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1. www.wiseradvisor.com › financial-advisors › michiganBest Financial Advisors in Michigan | WiserAdvisor.com

   www.wiseradvisor.com › financial-advisors › michigan

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   Sep 25, 2024 · WiserAdvisor can help you connect with a trusted financial advisor who understands Michigan's complex financial landscape and can provide tailored advice on investment strategies, retirement planning, wealth management, estate planning, and more.

   • A financial advisor in Michigan can help you prepare for retirement by creating a comprehensive financial plan that takes into account your current...
   • Yes, a financial advisor in Michigan can help you with estate planning by creating a plan that outlines how your assets will be distributed after y...
   • Knowing if you need a financial advisor depends on your circumstances and goals. If you lack time or knowledge to manage finances and investments e...
   • During your first meeting with a financial advisor, you can expect a discussion about your financial goals, current financial situation, and risk t...
   • To find a qualified financial advisor in Michigan, it is important to first determine the type of advisor that suits your financial goals. Consider...
   • Financial advisors in Michigan work with clients of various ages and income levels, from young professionals just starting out to retirees looking...

2. drakeandassociates.netRetirement Financial Planning & Wealth Management | Drake ...

   drakeandassociates.net

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   Sep 24, 2024 · Led by experienced advisors, Drake & Associates specializes in retirement wealth management & financial planning. Learn more about our holistic approach.

3. www.captrust.com › about-us › our-peopleJustin Cohen | Retirement Plan Advisor Grand Rapids MI

   www.captrust.com › about-us › our-people

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   Sep 18, 2024 · Justin Cohen is an institutional retirement plan advisor based in Grand Rapids, MI. Justin joined CAPTRUST in 2020 through an acquisition of Plante Moran’s retirement plan advisory practice, where he served as an advisor within the firm’s Institutional Investment Advisory practice.

   • Occupation: Financial Advisor | Relationship Manager

4. www.legacygr.comGrand Rapids, MI Wealth Management - Legacy Trust

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   Sep 25, 2024 · If you’re already retired, Legacy Trust can help solidify your generational wealth transfer strategies and actively manage the risk in your portfolio through wealth and investment management, estate planning, insurance needs for medical care and other support services.

5. www.captrust.com › about-us › our-peopleDori Drayton | Retirement Plan Advisor Grand Rapids MI - CAPTRUST

   www.captrust.com › about-us › our-people

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   Sep 10, 2024 · Dori Drayton is an institutional retirement plan advisor based in Grand Rapids, MI. Dori joined CAPTRUST in 2020 through an acquisition of Plante Moran’s retirement plan advisory practice where she served as partner and leader of the firm’s practice.

   • Occupation: Principal, Financial Advisor

6. www.expertise.com › finance › financial-advisors15 Best Livonia, MI Financial Advisors - Expertise.com

   www.expertise.com › finance › financial-advisors

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   3 days ago · The firm's financial advisors have 80 years of combined experience assisting clients in planning and implementing strategies designed to elevate assets and investments. They also handle retirement, life insurance, asset protection, wealth accumulation, and tax planning matters.

7. www.wiseradvisor.com › financial-advisors › michiganBest Financial Advisors in Battle Creek, Michigan ...

   www.wiseradvisor.com › financial-advisors › michigan

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   Sep 20, 2024 · Find the best financial advisor in Battle Creek, MI. Our Financial planners offer a wide range of services including Retirement planning, Estate Planning, Education Planning, and Wealth/Portfolio Management.