Expertise.com

Best Financial Advisors in Flint

2024

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls
Financial Advisors FAQs 〉

Providers

Last updated:

Website
5225 E. Cook Rd., Grand Blanc, MI 48439
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (18)
Google
5.0 / 5 (8)

Website
5154 Miller Rd Suite G, Flint, MI 48507
  • Estate Planning
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
607 East Second Avenue, Suite 100, Flint, MI 48502
  • Financial Planning
  • Wealth Management
  • Investment Advisor

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
10775 South Saginaw St. Building C, Suite F, Grand Blanc, MI 48439
  • Financial Planning

Why choose this provider?

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.

Reputation:

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.
4.6

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
522 South Main Street, Frankenmuth, MI 48734
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
105 E. 2nd Street, Unit O, Davison, MI 48423
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
8305 S. Saginaw St., Suite #2, Grand Blanc, MI 48439
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (14)
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5206 Gateway Centre, Suite 300, Flint, MI 48507
  • Estate Planning

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
5405 Gateway Centre Drive, Suite A, Flint, MI 48507
  • Financial Planning

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What are the advantages of a comprehensive financial planning process for the residents of Flint?

    Implementing a comprehensive financial planning process brings several advantages for individuals in Flint, enabling them to reach their financial objectives and ensure a stable financial future. This process is forward-looking, encompassing various financial goals. Moreover, it involves meticulously evaluating tax, financial, and estate documents. It also covers the consolidation of diverse financial assets, all under the guidance of expert financial advisors.

  • Should the financial advisors of Flint residents be fiduciaries?

    Yes, because of the possibility that certain advisors in Flint might prioritize promoting products or services that result in the highest commission for themselves without considering what is truly in the best interest of their clients. When financial advisors operate as fiduciaries, they are legally bound to make decisions that are most beneficial for their client's financial well-being, even if it means earning lower commissions or fees in the process.

  • How are financial advisors compensated in Flint?

    Financial advisors catering to Flint residents have the flexibility of being remunerated through diverse methods, including compensation through investment advisory accounts, invoicing or debiting directly from the client's bank accounts and earning commissions. Clients, in turn, have the freedom to engage advisors based on an hourly rate, for specific financial planning projects, or on a retainer basis. Additionally, clients can conveniently pay for the services rendered either by writing a check or by authorizing deductions from their bank accounts.

  • What makes Flint the top choice for financial advising?

    Amidst the economic challenges that the city of Flint has encountered in recent years, financial advising proves to be a valuable asset. Expert financial advisors bring a plethora of services to the table, spanning from investment management to comprehensive retirement planning. Their profound comprehension of Flint's distinct financial environment empowers them to deliver tailored solutions that perfectly align with their client's requirements.

  • How are Flint residents protected against fraud when dealing with financial advisors?

    By engaging financial advisors who utilize third-party custodians to handle asset custody, Flint residents can effectively protect themselves against fraud. These custodians are carefully selected after undergoing a stringent vetting process from a pool of potential providers. Consequently, fiduciary advisors aim to ensure a transparent and trustworthy approach to managing clients' assets, as they are not motivated by incentives.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.