This guide to the seven best financial advisors in Grosse Pointe, MI brings together entries with different areas of emphasis in their names, from mortgage lending to wealth advice and retirement. Mutual of Omaha Mortgage opens the list, followed by Melissa Fradenburg, Wealth Advisor | Farther and LandMark Financial Planning + Advisory / Lincoln Financial Advisors - Ryan Z. Marier.
The list includes both firm names and entries identifying an individual advisor. Stifel appears under its firm name, while Edward Jones - Financial Advisor: Michael T Wharton, CFP®|CIMA® identifies the advisor and includes professional designations. BMR Retirement Group, LLC and Thomas Gallant - Financial Advisor, Ameriprise Financial Services, LLC round out the seven selections.
Use the guide to organize your search around the financial questions you want to address. A mortgage decision, a retirement plan and a broader look at your finances are different starting points. For readers in Grosse Pointe, MI, the entries below provide a focused list to work through, with your own priorities setting the direction.
5.0(3)· Google5.0 out of 5 from 3 reviews (Google rating)
Financial Advisor
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.
5.0(2)· Google5.0 out of 5 from 2 reviews (Google rating)
Financial Advisor
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.
5.0(1)· Google5.0 out of 5 from 1 reviews (Google rating)
Financial Advisor
Closed today
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.
5.0(1)· Google5.0 out of 5 from 1 reviews (Google rating)
Financial Advisor
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.
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.
Thomas Gallant - Financial Advisor, Ameriprise Financial Services, LLC serves clients in the Grosse Pointe, MI area from an office at 726 Notre Dame St, Grosse Pointe, MI 48230. The practice’s stated approach centers on understanding clients and their financial goals while taking changing markets and unexpected life events into account. Its description emphasizes a mapped approach to the financial future and maintaining focus on longer-term goals amid uncertainty.
For those arranging a meeting, the office offers both online appointments and onsite services, and appointments are recommended. Listed amenities include a restroom and wheelchair-accessible parking; wheelchair-accessible seating is listed as unavailable. These details give prospective clients a choice of meeting formats and specific accessibility information to consider before an onsite visit.
