Financial Planners in South Lyon, MI

Refine
Sort by
Features

1. Edward Jones - Financial Advisor: Debra S Smola

Edward Jones - Financial Advisor: Debra S Smola

321 Pettibone Ste 101, South Lyon, MI 48178

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

2. Patrick Financial Group LLC

Patrick Financial Group LLC

824 West Grand River Avenue, Brighton, MI 48116

CLOSED NOW:9:00 am - 5:00 pm

From Business: Located in Brighton MI, Patrick Financial Group, L.L.C. specializes in investment advisory services and is registered in Michigan. We strive to provide unique opportunities to…

YP
23 Years
in Business

3. Rob Baidel - Private Wealth Advisor, Ameriprise Financial Services

Rob Baidel - Private Wealth Advisor, Ameriprise Financial Services

116 W Main St, Brighton, MI 48116

CLOSED NOW:9:00 am - 4:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

4. David Granner - Thrivent

David Granner - Thrivent

6900 E Joy Rd, Ann Arbor, MI 48105

CLOSED NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. David Granner is committed to providing financial advice,…

5. Molly Berner - Thrivent

Molly Berner - Thrivent

6900 E Joy Rd, Ann Arbor, MI 48105

CLOSED NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Molly Berner is committed to providing financial advice,…

6. COR Financial Group

COR Financial Group

6900 E Joy Rd, Ann Arbor, MI 48105

CLOSED NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. COR Financial Group is committed to providing financial…

7. Andrew Mortenson - Thrivent

Andrew Mortenson - Thrivent

6900 E Joy Rd, Ann Arbor, MI 48105

CLOSED NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Andrew Mortenson is committed to providing financial advice,…

8. Frank F Patrick - Financial Advisor, Ameriprise Financial Services

Frank F Patrick - Financial Advisor, Ameriprise Financial Services

11290 Grand River Rd, Brighton, MI 48116

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

9. The Voyage Wealth Advisory Group - Ameriprise Financial Services

The Voyage Wealth Advisory Group - Ameriprise Financial Services

11290 Grand River Rd, Brighton, MI 48116

CLOSED NOW:8:30 am - 5:00 pm

From Business: At The Voyage Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…

10. EP Wealth Advisors

EP Wealth Advisors

135 West North Street, Brighton, MI 48116

CLOSED NOW:8:30 am - 5:00 pm

From Business: Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a…

YP
19 Years
in Business

11. Bradford Financial Advisors

Bradford Financial Advisors

134 W Main St Ste 100, Brighton, MI 48116

CLOSED NOW:9:00 am - 4:00 pm

From Business: Bryan Bradford is a financial professional who has served his clients since 1987. He will plan specifically for your goals, your life and your money...all with your values as…

YP
38 Years
in Business

12. Fifth Third Preferred - Nicole Phifer

Fifth Third Preferred - Nicole Phifer

300 W North St, Brighton, MI 48116

CLOSED NOW:8:00 am - 5:00 pm

From Business: Our Preferred Program combines premium banking services with comprehensive investment, insurance and borrowing solutions backed by a team of experienced financial professionals…

13. Fifth Third Preferred - Matthew Bailey

Fifth Third Preferred - Matthew Bailey

300 W North St, Brighton, MI 48116

CLOSED NOW:8:00 am - 5:00 pm

From Business: Our Preferred Program combines premium banking services with comprehensive investment, insurance and borrowing solutions backed by a team of experienced financial professionals…

14. First Command Financial Advisor - Melissa Merem

First Command Financial Advisor - Melissa Merem

762 W Grand River Ave, Brighton, MI 48116

CLOSED NOW:8:00 am - 5:00 pm

From Business: Melissa Merem joined First Command Financial Services as a Financial Advisor in January 2024. She previously worked for 3 years as a Customer Service Associate at Ameriprise…

15. First Command

First Command

762 W Grand River Ave, Brighton, MI 48116

CLOSED NOW:8:00 am - 5:00 pm

From Business: First Command's Financial Advisors in Brighton, MI are committed to serving our Nation's military families in their pursuit of financial security. Keeping you financially…

16. EP Wealth Advisors

EP Wealth Advisors

175 Cadycentre, Northville, MI 48167

From Business: Offering personalized financial solutions tailored to your specific goals and needs, the team in EP Wealth's office in Northville provides customized investment portfolio…

18. Money Strategies of Michigan

Money Strategies of Michigan

1024 E Grand River Ave, Brighton, MI 48116

CLOSED NOW:8:30 am - 4:30 pm

20. Edward Jones - Financial Advisor: Derek J Leek

Edward Jones - Financial Advisor: Derek J Leek

746 W Grand River Ave, Brighton, MI 48116

CLOSED NOW:8:00 am - 4:00 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

21. Leslie E Joerke - Private Wealth Advisor, Ameriprise Financial Services

Leslie E Joerke - Private Wealth Advisor, Ameriprise Financial Services

711 E Grand River Ave Ste C, Brighton, MI 48116

CLOSED NOW:8:30 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

22. Old National Bank

Old National Bank

205 W Grand River Ave Ste 102, Brighton, MI 48116

CLOSED NOW:9:00 am - 5:00 pm

From Business: Old National Bank is your bank for Brighton. Our focus is on helping you achieve your financial goals and working to strengthen the communities we serve in Illinois, Indiana,…

23. Peter Go - Thrivent

Peter Go - Thrivent

6900 E Joy Rd, Ann Arbor, MI 48105

CLOSED NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Peter Go is committed to providing financial advice,…

24. Kara Wilcox & Joseph Panfil

Kara Wilcox & Joseph Panfil

10511 Citation Dr Ste 300, Brighton, MI 48116

CLOSED NOW:8:00 am - 5:00 pm

From Business: While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have…

25. Kokopelli Financial Management

Kokopelli Financial Management

508 E Grand River Ave, Brighton, MI 48116

CLOSED NOW:8:00 am - 6:00 pm

From Business: We offer a fully comprehensive analysis of your COMPLETE financial picture. We will advise you of solutions that fit your individual needs for you and your family.

YP
17 Years
in Business

26. Fifth Third Securities - Nathan Beaudrie

Fifth Third Securities - Nathan Beaudrie

300 W North St, Brighton, MI 48116

CLOSED NOW:8:00 am - 5:00 pm

From Business: Fifth Third Securities brings you personalized service combined with comprehensive financial services to help preserve and grow your assets, protect your family, and help you…

27. Fidelity Investments

Fidelity Investments

44244 W 12 Mile Rd Ste 100, Novi, MI 48377

CLOSED NOW:8:30 am - 5:00 pm

From Business: Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning…

YP
79 Years
in Business

29. Scott Coates - Financial Advisor, Ameriprise Financial Services

Scott Coates - Financial Advisor, Ameriprise Financial Services

43155 Main St Ste 2200A, Novi, MI 48375

CLOSED NOW:9:00 am - 6:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

30. Michael Klassa - Private Wealth Advisor, Ameriprise Financial Services

Michael Klassa - Private Wealth Advisor, Ameriprise Financial Services

43155 Main St Ste 2200A, Novi, MI 48375

CLOSED NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

We found 223 results for Financial Planners in or near South Lyon, MI.They also appear in other related business categories including Financial Services, Financial Planning Consultants, and Investment Advisory Service. 3 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Farmington, South Ann Arbor, and Northville. These businesses offer their services in one-or-more of the following languages: and Armenian.