Best Financial Advisors in Flint, MI

Rummel Wealth Management is a full-service financial advisory company that serves clients in Flint. The firm offers financial guidance to individuals and families to help them plan for the future. Its financial advisors focus on budgeting and cash flow management, investment strategies, financial planning, and risk management. The team also handles insurance management, tax planning, and retirement and estate planning. Ed Foltz, the firm's current president, has over 20 years of experience in personal and business financial planning.

Mainstay Capital Management LLC is a firm that operates in the Flint metro. The financial company educates people about their financial fixtures involving retirement planning, financial planning, and investment management. It holds seminars that help clients optimize their strategies toward investment. It provides quarterly statements showing account balances and asset allocation. The firm has been featured in publications such as CNN, Bloomberg, and FOX Business. It was recognized as one of Forbes 2021 Top 250 Wealth Advisors.

Financial Strategies Group, Inc. helps clients in Flint protect and prepare for their financial future. The firm's financial specialists have over 75 years of combined experience and hold five Chartered Financial Consultant and Financial Planner designations. They typically work with various clients, including business owners, families, retirees, and young professionals. They adopt a holistic approach to devise a strategy for dealing with life's expected and unexpected events. The team specializes in retirement, tax strategy, investment, estate, and insurance planning.

Grand Capital Advisors is located in Grand Blanc and offers financial planning options for clients in Flint. It employs a team of charterholders and Certified Financial Planners to assist incoming retirees and families. The team can help clients assess key financial goals, such as family support and legacy donations. It then reviews clients' current investments and income to recommend ways to allocate money into savings or higher profit stocks. The firm uses exchange-traded funds from investment companies like Vanguard and Blackrock.

Acorn Wealth Advisors is an independent financial advisory firm that serves Flint and nearby areas. In over eight decades of collective experience, the team has worked with a range of clients, including small business owners, retirees, and professionals. Its services cover custom portfolios, wealth management, and retirement planning. Co-founder and private wealth advisor Steve Bliss—who holds the Advanced Portfolio Management Advisor and Certified Financial Planner designations—draws on his thirty years of experience in the financial industry when handling estate planning and tax-friendly retirement distributions.

Bridge Wealth Management provides a comprehensive range of financial planning services to individuals and families in Flint and the surrounding areas. Led by Alex Lebron, a Certified Financial Planner (CFP) with more than 25 years of experience in the financial industry, the firm provides advice on investment management, retirement income strategies, IRA legacy planning, insurance plans, and asset protection strategies. In addition to his CFP designation, Alex also holds several insurance licenses.

Stephens Wealth Management Group offers financial advice to new investors, affluent families, and business owners in Flint and the surrounding areas. Its services include tax planning and cash management, investment management, business planning, estate planning, and retirement planning. Stephens Wealth Management Group also serves clients out of its office in Florida. Sherri Stephens, president of the company, was named by Forbes as one of the top women wealth advisors of 2021 and best-in-state wealth advisors for the fourth consecutive year.

OLV Investment Group provides financial advisory services to Flint and the surrounding areas. It focuses on helping individuals prepare for their current or future income and expenses by establishing financial plans. It also guides them in managing their wealth and retirement funds to meet their needs and goals. In addition to financial planning, the company assists clients who wish to protect and improve their investment funds. Its CEO, Sonya LaGore, holds Series 7 and 66 securities licenses.

J Wilson Wealth Management provides an array of financial-related services in the Flint metro and nearby areas. It accommodates individuals and families who need comprehensive financial planning solutions. The full-service company deals with succession, estate, retirement, tax, and education planning. It also creates mortgage and debt strategies and offers home, life, disability, umbrella, and long-term care insurance coverages. Founder Jeremy Wilson is a CFP. He has been in the financial services industry for nearly 10 years.