ChooseAFinancialAdvisor.com

CPA financial planners in Michigan

CPAs with the Personal Financial Specialist credential combine tax expertise with financial planning.

44 advisors

Cetera Investment Advisers
32yrs
Alan Rohde
Financial advisor
4468 Oak Bridge Drive
Flint, MI 48532
Top 13% by experience nationwide
CPA/PFS
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Corecap Advisors
30yrs
David Howard
Financial advisor
Harrison Township, MI
Top 14% by experience at Corecap Advisors
CPA/PFSFiduciary
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USA Financial Securities
30yrs
Paul Axberg
Financial advisor
6020 East Fulton
Ada, MI 49301
Top 16% by experience nationwide
CFP®CPA/PFSFiduciary
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CND Financial
30yrs
Arthur Cole
Financial advisor
33762 Schoolcraft Rd 2nd Floor
Livonia, MI 48150
Top 16% by experience nationwide
CPA/PFSFiduciary
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Osaic Wealth
30yrs
Lawrence Weiner
Financial advisor
28411 Northwestern Hwy Suite 1300
Southfield, MI 48034
Top 17% by experience nationwide
CPA/PFS
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Cetera Investment Advisers
29yrs
James Reinhart
Financial advisor
Shelby Township, MI
Top 15% by experience in Shelby Township
CPA/PFS
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Raymond James & Associates
29yrs
Michael Wegener
Financial advisor
122 Uptown Drive Suite 401
Bay City, MI 48708
Top 11% by experience in Bay City
CPA/PFSFiduciary
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Grand Wealth Management
28yrs
Jeffrey Williams
Financial advisor
333 Bridge Street NW Suite 800
Grand Rapids, MI 49504
Top advisor by experience at Grand Wealth Management
CFP®CPA/PFSFiduciary
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AFS Wealth Management
28yrs
Phillip Putney
Financial advisor
22029 Farmington Rd
Farmington Hills, MI 48336
Top 21% by experience nationwide
CPA/PFS
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Focus Partners Wealth
28yrs
Roger Millbrook
Financial advisor
11973 Sweetwater Drive
Grand Ledge, MI 48837
Top 15% by experience at Focus Partners Wealth
CPA/PFS
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Kestra Advisory Services
27yrs
Richard Tsoumas
Financial advisor
500 Country Pine Lane, Suite 1
Battle Creek, MI 49015
Top 23% by experience nationwide
CFP®CPA/PFSFiduciary
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LPL Financial
27yrs
Philip Straley
Financial advisor
525 S. State Ave
Alpena, MI 49707
Top 18% by experience in Alpena
CPA/PFSFiduciary
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SPC
27yrs
Roland Santini
Financial advisor
300 Parkland Plaza
Ann Arbor, MI 48103
Top 23% by experience nationwide
CPA/PFSFiduciary
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Raymond James Financial Services Advisors
27yrs
Scott Lowery
Financial advisor
321 N. Center Street Suite 100
Northville, MI 48167
Top 24% by experience nationwide
CPA/PFSFiduciary
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Raymond James Financial Services Advisors
27yrs
Norman Torre
Financial advisor
2750 Old Centre Avenue Suite 100
Portage, MI 49024
Top 23% by experience in Portage
CPA/PFS
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LPL Financial
26yrs
Gregory Kateff
Financial advisor
24255 W 13 Mile Rd Suite 290
Bingham Farms, MI 48025
Top 25% by experience in Bingham Farms
CPA/PFS
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Duet Advisory Services
26yrs
Brigid Mulroy
Financial advisor
30400 Telegraph Rd. Suite 115
Bingham Farms, MI 48025
More experience than 74% of advisors in Bingham Farms
CFP®CPA/PFS
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Cetera Investment Advisers
26yrs
Steven Subelsky
Financial advisor
31731 Northwestern Highway Suite 100e
Farmington Hills, MI 48334
More experience than 74% of advisors nationwide
CPA/PFSFiduciary
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Ameriprise Financial Services
25yrs
Scott Long
Financial advisor
3473 Main St
Deckerville, MI 48427
More experience than 72% of advisors nationwide
CPA/PFSFiduciary
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Cetera Investment Advisers
24yrs
Robert Craun
Financial advisor
950 W University Dr Suite 101
Rochester, MI 48307
More experience than 70% of advisors nationwide
CFP®CPA/PFS
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GK Private Wealth Partners
24yrs
Kevin Delaere
Financial advisor
5600 New King Drive Suite 300
Troy, MI 48098
More experience than 70% of advisors nationwide
CFP®CPA/PFSFiduciary
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Maner Wealth
23yrs
Richard Tanke
Financial advisor
2425 E. Grand River Ave. Suite. 1
Lansing, MI 48912
More experience than 71% of advisors in Lansing
CPA/PFSFiduciary
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Focus Partners Wealth
21yrs
Andrew Bass
Financial advisor
Two Towne Square Suite 800
Southfield, MI 48076
More experience than 72% of advisors at Focus Partners Wealth
CPA/PFSFiduciary
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LPL Financial
19yrs
Jason Lillmars
Financial advisor
800 E. Ellis Rd.
Norton Shores, MI 49441
More experience than 60% of advisors in Norton Shores
CFP®CPA/PFSFiduciary
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