CPAs with the Personal Financial Specialist credential combine tax expertise with financial planning.
Cetera Investment Advisers
32yrs
Alan RohdeFinancial advisor
4468 Oak Bridge Drive
Flint, MI 48532
Top 13% by experience nationwide
CPA/PFS
Corecap Advisors
Top 14% by experience at Corecap Advisors
CPA/PFSFiduciary
USA Financial Securities
30yrs
Paul AxbergFinancial advisor
6020 East Fulton
Ada, MI 49301
Top 16% by experience nationwide
CFP®CPA/PFSFiduciary
CND Financial
30yrs
Arthur ColeFinancial advisor
33762 Schoolcraft Rd 2nd Floor
Livonia, MI 48150
Top 16% by experience nationwide
CPA/PFSFiduciary
Osaic Wealth
30yrs
Lawrence WeinerFinancial advisor
28411 Northwestern Hwy Suite 1300
Southfield, MI 48034
Top 17% by experience nationwide
CPA/PFS
Cetera Investment Advisers
Top 15% by experience in Shelby Township
CPA/PFS
Raymond James & Associates
29yrs
Michael WegenerFinancial advisor
122 Uptown Drive Suite 401
Bay City, MI 48708
Top 11% by experience in Bay City
CPA/PFSFiduciary
Grand Wealth Management
28yrs
Jeffrey WilliamsFinancial advisor
333 Bridge Street NW Suite 800
Grand Rapids, MI 49504
Top advisor by experience at Grand Wealth Management
CFP®CPA/PFSFiduciary
AFS Wealth Management
28yrs
Phillip PutneyFinancial advisor
22029 Farmington Rd
Farmington Hills, MI 48336
Top 21% by experience nationwide
CPA/PFS
Focus Partners Wealth
28yrs
Roger MillbrookFinancial advisor
11973 Sweetwater Drive
Grand Ledge, MI 48837
Top 15% by experience at Focus Partners Wealth
CPA/PFS
Kestra Advisory Services
27yrs
Richard TsoumasFinancial advisor
500 Country Pine Lane, Suite 1
Battle Creek, MI 49015
Top 23% by experience nationwide
CFP®CPA/PFSFiduciary
LPL Financial
Top 18% by experience in Alpena
CPA/PFSFiduciary
SPC
Top 23% by experience nationwide
CPA/PFSFiduciary
Raymond James Financial Services Advisors
27yrs
Scott LoweryFinancial advisor
321 N. Center Street Suite 100
Northville, MI 48167
Top 24% by experience nationwide
CPA/PFSFiduciary
Raymond James Financial Services Advisors
27yrs
Norman TorreFinancial advisor
2750 Old Centre Avenue Suite 100
Portage, MI 49024
Top 23% by experience in Portage
CPA/PFS
LPL Financial
26yrs
Gregory KateffFinancial advisor
24255 W 13 Mile Rd Suite 290
Bingham Farms, MI 48025
Top 25% by experience in Bingham Farms
CPA/PFS
Duet Advisory Services
26yrs
Brigid MulroyFinancial advisor
30400 Telegraph Rd. Suite 115
Bingham Farms, MI 48025
More experience than 74% of advisors in Bingham Farms
CFP®CPA/PFS
Cetera Investment Advisers
26yrs
Steven SubelskyFinancial advisor
31731 Northwestern Highway Suite 100e
Farmington Hills, MI 48334
More experience than 74% of advisors nationwide
CPA/PFSFiduciary
Ameriprise Financial Services
25yrs
Scott LongFinancial advisor
3473 Main St
Deckerville, MI 48427
More experience than 72% of advisors nationwide
CPA/PFSFiduciary
Cetera Investment Advisers
24yrs
Robert CraunFinancial advisor
950 W University Dr Suite 101
Rochester, MI 48307
More experience than 70% of advisors nationwide
CFP®CPA/PFS
GK Private Wealth Partners
24yrs
Kevin DelaereFinancial advisor
5600 New King Drive Suite 300
Troy, MI 48098
More experience than 70% of advisors nationwide
CFP®CPA/PFSFiduciary
Maner Wealth
23yrs
Richard TankeFinancial advisor
2425 E. Grand River Ave. Suite. 1
Lansing, MI 48912
More experience than 71% of advisors in Lansing
CPA/PFSFiduciary
Focus Partners Wealth
21yrs
Andrew BassFinancial advisor
Two Towne Square Suite 800
Southfield, MI 48076
More experience than 72% of advisors at Focus Partners Wealth
CPA/PFSFiduciary
LPL Financial
19yrs
Jason LillmarsFinancial advisor
800 E. Ellis Rd.
Norton Shores, MI 49441
More experience than 60% of advisors in Norton Shores
CFP®CPA/PFSFiduciary