Find Top Financial Advisors in Rochester, Michigan

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Qualifications of Financial Advisors in Rochester

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Qualified Financial Advisors in Rochester, Michigan
Financial Advisor Office Location Phone Number
Kimberly Jamieson CFS® CRPC®
Michigan Financial Companies-Rochester Wealth Management
28411 Northwestern Hwy,
Rochester, MI  48309
(248) 663-4707
John Salomon CPA, CFP
J2 Capital Management, Inc.
1301 W. Long Lake Rd.,
Troy, MI  48098
(248) 641-4444
Andrzej Mendela
Edelman Financial Engines, LLC
201 West Big Beaver Road,
Troy, MI  48084
(248) 468-1864
Christopher Mollan
LPL Financial
31731 Northwestern Hwy.,
Farmington Hills, MI  48334
(248) 987-8054

Information on Qualified Financial Advisors in Rochester

Qualifications CRD# 5868379
FirmCRD# 0
Series 6, 7, 63, 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Commissions

Office Location 28411 Northwestern Hwy,
Suite 1300,
Phone Number (248) 6634707

Kimberly L. Jamieson, CFS®, CRPC® is a Financial Planner with Michigan Financial Companies-Rochester Wealth Management. Kimberly has built her practice around putting her clients' interest first. Kimberly follows the fiduciary standard and holds herself to strict ethical standards to ensure financial planning recommendations are in her client's best interest. Kimberly holds the Series 7 Securities license, Series 65 Investment Advisory License, along with Series 6 and 63. She also is licensed in Life, Accident, Health, and Annuities. One designation that sets Kimberly apart is the CFS® (Certified Fund Specialist®) certification which requires mastery of portfolio construction, risk measurement, manager selection, monitoring, income strategies, retirement accounts, titling, taxation and the psychological aspects of finance from The Institute of Business and Finance®. She also has received the CRPC® (Chartered Retirement Planning Counselor) designation, which focuses on client-centered problem-solving. Financial Planners with the CRPC® designation can help define a roadmap to retirement and assist clients' pre- and post-retirement needs, as well as issues related to asset management and estate planning. Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.

About Michigan Financial Companies-Rochester Wealth Management

At Michigan Financial Companies-Rochester Wealth Management we are committed to help each of our clients achieve their unique goals, by following a specific three-step process. Planning: Successful investing is goal focused and plan driven. Kimberly works with her clients to develop a plan, so they know exactly what it takes to be financially secure. The best part of having a plan is knowing exactly how much to spend or save. Kimberly helps her clients define their goals. Provide Perspective & Educate: Throughout their relationship, Kimberly aims to provide perspective during important economic events by keeping her clients informed, their portfolios are designed to withstand changes in the market. Managing Investment Behavior: Working with a trusted advisor helps keep emotions out of investing. Kimberly provides guidance to her clients so they can better manage their instinctive reactions to market volatility.

Qualifications CRD# 3035112
FirmCRD# 152964
Series 63

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Flat Fee, Hourly

Office Location 1301 W. Long Lake Rd.,
Suite 260,
Phone Number (248) 6414444

John Salomon has been a practicing CPA since 1985. In 1998, he added portfolio management and financial planning to the tax and compliance services offered to the clients of his CPA practice. In 2002, he earned his CERTIFIED FINANCIAL PLANNER" certification. As the CFO of J2, John uses his past experience of running a small practice to guide practice management decisions at J2. John's technical abilities are especially useful when helping J2 clients in the areas of financial and tax planning, cash flow management as well as tax preparation. John is a graduate of Michigan State and is a resident of Troy with his wife Michele with whom he has been married for over 25 years. They have three children: Emily, Nicholas and Aidan.

About J2 Capital Management, Inc.

J2 Capital Management offers total wealth planning by offering custom financial planning, tax preparation, estate planning & unique investment strategies all done by fiduciary professionals including in-house CFP, CPA and professional investment manager. Where most advisors can only do a few of these services and need to hire out the rest of what they cannot do, J2 Capital keeps all of its services in-house thus giving us better insight into your situation at a lower cost.

Qualifications CRD# 4886498
FirmCRD# 104510
Series 7, 63, 66

Office Location 201 West Big Beaver Road,
Suite 950,
Phone Number (248) 4681864

Joined Edelman Financial Engines in 2012. Began his career in the financial services industry in 1999. Earned the Registered Financial Consultant (RFC®) certification. Bachelor's degree in Communications from Saint Mary's College, and Bachelor's degree in Telecommunications from Michigan State Univeristy.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

Qualifications CRD# 4629054
Series 7, 31, 63, 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee, Hourly

Office Location 31731 Northwestern Hwy.,
Suite 151W,
Farmington Hills,
Phone Number (248) 9878054

About LPL Financial

Our clients' needs come first. We are committed to providing the highest quality and objective counsel, customized wealth management solutions, and unparalleled service to every client.

In today's complex environment, we add value to the financial decision-making process by utilizing our experience and expertise to guide our clients through the maze of issues facing them and their families.

We always strive for excellence in our clients relationships and promise to do our utmost to exceed expectations. We believe that personal relationships are critical to helping clients achieve their goals and improve the overall quality of their lives.

We are committed and vow to always act with the greatest of ethics, honesty and integrity for every client. We are dedicated to achieving success for our clients within their stated objectives and risk parameters. We strive for mutually rewarding, long-term relationships and to assist our clients and their families for decades.

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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?