Rochester Hills, MI

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Rochester Hills, MI
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Best Financial Advisors in Rochester Hills, MI

The highest-rated Financial Planning & Wealth Management companies out of 135 vetted & reviewed in the Rochester Hills area.

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Blue Chip Partners

Blue Chip Partners

(4)
Tax Planning, Retirement Planning, Estate Planning
“BCP offers online tools and access that is clear to help the novice feel comfortable yet empowered on how to see the current financial plan, plus work as a team to help one project life event scenarios for future planning.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2012
38505 Country Club Dr, Farmington Hills, MI
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Maged Michail, CPA

Maged Michail, CPA

(16)
Industries, Services For Quickbooks, Business Services
“It's always done very well, he is knowledgeable in his field and has always been able to answer related questions precisely in a way that an everyday person can understand.”
Remote Consultations Available
Offers Financing Options
Free Initial Consultation
Licensed, BBB Rating: A+
3424 Rochester Rd, Troy, MI
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Corporate Accounting Services, Cpa's

Corporate Accounting Services, Cpa's

(5)
Internal Controls, Business Valuation, Tax Services
“Headed by Bruce Berndt CPA, Corporate Accounting is the perfect partner to have on your team, whether you are a small business owner-individual or MNC.”
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
Licensed
25882 Orchard Lake Rd #106, Farmington Hills, MI
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Farquharson, Pointon & Lepsetz, Cpa's

Farquharson, Pointon & Lepsetz, Cpa's

(9)
Industries, Quickbooks, Personal Financial Planning
“I have been using Farquharson, Pointon & Lepsetz for both of my personal taxes and also for an organization I keep the books for that is a 501 (c) 7 for several years now.”
Offers Financing Options
Remote Consultations Available
Free Initial Consultation
Accepts Check
31500 W 13 Mile Rd #114, Farmington Hills, MI
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Aquest Wealth Strategies

Aquest Wealth Strategies

(30)
  • Investment
  • Future
  • Market
“Highly recommend them to anyone who needs and wants a new prospective view in your retirement age.”
Family Business
In Business Since 2009
Serving Rochester Hills Area
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John A. Sanchez & Company

John A. Sanchez & Company

(21)
  • Questions
  • Team
“I strongly recommend John and his team for any business owner that wants to get great insight into their financials and value far beyond simply preparing a tax return.”
Free Initial Consultation
In Business Since 2010
Serving Rochester Hills Area
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Rochester Wealth Strategies

Rochester Wealth Strategies

(25)
Retirement Planning, Life Insurance, Financial Planning
“Each has their own unique gifts and add to the overall expertise of the group, working together as a fantastic team with plenty of knowledge & sharing it willingly.”
In Business Since 2018
Serving Rochester Hills Area
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Thomas & Associates

Thomas & Associates

Quickbooks Services, Tax Services, Business Services
“Asset allocation is the distribution of investments among asset classes. Asset classes include different types of stocks, bonds, and mutual funds. It is a significant factor in determining your investment return relative to risk. Proper asset allocat...”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2008
38345 W 10 Mile Rd STE 320, Farmington Hills, MI
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Senior Financial Center

Senior Financial Center

(5)
Long-Term Care, Social Security, Estate Planning
“Charles Bartman and his well qualified team have taken a personal interest to ensure that my wife and I understood what we needed to know and what actions that were required to retire with confidence.”
In Business Since 2013
37000 Grand River Ave Suite 250, Farmington Hills, MI
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Financial Focus

Financial Focus

(1)
Insure, Manage, Invest
“Very personal firm with an intimate setting and focused and knowable staff.”
Accepts Cash
Transparent Fees & Pricing
In Business Since 2008
31731 Northwestern Hwy #261W, Farmington Hills, MI
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Great Lakes Family Probate & Estates

