Rochester Hills, MI

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Best Financial Advisors in Rochester Hills, MI

The highest-rated Financial Planning & Wealth Management firms out of 211 vetted & reviewed in the Rochester Hills area.

DDR Wealth Advisors

DDR Wealth Advisors

Best of 2022
(1)
“Handled my retirement strategy 11 years ago.”
In Business Since 2011
1460 Walton Blvd #65, Rochester Hills, MI
i
Stoney Creek Advisors

Stoney Creek Advisors

(1)
Estate & Legacy Planning, Retirement Planning, Portfolio Management
“Stoney Creek Advisors of Rochester Hills Michigan provided me with great advice on solutions to my retirement income now that I am no longer working.”
In Business Since 2016
445 S Livernois Rd #105, Rochester Hills, MI
i
Tarr Financial

Tarr Financial

(3)
“The world has changed a lot - but I don't think my money should be managed by someone on the other end of an 800 number that doesn't know me, or a bank lobby employee who won't be there in 6 months.”
In Business Since 2019
Average Price Tag
Serving Rochester Hills Area
i
Octo Capital Wealth Management

Octo Capital Wealth Management

(5)
“I love his experience and evidence based approach to manage my portfolio.”
In Business Since 2014
Transparent Fees & Pricing
Serving Rochester Hills Area
i
Blackheath Capital Management

Blackheath Capital Management

(1)
“He is a fee-only financial planner, so I felt like the advice was genuine - and I wasn't sold a plan I didn't need.”
In Business Since 2021
1700 W Hamlin Rd Suite 100, Rochester Hills, MI
i
Gainplan

Gainplan

(2)
“We no longer worry about the ups and downs of the stock market, as we know they are all over it.”
In Business Since 2015
Transparent Fees & Pricing
Serving Rochester Hills Area
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CPR Investments

CPR Investments

(3)
“Great investment options!”
In Business Since 2010
Serving Rochester Hills Area
i
Credit Card Processing Rochester Hills Michigan

Credit Card Processing Rochester Hills Michigan

(1)
“Credit Card Processing Rochester Hills helped me save $650 + per month...”
3110 Walton Blvd Medical Library Collaboration and Study Room, Rochester Hills, MI
i
Campbell Retirement Planning Centers

Campbell Retirement Planning Centers

(20)
  • Know
  • Call
  • Markets
“We always look forward to receiving the quarterly letter that Dean sends out to all of his clients giving his opinions on the current and future financial outlook.”
In Business Since 1998
Licensed, BBB Rating: A+
Serving Rochester Hills Area
i
Wealth Strategies Financial Group

Wealth Strategies Financial Group

(11)
Calculators
“Paul Carnahan has been my advisor since 2016 he is loyal to me and my family dedicated he always keeps me in the loop on new strategies to grow my money and we have been extremely successful.”
In Business Since 2016
Below Average Price Tag
2000 Town Center #1600, Southfield, MI
i
M3 Investment Services

M3 Investment Services

(8)
Retirement Plans, Investments, Overview
“I rarely write reviews but I just have to say that my experience with Alex was the most professional, thorough and comprehensive experience I've ever had.”
In Business Since 2013
990 N Main St, Royal Oak, MI
i
Bridge Wise Financial Partners

Bridge Wise Financial Partners

(14)
  • Child
  • Future
  • College
“Paul has spent countless hours with us explaining the pros-and-cons of different savings scenarios; always keeping our best interests in mind as the ultimate goal.”
In Business Since 2017
2041 E Square Lake Rd Suite 100, Troy, MI
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Reliance Financial Group

Reliance Financial Group

(18)
“Ro has been helping us with financing for over 18 years, This is the fifth or sixth transaction with Reliance Financial, and every time they were thorough and diligent.”
Transparent Fees & Pricing
Average Price Tag
In Business Since 2005
Licensed
3501 Rochester Rd, Troy, MI
i
Richard W. Paul & Associates

Richard W. Paul & Associates

(20)
  • Decisions
  • Retirement
  • Investments
“Finally Richard Paul and Associates are perpetually staying abreast of our ever changing economic atmosphere and pass this on favorably to their clients.”
80+ Years Experience
CFP Certified
39555 Orchard Hill Pl #100, Novi, MI
i

Retirement Planning and Investment Management Services Estimated Cost in Rochester Hills, MI 2022

Minimum cost
$1040
Maximum cost
$8840
National Average
$3120
Avg Per Hour Rates
$312
$2080
$5720
Fair price range based on 247 cost profiles
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Average Cost $3120
Minimum cost $1040
Maximum cost $8840
Avg Per Hour Rates $312

Fair range $2080 to $5720 is based on 247 cost profiles.

Why these companies made our list

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