michigan Date: 09-25-2025

Top 15 Financial Advisors in Ann Arbor, MI

Financial AdvisorAddress
1Gold Star Mortgage Financial Group100 Phoenix Dr Suite #300, Ann Arbor, MI 48108
2White House Financial & Settlement Consulting777 E Eisenhower Pkwy #740, Ann Arbor, MI 48108
3Wolverine Tax and Financial213 W Liberty St Ste 110, Ann Arbor, MI 48104
4TIAA Financial Services777 E Eisenhower Pkwy Suite 100, Ann Arbor, MI 48108
5Merrill Lynch Financial Advisor Thomas Durocher777 E Eisenhower Pkwy, Ann Arbor, MI 48108
6Sigma Financial Corporation300 Parkland Plaza, Ann Arbor, MI 48103
7Money Source Financial Services Inc.1310 S Main St #15, Ann Arbor, MI 48104
8Legacy Wealth Partners3053 Miller Rd, Ann Arbor, MI 48103
9Darden Wealth Group415 Detroit St #100, Ann Arbor, MI 48104
10Hantz Financial Services - Ann Arbor, Michigan2400 Green Rd, Ann Arbor, MI 48105
11Four Financial Management777 E Eisenhower Pkwy #740, Ann Arbor, MI 48108
12Merrill Lynch Wealth Management777 E Eisenhower Pkwy, Ann Arbor, MI 48108
13Fidelity Investments500 E Eisenhower Pkwy Suite 100, Ann Arbor, MI 48108
14Boardwalk Wealth Management - Financial Advising341 E Huron St Suite 3, Ann Arbor, MI 48104
15Fineberg Wealth Management1528 Golden Ave, Ann Arbor, MI 48104

1.Gold Star Mortgage Financial Group

Address: 100 Phoenix Dr Suite #300, Ann Arbor, MI 48108

(83) user ratings total:

Tianna Cooper Nigel is the perfect example of excellent customer service, he made my home-buying experience better than anything I could imagine!! Ask for Nigel because he will give you the best experience, best price, best everything!!! Thank you again for helping me & my family find our forever home!!
5 /5

2.White House Financial & Settlement Consulting

Address: 777 E Eisenhower Pkwy #740, Ann Arbor, MI 48108

(8) user ratings total:

Craig Forhan We have been using Whitehouse Financial exclusively for over 20 years for our structured settlement needs. Cyril and his team are the BEST, period.
5 /5

3.Wolverine Tax and Financial

Address: 213 W Liberty St Ste 110, Ann Arbor, MI 48104

(57) user ratings total:

Ih340 Y This is by far the friendliest, most honest, and respectful firm I’ve ever worked with! The staff are incredibly kind and helpful, they always go the extra mile to make sure your needs are fully met. I highly recommend them!
5 /5

4.TIAA Financial Services

Address: 777 E Eisenhower Pkwy Suite 100, Ann Arbor, MI 48108

(5) user ratings total:

DrSilva Goncalves Nice and friendly. But clients’ satisfaction is secondary. I have been trying to change some beneficiaries with my wife. Lots of talk, and it has not happened. I am not allowed to do it on line. In person, sessions are 30 minutes.
3 /5

5.Merrill Lynch Financial Advisor Thomas Durocher

Address: 777 E Eisenhower Pkwy, Ann Arbor, MI 48108

(4) user ratings total:

gail vandusen Tom Durocher has been our financial advisor and broker for about 4 years. After my father passed away, I had some money to invest, primarily, to use for my grandchildrens education down the road. I turned to Tom for this task. My charge to him was to treat this money as if it were his grandmothers. He has done just that. Besides doing extremely well with my investment, he has become a confidential adviser and friend to us on many things ex:buy or lease a car, how to help and support my sister who was in financial stress, pay off a car loan or keep making payments, do we need long term-care, and most of all, a calming voice during great stress while we settled 3 messy estates. During that particular time he called us often just because he was concerned. He still calls to check on us and catch up which we really appreciate. Tom is wise beyond his years, and we trust him unconditionally. We feel very fortunate to have had him answer our random call to Merrill Lynch that day! If you out there are looking for an amazing financial agent, Tom is your guy!!
5 /5