Great Lakes Family Probate & Estates

(20)
“My friend highly recommended Kimberly after she had worked diligently to help family members during a highly sensitive process of settling their estate issues.”
Free Initial Consultation
In Business Since 2020
Serving Rochester Hills Area
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Stoney Creek Advisors

Stoney Creek Advisors

(1)
New Investors, Estate & Legacy Planning, Insurance Planning
“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
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Wasserman Wealth Management

Wasserman Wealth Management

(1)
“As a young investor with a smaller amount of assets to offer to manage, I didn't expect nearly the attention he's given me, or the time he's been willing to spend with me to help me learn.”
Transparent Fees & Pricing
In Business Since 2008
31700 Middlebelt Rd # 130, Farmington Hills, MI
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Cobblestone Financial Services

Cobblestone Financial Services

(2)
Estate Planning, Insurance Planning, Financial Planning & Estate Planning Services
“Very knowledgeable about options and not at all pushy.”
Transparent Fees & Pricing
In Business Since 2017
Serving Rochester Hills Area
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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
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Financial Network

Financial Network

“Our job is to take inventory of your finances so we get a big picture view of your financial situation. After we gain clarity of your financial goals, we establish a plan to help you work toward them.”
In Business Since 2015
30833 Northwestern Hwy # 125, Farmington Hills, MI
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Michigan Pension & Financial

Michigan Pension & Financial

“Registered representative - Securities offered through Cambridge Investment Research, Inc. a Broker Dealer, member Representatives of Michigan Pension & Financial, Inc. are registered to offer securities in the following states: Arizona, California, ...”
In Business Since 2007
31500 W 13 Mile Rd Suite #110, Farmington Hills, MI
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Consolidated Financial Corporation

Consolidated Financial Corporation

“Highly compensated professionals, business owners and affluent families present different opportunity and obstacles than many others. Our team has over thirty-five years of experience in building and preserving wealth. We specialize in areas such as ...”
In Business Since 1995
29905 Middlebelt Rd, Farmington Hills, MI
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David N. Goldberg

David N. Goldberg

“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hone...”
In Business Since 2008
37811 W 12 Mile Rd #101, Farmington Hills, MI
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Financial Architects

Financial Architects

(6)
Medicare, Employee Benefits, Estate Planning
“I felt he dug deep into knowing what we wanted financially and what benefited us best.”
In Business Since 1998
39395 W 12 Mile Rd Suite 102, Farmington Hills, MI
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Lau & Lau Associates

Lau & Lau Associates

(2)
Corporate Benefit Solutions, Private Wealth Services
“If you need any type of financial advice, planning, ideas - this is your team.”
In Business Since 2006
Serving Rochester Hills Area
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Yeo & Yeo Cpas & Business Consultants

Yeo & Yeo Cpas & Business Consultants

(1)
IT & Security, Technology Product Procurement, Wealth Management
“I've been using this company for my taxes for several years and they're fantastic, professional, and responsive to my questions.”
In Business Since 1996
Serving Rochester Hills Area
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Thomas Financial Company

Thomas Financial Company

(1)
Legacy Planning, Investments, Retirement Planning
“Super great friendly knowledgeable people!”
In Business Since 2009
Serving Rochester Hills Area
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Bridgeriver Advisors

Bridgeriver Advisors

(3)
“I've ben through the cooperate investment companies with my own "dedicated" agent for 20+ years but no one has timed the market like Dan did for me during the 1st Quarter of 2022 when we pulled out and now slowing re-entering when it's at 32.”
In Business Since 2009
Serving Rochester Hills Area
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Retirement Planning and Investment Management Services in Rochester Hills, MI Cost Estimates

Minimum cost
$1116
Maximum cost
$9483
National Average
$3347
Avg Per Hour Rates
$335
$2232
$6136
Average price range is based on 440 cost profiles
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Average Cost $3347
Minimum cost $1116
Maximum cost $9483
Avg Per Hour Rates $335

Average range $2232 to $6136 is based on 440 cost profiles.

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Wealth Management Advisors near Rochester Hills

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