Best Financial Advisors in Ann Arbor, MI

We did the hard work of finding trustworthy partners in Ann Arbor, MI. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Ann Arbor, MI Fiduciary Financial Advisors

SEC File# 801-10970
CRD# 6413
Location 930 Sherwood St, Ann Arbor, MI 48103, USA
Phone (734) 997-7151
Directions
generic_business-71
Evangelista & Associates
SEC File# 801-67082
CRD# 110929
Location 2723 S State St Suite 350, Ann Arbor, MI 48104, USA
Phone (734) 998-0746
Directions
generic_business-71
Imber Wealth Advisors, Inc.
5 out of 5
Location 955 W Eisenhower Cir a, Ann Arbor, MI 48103, USA
Phone (734) 769-1719
Directions
generic_business-71
Costello Financial Planning
SEC File# 801-122006
CRD# 175295
5 out of 5
Location 103 E Liberty St #202A, Ann Arbor, MI 48104, USA
Phone (734) 619-0543
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Merrill Lynch Wealth Management Advisor Sara E Wohl
Location 777 E Eisenhower Pkwy Suite 900, Ann Arbor, MI 48108, USA
Phone (734) 996-1135
Directions
generic_business-71
Ryan E Anderson - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 1310 S Main St Ste 14, Ann Arbor, MI 48104, USA
Phone (734) 995-3996
Directions
generic_business-71
Retirement Income Solutions
SEC File# 801-71319
CRD# 110145
5 out of 5
Location 2301 Platt Rd Suite 300, Ann Arbor, MI 48104, USA
Phone (734) 769-7727
Directions
generic_business-71
Edward Jones
SEC File# 801-3297
CRD# 250
Location 1955 Pauline Blvd Suite 150, Ann Arbor, MI 48103, USA
Phone (734) 669-0093
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Laura Kellmann - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2800 S State St Ste 205, Ann Arbor, MI 48104, USA
Phone (734) 477-5229
Directions
generic_business-71
ArborFi Advisors
Location 2395 S Huron Pkwy #101, Ann Arbor, MI 48104, USA
Phone (734) 345-6980
Directions
generic_business-71
Nelson, Kellmann & Associates - Ameriprise Financial Services, LLC
5 out of 5
Location 2800 S State St Ste 205, Ann Arbor, MI 48104, USA
Phone (734) 477-5230
Directions
generic_business-71
Parros Financial Group, LLC
Location 1310 S Main St #13, Ann Arbor, MI 48104, USA
Phone (888) 590-3668
Directions
Financial Advisors in Ann Arbor, MI

Where Certified Financial Advisors in Ann Arbor, MI Serve

Ann Arbor, MI is a vibrant city with a rich history and diverse community. Home to the University of Michigan, one of the top public universities in the country, Ann Arbor boasts a number of iconic landmarks, including the Michigan Stadium, the largest stadium in the United States. The city is also home to the Ann Arbor Hands-On Museum, a popular destination for families and children, and the Nichols Arboretum, a 123-acre nature preserve with stunning gardens and walking trails. In terms of employment, Ann Arbor is a hub for technology and healthcare companies, with top employers including Google, Toyota, and the University of Michigan Health System. The city is also known for its thriving arts and culture scene, with the Ann Arbor Art Fair drawing in thousands of visitors each year. Major highways and streets in Ann Arbor include I-94, US-23, and State Street, which runs through the heart of the city and is lined with shops, restaurants, and entertainment venues.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Ann Arbor, MI can benefit greatly from the expertise of a financial advisor. With the city being home to the University of Michigan, many individuals have unique financial situations, such as student loan debt and retirement planning. A financial advisor can help residents navigate these challenges and create a customized financial plan to achieve their goals. Additionally, with Ann Arbor being a hub for technology and healthcare industries, many residents may have stock options or other complex investments that require professional guidance. A financial advisor can provide valuable insight and help residents make informed decisions to maximize their investments. Overall, a financial advisor can provide peace of mind and help residents feel confident in their financial future.

Insurance Broker

Residents of Ann Arbor, MI can benefit from the expertise of an insurance broker in a variety of ways. First and foremost, an insurance broker can help residents navigate the complex world of insurance policies and find coverage that meets their unique needs. This is especially important in Ann Arbor, where residents may have specific insurance requirements based on the city's location and climate. For example, Ann Arbor experiences harsh winters, so residents may need to ensure that their home insurance policies cover damage from snow and ice. Additionally, an insurance broker can help residents find affordable health insurance options, which is crucial in a city with a high cost of living. With the help of an insurance broker, residents of Ann Arbor can feel confident that they have the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Ann Arbor, MI can greatly benefit from the services of a retirement planner. With a large population of highly educated individuals and a thriving tech industry, a retirement planner can help residents navigate the complexities of retirement planning, including investment strategies, tax implications, and estate planning. Additionally, Ann Arbor's high cost of living and competitive job market can make it difficult for residents to save for retirement, making the guidance of a retirement planner all the more valuable. A retirement planner can work with residents to develop a personalized plan that takes into account their unique circumstances and goals, helping them to achieve financial security in their golden years.

Wealth Management

Residents of Ann Arbor, MI can benefit from a wealth manager in several ways. Firstly, a wealth manager can help them manage their finances, create a budget, and invest their money in a way that aligns with their goals. Secondly, Ann Arbor is home to the University of Michigan, and a wealth manager can help university employees navigate the complex retirement options available to them. Thirdly, Ann Arbor has a thriving startup scene, and a wealth manager can help entrepreneurs manage their finances and investments as they grow their businesses. Overall, a wealth manager can provide valuable guidance and support to residents of Ann Arbor, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Ann Arbor, MI can benefit greatly from the expertise of a mortgage loan officer. Ann Arbor is home to the University of Michigan, which attracts many students and faculty who may need assistance with financing a home purchase. A mortgage loan officer can provide guidance on the best mortgage options for first-time homebuyers, as well as those looking to refinance or purchase a second home. Additionally, Ann Arbor has a competitive housing market, and a mortgage loan officer can help residents navigate the complexities of securing a mortgage in a timely and efficient manner. With the help of a mortgage loan officer, residents of Ann Arbor can achieve their homeownership goals and make informed decisions about their financial future.

Tax Services

Residents of Ann Arbor, MI can benefit greatly from the services of a tax advisor. With the city being home to the University of Michigan and a thriving tech industry, there are many unique tax situations that may arise. For example, students may need guidance on how to file their taxes as a non-resident or how to claim education-related deductions. Similarly, tech industry professionals may have stock options or equity compensation that require specialized tax knowledge. A tax advisor can help residents navigate these complexities and ensure that they are taking advantage of all available deductions and credits. Additionally, with Ann Arbor's high cost of living, a tax advisor can provide valuable advice on how to minimize tax liability and maximize savings.

Estate Planning Lawyer

Residents of Ann Arbor, MI could benefit from an estate planning lawyer in a number of ways. Firstly, with the University of Michigan located in Ann Arbor, many residents may have complex estate planning needs such as setting up trusts for education expenses or charitable giving. Additionally, Ann Arbor has a thriving arts and culture scene, and an estate planning lawyer can assist with preserving and passing down art collections or other valuable assets. Furthermore, with the city's growing population and real estate market, an estate planning lawyer can help residents navigate the complexities of transferring property and ensuring their wishes are carried out after they pass away. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Ann Arbor in protecting their assets and securing their legacies for future generations.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Ann Arbor, MI