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Best Financial Advisors in Flint

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

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.

8305 S. Saginaw St., Suite #2, Grand Blanc, MI 48439
Grand Blanc, MI 48439

Website(810) 953-4444

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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:

5 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

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+

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

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.

5405 Gateway Centre Drive, Suite A, Flint, MI 48507
Flint, MI 48507

Website(810) 695-1882

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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+

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

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.

5154 Miller Rd Suite G, Flint, MI 48507
Flint, MI 48507

InstagramWebsite(800) 804-0420

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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:

7 (Good)

Score Consistency:

Consistent (Best)

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+

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

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.

5225 E. Cook Rd., Grand Blanc, MI 48439
Grand Blanc, MI 48439

Website(810) 354-9008

Show Number

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:

3 (Good)

Score Consistency:

Consistent (Best)

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

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.

105 E. 2nd Street, Unit O, Davison, MI 48423
Davison, MI 48423

Website(810) 202-9264

Show Number

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:

2 (Good)

Score Consistency:

Consistent (Best)

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+

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

10775 South Saginaw St. Building C, Suite F, Grand Blanc, MI 48439
Grand Blanc, MI 48439

Website(866) 444-6246

Show Number

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:

4.6 / 5 ( Best)

Total Reviews:

23 (Better)

Score Consistency:

Consistent (Best)

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+

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

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.

607 East Second Avenue, Suite 100, Flint, MI 48502
Flint, MI 48502

Website(810) 744-4450

Show Number

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)

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+

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

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.

522 South Main Street, Frankenmuth, MI 48734
Frankenmuth, MI 48734

Website(810) 471-3732

Show Number

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+

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

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.

5206 Gateway Centre, Suite 300, Flint, MI 48507
Flint, MI 48507

Website(810) 732-7411

Show Number

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: --

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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