michigan Date: 11-15-2025

Find the Best 15 Finance services in Ann Arbor, MI

Explore the most finance services in in Ann Arbor, MI. Compare customer reviews, locations, and services to find the right financial partner for your needs.

Banking & CreditAddress
1Concorde Investment Services3909 Research Park Dr Suite 200, Ann Arbor, MI 48108
2Gold Star Mortgage Financial Group100 Phoenix Dr Suite #300, Ann Arbor, MI 48108
3Evangelista & Associates2723 S State St Suite 450, Ann Arbor, MI 48104
4Wolverine Tax and Financial213 W Liberty St Ste 110, Ann Arbor, MI 48104
5TIAA Financial Services777 E Eisenhower Pkwy Suite 100, Ann Arbor, MI 48108
6Charles Schwab760 W Eisenhower Pkwy UNIT 150, Ann Arbor, MI 48103
7Merrill Lynch Financial Advisor Thomas Durocher777 E Eisenhower Pkwy, Ann Arbor, MI 48108
8Money Source Financial Services Inc.1310 S Main St #15, Ann Arbor, MI 48104
9Sigma Financial Corporation300 Parkland Plaza, Ann Arbor, MI 48103
10Legacy Wealth Partners3053 Miller Rd, Ann Arbor, MI 48103
11Darden Wealth Group415 Detroit St #100, Ann Arbor, MI 48104
12Hantz Financial Services - Ann Arbor, Michigan2400 Green Rd, Ann Arbor, MI 48105
13Four Financial Management777 E Eisenhower Pkwy #740, Ann Arbor, MI 48108
14Mercer Advisors - Ann Arbor2373 Oak Valley Dr #110, Ann Arbor, MI 48103
15Merrill Lynch Wealth Management777 E Eisenhower Pkwy, Ann Arbor, MI 48108

1.Concorde Investment Services

Address: 3909 Research Park Dr Suite 200, Ann Arbor, MI 48108

images Concorde Investment Services

(9) user ratings total:

Brenda Mata Concorde Investment Services is truly exceptional. The team is dedicated, knowledgeable, and genuinely committed to delivering the best possible experience to the financial professionals they serve — and, just as importantly, to their clients.
5 /5

2.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

3.Evangelista & Associates

Address: 2723 S State St Suite 450, Ann Arbor, MI 48104

(7) user ratings total:

Adrien Chandler John has been my FA for around 5 years now. He "saved" my accounts from a different agency that was not doing right by me and my investments. He and his team are knowledgeable, responsive, honest, and just plain good folk. I highly recommend.
5 /5

4.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

5.TIAA Financial Services

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

images TIAA Financial Services

(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

6.Charles Schwab

Address: 760 W Eisenhower Pkwy UNIT 150, Ann Arbor, MI 48103

(4) user ratings total:

Jeffrey Falardeau The brokers here have been very helpful.
5 /5

7.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

8.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

9.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

10.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

11.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

12.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

13.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

14.Mercer Advisors - Ann Arbor

Address: 2373 Oak Valley Dr #110, Ann Arbor, MI 48103

(3) user ratings total:

Mark Schick Overall a very bad experience from a greedy advisor who prioritized his interest over that of his clients. Use caution when dealing with Mercer Advisors.
1 /5

15.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