Pontiac, MI

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Pontiac, MI
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Best Financial Advisors in Pontiac, MI

The highest-rated Financial Planning & Wealth Management companies out of 156 vetted & reviewed in the Pontiac area.

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Beals, Caruana & McVety

Beals, Caruana & McVety

(48)
Bookkeeping, Wealth Management, Tax & Accounting
“When our previous accountant left us hanging with no warning, John and Cass were there to seamlessly pick up the pieces and keep our business moving in the right direction.”
In Business Since 2016
Licensed, BBB Rating: A+
707 E Maple Rd # 100, Troy, MI
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Orfin & Associates

Orfin & Associates

(36)
Wealth Management, Annuities, Long Term Care
“We get invitations like every other day to have a "free" dinner hosted by retirement planers, but most were on days that I worked until Dan Orfin's held on a day I was off and it was at Andiamo's so we went.”
In Business Since 2004
Licensed, BBB Rating: A
363 W Big Beaver Rd #200, Troy, MI
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Dyrect Professional Services

Dyrect Professional Services

(47)
Tax Services, Services For Individuals, Business Services
“God bless you and wish you all the best, you are a valuable asset for the company for having professional experience and providing the high level of customer service.”
Free Initial Consultation
In Business Since 2020
Transparent Fees & Pricing
801 W Big Beaver Rd Suite 300, Troy, MI
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Summit Financial Consulting

Summit Financial Consulting

(29)
Insurance, Education Planning, Legacy Planning
“The most important thing to me is, I don't understand this realm of the world, and Jim always takes his time to explain it in ways that ill understand.”
Family Business
In Business Since 2010
Licensed, BBB Rating: A+
43409 Schoenherr Rd, Sterling Heights, MI
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Dallo Estate Planning

Dallo Estate Planning

(50)
Lawsafe®, Medicaid Planning, Trust Administration
“He proactively suggests modifications and improvements to the living trust, will, and durable power of attorney, often bringing up details I hadn't considered.”
In Business Since 2017
31731 Northwestern Hwy Ste 261W, Farmington Hills, MI
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Blue Chip Partners

Blue Chip Partners

(49)
Tax Planning, Estate Planning, Executive Compensation
“What we especially appreciate about Blue Chip is their Client Focus, and their willingness to engage with us in discussion to find solutions for our issues.”
In Business Since 2013
Accepts All Major Credit Cards
38505 Country Club Dr, Farmington Hills, MI
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First Commerce Financial

First Commerce Financial

(50)
  • Company
  • Call
  • Options
“We got through the whole process and the team brought the closing documents to my home - so very little contact with anyone (in keeping with CDC rules).”
In Business Since 2007
Emergency Services
Serving Pontiac Area
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Miah, CPA

Miah, CPA

(48)
  • Skills
  • Work
  • Price
“Thoroughly combing thru 2018 return as we sat at his desk,already happy with his work,he found adittional vehicle deductions ,with the result of an additional refund.”
In Business Since 2019
CPA Certified
29230 Ryan Rd Suite A, Warren, MI
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Lock ~ Spiot Tax & Financial Services

Lock ~ Spiot Tax & Financial Services

(8)
Accounting & Bookkeeping, Payroll Services, Wealth Management
“Experienced, ethical CPA tax professional whom I trust very much.”
Coupons & Offers
In Business Since 1976
Accepts All Major Credit Cards
Serving Pontiac Area
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Maged Michail, CPA

Maged Michail, CPA

(20)
Industries, Tax Services, Services For Individuals
“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
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2004
3424 Rochester Rd, Troy, MI
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Unlimited Accounting & Tax Services

Unlimited Accounting & Tax Services

(39)
Business Consulting, Accounting & Bookeeping, Tax Services
“As it was my first time using their service, I was very pleased to do my personal and business taxes with Fadia - she's very polite and educated lady.”
In Business Since 2014
Transparent Fees & Pricing
1975 E Maple Rd, Troy, MI
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Verde Capital Management

