, MI 49684
231-932-7222

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Paul Mysliwiec - Ameriprise Financial Services, LLC

3351 Eagle Run Dr NE
Ste D

Grand Rapids, MI 49525
616-363-3489

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Retirement Referral Network

204 East Church Street
Suite 102

Adrian, MI 49221
833-836-7783

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James Griffith - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
248-715-4055

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Alysia Harrick - Ameriprise Financial Services, LLC

2400 US Highway 41 W

Marquette, MI 49855
906-228-9191

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Wild Bill's Tobacco

46281 Van Dyke

Shelby Twp, MI 48317
586-262-4616

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Lighthouse Wealth Advisors - Ameriprise Financial Services, LLC

39533 Woodward Ave
Ste 150

Bloomfield Hills, MI 48304
248-865-2008

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Mark Calderone - Ameriprise Financial Services, LLC

2400 Lake Lansing Rd
Ste B

Lansing, MI 48912
517-482-3717

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Daniel Graham - Ameriprise Financial Services, LLC

391 S Shore Dr
Ste 112

Battle Creek, MI 49014
269-979-3521

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Elizabeth Deutch - Ameriprise Financial Services, LLC

41000 W 7 Mile Rd
Ste 115

Northville, MI 48167
248-277-3040

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RFC Financial Planners

5263 Plymouth Road

Ann Arbor, MI 48105
734-272-4224

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Sherman Private Wealth

28411 Northwestern Highway, Suite 1200

Southfield, MI 48034
248-805-1123

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Horizon Advisers - Plymouth

107 S Main St

Plymouth, MI 48170
248-265-6662

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Michael V Fitzsimmons - Ameriprise Financial Services, LLC

17197 N Laurel Park Dr
Ste 138

Livonia, MI 48152
734-432-6444

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David Kuyers - Ameriprise Financial Services, LLC

7700 Byron Center Ave SW

Byron Center, MI 49315
616-797-0866

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Glenn Cooper - Ameriprise Financial Services, LLC

1450 W Long Lake Rd
Ste 375

Troy, MI 48098
248-682-3800

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Ryan Slater - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8038

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Monroe LPL

7433 Jackman Rd

Temperance, MI 48182
734-224-4640

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Clearwater Financial, Inc.

104 E Grant St.

Plainwell, MI 49080
269-685-1170

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Ellen Naber - Ameriprise Financial Services, LLC

7700 Byron Center Ave SW

Byron Center, MI 49315
616-272-4179

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Todd Beckwith - Ameriprise Financial Services, LLC

130 W Munising Ave
Ste A

Munising, MI 49862
906-387-5200

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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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Chris Ohlert - Ameriprise Financial Services, LLC

39533 Woodward Ave
Ste 150

Bloomfield Hills, MI 48304
248-925-4424

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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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Horizon Advisers - Farmington (CPA Headquarters)

34034 8 Mile Rd #102

Farmington, MI 48335
248-473-0030

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Koch Financial Design

5873 Rupprecht Road

Vassar, MI 48768
989-233-1973

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Fifth Third Preferred - James Sakoski

839 Robbins Road

Grand Haven, MI 49417
616-935-4343

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John P. Sacco - Morgan Stanley

1108 North Main Street

Rochester, MI 48307
248-218-8240

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Fifth Third Preferred - Joshua Jorgensen

322 Broadway

Niles, MI 49120
269-845-4033

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Charles Roberts - Ameriprise Financial Services, LLC

1224 Military Rd

Houghton, MI 49931
906-482-1778

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The Griswold Bartolec Group - Morgan Stanley

5211 Cascade Rd SE

Grand Rapids, MI 49546
616-974-2838

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Jordan Financial & Associates

421 136th Avenue

Holland, MI 49424
616-796-8238

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Jack Hendon - Ameriprise Financial Services, LLC

4575 Lake Michigan Dr NW

Grand Rapids, MI 49534
231-924-8320

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Kelly Capital Partners

29100 Northwestern Highway
Suite 320

Southfield, MI 48034
248-262-7217

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Ridgetown Investments

33 Applewood Drive

Sparta, MI 49345
616-606-9100

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Renee Hof-Lacey - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-1182

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Shaun Osborne - Ameriprise Financial Services, LLC

600 Charlevoix Ave

Petoskey, MI 49770
231-439-0911

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Kevin Curry - Morgan Stanley

2001 Commonwealth Blvd

Ann Arbor, MI 48105
734-827-0545

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Jonathan Rea - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4360

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Eric Furlotte - Ameriprise Financial Services, LLC

33493 W 14 Mile Rd
Ste 80

Farmington Hills, MI 48331
248-918-2333

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Ferhadson & Associates - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 106

Troy, MI 48084
248-509-0077

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Thomas Greer - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4363

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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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DocSpot Financial, Matthew Jarrell, AIF, CFS

7900 Kirkland Court

Portage, MI 49024
269-492-1570

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Victor Peretiatko - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4377

