Top 15 Financial Advisors in Lansing, MI

Trevor Smith John has been helpful to me over many years of financial planning and advising. He does it all and he does it well. I have always been impressed with how personable he is and how interested in my family‘s future he has been. He is authentic. Definitely the real deal. I have recommended him to many people and will continue to do so in the future.

Brent Lubahn Chris is great to work with and has been very helpful in preparing us for retirement.

Emily Heeren Simms My husband and I have worked with Ben for many years. He and his team are always very professional. Ben has been able to assist us in planning for our future by giving advice on how to diversify our assets. He always takes the time to answer any questions we may have about the market and if he does not have an answer readily available gets back to us with an answer in a timely manner. We have referred family and friends to Ben and would recommend him to anyone looking for assistance with financial planning.

Hypatia Magyar I went here on a trip with my school and toured the facility. It seems nice! The view of the large forest surrounding the property is lovely, as well as the open, naturally lit facility. My dad says people who work in finance are dumb tho (paraphrasing)

Bianca Wierman Ebony has been my tax girl for years.. she’s amazing and I’m never stressed about any of the process.I would refer her to everyone I know.. Thank you for being the best.

Roxy Hayes-Brown This business and the people behind it are EXACTLY the kind of folks you want to entrust with your assets. Jose Yanez and their team care about the real people these portfolios represent!

Marshall Herron Very helpful any time I need anything

Jennifer D This was the easiest loan to work through. Mike helped me immensely and with a great attitude. They were willing to work with my situation and were very helpful and patient during this process that was completed the SAME DAY I walked in! Amazing. I would recommend this loan officer to anyone struggling right now. They worked with my budget and even gave me insurance coverage options that barely changed my total monthly payment. Great company and I hope they get the recognition they deserve for the work that they do so efficiently. Thank you OneMain and Mike!

Lou Ann Ball This was my very first visit to Bank of America. I have done everything on line before. I had a large deposit to make and I had it all itemized, checks signed, cash counted, deposit slip made out. Every thing went smoothly, and quickly. I had one car in front of me. The teller was very polite. I gave her my driver license, and i expect this with a large deposit, and never being there. Overall, it was a wonderful experience!

Dave Jones Always informative and professional.

Richard Schaut Joe and his Professional staff are Awesome! Get to know them and you’ll feel the same.

Rob LaFay We worked with Nancy Chin, who came highly recommended, and rightfully so! I cannot say enough about the great job she did! Every step of the way, she looked out for our best interests and communicated effectively. Her professionalism and wealth of knowledge are to be admired.

Catherine DuBois Craig is honest, smart and experienced. We feel very comfortable with his direction and assistance with our finances. He explains our options very well.

Mary Jo Garascia They have the best staff that gets proven results for all your investment needs and offers good tax planning strategies.

Migliore Family Frank Cherniawski of the Wealth Management Institute has been our financial advisor for over ten years now. Frank is honest, trustworthy, objective, and personable. He has guided us through numerous financial challenges (investment decisions, paying for college, starting a new business, tax situations, etc.) and has been instrumental in our retirement planning. I also appreciate the fact that Frank is independent and does not advocate for or represent a specific financial services company. We continue to refer Frank to our friends and family seeking assistance with their financial matters. I would highly recommend Frank to those looking for objective, independent, and thoughtful assistance with their financial planning and wealth management challenges.