Edward Jones - Financial Advisor: Michael T Wharton, CFP®|CIMA® in Grosse Pointe, MI

Edward Jones - Financial Advisor: Michael T Wharton, CFP®|CIMA®

5.0(1)· Google5.0 out of 5 from 1 reviews (Google rating)Financial Advisor Grosse Pointe (City)Financial Advisors in Grosse Pointe (City)Closed today
  • Edward Jones - Financial Advisor: Michael T Wharton, CFP®|CIMA® in Grosse Pointe, MI — photo 1

About Edward Jones - Financial Advisor: Michael T Wharton, CFP®|CIMA®

Edward Jones - Financial Advisor: Michael T Wharton, CFP®|CIMA® is located at 650 St Clair Ave in Grosse Pointe, MI. Wharton’s listed credentials include CFP® and CIMA®. Edward Jones describes its services as wealth management and financial guidance, with a focus on investing, retirement planning and saving for education. The firm’s description also identifies tax-smart investing guidance and personalized financial strategies as parts of its approach.

Appointments are recommended for this office. Wheelchair-accessible parking is listed as available, while a wheelchair-accessible entrance and wheelchair-accessible restroom are listed as unavailable; a restroom is also listed as unavailable. These are practical considerations when planning an in-person visit. The office has a Google rating of 5 out of 5, based on one review. That limited review count offers little basis for drawing broader conclusions about client experiences.

Known for

  • CFP® and CIMA® credentials
  • Retirement and education savings planning
  • Tax-smart investing guidance
  • Personalized financial strategies
  • Appointments recommended

Reader reviews

No reader reviews yet — be the first.

Write a review

Your review is published on Edward Jones - Financial Advisor: Michael T Wharton, CFP®|CIMA®'s page after moderation.

Your rating

Similar places nearby

  • BMR Retirement Group, LLC in Grosse Pointe

    BMR Retirement Group, LLC

    Financial planner

    BMR Retirement Group, LLC is listed as a financial advisor at 17266 Mack Ave, Suite A, in Grosse Pointe, MI 48230. The supplied business information establishes its category and office address but does not describe particular advisory services. Although retirement appears in the business name, the listing does not specify the scope of retirement-related guidance, the firm's approach, or the clients it serves. The listed facilities include a wheelchair-accessible entrance and a restroom. These are the only confirmed accessibility and amenity details provided. No Google rating, review count, or pricing information is supplied, so the listing offers no basis for assessing client feedback or costs. For readers considering this Grosse Pointe, MI office, the available facts provide a location and basic access information rather than a detailed service profile.

  • Melissa Fradenburg, Wealth Advisor | Farther in Grosse Pointe Farms

    Melissa Fradenburg, Wealth Advisor | Farther

    5.0(3)· Google5.0 out of 5 from 3 reviews (Google rating)

    Financial planner

    Closed today

    Melissa Fradenburg, Wealth Advisor | Farther is a financial advisory practice at 81 Kercheval Ave, Suite 300A, in Grosse Pointe, MI. Fradenburg holds the CDFA® and AIF® credentials and has more than 15 years of experience. Her services include personalized financial planning, investment management, and divorce financial guidance for individuals. The practice’s stated approach emphasizes making complex financial decisions easier to understand and helping clients build confidence in their financial future. For people considering financial advice in Grosse Pointe, MI, the service mix includes both financial planning and guidance specific to divorce. Fradenburg describes her approach as warm and relatable. Appointments are recommended. The listed facilities include a wheelchair-accessible entrance, wheelchair-accessible parking, and a wheelchair-accessible restroom. The business has a 5-star Google rating based on three reviews, a small review count to keep in mind when considering that score.

  • LandMark Financial Planning + Advisory / Lincoln Financial Advisors - Ryan Z. Marier in Grosse Pointe Farms

    LandMark Financial Planning + Advisory / Lincoln Financial Advisors - Ryan Z. Marier

    5.0(2)· Google5.0 out of 5 from 2 reviews (Google rating)

    Financial planner

    Closed today

    LandMark Financial Planning + Advisory / Lincoln Financial Advisors - Ryan Z. Marier is listed as a financial advisor at 18720 Mack Ave, Suite 270, in Grosse Pointe, MI. The business name identifies Ryan Z. Marier and includes both LandMark Financial Planning + Advisory and Lincoln Financial Advisors. The supplied listing does not describe specific financial services or areas of specialization, so it offers a clearer picture of the office’s location and visitor amenities than of its advisory work. Appointments are recommended for visits to the office. Listed accessibility features include a wheelchair-accessible entrance, wheelchair-accessible parking, and a wheelchair-accessible restroom. A restroom is also noted among the amenities. The business has a 5-star Google rating based on two reviews. That is a small review count, and no review text is provided to explain the ratings or describe individual client experiences.

  • Stifel in Grosse Pointe Farms

    Stifel

    5.0(1)· Google5.0 out of 5 from 1 reviews (Google rating)

    Investment bank

    Closed today

    Stifel’s office at 17000 Kercheval Ave, Suite 240, in Grosse Pointe, MI, is part of a diversified global wealth management and investment banking firm established in 1890. Its stated approach to investing emphasizes trust, understanding, and studied advice. The firm describes helping clients tailor portfolios to their financial goals and make investment decisions that align with those goals as life circumstances change. Wealth transfer is another focus in Stifel’s description, including planning to pass assets to heirs with attention to tax efficiency. The office has a wheelchair-accessible entrance and wheelchair-accessible parking. Clients can contact the office by phone or visit in person. Its Google listing shows a 5-star rating based on one review, a limited basis for assessing client experience.