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Top Rated Financial Advisors in Metamora, Michigan

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Metamora, Michigan is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Metamora, Michigan with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Metamora, Michigan near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Joseph N Vitale

American Retirement Advisors
Joseph N Vitale, a financial fiduciary, has been a Paladin Registry member since 2021. Joseph is the owner of American Retirement Advisors. Joseph has over 32 years of experience. Joseph provides financial services to clients in the Metamora, Michigan area.

Additional Information:

Years of Experience:
32 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Investment Products)

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Legal Advice and Services
  • Portfolio Management
  • View More
    • Retirement Planning
    • 401K Rollovers
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Estate Planning & Trusts

Brent Brodeski

Savant Wealth Management
CFA® CFP® CPA
Brent Brodeski, a financial fiduciary, has been a Paladin Registry member since 2004. Brent holds Chartered Financial Analyst , Certified Financial Planner , Certified Public Accountant certifications. Brent has over 30 years of experience. Brent provides financial services to clients in the Rockford, Illinois area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • Illinois
    • Indiana
    • Michigan
    • New Mexico
    • Virginia
    • Wisconsin

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Tax Advice and Services
  • Legal Advice and Services
  • Portfolio Management
  • Retirement Planning
  • View More
    • 401K Rollovers
    • Wealth Management
    • Money Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Estate Planning & Trusts

    Name(s) of Custodian(s):

  • Schwab
  • TD Ameritrade
  • Fidelity

Joshua Barron

JMB Financial Services Group, LLC
AIF®
Joshua Barron, a financial fiduciary, has been a Paladin Registry member since 2006. Joshua holds a Accredited Investment Fiduciary certification. Joshua has over 18 years of experience. Joshua provides financial services to clients in the Troy, Michigan area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Florida
    • Georgia
    • Illinois
    • Michigan
    • Minnesota
    • Ohio
    • Texas
  • Investment Products for Commission: State List
    • Georgia
    • Illinois
    • Michigan
  • Insurance Products for Commission: State List
    • Georgia
    • Illinois
    • Michigan

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Wealth Management

    Name(s) of Custodian(s):

  • LPL Financial
  • Fidelity
  • Charles Schwab

Christopher Mollan

LPL Financial
AAMS® AWMA® CRPC®
Christopher Mollan, a financial fiduciary, has been a Paladin Registry member since 2013. Christopher holds Accredited Asset Management Specialist , Accredited Wealth Management Advisor , Chartered Retirement Planning Counselor certifications. Christopher has over 14 years of experience. Christopher provides financial services to clients in the Farmington Hills, Michigan area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • California
    • Florida
    • Michigan
    • New York
    • Ohio
  • Investment Products for Commission: State List
    • California
    • Florida
    • Michigan
    • New York
    • Ohio
  • Insurance Products for Commission: Michigan

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • LPL Financial

Financial Engines Advisors

Edelman Financial Engines, LLC
Financial Engines Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2014. Firm has over 25 years of experience. Financial Engines Advisors provides financial services to clients in the Overland Park, Kansas area.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Charles Schwab
  • Fidelity
  • TD Ameritrade

Andrew Brown

Valeo Financial Advisors, LLC
CFP®
Andrew Brown, a financial fiduciary, has been a Paladin Registry member since 2013. Andrew holds a Certified Financial Planner certification. Andrew has over 7 years of experience. Andrew provides financial services to clients in the Ann Arbor, Michigan area.

Additional Information:

Years of Experience:
7 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Fidelity
  • Charles Schwab

Jonathan Gardey

Gardey Financial Advisors LLC
CFA® CFP®
Jonathan Gardey, a financial fiduciary, has been a Paladin Registry member since 2016. Jonathan is the owner of Gardey Financial Advisors LLC. Jonathan holds Chartered Financial Analyst , Certified Financial Planner certifications. Jonathan has over 23 years of experience. Jonathan provides financial services to clients in the Saginaw, Michigan area.
  • State Licences:
  • Financial Advice, Services for Fees: Michigan
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
23 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Charles Schwab

Financial Strategies Group, Inc.

