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Top 30 financial advisors of 198 near 48134
Out of 400,000+ nationwide
John L
CFP®
Van Buren Twp, MI
Bespoke Financial Planning, LLC
Staying on top of your personal finances can be daunting. I get it. Like everyone else, you have a family, a career, and a half dozen hobbies to which you’d love to devote more time. That’s great! Those are all important things, and you shouldn’t feel guilty about devoting time to those areas of life. But let’s be honest, it’s easy for your finances to get pushed to the background. Who really wants to spend their very limited free time writing out a budget, much less a five-year plan or a list of life goals! Do you feel that even if you had a spare moment to contemplate your financial well-being, you wouldn’t even know where to begin? Perfect! That’s where I come in. I want to help you de-mystify your finances. I want to help you get organized. It IS possible to be at peace with your finances. You don’t have to feel like you’re continuously playing catch-up. Let’s roll up our sleeves together and get started! Why? Because you DO have goals and dreams– and those dreams deserve a fighting chance! Together we’ll use a systematic and comprehensive approach to develop a plan that is completely tailored to you, to your life, and your needs. At Bespoke Planning, my standard of success is simple: to provide a bespoke planning experience that is tailored to each individual client. I’m not a mass market kind of guy. If you’re looking for a mass market experience, or you’re simply looking for an “investment guy,” I’m not it. As a financial planner, I truly love helping clients work through their most difficult financial issues so that they can achieve their goals and live their best life. My wife may think I’m crazy because I spend my free time reading through tax guides and countless blog posts on personal finance– but hey, I love what I do. I feel truly blessed to have found a career about which I am so passionate. I get to see people realize their dreams, mostly by helping them with a lot of the nerdy, nitty-gritty stuff that normal people find to be, quite frankly, super boring. Although the process can be challenging at times, I believe that the results will be richly rewarding! I want to hear you describe your vision of a meaningful life.
Frank Z
CFP®, Series 66
Monroe, MI
Edward Jones
Monica W
CFP®, Series 63, Series 66
Monroe, MI
Edward Jones
Lorri M
Series 66
Riverview, MI
Edward Jones
Neil S
Series 66
Wyandotte, MI
Merrill
Neil Sawicki is the Resident Director and Wealth Management Advisor at Merrill. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designations, along with credentials as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Neil works with families and small business owners to proactively develop financial plans aligned with their goals and aspirations. Before joining Merrill, Neil served four years on active duty in the U.S. Army in the Judge Advocate General's Corps and practiced as a civilian attorney for over 20 years. His background as a small business owner and legal advisor provides him with a unique perspective in understanding clients' priorities. Neil is a graduate of Michigan State University and earned his Juris Doctorate from the University of Detroit School of Law. He is a member of the American Legion and is involved in local children's schools. Neil was named to the 2024 Forbes “Best-in-State Wealth Management Teams” list as a member of the Wyandotte team. Outside of work, he enjoys chess, football, golfing, hunting, and spending time with his family. He emphasizes a personalized approach to financial advising that centers on understanding what matters most to each client.
Anthony G
Series 63, Series 66
Allen Park, MI
Merrill
Anthony Grose serves as Senior Resident Director at Merrill, where he leads a practice centered on accountability, empathy, and trust. He works with clients to develop personalized financial strategies focused on wealth planning and cash flow management. His approach is grounded in understanding each client’s full financial picture and adapting strategies to evolving market conditions. Anthony specializes in serving endowments, foundations, and non-profits, as well as providing legacy planning, retirement income planning, tax minimization, portfolio management, and support for clients managing new wealth. Anthony holds a Bachelor's and a Master's degree from the University of Michigan System. He has earned the CERTIFIED FINANCIAL PLANNER® (CFP) and Certified Investment Management Analyst® (CIMA) designations, along with the Personal Investment Advisor (PIA) credential. Fluent in both English and Spanish, Anthony follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations. Outside of work, his interests include cooking, football, reading, running marathons, and soccer.
Craig H
Series 66
Wyandotte, MI
Merrill
Craig Hammond is a Financial Solutions Advisor at Merrill within the Merrill Lynch Wealth Management line of business. He works directly with clients to develop personalized investment strategies aimed at helping them pursue their financial goals. Craig provides investment advice and access to banking and lending services through Bank of America. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Craig earned a Bachelor's Degree from the University of Michigan System. His approach centers on understanding what matters most to clients and their families to guide financial planning and investment decisions.
Jaue Hwa H
Series 63, Series 65
Riverview, MI
Merrill
Jaue Hwa Huang is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career with Merrill in 1991 and serves a diverse client base that includes national and global companies, small and medium-sized businesses, and individual clients. Her approach to wealth management focuses on understanding each client's personal goals through attentive listening and developing comprehensive strategies tailored to their objectives. Utilizing investment insights from Merrill and the banking services of Bank of America, she addresses multiple facets of clients' financial lives, specializing in areas such as personal retirement planning, portfolio management, and retirement income. Jaue Hwa holds a Bachelor of Science degree from Clemson University, a Master of Science from Rutgers University, and a Master of Arts from Central Michigan University. She maintains professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in English and Chinese, she participates actively in her community. She serves on the boards of the Dearborn Symphony Orchestra and the Salvation Army Metro Detroit Advisory Board, reflecting her commitment to community involvement. Outside of her professional work, Jaue Hwa enjoys music, traveling, and spending time with her family. Her philosophy centers on collaborating closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals.
Nicholas C
Series 66
Canton, MI
Edward Jones
Scott O
Series 66
Flat Rock, MI
Edward Jones
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Finding advisors...
Top 30 financial advisors of 198 near 48134
Out of 400,000+ nationwide