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C. U. M. Accounting Services
“They have always been able to answer all my questions, available when I call, and patient with me when I need to get them some important paperwork on time.”
Best Financial Advisors in Detroit, MI
24 firms listed · 7 in Detroit · 6 open weekends · 19 rated 4.5+ · 4 show a license
Data verified October 21, 2026
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Mischler Financial Group
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Pettes
“I've had very positive experiences with this company.”
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Randy K. Lane
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Tellis & Company
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Master Mind Financials
“As long as you stay disciplined and you trust the process, you WILL see the results you want!”
The 24 firms listed for Detroit, MI provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Detroit, MI
Of the 24 firms we list here, 7 are in Detroit itself and 17 come from towns including Southfield (4, 10 mi), Troy (4, 14 mi) and Dearborn (3, 7 mi). 20 of the firms on this page have a rating, from 4.2 to 5.0 across 570 reviews; 3 have 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (91%) and quality (86%). 6 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are business services (3), bookkeeping (2), payroll services (2), tax planning (2) and tax services (2). 4 show a license on their websites and 7 have a BBB rating of A or A+. 20 have ten or more years of experience, the longest 42 years. 2 offer payment plans; 4 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Detroit take financial planning bookings online?
2 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Asset Management Group
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Beals, Caruana & McVety
- Relationship
- Job
- Individual
“I have recommended Cass to many friends and family and have no hesitation in recommending him to anyone who is looking for someone to do any accounting or tax work for them.”
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Orfin & Associates
- Annuity
- Meeting
- Fees
“I, as well as many of you who are approaching the golden years of their life, LOL, have been bombarded by several financial planners to join them for an informative evening on what they are all about.”
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Greenline Retirement
- Thanksgiving
- Team
- Product
“Mark Zayti has proven to be very knowledgeable and an expert at showing me how to keep my investments safe without all the fees I was unaware of with another investor.”
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Sapphire Accounting & Tax Solutions
- Stars
- Work
- Job
“They answer questions and did my tax in no time and not wasted my time, usually tax time is headache but Adnan know how to make it easy and he know what he is doing.”
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Nagi CPA
- Questions
“I recommend Naji to all of my friends…he is the best out the for all accounting and tax services …thank you naji and all your staff especially Eiad …”
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Straightline
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Kimberly Crichton Enders, CFP
“She is inviting and always has the clients best interest in mind.”
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Expert Accounting & Tax Services
- Team
“Thanks for your experience with us,we will always be ready for your service with the best customer service that we always try our best to offer our lovely clients”
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National Tax Services
- Family Owned Business
“Used to go to H&R Block, they are outrageous on prices, got referred here, and been coming here for the last 5 yrs, Ben Sr is the best and so is his staff, very nice and friendly, always on time!!”
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TDK Financial Center
- Tax Preparer
- Receptionist
- Season
“Terri is always looking out for my best interest and making some sound financial decisions on my behalf while the ladies that work behind the scenes are just so sweet and kind.”
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Michigan Business & Personal Tax Center
“They really took care of my needs .”
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Advance Capital Management
- Company
“I trusted my entire retirement to Advance Capital and they have NOT let me down.”
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Quest Commonwealth
- Managing
- Meeting
- Team
“They also patiently ensured that I possessed the needed financial literacy to understand what and why they were recommending the investment strategy that they did.”
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Wealth Strategies Financial Group
- Company
“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.”
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Smart Tax Professional Services - CPA Firm
- Quality
- Advisors
“More than once they've come up with tax strategies that not only saved us a lot of money, but also taught our high priced tax attorneys something new at the same time.”
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M3 Investment Services
- Invested
“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.”
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Mueller & Company CPA
“They go beyond basic tax preparation to provide proper planning and recommendations”
Retirement Planning and Investment Management Services in Detroit, MI Cost Estimates
Minimum cost
$1243
Maximum cost
$10566
National Average
$3729
Avg Per Hour Rates
$373
$2486
$6837
Typical price range is based on 512 cost profiles
Why these companies made our list
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