Investment Services locations near Montrose, MI

Showing 1–10 of 10 results

We track 10 investment services listings in and around Montrose, MI, spread over 6 ZIP codes. Listings here were last checked in Aug 2026.

Firstmerit Bank ATM

ATM Machines

📍 3346 W Vienna Rd, Clio, MI, 48420

📞 888-554-4362

At FirstMerit, we want to get to know you and provide the financial services that will help you achieve your goals. Whether you are saving or paying for a child’s education, purchasing a home, building and expanding a business or planning for retirement, we want to help you. With branches throughout Ohio, Michigan, Illinois, Wisconsin and Pennsylvania, we offer a wide range of products and services; a focus on your goals; and sound financial advice – all delivered with the responsive, personal service of a community bank. Let us put you first. Equal Housing Lender | Member FDIC

Edward Jones - Financial Advisor: Kent L Kern

Investment Services

📍 100 Smith St Ste 2, Clio, MI, 48420

📞 810-686-3108

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: JIM Wood

Investment Services

📍 121 E Main St, Flushing, MI, 48433

📞 810-659-0494

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Mary J Guzak

Investment Services

📍 499 Franklin St Suite B Ste B, Frankenmuth, MI, 48734

📞 989-652-9622

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Eric S Gasper

Investment Services

📍 6122 W Pierson Rd, Flushing, MI, 48433

📞 810-230-8010

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Eugene Baker - Prudential Financial

Investment Services

📍 6264 Dixie Highway Suite 1 Ste 1, Bridgeport, MI, 48722

📞 989-777-5903

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

Morgan Stanley

Investment Services

📍 2370 S Linden Rd, Flint, MI, 48532

📞 810-733-5900

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

Updated Aug 2026