Find Top Financial Advisors in Saginaw, Michigan

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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.

Finding the Top Financial Advisor in Saginaw, Michigan
Last Updated - 16-Mar-2023

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
3778 S. Lapeer Rd,
Metamora, MI 48455
32 $30,000,000 Not Specified Fee-Based

Information on Qualified Financial Advisors in Saginaw

Qualifications CRD# 1920232
Firm CRD# 284112
Series 65

Compensation/Fee Fee-Based, Commissions, Based on Assets

Office Location 3778 S. Lapeer Rd,
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.

About American Retirement Advisors

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
100 Harrow Lane,
Saginaw, MI 48638
$217,643,368 608 A percentage of AUM

    List of Additional Advisors in Saginaw, Michigan*

    * 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
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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?