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Capitol Income Consultants

431 South Capitol Avenue

Lansing, MI 48933
517-483-2829

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MI Retirement Guys, LLC

205 S. Front St
Suite 2A

Marquette, MI 49855
906-315-0991

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Sarah Murray - Ameriprise Financial Services, LLC

4750 Venture Dr
Ste 150

Ann Arbor, MI 48108
734-477-5226

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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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Joe Ghanem - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-642-5909

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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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Andy Tran - Ameriprise Financial Services, LLC

333 Bridge St NW
Ste 205

Grand Rapids, MI 49504
616-957-8991

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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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VFG Associates, LLC

29432 Joy Road

Livonia, MI 48150
734-855-4930

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Joseph Colletti - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8012

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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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Chuck Moyer - Ameriprise Financial Services, LLC

19727 Allen Rd
Ste 21

Brownstown Township, MI 48183
734-258-1854

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Millennium Wealth Management

251 East Merrill Street
Suite 207

Birmingham, MI 48009
248-833-1024

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Michigan Financial Companies

28411 Northwestern Highway
Suite 1300

Southfield, MI 48034
248-663-4700

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Bill Luke - Ameriprise Financial Services, LLC

9475 Holly Rd
Ste 208

Grand Blanc, MI 48439
810-603-3741

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Caterina Holt - Morgan Stanley

5211 Cascade Rd SE

Grand Rapids, MI 49546
616-974-2828

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Kathy Warunek - Ameriprise Financial Services, LLC

835 Mason St
Ste B280

Dearborn, MI 48124
313-216-0135

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Dahring | Cusmano and Associates

26200 Town Center Drive
Suite 100

Novi, MI 48375
248-348-0100

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Mary E Glidden - Ameriprise Financial Services, LLC

700 Tower Dr
Ste 200

Troy, MI 48098
248-247-3010

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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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Blodgett Wealth Management

220 Lyon St. NW,
Suite 540

Grand Rapids, MI 49503
269-492-1250

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Complete Wealth Advisors

2337 Stone Bridge Drive
Building F

Flint, MI 48532
810-733-6600

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Zuverink & Associates

9907 29th Street South

Scotts, MI 49088
616-284-7314

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The MWM Group - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8058

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Steven Swaggerty - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
248-916-9860

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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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Denny Mosson - Ameriprise Financial Services, LLC

333 Bridge St NW
Ste 205

Grand Rapids, MI 49504
616-974-2246

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Fifth Third Securities - Joseph Sherburn

5217 Harvey St

Muskegon, MI 49444
231-798-2068

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Mack Financial Service - Michele L. Mack

1120 S Telegraph Road

Monroe, MI 48161
734-242-0500

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JMS Financial Resource, LLC

2828 Kraft Ave
Suite 268

Grand Rapids, MI 49512
616-821-5562

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Barbara Kreitsch - Ameriprise Financial Services, LLC

700 Tower Dr
Ste 200

Troy, MI 48098
248-247-3010

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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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Clark Standish - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-642-5906

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Scott Smith Financial, Inc.

43155 Main Street
Suite 212

Novi, MI 48375
248-946-4515

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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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Retirement Legacy Group

2260 East Saginaw Hwy

East Lansing, MI 48823
517-908-4546

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MFG Capital

1861 South Trenton Drive
Suite 101

Trenton, MI 48183
734-720-1391

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Butler Financial Group

301 N Clinton Ave

Saint Johns, MI 48879
989-292-6000

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Capstone Financial

4125 Embassy Dr S.E

Grand Rapids, MI 49546
616-949-7130

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Herbert Financial Group

2701 Cambridge Court
Suite 530

Auburn Hills, MI 48326
248-482-2600

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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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Francis William Mossett - Cascade Coaching & Consulting

11290 Grand River

Brighton, MI 48116
913-461-7217

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Great Lakes Financial Services & Investments

950 Taylor Ave
Suite 120

Grand Haven, MI 49417
616-502-6079

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Provision Financial

45656 Village Boulevard

Shelby Township, MI 48315
586-799-6099

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Curtis Kocher, CRPC - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-816-3008

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Griffith & Kilgren - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
248-715-4055

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Evolution Wealth Strategies

3333 Evergreen NE
Suite 200

Grand Rapids, MI 49525
616-419-3120

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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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Tanya Marie Hawley - Morgan Stanley

5211 Cascade Rd SE

Grand Rapids, MI 49546
616-974-8927

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Aaron Irving - Ameriprise Financial Services, LLC

2970 E Lake Lansing Rd

East Lansing, MI 48823
517-803-4203

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Genisys Investment Services

2100 Executive Hills Blvd.

Auburn Hills, MI 48326
248-322-9800

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Dawn Hausch-Cooper - Ameriprise Financial Services, LLC

8455 S Saginaw St
Ste 101

Grand Blanc, MI 48439
810-579-2838