Ann Arbor, MI

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Ann Arbor, MI
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Best Financial Advisors in Ann Arbor, MI

Handpicked from 123 vetted & reviewed Financial Planning & Wealth Management firms in the Ann Arbor area, discover the top 5 leading options among the selected group of 24 finalists.

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AG Wealth Management

AG Wealth Management

(7)
“Asad is an excellent, trustworthy financial advisor who really takes the time to look into your unique life situation and provide a personalized financial plan that makes sense for your situation.”
In Business Since 2017
Transparent Fees & Pricing
455 E Eisenhower Pkwy Suite 300, Ann Arbor, MI
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Wolverine Tax and Financial

Wolverine Tax and Financial

(30)
Tax Services, Wolverine C-Suite Process, Services For Individuals
“In addition to the excellent service and warm, inviting atmosphere, he handled a complicated matter, at least for me, adeptly leaving me assured I made the right choice using Wolverine Tax and Financial.”
In Business Since 2011
Free Initial Consultation
213 W Liberty St Ste 110, Ann Arbor, MI
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Abdul CPA

Abdul CPA

(19)
Quarterly Taxes, Tax Preparation, Entity Formation
“I had a very pleasant experience with Afnan, very knowledgeable, she explained everything in full detail and made sure to answer all my questions, made my tax process very simple, she is also very kind and friendly, highly recommend her .”
In Business Since 2019
Remote Consultations Available
carpenter RD. Proffessional Building, 2512 Carpenter Rd Suite 202B 2nd Floor, Ann Arbor, MI
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Timothy Roberts & Associates

Timothy Roberts & Associates

(5)
  • Tax
“They were able to exam and prepare multiple years of taxes in just one visit Their level of professionalism and expertise gave me the support I needed to successfully address my tax care needs.”
In Business Since 2020
Licensed, BBB Rating: A+
2750 Carpenter Rd Suite 7, Ann Arbor, MI
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Susan Heren Ann Arbor Mortgage Lender

Susan Heren Ann Arbor Mortgage Lender

(18)
  • Buyer
  • Home
  • Team
“Susan was extremely professional, but it was her friendly personality inserted at every step of the entire process which made it fun to work with her.”
In Business Since 2018
455 E Eisenhower Pkwy Suite 300, Unit 124, Ann Arbor, MI
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
98.6 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Advanced Wealth Strategies

Advanced Wealth Strategies

(12)
Investment, Useful Links, Retirement
“They take a thorough objective look at your finances, goals and dreams, and give you clear and honest guidance in the best next steps toward achieving all of your goals and dreams.”
In Business Since 2018
3005 Boardwalk Dr Suite 101 Suite 302, Ann Arbor, MI
FAQs
What is The Advanced Process?
The Advanced Process begins with partnering together to help establish your specific goals and objectives. Next, we help you understand your current situation by organizing what you currently have going towards these goals. Once we know where you are and where you want to be, we create a personalized plan designed to help reach your goals. Our holistic approach provides clients with a high-level overview of how all the pieces come together.
Why should I use a professional vs. doing it myself?
We believe that not only do we help our clients develop, design and defend their financial plan, but we also help you make better financial decisions. Through education and navigation, we strive to bring value to your life with more than just investments. Other areas we assist our clients on include adequate protection, cash planning, education planning, estate planning, and tax planning.
Do you work with clients that aren't employed by non-profits?
Yes. Although we specialize in working with those employed by hospitals, universities, and K-12 schools, we do work with families outside of the non-profit space by referral.
Are You a Fiduciary?
Yes! Advisors at Advanced Wealth Strategies are fiduciaries. The fiduciary duty is the highest standard of care in our industry and our advisors act with undivided loyalty and utmost good faith to our clients. Therefore, it is essential we provide you thorough and accurate information, seek the best execution when placing trades, and take measures to mitigate and disclose conflicts of interest if any.
As a Fiduciary, are you required to have this standard of care at all times?
Yes. At Advanced Wealth Strategies, we started our practices as fiduciaries by choice. As fiduciaries, our advisors are always required to act in the best interest of our clients.
More answers can be found on the FAQ page of our website.
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NHC Financial Accountants Ann Arbor

NHC Financial Accountants Ann Arbor

(4)
Bookkeeping, Financial Planning
“Going above and beyond: Every time I have connected with NHC with questions throughout the year, they have been there for us, with answers and solid direction.”
Accepts All Major Credit Cards
In Business Since 1998
Licensed, BBB Rating: A+
3145 Packard St, Ann Arbor, MI
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Boardwalk Wealth Management

Boardwalk Wealth Management

(8)
“He delivers with humility, compassion, and seriousness with helping you achieve your financial goal!”
In Business Since 2020
Transparent Fees & Pricing
2900 Golfside Rd, Ann Arbor, MI
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Curtis, Bailey, Exelby, & Sposito

Curtis, Bailey, Exelby, & Sposito

(1)
“They are not just accountants and CP As, but trusted advisors in all matters relating to life (personal, financial, business).”
Transparent Fees & Pricing
In Business Since 1960
Accepts All Major Credit Cards
2008 Hogback Rd suite 7, Ann Arbor, MI
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Edwards, Ellis & Associates

