Best Financial Advisors in Midland, MI

The highest-rated Financial Planning & Wealth Management companies out of 187 vetted & reviewed in the Midland area.

RFM Group

RFM Group

(1)
Rob Burgan, John Goggan, Aaron Harter
“We recommend their service to anyone looking for a tax accounting firm like Robert F, Murray & Company, P.”
Licensed
In Business Since 1956
1515 Commerce Dr # C, Midland, MI
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Reitz Capital Advisors

Reitz Capital Advisors

(5)
“Mark always has time for you and most times reaches out to us before we reach out to him.”
Family Business
In Business Since 2010
5786 Midland Rd, Freeland, MI 48623
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Tri-Star Trust

Tri-Star Trust

(1)
Testimonials, Financial Planning, Wealth Management
“Excellent reputation and solid advice.”
Transparent Fees & Pricing
In Business Since 2000
Coupons & Offers
200 E Main St #100, Midland, MI
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Boehler+stedry Financial Advisors

Boehler+stedry Financial Advisors

(1)
“Professional team and very helpful.”
Transparent Fees & Pricing
In Business Since 2022
1516 Midland Rd, Saginaw, MI
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Great Lakes Investment Advisors

Great Lakes Investment Advisors

Generational Vault, Asset Allocation & Risk, Income Planning
“Great Lakes Investment Advisors, Inc. is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.”
In Business Since 2007
135 N Saginaw Rd, Midland, MI
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Benjamin F. Edwards & Co.

Benjamin F. Edwards & Co.

Community, The Firm, Tell A Friend
“With inflation cutting into consumers' purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.”
In Business Since 2019
120 McDonald St, Midland, MI
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Halcyon Financial Group

Halcyon Financial Group

“With offices located in Grand Rapids and Midland, Michigan, our professionals provide Independent Financial Advisory Services to clients across the U.S. We take pride in our independence which gives us the ability to offer a variety of products and s...”
In Business Since 2012
2820 Jefferson Ave, Midland, MI
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Upstream Investment Partners

Upstream Investment Partners

“Our philosophy revolves around understanding that true financial success is about creating a roadmap for your entire financial future. From taxes and retirement plans to estate plans and beyond, we provide advice that considers your dreams and goals.”
In Business Since 2016
203 Dartmouth Dr, Midland, MI
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Steve Branigan, Nmls: 161997, First Community Mortgage

Steve Branigan, Nmls: 161997, First Community Mortgage

“Download our Go FCM app for 24/7 service. Apply for your loan, securely upload documents, calculate payments, receive real time status updates, and so much more!”
Offers Financing Options
In Business Since 2002
2931 Manor Dr, Midland, MI
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AHP Financial Services

AHP Financial Services

Services, Services
“Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we're here to provide you with personalized financial...”
Accepts All Major Credit Cards
In Business Since 2002
5915 Eastman Ave #100, Midland, MI
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Gavin Financial Group

Gavin Financial Group

Accepts Check, No credit cards
In Business Since 1997
2401 Eastlawn Dr, Midland, MI
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Looby Baumgarten

Looby Baumgarten

(4)
“Bob Looby is very knowledgeable and relates what is needed in layman terms.”
Transparent Fees & Pricing
In Business Since 2012
Offers Financing Options
Free Initial Consultation
5525 N Colony Dr, Saginaw, MI
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Law Office of Jerry Reif

Law Office of Jerry Reif

(3)
Protecting the Family Farm, Trust Administration, Estate Planning
“And always I'm up on the latest procedures.”
Free Initial Consultation
In Business Since 1992
Family Business
3262 Cabaret Trail S #208, Saginaw, MI
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Great Lakes Retirement Solutions

Great Lakes Retirement Solutions

(1)
Tell A Friend, Featured Links
“Great business, trustworthy”
Free Initial Consultation
In Business Since 2013
2135 N Center Rd, Saginaw, MI
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DBS Investment Advisers

DBS Investment Advisers

(1)
Investment Management, Financial Planning, Debt Reduction Strategies
“They not only give excellent accounting advise, they help you grow your business by comparing your expenses with the industry averages.”
Free Initial Consultation
In Business Since 2011
Serving Midland Area
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Maier & Associates Financial Group

Maier & Associates Financial Group

(1)
Small Business Owner Strategies, Retirement Planning, Wealth Management
“I have been doing business here for many years, there is one word that describes this business and it's associates, "Trust".”
Accepts All Major Credit Cards
In Business Since 1989
Serving Midland Area
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Arner Investment Management

Arner Investment Management

“Arner Investment Management (AIM) is excited to join the RWS family! From our inception at AIM, we have always shared the RWS philosophy about customer care, financial literacy, and helping clients achieve their goals of financial security. In joinin...”
Family Business
In Business Since 2014
4600 Fashion Square Blvd Suite 110, Saginaw, MI
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Graczyk-Dijak Financial Group

Graczyk-Dijak Financial Group

(1)
“These guys are amazing!!!!!”
In Business Since 2009
3737 Fortune Blvd, Saginaw, MI
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Bluewater Angels

Bluewater Angels

(2)
“Excellent organization.”
In Business Since 2008
1320 N Michigan Ave, Saginaw, MI
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Gardey Financial Advisors

Gardey Financial Advisors

Tax Minimization, Investment Management, Financial Planning
“Finances affect nearly every part of our lives, from how we feel, to how we can support those we love, and what we can accomplish. Having the opportunity to make a difference in your life is why we enjoy our work so much. But it also means the guidan...”
Licensed
In Business Since 1987
Accepts Check, No credit cards
Transparent Fees & Pricing
100 Harrow Ln, Saginaw, MI
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Vantagepointe Financial Group

Vantagepointe Financial Group

“My commitment is providing inclusive financial strategies to my clients while educating them to help give a better understanding of the rationale behind setting financial goals and preparing for the future. On a daily basis, I strive to assist each p...”
Licensed
18++ Years Experience
3875 Bay Rd #1e, Saginaw, MI
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Carson Wealth

Carson Wealth

Financial Planning
“Whether you're confident in your ability to generate income for another 20, 30 or more years in retirement, or have concerns about how long your income may last, this guide can provide you with a better understanding of how to minimize the financial ...”
In Business Since 1993
3772 Fashion Square Blvd, Saginaw, MI
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Brown Financial

Brown Financial

(1)
“You will not find an advisor that will work harder for you or help you make a plan quite like Nate does!”
9+ Years Experience
Serving Midland Area
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Crawford Tim CPA

Crawford Tim CPA

(1)
“He is extremely knowledgeable and responsive.”
CPA Certified
In Business Since 2002
Serving Midland Area
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Retirement Planning and Investment Management Services in Midland, MI Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 293 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Average range $2000 to $5500 is based on 293 cost profiles.

Why these companies made our list

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