Direct booking

Advisors near 48706

Out of 400,000+ nationwide

user avatar
firm logo

Mark R

CFP®, Series 63

Freeland, MI

Reitz Capital Advisors LLC

General retirement planning Cash flow / budgeting
user avatar
firm logo

Mark R

Series 66

Bay City, MI

Recker Financial LLC

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance
user avatar

Christopher K

Series 63, Series 65

Saginaw, MI

Kuli Capital Management

Active portfolio management Concentrated stock management
user avatar

Erik T

Series 63, Series 65

Bay City, MI

Mid Michigan Insurance and Financial Services LLC

Annuities Wealth management General retirement planning
user avatar
firm logo

Lee F

ChFC®, Series 63

Bay City, MI

Professional Analysts, LLC

General estate planning guidance Cash flow / budgeting Retirement income strategy Life insurance needs analysis
user avatar
firm logo

Steven O

Series 65

Bay City, MI

Brown Financial Planning LLC

Income planning Equity compensation tax strategy Tax-loss harvesting Cash flow / budgeting
user avatar
firm logo

Nathan B

CFP®, Series 65

Bay City, MI

Brown Financial Planning LLC

Income planning Equity compensation tax strategy Tax-loss harvesting Cash flow / budgeting
user avatar
firm logo

David B

ChFC®, Series 63, Series 65

Saginaw, MI

Great Lakes Retirement Solutions, Inc.

General retirement planning Income planning
user avatar
firm logo

Jeffrey B

Series 65

Bay City, MI

DBS Investment Advisers, LLC

Dentist
user avatar
firm logo

Matthew S

Series 66

Saginaw, MI

Great Lakes Retirement Solutions, Inc.

General retirement planning Income planning
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.