Edwards, Ellis & Associates

(1)
• Income Tax Services, • Wealth Management, • Quickbooks™ Consultants
“They have guided me through complicated and stressful tax situations with ease and they made me feel completely sure about the work they were doing on my behalf.”
In Business Since 2012
206 S 4th Ave, Ann Arbor, MI
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Costello Financial Planning

Costello Financial Planning

(1)
“He is also very knowledgeable about estate planning, insurance needs, saving for college, business planning and retirement planning - and he takes a holistic approach to make sure that all of these areas work together.”
In Business Since 2015
Free Initial Consultation
103 E Liberty St #202A, Ann Arbor, MI
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Imber Wealth Advisors

Imber Wealth Advisors

(4)
“Can't go wrong with this group, just tell them what you want to do!”
In Business Since 2014
955 W Eisenhower Cir a, Ann Arbor, MI
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Exchange Capital Management

Exchange Capital Management

Complex Retirement, Cost of Service, Financial Planning
“Exchange Capital Management is a fee-only fiduciary firm obligated to act in your best interest. We wouldn't have it any other way. Rest easy knowing that you have an entire firm looking out for you and your family, allowing you to spend time on what...”
In Business Since 1998
303 Detroit St #203, Ann Arbor, MI
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RFC Financial Planners

RFC Financial Planners

(2)
“I've worked closely with Matt B here for some time, and he's one of the most dependable, helpful, and mission-driven people that I know.”
In Business Since 2008
5263 Plymouth Rd, Ann Arbor, MI
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Shope & Associates

Shope & Associates

(1)
“Our family trusts Shope & Associates for financial planning and recommendations.”
In Business Since 2008
180 Little Lake Dr Suite 2B, Ann Arbor, MI
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Arbor Financial

Arbor Financial

(1)
“He is top 1% smart and has a great way of sifting through the detail to see what is really important.”
In Business Since 1998
116 E Washington St #210, Ann Arbor, MI
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Pollock Investment Advisors

Pollock Investment Advisors

“Pollock Investment Advisors, LLC ("PIA") is an SEC registered investment advisor with its principal place of business in the State of Michigan. PIA is in compliance with the current notice filing requirements imposed upon SEC registered investment ad...”
In Business Since 2010
412 E Huron St, Ann Arbor, MI
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A New Path Financial Services

A New Path Financial Services

Financial Planning, Investments
“Everyone starts from a different place, has unique dreams and has overcome personal hurdles. So it only makes sense that there is no one-size-fits-all financial plan. Whether paying off student loans, buying a home, preparing for time off to start a ...”
In Business Since 2015
3003 Washtenaw Ave, Ann Arbor, MI
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Retirement

Retirement

(2)
Wealth Management, Comprehensive Financial Planning
“Very knowledgeable and super friendly staff.”
In Business Since 2007
Free Initial Consultation
2301 Platt Rd #300, Ann Arbor, MI
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Legacy Wealth Partners

Legacy Wealth Partners

(3)
Socially Responsibile Investing, Financial Planning & Portfolio Mgmt, University Employee Retirement Plan
“For me they focused on retirement planning, but you could also look at products and services for investing, reducing taxes, life, health or long term care insurance and more.”
In Business Since 2016
3053 Miller Rd, Ann Arbor, MI
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Vintage Financial Services

Vintage Financial Services

Tax Preparation, Financial Planning, Investment Management
“And, if you don't want to check the website, that's fine. We're available to meet with you to review your portfolio, how it performed relative to the benchmarks, and update your retirement plan (or spending outlook if you're already retired), net wor...”
In Business Since 1987
2373 Oak Valley Dr #110, Ann Arbor, MI
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CTA & Associates

CTA & Associates

(2)
“I completed my questionnaire and uploaded my tax docs online and within three days CTA & Associates completed my taxes.”
Offers Financing Options
In Business Since 2019
Transparent Fees & Pricing
Free Initial Consultation
1200 Ann Arbor Rd B, Plymouth, MI 48170
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Provizr

Provizr

Education, Investing, Retirement Planning
“Like you, we are passionate about our work and want to be a part of others success without setting up roadblocks. If you are looking for help but not necessarily long term portfolio management, we have developed a unique system to provide professiona...”
In Business Since 2014
Transparent Fees & Pricing
777 E Eisenhower Pkwy #742, Ann Arbor, MI
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Kenetex Wealth Management

Kenetex Wealth Management

Cash Management, Investment Management, Cash Reserves
“Wealth management is every bit as important as the ability to earn or acquire income, as it enables you to meet goals, commitments and unexexpected circumstances when direct income or earnings are insufficient or terminated.”
In Business Since 2012
2311 E Stadium Blvd #214, Ann Arbor, MI
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Retirement Planning and Investment Management Services in Ann Arbor, MI Cost Estimates

Minimum cost
$1185
Maximum cost
$10072
National Average
$3555
Avg Per Hour Rates
$356
$2370
$6518
Typical price range is based on 373 cost profiles
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Average Cost $3555
Minimum cost $1185
Maximum cost $10072
Avg Per Hour Rates $356

Typical range $2370 to $6518 is based on 373 cost profiles.

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Wealth Management Advisors near Ann Arbor

Popular in Ann Arbor

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