michigan Date: 11-15-2025

Find the Best 18 Finance services in Ann Arbor, MI (Part 2)

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
1Fidelity Investments500 E Eisenhower Pkwy Suite 100, Ann Arbor, MI 48108
2Boardwalk Wealth Management - Financial Advising341 E Huron St Suite 3, Ann Arbor, MI 48104
3Fineberg Wealth Management1528 Golden Ave, Ann Arbor, MI 48104
4Renaissance Financial Group300 N 5th Ave #140, Ann Arbor, MI 48104
5Edward Jones - Financial Advisor: Les Heddle2330 E Stadium Blvd Suite 4, Ann Arbor, MI 48104
6Nelson, Kellmann & Associates - Ameriprise Financial Services, LLC2800 S State St UNIT 205, Ann Arbor, MI 48104
7Retirement Income Solutions2301 Platt Rd #300, Ann Arbor, MI 48104
8Morgan Stanley Financial Advisors2001 Commonwealth Blvd, Ann Arbor, MI 48105
9World Financial Group2890 Carpenter Rd #700A, Ann Arbor, MI 48108
10Pollock Investment Advisors, LLC412 E Huron St, Ann Arbor, MI 48104
11Parros Financial Group, LLC1310 S Main St #13, Ann Arbor, MI 48104
12Timothy Roberts & Associates LLC2750 Carpenter Rd Suite 7, Ann Arbor, MI 48108
13Giniel Financial Group Inc, Ann Arbor Mortgage Broker NMLS #1475862735 Victors Way, Ann Arbor, MI 48108
14Advanced Wealth Strategies3005 Boardwalk Dr Suite 101, Ann Arbor, MI 48108
15Imber Wealth Advisors, Inc.955 W Eisenhower Cir a, Ann Arbor, MI 48103
16Huron Valley Financial2395 Oak Valley Dr Ste 200, Ann Arbor, MI 48103
17Two Bird Wealth Strategies5263 Plymouth Rd, Ann Arbor, MI 48105
18Stites Financial LLC4844 Jackson Rd #208, Ann Arbor, MI 48103

1.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

2.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

3.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

4.Renaissance Financial Group

Address: 300 N 5th Ave #140, Ann Arbor, MI 48104

5.Edward Jones - Financial Advisor: Les Heddle

Address: 2330 E Stadium Blvd Suite 4, Ann Arbor, MI 48104

(2) user ratings total:

Charlotte Payne Lester Heddle and Cindy Mayer are in perfect harmony as a team. Theyve been my brokers for several years, and I hope they will continue to be for several more
5 /5

6.Nelson, Kellmann & Associates - Ameriprise Financial Services, LLC

Address: 2800 S State St UNIT 205, Ann Arbor, MI 48104

(2) user ratings total:

Dawn Sorrento Guaranteed to get you through the tough times with the least amount of stress and the most amount of wealth. Great communicators and even better listeners.
5 /5

7.Retirement Income Solutions

Address: 2301 Platt Rd #300, Ann Arbor, MI 48104

(2) user ratings total:

Dan Rich what a great financial company... very knowledgeable and super friendly staff. wonderful receptionist.
5 /5

8.Morgan Stanley Financial Advisors

Address: 2001 Commonwealth Blvd, Ann Arbor, MI 48105

9.World Financial Group

Address: 2890 Carpenter Rd #700A, Ann Arbor, MI 48108

(2) user ratings total:

Abhi Paul Changed my life and my family’s !
5 /5

10.Pollock Investment Advisors, LLC

Address: 412 E Huron St, Ann Arbor, MI 48104

(2) user ratings total:

Rich Nobody Paul My father left me the interest in a half million dollars unfortunately, he left it with Pollock who cant manage a 1.5% return. Now I am homeless. Really? Half a million dollars, he can generate a max of 6k/year. Great job jim!
1 /5

