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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
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
1
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
32
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 |
Qualifications
CRD# 1920232
Firm CRD# 284112
Series 65
Compensation/Fee Fee-Based, Commissions, Based on Assets
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
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 |
Grow your AUM with pre-qualified leads!
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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.
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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?
