Midland, MI

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Midland, MI
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Best Financial Advisors in Midland, MI

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

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Tammy Claramunt-Kibbe Financial Advisor

Tammy Claramunt-Kibbe Financial Advisor

(1)
“Competent and caring.”
Transparent Fees & Pricing
In Business Since 1998
Remote Consultations Available
Coupons & Offers
401 E Midland St, Bay City, MI 48706
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Reitz Capital Advisors

Reitz Capital Advisors

(4)
“Mark keeps us informed, is pro-active on tax planning issues and responds quickly to our questions and concerns.”
Family Business
In Business Since 2010
5786 Midland Rd, Freeland, MI 48623
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Scott Strouse, Nmls 161276, Cardinal Financial

Scott Strouse, Nmls 161276, Cardinal Financial

(3)
“Walked me through the entire process and gave me a light and the end of the tunnel when other places were turning me down.”
In Business Since 2021
214 W Wackerly St #200, Midland, MI
FAQs
What are points?
A point (also called discount point) is a percentage of the loan amount. One point equals 1% of the loan. That means one point on a $100,000 loan is equal to $1,000. Points are fees a borrower can pay the lender at closing to buy down the mortgage interest rate.
Should I pay points to lower my interest rate?
Yes, if you can afford it and if you plan to stay in your home for a least a few years. Paying points to buy down your interest rate is a viable way to lower your monthly payment and possibly increase the loan amount that you can afford to borrow. However, if you only plan to stay in your home for two years or less, your monthly savings may not be enough to recoup the cost of the points you paid up front. This is a good subject to talk about with your loan officer and your financial advisor before making a decision.
What is a mortgage note?
A mortgage note is a contract or agreement for your loan that includes the terms of your loan, such as loan amount, interest rate, term, repayment, late fees, and other penalties.
This information can be found on the FAQ page on our website.
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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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RFM Financial Solutions

RFM Financial Solutions

Financial Planning, Investment Portfolio Management, Company Retirement Plans
“Carefully crafting customized diversified investment plans for every client to achieve an appropriate balance considering the individual risk tolerance, liquidity need, and short and long-term goals.”
Licensed
In Business Since 1956
1515 Commerce Dr # C, Midland, MI
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Benjamin F. Edwards & Co.

Benjamin F. Edwards & Co.

Community, The Firm, Tell A Friend
“This article looks at why the dollar is surging and how the strong dollar may affect U.S. consumers, businesses, and the broader economy.”
Transparent Fees & Pricing
In Business Since 2021
120 McDonald St, Midland, 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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Upstream Investment Partners

Upstream Investment Partners

Useful Links
“Thank you for visiting and we hope you'll take a moment to give us some feedback on this new web site. Senior Financial Advisor Luke Russell and the Upstream Investment Partners team created this web site to help you gain a better understanding of th...”
In Business Since 2016
4015 Jefferson Ave, 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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Gavin & Associates

Gavin & Associates

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 Check, No credit cards
In Business Since 1998
Family Business
2401 Eastlawn 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
Family Business
5915 Eastman Ave #100, Midland, MI
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Looby Baumgarten

Looby Baumgarten

(3)
“Looby Baumgarten just the best service you can get !!!”
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

(2)
Protecting the Family Farm, Trust Administration, Estate Planning
“Awesome lawyer”
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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Maier & Associates Financial Group

Maier & Associates Financial Group

Small Business Owner Strategies, Retirement Planning, Wealth Management
“Welcome, we are Maier & Associates, a financial team in Bay City, MI. We understand that individuals face unique challenges as they build wealth and plan for the future. We can help take the mystery out of preparing for today and tomorrow. Whether yo...”
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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Dental Business Services

Dental Business Services

(1)
“They not only give excellent accounting advise, they help you grow your business by comparing your expenses with the industry averages.”
Accepts All Major Credit Cards
In Business Since 1993
Serving Midland Area
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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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Team Holly CPA & Co

Team Holly CPA & Co

(1)
A La Carte Services, Payroll Services, Business Services
“I would recommend for small business accounting services.”
In Business Since 2013
Serving Midland Area
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Gardey Financial Advisors

Gardey Financial Advisors

Retirement Planning, Wealth Management Service, How We Are Paid
“Backed by more than three decades of industry experience, our team of Registered Investment Advisors have just one collective goal - to always hold your financial needs and desires as our highest priority. Acting as your personal Fiduciary, we proudl...”
Licensed
In Business Since 1987
Accepts Check, No credit cards
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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Abbs Retirement Planning Advisors

Abbs Retirement Planning Advisors

Tax Planning, Retirement Planning, Financial Planning
“The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helpi...”
In Business Since 1991
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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Richmark Private Wealth Management

Richmark Private Wealth Management

Strategic Partnerships, Planning Services
“RichMark Private Wealth Management was founded in 2008. The company was named after founders, Rich Marotzke and Mark VanVoorhees. Rich and Mark always believed they were coaching their clients in every aspect of wealth and life, inspiring them to lea...”
In Business Since 2011
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.

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