The highest-rated Financial Planning & Wealth Management companies out of 109 vetted & reviewed in the Lansing area.
Learn how we score.
Prominent finalists A-Z in Lansing
Blue Diamond Financial Solutions
Craig Miller Financial Services
Fairhaven Financial Advisory Corporation
Financial Independents
Financialmd
Flynn Wealth Partners
Full Circle Financial Planning
Greene Wealth Management
H J Umbaugh Associates
Kent Ballard – Raymond James
Managed Money Conceps
Michigan Money Management
Nick Nauta Financial
Pohl & Associates
Raymond James
Richards & Cady Wealth Advisors
Shotwell Rutter Baer
Smalley Investments
Sutton Advisors, PLC
Synergy Financial Group
TB Financial Services
The Krol Law Firm
Washington Avenue Advisors
Wealth Management Institute
View Profile
The Krol Law Firm
(2)
Repossessions, Foreclosures, Bill Paying
“Best in Lansing, super nice and supportive staff”
i
View Profile
Wealth Management Institute
(3)
Retirement
Tax
Financial Advisor
“I would highly recommend Frank to those looking for objective, independent, and thoughtful assistance with their financial planning and wealth management challenges.”
i
View Profile
Synergy Financial Group
(2)
Generational Vault, Social Security & Portfolio Analysis Review, Wealth Management
“Trust worthy and honest.”
i
View Profile
Sutton Advisors, PLC
(1)
“Wants a trustworthy totally honest and a completely”
“Nick Pope is very knowledgeable and informed about market shifts and especially tax implications.”
i
View Profile
Full Circle Financial Planning
(2)
“They respond quickly to your questions, offer customized advice and a personal touch.”
i
View Profile
Financial Independents
(1)
“Amazing retirement planners!”
i
View Profile
Kent Ballard - Raymond James
(2)
Services, Services
“Absolutely love the team at Raymond James!”
i
View Profile
Raymond James
Services, Services
“We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investme...”
i
View Profile
Financialmd
(3)
Retirement
“He doesn't try to oversell products and he is willing to seek out answers to questions even if they aren't within his scope.”
i
View Profile
Fairhaven Financial Advisory Corporation
(2)
“Let them help you prepare for retirement!”
i
View Profile
Michigan Money Management
(1)
“Nate takes his time to listen and understand your plans and goals and tailors a plan to best fit your needs.”
i
View Profile
Greene Wealth Management
(1)
“He educated us about the Trust's investments and our options going forward, then executed our decisions very efficiently.”
i
View Profile
Pohl & Associates
“You may no longer earn a paycheck, but your assets can still work for you-Invest your retirement principal, anticipate retirement expenses, and prepare your financial legacy. Learn how to distribute and use your retirement investments, life insurance...”
i
View Profile
Flynn Wealth Partners
(2)
“Friendly staff”
i
View Profile
Blue Diamond Financial Solutions
Financial Coaching, Financial Assessment, Life Insurance
“With over 35 years of experience helping thousands of families with their finances, there are few situations that we have not dealt with. Regardless of your situation, whether you are struggling to make ends meet or have millions, we have found that ...”
i
View Profile
Nick Nauta Financial
(2)
“He assisted me making many financial decisions regarding investments.”
i
View Profile
Craig Miller Financial Services
(1)
“We feel very comfortable with his direction and assistance with our finances.”
i
View Profile
Shotwell Rutter Baer
“Join us at the “kitchen table” as we help you cut through the complexity of your financial lives with practical and uncomplicated financial planning and investment advice. We are devoted to you by a strict fiduciary duty, using our knowledge and expe...”
i
View Profile
Managed Money Conceps
“It can be incredibly overwhelming to navigate the world of financial planning and investing. Without trusted guidance and easy-to-understand advice, it's hard to feel confident in your financial future. We are Ataraxis Wealth Management, LLC and we s...”
i
View Profile
H J Umbaugh Associates
“Baker Tilly Advisory Group, LP and Baker Tilly US, LLP are independent members of Baker Tilly International. Baker Tilly International Limited is an English company. Baker Tilly International provides no professional services to clients. Each member ...”
i
View Profile
TB Financial Services
“If you're doing your own taxes, you might be missing out on thousands of dollars in potential savings. At Trailblazing Tax Solutions, our affordable services are a fraction of the deductions you could be missing. Let us handle your taxes, so you don'...”
i
Retirement Planning and Investment Management Services in Lansing, MI Cost Estimates