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Financial Advisors in Jackson, Michigan (Jackson County)

Shotwell Rutter Baer
26 miles from Jackson, MI

Elizabeth Baer, BA, CFP
Independent Registered Investment Advisory firm serving clients throughout Michigan with offices in Lansing, Ann Arbor, Cheboygan and Traverse City. Two CFP Professionals with expertise in every 'age' of financial circumstanc... See More

Retirement Income Solutions, Inc.
26 miles from Jackson, MI

Todd Kephart, CFP, MBA
RIS's eight advisors have over 120 combined years of investment and planning experience and we now manage over $1.5 Billion for more than 1,100 clients, half of whom work at the University of Michigan or Eastern Michigan where ... See More

Laurie Stegenga, AIF, CFP, CPA/PFS
Foresight Capital Management Advisors is an independent fee-only registered investment advisory firm that focuses on individual wealth management, corporate 401(k), and 403(b) retirement plan services. Our team, of ... See More

IAM Financial, LLC
34 miles from Jackson, MI

Richard Feight, CFP, EA
IAM Financial is a low cost, fee-only financial planning and investment management firm dedicated to helping clients organize their finances so that they can retire on time. We do this by helping clients use simple, fundamenta... See More

Wolakota, LLC
38 miles from Jackson, MI

Michael Rudy, CFP, EA, MA, MBA
Money and one's emotional life are intimately linked. Our work is holistic: we will cunch the numbers and provide the useful financial information with the best of the NAPFA firms AND we will address the emotional side... See More

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when ... See More

Highlights: Retirement Planning, Wealth Management, Investment Management, Advisory And Investment Management, Retirement Income Planning, Investment Services, Mutual Funds, IRA, 401k Rollover, Stocks, Professional Wealth Management, Rollover Of 401k Or IRA
AMDG Financial
43 miles from Jackson, MI

We integrate tax, financial and investment strategy for families and small businesses. We relate best to people with whom we share the strongest values. A fiduciary duty is the highest standard of care at either ... See More

StraitGate Financial
45 miles from Jackson, MI

Keith Southwick, CFP, ChFC, CLU
Our mission is to help people to make smart choices while preparing for and entering retirement. To do so, our firm, StraitGate Financial LLC, offers two different planning options from which to choose from based on yo... See More

Creative Financial Design
57 miles from Jackson, MI

Ted Feight, CFP
We are committed to earning customer loyalty by providing them with the highest quality personal financial planning and wealth management services, while reducing their costs and improving their outcomes.
Advisors work with 50 to 6... See More

Northern Financial Advisors, Inc.
62 miles from Jackson, MI

Richard Salmen, CFA, CFP, CTFA, EA, MBA
Our goal is to remove financial obstacles to help you lead a great life. Our approach to financial planning is to focus on the process rather than the product. We have structured our fee to be an open-ended r... See More

Core Financial Planning, LLC
62 miles from Jackson, MI

Howard Bayliss, CFP, CRPC
Thank you for this opportunity to introduce my firm to you. Hiring a financial planner is an important decision in your life and must be built on a foundation of trust. We seek to build life-long relationships with our clien... See More

Docsa Capital Management, Inc.
63 miles from Jackson, MI

Sophit Lee, CFP
We are a Registered Investment Advisor firm in the States of Michigan and California. Our primary goal is to assist you in your efforts to attain your major life goals and aspirations. We do this by taking a proactive, integrative a... See More

VisionQuest Financial Planning LLC
67 miles from Jackson, MI

Warren McIntyre, CFP, MBA
VisionQuest Financial Planning LLC delivers financial planning and investment management services the way you want. We provide as little or as much help as you need, and we have no account minimums or income requirements to... See More

Chessie Advisors, LLC
69 miles from Jackson, MI

Erik Klumpp, CFP
Chessie Advisors, LLC is a financial planning and investment management firm specializing in providing independent, objective advice to teachers, engineers, and young professionals. Based in Rochester Hills, Michigan, we serve client... See More

Olympia Ridge, LLC.
69 miles from Jackson, MI

Scott Smith, CFP
Olympia Ridge, LLC (Olympia Ridge - Personal Financial Advisers) is a Registered Investment Advisor providing holistic financial planning services. Olympia Ridge uses a fee-only compensation model.
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