Financial Advisors in East Lansing, Michigan (Ingham County)

My duties as an Adviser include overseeing the financial affairs of my clients which include both individuals and families, as well as corporations and non-profit organizations. My practice centrally focuses on 2 important themes:

#1 - Invest with low costs to maximize performance.
#2 - Invest according to your values, supporting companies and ideas that you believe in.

Here are the situations or services where I try to make my client's lives easier:
* Retirement Planning including: 401(k) Rollovers, IRA's, Pension guidance, and Social Security planning.
* Investment Management including: Cash Management, Portfolio Construction, and Diversification utilizing: Mutual Funds, Exchange Traded Funds, Stocks, Bonds, Separate Account Managers, and Alternative Investments.
* During life changing circumstances such as: retirement or planning for retirement, new marriage, divorce, college savings for children, inheritance and/or settlement management, or selling your business.

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Erik Klumpp, CFP
Chessie Advisors, LLC is a financial planning and investment management firm specializing in providing independent, objective advice to teachers, engineers, and young professionals. Based in Rochester Hills, Michigan, we serve clients throughout Michigan and virtually throughout the country. We strive to guide our clients in creating and realizing their American Dream. Chessie Advisors provides ongoing financial planning and investment management services as well as hourly or project based services. We do not require a minimum investible asset level in order to work with us. To learn more, please visit our website. To schedule an introductory call, click here. Chessie Advisors...a different breed of financial advisor™.... See More

Scott Smith, CFP
Olympia Ridge, LLC (Olympia Ridge - Personal Financial Advisers) is a Registered Investment Advisor providing holistic financial planning services. Olympia Ridge uses a fee-only compensation model.
Why Choose Us?
We are Fee-Only - This means that we do not accept commission compensation or kickbacks from any party for anything. Our clients compensate us directly for our advice and services using either an easy monthly or quarterly retainer, or if more convenient, on a project basis. No conflicts of interest!! We hold ourselves to the highest fiduciary standard. Period.
We believe in Functional Financial Planning - Functional Financial planning is the practice of ensuring that personal finances function within each client's lives. What works for one client may not necessarily be the best solution for another client.
Who can we help the most? Generation X Self Employed Business Owners Busy Professionals People Nearing Retirement
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Warren McIntyre, CFP, MBA
VisionQuest Financial Planning LLC delivers financial planning and investment management services the way you want. We provide as little or as much help as you need, and we have no account minimums or income requirements to become a client. Our flat rate fees are fair and affordable because you pay only for the time we work for you, just like the as-needed professional services provided by your doctor, attorney or CPA.We want you to have a full understanding of our background, services, fees, philosophy and methodology so that you can make an informed decision. You can find the answers to most of your questions on our web site, but to learn more, please call for a free “Get Acquainted” meeting.
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Sophit Lee, CFP
We are a Registered Investment Advisor firm in the States of Michigan and California. Our primary goal is to assist you in your efforts to attain your major life goals and aspirations. We do this by taking a proactive, integrative and individualized approach to planning and implementation. We work collaboratively with you to develop strategies, create and maintain wealth, reduce financial risk, and balance financial decisions, life choices and personal values.
Our philosophy is to focus first on you and your overall best interests. We are committed to offering objective advice, quality portfolio management and financial planning services, while minimizing possible conflicts of interest. We will always offer candid reviews and assessments of your current financial situation, and discuss with you the potential solutions and pitfalls. When you work with us, we will be your advisor, as well as your advocate. You can also be assured that we will uphold our fiduciary responsibility to you. ... See More