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Find Retirement Advisors for Retirement Planning in Flint, Michigan
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Flint, Michigan
Last Updated - April 13, 2024Flint has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Flint, Michigan have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in Flint, Michigan
VERIFIEDTodd Perry
CFP®, CPWA®, RMA- Retirement Management Advisor, CIMA®
Executive Wealth Management
Qualifications
CRD# 5795799
Firm CRD# 140736
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDMichael Jergens
Registered Financial Consultant (RFC)
Edelman Financial Engines, LLC
Qualifications
CRD# 4770771
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 3 Retirement Planning firms in Flint, Michigan (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | STEPHENS CONSULTING, LLC 5206 Gateway Centre, Suite 300 Flint, MI, 48507 | $717,894,889 | 2600 | 26 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. 607 East Second Avenue, Suite 100 Flint, MI, 48502 | $304,937,000 | 2984 | 30 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | TAYLOR & MORGAN ASSET MANAGEMENT, LLC 2302 Stonebridge Drive, Building D Flint, MI, 48532 | $223,147,281 | 879 | 7 | A Percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in Flint, Michigan
QualificationsFirm CRD# 308970
Assets Under Management $717,894,889
No. Of Clients2600
Clients Per Financial Advisor100
STEPHENS CONSULTING, LLC is a financial advisory firm situated in Flint, Michigan. With a nearly $718M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2600 clients. The team consists of 26 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 312989
Assets Under Management $304,937,000
No. Of Clients2984
Clients Per Financial Advisor99
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. is a financial advisory firm situated in Flint, Michigan. With a nearly $305M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2984 clients. The team consists of 30 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 156177
Assets Under Management $223,147,281
No. Of Clients879
Clients Per Financial Advisor126
TAYLOR & MORGAN ASSET MANAGEMENT, LLC is a financial advisory firm situated in Flint, Michigan. With a nearly $223M assets under management, the firm specializes in crafting personalized retirement planning solutions for 879 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Brighton, Michigan
- Retirement Planners in Grand Rapids, Michigan
- Retirement Planners in Troy, Michigan
Looking for more choices? Use our free match service to compare retirement planners serving your area.