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Best Financial Advisors in Lansing

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2270 Jolly Oak Road, Suite 2, Meridian charter Township, MI 48864
Meridian charter Township, MI 48864
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  • Certified Financial Planner (CFP)

Financial Strategies Group, Inc., provides a wide range of financial planning services for clients in Lansing. The firm assists clients in planning their retirement, investments, estates, insurance policies, and tax strategies. Additionally, wealth management, business planning, and financial education services are offered by the firm. Clients can ask the firm's team of financial advisors for second opinions. The firm has more than 75 years of collective experience in the industry and has offices located in Okemos, Northville, and Flint Township.

2270 Jolly Oak Road, Suite 2, Meridian charter Township, MI 48864
Meridian charter Township, MI 48864

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+

1146 South Washington Avenue, Lansing, MI 48910
Lansing, MI 48910
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Washington Avenue Advisors is a financial advisory firm in Lansing. Its team of financial advisors helps individuals, families, and business owners create financial plans and wealth management strategies tailored to each of their needs. They create individualized investment plans and portfolios with an emphasis on asset allocation and risk management. The firm also helps businesses in planning for employee benefits. Nicholas Pope, the firm's founding partner, is a Certified Financial Planner and a member of the Financial Planning Association.

1146 South Washington Avenue, Lansing, MI 48910
Lansing, MI 48910

Website(517) 220-2413

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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:

17 (Better)

Score Consistency:

Consistent (Best)

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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