National Social Security Advisors

Social Security & IRMAA Medicare Advisors in Michigan

Michigan residents planning for retirement can connect with 25 professionals who hold the National Social Security Advisor (NSSA®) or IRMAA Certified Planner (IRMAACP™) certification. These advisors specialize in Social Security claiming strategies, Medicare enrollment, and IRMAA surcharge planning for clients in Troy, Muskegon, Kalamazoo, Grand Rapids, Bloomfield Hills, and Brighton, and communities across Michigan.

Whether you need help deciding when to claim Social Security benefits, coordinating spousal and survivor strategies, or managing Medicare premiums and income-related adjustments, the certified Michigan advisors below can guide your retirement income planning. Browse the directory and connect directly with a professional near you.

25 Advisors in Michigan

Headshot of Angela Bomber

Angela Bomber

Associate Financial Planner, William Mack and Associates

Troy, MI

NSSA®
Headshot of Bill Collins

Bill Collins

Owner Trust Shield Solutions LLC, Trust Shield Solutions LLC

Clilnton Township, MI

NSSA®
Headshot of David Rankin

David Rankin

Advanced Planning Specialist, Rankin Financial Strategies

Plymouth, MI

NSSA®IRMAACP™
Headshot of Edward Petersmarck

Edward Petersmarck

Financial Advisor, BridgeRiver Advisors

Bloomfield Hills, MI

NSSA®
Headshot of Jaime Cowper

Jaime Cowper

Wealth Advisor and Founder, Unity Financial Advisors

BINGHAM FARMS, MI

NSSA®
Headshot of Jeremy Heavey

Jeremy Heavey

Financial Advisor, Rose Street Advisors

Kalamazoo, MI

NSSA®
Headshot of Julie Wagner

Julie Wagner

Tax Professional - Providing tax preparation and retirement tax planning services to individuals., Hayden's Tax Service

Grand Rapids, MI

NSSA®
Headshot of Justin Pontz

Justin Pontz

Financial Advisor, City Center Financial, LLC.

Troy, MI

NSSA®
Headshot of Kari Petersen

Kari Petersen

Enrolled Agent / Paralegal, Encompass Solutions LLC

Grand Rapids, MI

NSSA®
Headshot of Kelly Tucker

Kelly Tucker

Finacial Advisor, Wealth Management Plus

Sterling Heights, MI

NSSA®
Headshot of Kevin Mix

Kevin Mix

Financial Advisor, Looking Glass Financial Services, Inc.

Lansing, MI

IRMAACP™
Headshot of Krisstin Petersmarck

Krisstin Petersmarck

President & Founder Investment Advisor Representative, New Horizon Retirement Solutions

Bloomfield Hills, MI

NSSA®
Headshot of Kyle McCauley

Kyle McCauley

Chief Investment Officer, Entrust Investment Services, Inc

Lapeer, MI

NSSA®
Headshot of Linda Smith

Linda Smith

Senior Financial Planner, Special Needs Financial Planner National Social Security Advisor Certificate Holder, William Mack & Associates

Troy, MI

NSSA®
Headshot of Lori Kaminski

Lori Kaminski

Senior Advisor and Retirement Planner, Retirement Financial Group

Grand Haven, MI

NSSA®
Headshot of Nadine Burns

Nadine Burns

Certified Financial Planner Professional, A New Path Financial

Ann Arbor MI 48108, MI

NSSA®
Headshot of Nicholas Bour

Nicholas Bour

Founder & CEO, Inspire Wealth

Brighton, MI

NSSA®IRMAACP™
Headshot of Paul Delmotte

Paul Delmotte

Financial Advisor/Planner, Vantage Point Financial

Farmington Hills, MI

NSSA®
Headshot of Royce Young

Royce Young

Financial Advisor, LFN Advisors

Muskegon, MI

NSSA®
Headshot of Sam Kastamo

Sam Kastamo

Financial Advisor, Kastamo Financial

Northville, MI

NSSA®
Headshot of Scott Higgins

Scott Higgins

Financial Advisor, Rose Street Advisors

Kalamazoo, MI

NSSA®
Headshot of Tara Stensrud

Tara Stensrud

Principal, Yeo & Yeo CPAs & Advisors

Midland, MI

NSSA®
Headshot of Thomas Francis

Thomas Francis

Registered Financial Consultant Insurance Sales Representative National Social Security Advisor, Legacy Financial Network

Muskegon, MI

NSSA®
Headshot of William Thatcher

William Thatcher

Founder, President & Wealth Advisor, Thatcher Wealth Management LLC

MI

NSSA®
Headshot of Zachery Smith

Zachery Smith

Lead Advisor and Owner, Premier Financial Group, LLC

Saginaw, MI

NSSA®

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