Fiduciary advisors in Lansing, MI

Lansing, Michigan

Brace Financial Services is a Lansing-based advisory firm led by Chris Brace and Andy, both registered investment advisor representatives and licensed insurance agents with combined experience in financial planning, tax strategy, and retirement planning. The firm offers personalized retirement planning and portfolio construction aligned to individual risk tolerance and goals, with coordination available through tax professionals and estate planning attorneys. The founders emphasize straightforward advice and work to understand client circumstances before making recommendations, addressing concerns such as longevity risk, inflation, and healthcare costs in retirement.

Lansing, Michigan

Jacobs Financial Services LLC, based in Lansing, Michigan, specializes in retirement planning led by founder Tom Jacobs, a retirement income specialist with over 25 years of industry experience. The firm uses its proprietary Jacobs Retirement Roadmap™ process, which guides clients through three phases—defining retirement goals, assessing risk, and developing a customized strategy—and addresses income, risk management, and tax considerations. The team includes Tom Jacobs (president and CEO), Brian Wassilak and Mike Bouma (both licensed insurance producers specializing in retirement planning), and other staff members.

Lansing, Michigan

Looking Glass Financial Services (operating as Synergy Financial Group) is an investment management firm in Lansing, Michigan led by Managing Partners Jamie Wing and Lindsay Wing-Tran, who together bring over 35 years of combined experience. The firm serves retirees and pre-retirees with financial planning, retirement plan administration (401(k)s, pension plans, SEP IRAs), and life insurance services. Jamie holds Series 6 and Series 65 registrations and is FINRA-registered; Lindsay also holds Series 6 and Series 65 registrations and is FINRA-registered as an Investment Advisor Representative. The firm collaborates with Gradient Investments, which manages client portfolios and is led by CFA charterholders with decades of institutional investment experience.

Lansing, Michigan

Waggoner Financial is an investment advisory firm in Lansing, Michigan. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.