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Top 27 financial advisors of 27 near 48846
Out of 400,000+ nationwide
Christopher G
Series 63, Series 66
Lowell, MI
Edward Jones
Retirement income strategy
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
Business exit / sale strategy
Wealth management
Founder/Business Owner
Zachary S
Series 66
Ionia, MI
Edward Jones
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
Business succession planning
General estate planning guidance
Planning for children with special needs
Doctor or Medical Professional
Founder/Business Owner
Intergenerational Families
Mason G
Series 66
Lowell, MI
Edward Jones
College savings (529s, UTMA, etc.)
Retirement income strategy
Early retirement planning
Wealth management
ESG / Sustainable investing
Values-based investing
Christian Faith Based
Drew S
Series 66
Ionia, MI
Edward Jones
General retirement planning
Wealth management
Young Professionals
Thomas W
Series 66
Ionia, MI
Edward Jones
College savings (529s, UTMA, etc.)
Business ownership considerations
Retirement income strategy
General retirement planning
General estate planning guidance
Founder/Business Owner
Malcolm T
Series 66
Portland, MI
Edward Jones
Charitable giving & philanthropy
Business ownership considerations
General estate planning guidance
Wealth management
General retirement planning
Founder/Business Owner
Samantha R
Series 66
Ionia, MI
Edward Jones
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Business ownership considerations
Multi-generational wealth transfer
General retirement planning
Founder/Business Owner
Ian D
CFP®, Series 66
Lowell, MI
Edward Jones
General retirement planning
Wealth management
Kory B
CFP®, Series 66
Portland, MI
Edward Jones
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
General estate planning guidance
Wealth management
Seth H
Series 66
Portland, MI
Swan Global Investments, LLC
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Top 27 financial advisors of 27 near 48846
Out of 400,000+ nationwide