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Financial Planning Firms in Okemos

TapRoot Wealth - Ameriprise Financial Services, LLC

TapRoot Wealth - Ameriprise Financial Services, LLC Verified by Yext

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3887 Okemos Rd, Ste A1, Okemos, MI

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At TapRoot Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Okemos, MI area to help... Read More about TapRoot Wealth - Ameriprise Financial Services, LLC

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Brian Sommer - Private Wealth Advisor, Ameriprise Financial Services, LLC

Brian Sommer - Private Wealth Advisor, Ameriprise Financial Services, LLC Verified by Yext

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3887 Okemos Rd, Ste A1, Okemos, MI

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Okemos, MI area, Brian Sommer will take the time to understand you and your goals, as well as those changing... Read More about Brian Sommer - Private Wealth Advisor, Ameriprise Financial Services, LLC

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Michelle Marie Schaub - Financial Advisor, Ameriprise Financial Services, LLC

Michelle Marie Schaub - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

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2651 Coolidge Road, Suite 103, East Lansing, MI

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the East Lansing, MI area, Michelle Marie Schaub will take the time to understand you and your goals, as well as... Read More about Michelle Marie Schaub - Financial Advisor, Ameriprise Financial Services, LLC

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Stacy Hochthanner - Financial Advisor, Ameriprise Financial Services, LLC

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2549 Jolly Road, Suite 300, Okemos, MI

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Okemos, MI area, Stacy Hochthanner will take the time to understand you and your goals, as well as those changing... Read More about Stacy Hochthanner - Financial Advisor, Ameriprise Financial Services, LLC

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Gregory E Miller - Financial Advisor, Ameriprise Financial Services, LLC

Gregory E Miller - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

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2651 Coolidge Road, Suite 103, East Lansing, MI

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the East Lansing, MI area, Gregory E Miller will take the time to understand you and your goals, as well as... Read More about Gregory E Miller - Financial Advisor, Ameriprise Financial Services, LLC

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Stiles, Miller, & Clark Group - Ameriprise Financial Services, LLC

Stiles, Miller, & Clark Group - Ameriprise Financial Services, LLC Verified by Yext

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2651 Coolidge Road, Suite 103, East Lansing, MI

More info available at FINRA's BrokerCheck website

At Stiles, Miller, & Clark Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the East Lansing, MI... Read More about Stiles, Miller, & Clark Group - Ameriprise Financial Services, LLC

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Stephanie Milosavlevski - Private Wealth Advisor, Ameriprise Financial Services, LLC

Stephanie Milosavlevski - Private Wealth Advisor, Ameriprise Financial Services, LLC Verified by Yext

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2139 Commons Pkwy, Ste B, Okemos, MI

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Okemos, MI area, Stephanie Milosavlevski will take the time to understand you and your goals, as well as those changing... Read More about Stephanie Milosavlevski - Private Wealth Advisor, Ameriprise Financial Services, LLC

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Aaron Irving - Financial Advisor, Ameriprise Financial Services, LLC

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1380 Haslett Rd, Ste 12, Haslett, MI

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Haslett, MI area, Aaron Irving will take the time to understand you and your goals, as well as those changing... Read More about Aaron Irving - Financial Advisor, Ameriprise Financial Services, LLC

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Patrick Anderson - Financial Advisor, Ameriprise Financial Services, LLC

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2549 Jolly Road, Suite 300, Okemos, MI

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Okemos, MI area, Patrick Anderson will take the time to understand you and your goals, as well as those changing... Read More about Patrick Anderson - Financial Advisor, Ameriprise Financial Services, LLC

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Thomas Jones - Private Wealth Advisor, Ameriprise Financial Services, LLC

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2549 Jolly Road, Suite 300, Okemos, MI

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Okemos, MI area, Thomas Jones will take the time to understand you and your goals, as well as those changing... Read More about Thomas Jones - Private Wealth Advisor, Ameriprise Financial Services, LLC

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Todd Harter - Financial Advisor, Ameriprise Financial Services, LLC

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2651 Coolidge Road, Suite 103, East Lansing, MI

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the East Lansing, MI area, Todd Harter will take the time to understand you and your goals, as well as those... Read More about Todd Harter - Financial Advisor, Ameriprise Financial Services, LLC

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TIAA Financial Services

TIAA Financial Services Verified by Yext

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4660 South Hagadorn Rd, Suite 130, East Lansing, MI

Learn How You Can Help Maximize Retirement Savings

Our wealth management advisors in TIAA’s East Lansing, MI office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (866) 842-2825.