11.Parros Financial Group, LLC

Address: 1310 S Main St #13, Ann Arbor, MI 48104

12.Timothy Roberts & Associates LLC

Address: 2750 Carpenter Rd Suite 7, Ann Arbor, MI 48108

(19) user ratings total:

Ahzje Thomas Working with Robert made filing taxes a breeze for me and my fiancé. He was very prompt and everything went through without any issues. His communication was perfect and he answered every question that we had! Thank you for the excellent customer service!
5 /5

13.Giniel Financial Group Inc, Ann Arbor Mortgage Broker NMLS #1475862

Address: 735 Victors Way, Ann Arbor, MI 48108

(150) user ratings total:

Tahnee Talley Josh was great to work with. It took over a year to find a house but he was available anytime I needed him. He explained everything thoroughly through each step and stayed in communication with me through the whole process. It only took a few weeks to close and everything went smoothly. I would recommend him to anyone looking to purchase a home.
5 /5

14.Advanced Wealth Strategies

Address: 3005 Boardwalk Dr Suite 101, Ann Arbor, MI 48108

(15) user ratings total:

adrienne knack Aleia MacDonald and the Advanced Wealth Strategies team are absolutely amazing. They are honest, hard-working, diligent...the list goes on. Advanced Wealth Strategies repeatedly shows how much they care about their clients - from follow-up emails to client appreciation events. Aleia treats every client with respect, patience, and kindness. I never hesitate to refer clients, family, and friends to this amazing team.
5 /5

15.Imber Wealth Advisors, Inc.

Address: 955 W Eisenhower Cir a, Ann Arbor, MI 48103

(15) user ratings total:

LaDonna Bow Billman We moved our investments to Imber Wealth Advisors many years ago and been very happy! Jon Imber and the entire team are responsive and attentive to our accounts, ensuring that our investments align with our personal financial goals. We appreciate their proactive approach in fine-tuning our portfolio. It’s reassuring to know that our investments are in trustworthy hands and being carefully managed at Imber Wealth. We highly recommend their services to anyone looking for knowledgeable and reliable financial advisors.
5 /5

16.Huron Valley Financial

Address: 2395 Oak Valley Dr Ste 200, Ann Arbor, MI 48103

(15) user ratings total:

Paolo Ranoso This was my first time buying a home/getting a mortgage. While I thought it would be a daunting process, Gigi Olegario helped me out through each phase and made everything very easy and understandable for me. She was always available and quick to respond. She also helped me lock in a great interest rate! I know this because I double-checked with other companies to be sure, and this was the real deal. She has a warm and caring personality and made the whole mortgage process an enjoyable experience.
5 /5

17.Two Bird Wealth Strategies

Address: 5263 Plymouth Rd, Ann Arbor, MI 48105

(13) user ratings total:

Claire Stewart When I used to think of financial planning, I pictured someone in a suit telling me where to put my stocks. But meeting with Matt Bowden at 2 Bird Wealth Management completely changed that perception. Matt is not only incredibly knowledgeable and professional—he’s also a fellow parent who genuinely cares about helping families build real financial freedom. In our first meeting, he spent nearly three hours with us, taking the time to understand our short-, mid-, and long-term goals. He helped us see that financial planning is so much more than just retirement—its about creating a plan that supports the life we want to live now and in the future. Matt is kind, patient, and never once made us feel rushed or overwhelmed. We left that first meeting feeling empowered, informed, and excited to start this journey. We’re so grateful to have found him and are really looking forward to working together!
5 /5

18.Stites Financial LLC

Address: 4844 Jackson Rd #208, Ann Arbor, MI 48103

(11) user ratings total:

Nowakowski Pete (BRAG Ann Arbor) Rick Stites has wisely guided my financial planning for many years. Hes always responsive and eager to meet and discuss my goals and circumstances. Beyond that, they are excellent supporters of our charitable organization, volunteering and helping folks in the community. Thanks for your great work!
5 /5