Detroit financial planners

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Detroit financial planners
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Below are Detroit financial planners. Click on the name of the professional to view contact information and standardized credentials. Proposal process: anonymously describe the service desired (such as financial or retirement planning), select professionals who are to receive your information, and then receive price quotes via email from the professionals. It's that simple and it's free. Link to additional cities for financial planners.
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   Detroit financial planners
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William H Estes Rochester, MI
BBA (1980) University of Michigan (click for more info)

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Detroit Financial Planners
NOT registered with MedLawPlus.com®

William J. O'Neil   (credentials)
O'Neil Financial
7608 Allen Road,
Allen Park, MI 48101
Phone: 313-389-2255
Toll free: 800-353-7114
URL: www.oneilfinancial.com
Robert N. Warfield   (credentials)
Alpha Partners, LLC
600 W. Lafayette Boulevard, Suite 108
Detroit, Michigan 48226
Phone: (313) 963-4911
Second location:
Alpha Partners, LLC
3025 Lyndon Avenue, Suite 102
Flint, Michigan 48504
Email: info@alphapartnersllc.com
URL: www.alphapartnersllc.com
Steve Jagusch   
Steve Jagusch & Associates
P.O. Box 803
1651 S. Milford Rd., Suite 103
Highland, MI 48357
Phone: (248) 889-2167
Toll Free: (888) 616-7779
URL: www.jaguschandassociates.com
Lina Bowman   (credentials)
Bowman Asset Management, Inc.
17011 Kercheval Avenue
Grosse Pointe, MI 48230
Tel: 313-343-0800
Email: info@bowmanasset.com
URL: www.bowmanasset.com
 

General types of issues handled by financial planners:
  • Explaining various tax deferred options
  • Selecting investments that match your desired risk level
  • Diversification and other risk reduction strategies for your investment portfolio
  • Timing advice regarding when to rotate investments among various sectors as well as weighting between stocks (aka equities) and bonds
  • Estate planning
  • Retirement planning
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