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PNC Private Bank

PNC Private Bank Verified by Yext

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120 N Washington Sq, Lansing, MI

Achieving the “Why” behind your wealth

PNC Private Bank offers advice and solutions to help individuals, families and business owners grow and manage their short-term and long-term wealth needs.

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Focus Partners

Focus Partners Verified by Yext

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219 E Grand River Ave, Williamston, MI

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through an expansive range of services, we work with clients at every stage, helping them control their financial future. We are dedicated to fostering meaningful growth for our clients. Our fiduciary advisors work collectively to deliver personalized wealth... Read More about Focus Partners

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Bankers Life

Bankers Life Verified by Yext

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2149 Jolly Rd, Ste 100, Okemos, MI

Life or health insurance needs? Let us help.

Bankers Life provides life and health insurance products, including Medicare Supplement from Washington National and Medicare Advantage from affiliated carriers, annuities and investments designed for Americans who are near or in retirement. Our local agents in Okemos, MI live and work in the community, providing personalized guidance to help you plan a secure retirement.  With 200+ offices and 4,000 insurance agents and... Read More about Bankers Life

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Gallagher Insurance, Risk Management & Consulting

Gallagher Insurance, Risk Management & Consulting Verified by Yext

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1690 Watertower Place, Suite 500, East Lansing, MI

Connect with us

At Gallagher, we're more than just a global insurance broker - we're your partner in navigating the world of risk management and consulting services. Since 1927, we've been providing commercial insurance solutions that empower businesses of all sizes to tackle challenges head-on. With a presence in over 130 countries, our team of industry experts are all guided by our client-first... Read More about Gallagher Insurance, Risk Management & Consulting

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Chris Buck - Thrivent

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330 S Jefferson St, Mason, MI

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Chris Buck is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Mason, MI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Chris Buck - Thrivent

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Brice Blossom - Thrivent

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3410 Belle Chase Way, Suite 400, Lansing, MI

810-625-6177

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Brice Blossom - Thrivent

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3410 Belle Chase Way, Suite 400, Lansing, MI

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Brice Blossom is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Lansing, MI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Brice Blossom - Thrivent

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Michael Farrance - Thrivent

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3410 Belle Chase Way, Ste 400, Lansing, MI

269-655-1818

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Michael Farrance - Thrivent

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3410 Belle Chase Way, Ste 400, Lansing, MI

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Michael Farrance is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Lansing, MI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Michael Farrance - Thrivent

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Marci Blankenship - Thrivent

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3410 Belle Chase Way, Ste 400, Lansing, MI

734-415-4500

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Marci Blankenship - Thrivent

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3410 Belle Chase Way, Ste 400, Lansing, MI

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Marci Blankenship is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Lansing, MI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Marci Blankenship - Thrivent

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Aaron Klawuhn - Thrivent

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3410 Belle Chase Way, Ste 400, Lansing, MI

989-627-4715

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Aaron Klawuhn - Thrivent

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3410 Belle Chase Way, Ste 400, Lansing, MI

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Aaron Klawuhn is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Lansing, MI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Aaron Klawuhn - Thrivent

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Risk Placement Services

Risk Placement Services Verified by Yext

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1690 Watertower Place, Suite 500, East Lansing, MI

517-664-2770

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Risk Placement Services

Risk Placement Services Verified by Yext

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1690 Watertower Place, Suite 500, East Lansing, MI

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Hawthorn Verified by Yext

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120 N Washington Square, Suite 650, Lansing, MI

Hawthorn, PNC Family Wealth

Hawthorn, PNC Family Wealth is a premier provider of integrated wealth management solutions to ultra-affluent families and individuals with investable assets of at least $20 million. Integrated wealth management enhances a family’s ability to manage wealth over generations; align investment management with family values, lifestyles and aspirations; and simplify the complexities of managing wealth.

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