There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Saginaw
has
4
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
28
non-vetted advisors in your local area. These financial advisors in
Saginaw, Michigan
have an average of
19
years of experience.
NOTE: The list of financial
advisors in
Saginaw, Michigan
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Saginaw, Michigan.
Qualified Financial Advisors in Saginaw, Michigan | ||||
---|---|---|---|---|
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
Joseph N Vitale
AMERICAN RETIREMENT ADVISORS 3778 S. Lapeer Rd, Metamora, MI 48455 |
32 | $30,000,000 | Not Specified | Fee-Based |
Christopher Mollan
Accredited Asset Management Specialist (AAMS®), Chartered Retirement Planning Counselor (CRPC®), Life & Health Insurance licensed, Accredited Wealth Management Advisor(AWMA) LPL FINANCIAL 31731 Northwestern Hwy., Suite 151W, Farmington Hills, MI 48334 |
14 | 36,000,000 | $25000 | Fee-Based |
Brian Sites
CFP® EDELMAN FINANCIAL ENGINES, LLC 39775 Traditions Drive, Suite D-800, Northville, MI 48168 |
15 | Not Specified | Not Specified | Fee-Based |
Sara Uh
CFP® EDELMAN FINANCIAL ENGINES, LLC 39425 Garfield Rd, Suite 25, Clinton Township, MI 48038 |
17 | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 1920232
Firm CRD# 284112
Series 65
Compensation/Fee Fee-Based, Based on Assets, Commissions
Office Location
3778 S. Lapeer Rd,
Metamora,
MI
48455
Phone Number
855-756-5700
Early in his career working as an insurance agent for AAA, he developed an appreciation for customer service working hard to service his clients. As a result he received numerous awards including the Presidents Elite Award. In 2007, Joe founded American Retirement Solutions helping families with their elderly loved ones navigate Medicaid. In addition he began helping families with estate and retirement planning*. In the late 1980's Joe obtained his 6 & 63 securities registration. In 2016, Joe founded American Retirement Advisors, Inc as a Registered Investment Advisory Firm and became a Fiduciary to help ensure his clients received the very best of service and accountability for their Retirement planning and strategies. Joe draws upon his 30+ years of experience in the financial arena helping families avoid potential pitfalls in retirement so they can enjoy a comfortable retirement. Income maximization and replacement strategies are his particular forte. Joe believes it's all about distribution and preservation. Joe resides in Lapeer County where he is involved with and supports numerous local and national charities and enjoys spending time with his immediate and large extended family and friends. In his spare time you can find him relaxing in the country with his family or trying to better his golf game, which needs help.
American Retirement Advisors, Inc., is a registered investment advisor whose mission is to provide personalized investment strategies for our clients to help them achieve their financial goals. Headquartered in beautiful rural Metamora, and with three additional locations, we provide financial planning and investment management services throughout Michigan communities on a Holistic level. We have a team of CPAs and CFPs to assist with Strategic Case design with particular awareness of income and tax efficiency. We assist our client to intelligently invest their assets to meet short and long-term needs, while looking to maintain and improve their overall financial standing. We provide full transparency and utilize both investment and insurance* solutions to achieve financial independence. We are, "Your Trusted Guide to Retirement."
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 4629054
Series 7, 31, 63, 66
Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly
Office Location
31731 Northwestern Hwy.,
Suite 151W,
Farmington Hills,
MI
48334
Phone Number
248-987-8054
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.
Qualifications
CRD# 5058299
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
39775 Traditions Drive,
Suite D-800,
Northville,
MI
48168
Phone Number
248-412-0160
I am dedicated to empowering clients to reach their personal financial goals and making the large world of financial planning a little easier for them to understand through thorough education. If I am not at the office helping clients achieve their financial goals, I am most likely enjoying time outdoors, playing sports, or traveling with my family. I'm married with one son.
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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Qualifications
CRD# 4938299
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
39425 Garfield Rd,
Suite 25,
Clinton Township,
MI
48038
Phone Number
248-468-1864
I chose to be a financial planner so I could combine my interest in finance with my desire to help families achieve their goals. I feel privileged to assist my clients and their loved ones with their financial health. Personally, my husband and I stay busy - coaching our two boys in various sports, such as golf, mountain biking, and skiing - and have a goal to see all the national parks together.
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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Top Financial Advisor Firms in Saginaw, Michigan (Ranked by AUM) |
|||
---|---|---|---|
Firm Name | AUM | No. of Clients | Fee Structure |
Gardey Financial Advisors Inc
100 Harrow Lane, Saginaw, MI 48638 |
$217,643,368 | 608 |
A percentage of AUM |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
August J Hurt Inquire with August |
4760 Fashion Square Blvd, Saginaw, MI 48604 | 989-791-7679 |
Brad Bromley Inquire with Brad |
4177 Fashion Square Blvd, Ste 4, Saginaw, MI 48603 | 989-792-9611 |
Morgan Stanley Financial Advisors Inquire with Morgan |
4760 Fashion Square Blvd, Saginaw, MI 48604 | 989-791-1050 |
Jim W Price Inquire with Jim |
4177 Fashion Square Blvd, Ste 4, Saginaw, MI 48603 | 989-792-9618 |
Dan Dijak Inquire with Dan |
4855 State St, Ste 5, Saginaw, MI 48603 | 989-921-4982 |
Scott Hagenbach Inquire with Scott |
4177 Fashion Square Blvd, Ste 4, Saginaw, MI 48603 | 989-792-9632 |
Great Lakes Retirement Solutions, Inc. Inquire with Great |
2135 N. Center Road, Saginaw, MI 48603 | 989-401-2949 |
Rod Bieber, New York Life Inquire with Rod |
4343 State Street, Saginaw, MI 48603 | 989-791-1900 |
Kayla Jo Lange Inquire with Kayla |
4760 Fashion Square Blvd, Saginaw, MI 48604 | 989-791-7686 |
David A Roe Inquire with David |
4760 Fashion Square Blvd, Saginaw, MI 48604 | 989-791-7692 |
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.
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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.
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