CFP® ChFC®
Financial Strategies Group, Inc., a financial fiduciary firm, has been a Paladin Registry member since 2018. Kyle holds Certified Financial Planner , Chartered Financial Consultant certifications and has over 7 years of experience. Financial Strategies Group, Inc. provides financial services to clients in the Okemos, Michigan area.
  • State Licences:
  • Financial Advice, Services for Fees: Michigan
  • Insurance Products for Commission: Michigan

Additional Information:

Years of Experience:
7 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Insurance Products)

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • TD Ameritrade

Todd Perry

Executive Wealth Management
CFP® CIMA® CPWA®
Todd Perry, a financial fiduciary, has been a Paladin Registry member since 2019. Todd holds Certified Financial Planner , Certified Investment Management Analyst , Certified Private Wealth Advisor certifications. Todd has over 13 years of experience. Todd provides financial services to clients in the Brighton, Michigan area.
  • State Licences:
  • Financial Advice, Services for Fees: Michigan

Additional Information:

Years of Experience:
13 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Tax Advice and Services
  • Wealth Management

    Name(s) of Custodian(s):

  • TD Ameritrade

JOHN OLIVER

Agile Wealth Partners
JOHN OLIVER, a financial fiduciary, has been a Paladin Registry member since 2020. JOHN is the owner of Agile Wealth Partners. JOHN has over 17 years of experience. JOHN provides financial services to clients in the Brighton, Michigan area.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Michigan

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Portfolio Management
  • Wealth Management
  • View More
    • Financial Planning for Businesses

    Name(s) of Custodian(s):

  • Charles Schwab

Ryan Trevor Asti

SPC Wealth Management
AIF® CFP®
Ryan Trevor Asti, a financial fiduciary, has been a Paladin Registry member since 2020. Ryan Trevor is the owner of SPC Wealth Management. Ryan Trevor holds Accredited Investment Fiduciary , Certified Financial Planner certifications. Ryan Trevor has over 18 years of experience. Ryan Trevor has over 16 years of experience with SPC Wealth Management firm. Ryan Trevor provides financial services to clients in the Troy, Michigan area.

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Investment Products)

Anthony Watson

Thrive Retirement Specialists
CFA® CFP®
Anthony Watson, a financial fiduciary, has been a Paladin Registry member since 2021. Anthony is the owner of Thrive Retirement Specialists. Anthony holds Chartered Financial Analyst , Certified Financial Planner certifications. Anthony has over 25 years of experience. Anthony provides financial services to clients in the Dearborn, Michigan area.
  • State Licences:
  • Financial Advice, Services for Fees: Not Applicable

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fixed Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Portfolio Management
  • Retirement Planning
  • Risk Management

    Name(s) of Custodian(s):

  • TD Ameritrade

Matt Saltzgaber

Vision Wealth Management
AIF®
Matt Saltzgaber, a financial fiduciary, has been a Paladin Registry member since 2021. Matt is the owner of Vision Wealth Management. Matt holds a Accredited Investment Fiduciary certification. Matt has over 8 years of experience. Matt provides financial services to clients in the Bloomfield Hills, Michigan area.

Additional Information:

Years of Experience:
8 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Portfolio Management
  • Retirement Planning
  • View More
    • 401K Rollovers
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Estate Planning & Trusts

Matthew Koch

Koch Financial Design
Matthew Koch, a financial fiduciary, has been a Paladin Registry member since 2021. Matthew is the owner of Koch Financial Design. Matthew has over 34 years of experience. Matthew provides financial services to clients in the Vassar, Michigan area.

Additional Information:

Years of Experience:
34 Years

BASIC INFORMATION NEEDED FOR THE INQUIRY

No additional advisor available.

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.