6.Sigma Financial Corporation

Address: 300 Parkland Plaza, Ann Arbor, MI 48103

(4) user ratings total:

Bob Wilber I am a broker who uses SIGMA as my back office. I have worked with several other big name "broker dealers" (thats what SIGMA is) and I have no interest throwing praise at people who are undeserving. But I am being completely honest when I tell you that this company is 100% focused on helping the investor. Dont get me wrong, they do a great job of supporting the representatives too, but their primary focus is on supporting the investor. They have an AMAZING, HIGH QUALITY STAFF, with EXCELLENT FOCUS and ENERGY,, who are COMPLETELY DEDICATED to HELPING the INVESTOR!!! I could move my business to any broker dealer in the country and they would roll out the "red carpet" to get me. But in my opinion, I am with the VERY BEST "broker dealer" in the country, and I would NEVER think of leaving SIGMA. GREAT PEOPLE with GREAT ETHICS.
5 /5

7.Money Source Financial Services Inc.

Address: 1310 S Main St #15, Ann Arbor, MI 48104

images Money Source Financial Services Inc.

(4) user ratings total:

Patty Lady Words can not express the level of expertise and confident reassurance I recently received with Tom and his whole team at Money Scource Financial Services. I personally have benefitted by their work on my behalf. I look forward to continuing to use them for all my financial business. They are a company that knows their business and cares for their clientele as individual.
5 /5

8.Legacy Wealth Partners

Address: 3053 Miller Rd, Ann Arbor, MI 48103

(3) user ratings total:

Francine Alexander Toni Wander is simply excellent! She listens carefully and fully, assesses many pathways forwards, and bring creativity, knowledge and deep expertise to the process and the plan(s).
5 /5

9.Darden Wealth Group

Address: 415 Detroit St #100, Ann Arbor, MI 48104

(3) user ratings total:

Aaron Shady I couldn’t say enough great things about Darden Wealth Group. Andrea is exceptional at what she does! Every single experience I’ve ever had with her and Mark has been a great one, so glad I reached out! Thank you Darden Wealth Group!!
5 /5

10.Hantz Financial Services - Ann Arbor, Michigan

Address: 2400 Green Rd, Ann Arbor, MI 48105

(3) user ratings total:

Mia Tylia I’ve had a great experience so far! Working with Luke, he’s helped my spouse and I create financial goals and set a plan for us. We haven’t used their tax services yet.
5 /5

11.Four Financial Management

Address: 777 E Eisenhower Pkwy #740, Ann Arbor, MI 48108

(3) user ratings total:

Lawrence Siden Excellent service. Prompt and professional.
5 /5

12.Merrill Lynch Wealth Management

Address: 777 E Eisenhower Pkwy, Ann Arbor, MI 48108

(3) user ratings total:

Lori Roome Theyre good and smart and professional. Highly recommend
5 /5

13.Fidelity Investments

Address: 500 E Eisenhower Pkwy Suite 100, Ann Arbor, MI 48108

(27) user ratings total:

Stacy Heidt I have worked with Ron for years and he is fantastic to work with-He made the financing process, smooth, stress-free, and efficient. He is knowledgeable and responsive. Highly recommend!
5 /5

14.Boardwalk Wealth Management - Financial Advising

Address: 341 E Huron St Suite 3, Ann Arbor, MI 48104

(25) user ratings total:

Matt Hutchinson Fadi is extremely passionate about helping people achieve their goals. He has a ton of knowledge and provides fantastic feedback.
5 /5

15.Fineberg Wealth Management

Address: 1528 Golden Ave, Ann Arbor, MI 48104

(21) user ratings total:

Lynn B. I have worked with Fineberg Wealth Management for 13 years. Zachary is a true fiduciary, managing my portfolio with prudence and competence. He has helped me minimize tax exposure while consistently growing my assets. He has always been responsive to my needs, questions and directions. He is a knowledgeable advisor and I highly recommend his services.
5 /5