Best Financial Advisors in Saginaw, MI

The highest-rated Financial Planning & Wealth Management companies out of 153 vetted & reviewed in the Saginaw area.

Zimmer & Associates

Zimmer & Associates

(31)
Group Benefits (Employee Benefits), Health Insurance and Medicare, Life Insurance and Long Term Care
“We are happy with their quick and streamlined process for re-enrollment and how they simplify all the information so we can easily understand exactly what we are getting.”
Free Initial Consultation
In Business Since 2016
9839 Saginaw St, Reese, MI 48757
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Mosley Consulting

Mosley Consulting

(22)
P.o.p, Capability Statement, Services
“Him and his team are very tuned into our needs and work with us for our financial freedom and our everyday life needs such as estate planning and small business coaching etc.”
In Business Since 2018
615 Saginaw St, Flint, MI
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Looby Baumgarten

Looby Baumgarten

(4)
“Looby Baumgarten just the best service you can get !!!”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2012
Free Initial Consultation
5525 N Colony Dr, Saginaw, MI
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Law Office of Jerry Reif

Law Office of Jerry Reif

(3)
Elder Law, Medicaid, & Veterans Aid, Trust Administration, Family Owned Businesses and Farms
“Awesome lawyer”
Family Business
Free Initial Consultation
In Business Since 1995
3262 Cabaret Trail S #208, Saginaw, MI
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DBS Investment Advisers

DBS Investment Advisers

(1)
Retirement Services, 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
6006 Westside Saginaw Rd, Bay City, MI 48706
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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

(1)
Estate Planning, Retirement Planning, Retirement Savings Plans
“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 1990
5982 Westside Saginaw Rd, Bay City, MI 48706
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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 2008
3737 Fortune Blvd, Saginaw, 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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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

Retirement Planning, 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...”
Accepts Check, No credit cards
Licensed
In Business Since 1988
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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Great Lakes Investment Advisors

Great Lakes Investment Advisors

Income Planning, Generational Vault, Asset Allocation & Risk
“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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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 1992
3772 Fashion Square Blvd, Saginaw, MI
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Reitz Capital Advisors

Reitz Capital Advisors

(5)
“Marsha Woodbridge is our specific counselor and she has been very professional and forthwith in her assistance.”
Family Business
In Business Since 2010
Serving Saginaw Area
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Tri-Star Trust

Tri-Star Trust

(1)
Non-Profits, Financial Planning, Wealth Management
“Excellent reputation and solid advice.”
Coupons & Offers
Transparent Fees & Pricing
In Business Since 2000
200 E Main St #100, Midland, 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 Saginaw 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 Saginaw Area
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Benjamin F. Edwards & Co.

Benjamin F. Edwards & Co.

Tell A Friend, Community, The Firm
“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 2022
120 McDonald St, Midland, MI
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Richmark Private Wealth Management

Richmark Private Wealth Management

Strategic Partnerships, Planning Services, Blog
“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 Saginaw Area
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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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Gavin Financial Group

Gavin Financial Group

Accepts Check, No credit cards
In Business Since 1997
2401 Eastlawn Dr, Midland, MI
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Retirement Planning and Investment Management Services in Saginaw, MI Cost Estimates

Minimum cost
$1013
Maximum cost
$8603
National Average
$3037
Avg Per Hour Rates
$304
$2025
$5567
Typical price range is based on 377 cost profiles
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Average Cost $3037
Minimum cost $1013
Maximum cost $8603
Avg Per Hour Rates $304

Typical range $2025 to $5567 is based on 377 cost profiles.

Why these companies made our list

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