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Laurels

Best Financial Advisors in Ann Arbor
2022

We scored 30 Financial Advisors in Ann Arbor, MI and Picked the Top 4

Here are the Picks:

Arbor Financial

Pollock Investment Advisors LLC

Stonepath Wealth Management

Vintage Financial Services, LLC

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Ann Arbor Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 30 19 4

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Arbor Financial

  • Estate Planning
  • Retirement Planning

Arbor Financial, a firm located in Ann Arbor, offers investment guidance and financial planning services. It advises clients about investments such as stocks, treasuries, commodities, and real estate. The firm also provides integrated financial planning services such as risk management, tax preparation and planning, portfolio services, retirement planning, and education funding. Arbor Financial is a member of the National Association of Personal Financial Advisors. Its founder, Savvas Giannakopoulos founded the firm in 1990. He is an Enrolled Agent and a Certified Financial Planner.

Click to Call

116 East Washington Street
Ann Arbor, MI 48104

Website

(734) 761-6626 Website

Reputation:A+

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.3 / 5 (Better)

Total Reviews:

155 (Best)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Pollock Investment Advisors LLC

  • Retirement Planning
  • Certified Financial Planner (CFP)

Pollock Investment Advisors LLC offers financial planning and investment management services to the community of Ann Arbor. The independent and employee-owned firm assists its clients with their cash flow analysis, college and retirement savings, and debt management. In addition, it guides them in long-term investment goals of personal and trust assets, IRAs, and company stock options. The company further demonstrates its philanthropic commitment to the local residents via its support of various non-profit organizations like C.S. Mott Children’s Hospital, Ann Arbor Shelter Association, and Arbor Hospice.

Click to Call

412 East Huron
Ann Arbor, MI 48104

Website

(734) 929-2520 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Stonepath Wealth Management

  • Insurance Products
  • Retirement Planning
  • Certified Financial Planner (CFP)
  • Tax Preparation

Stonepath Wealth Management is an independent financial services firm that serves individuals in Ann Arbor and neighboring areas. With backgrounds in finance and accounting, its team of financial advisors handles all aspects of wealth management, including financial planning, retirement planning, investment management, insurance plans, and education savings plans. In the financial planning industry for over 30 years, Emily Bowen, one of the firm's financial advisors, is a Certified Financial Planner and a member of Green America and US SIF.

Click to Call

1925 Pauline Blvd. Ste A.
Ann Arbor, MI 48103

Website

(734) 369-8143 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.7 / 5 (Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Vintage Financial Services, LLC

  • Certified Financial Planner (CFP)

Based in Ann Arbor, Vintage Financial Services, LLC, offers financial planning, investment management, and tax preparation services to clients throughout the country. Founded in 1985, the firm oversees more than $650 million worth of assets for its clients. Its senior financial advisors have either CFP or CPA designations. They also focus on various concerns such as education funding, retirement planning, and insurance. The firm's founder, Frank Moore, has graced Forbes' Best-in-State Wealth Advisors and Barron's Top 1,200 Financial Advisors lists.

Click to Call

2373 Oak Valley Drive
Ann Arbor, MI 48103

Website

(800) 666-9237 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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