Verde Capital Management

(49)
  • Meetings
  • Portfolio
  • Confidence
“From suggesting ways to save on homeowner's insurance to starting a 401K account for our business, they are there to make suggestions and help implement their strategies.”
In Business Since 2008
Serving Pontiac Area
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Aquest Wealth Strategies

Aquest Wealth Strategies

(50)
  • Goals
  • Financial Planning
  • Investment
“They consider our needs and lifestyle-never offering a “cookie-cutter” solution, but tailoring a wide variety of financial instruments for our special needs.”
In Business Since 2009
Serving Pontiac Area
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Hertz Schram Law Firm

Hertz Schram Law Firm

(48)
Employment Law, Camp & Recreational Law, Commercial Real Estate
“He reviewed the purchase agreement and gave us sound, smart advice which led to us working out our issue with the other party, ultimately avoiding litigation.”
In Business Since 2007
Serving Pontiac Area
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ROI Associates

ROI Associates

(26)
Industries, Tax Services, Services For Individuals
“The gentleman I worked with was patient and very knowledgeable and was able to help me with all my needs while remaining as professional as I could have imagined.”
In Business Since 2022
Transparent Fees & Pricing
34405 W 12 Mile Rd #137, Farmington Hills, MI
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Corporate Accounting Services, Cpa's

Corporate Accounting Services, Cpa's

(6)
Tax Services, Attest Services, Cash Flow Management
“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
Free Initial Consultation
Accepts All Major Credit Cards
In Business Since 1999
25882 Orchard Lake Rd #106, Farmington Hills, MI
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John A. Sanchez & Company - Cpa's & Consultants

John A. Sanchez & Company - Cpa's & Consultants

(32)
  • Instrumental
  • Organized
  • Strategic
“I can't imagine having navigated COVID without his input, and certainly would not want to navigate some of the financial challenges I've encountered in the last 1.”
In Business Since 2010
Free Initial Consultation
Serving Pontiac Area
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Rochester Wealth Strategies

Rochester Wealth Strategies

(38)
Retirement Planning, Investment Management, Etf's (Exchange Traded Funds)
“He obsesses over details to provide comprehensive guidance on every aspect of our retirement planning - including account performance, tax efficiency, financial flexibility, educational savings, and quality of life along the way.”
In Business Since 2018
Serving Pontiac Area
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C. U. M. Accounting Services

C. U. M. Accounting Services

(24)
Business Tax Returns, Tax Planning, Financial Statements
“M Accounting Services cares about clients very knowledgeable and take personal time with each and every person regardless of what service you choose to use.”
In Business Since 2020
19641 W 7 Mile Rd, Detroit, MI
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Sneller Financial Services

Sneller Financial Services

(31)
  • Understanding
  • Social Media
  • Team
“They value personal connection as well as business progression and are very honest and open when talking finances and the advice they give is very easy to follow and understand.”
In Business Since 2019
Serving Pontiac Area
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Straightline

Straightline

For Individuals, For Employers
“We all know, the shortest distance between two points is a straight line – but it's not always possible to take that straight line. There will always be twists and turns, mountains to climb, and bumpy roads to navigate. Every traveler, every trip, is...”
In Business Since 2006
Licensed, BBB Rating: A+
165 Kirts Blvd Suite 100, Troy, MI
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Mackey & Mackey

Mackey & Mackey

(14)
Industries, Tax Services, Services For Individuals
“They were fast, thorough, answered every question, and most importantly utilized every possible scenario to make sure that I was getting the most out of my return as possible.”
Offers Financing Options
In Business Since 2001
Transparent Fees & Pricing
Free Initial Consultation
Serving Pontiac Area
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Smart Business Tax Solutions

Smart Business Tax Solutions

(19)
IRS Tax Levy, IRS Asset Seizure, Wage Garnishment
“Got a call back within a couple hours of calling about a problem I was having with the IRS spent a half hour on the phone with me giving me the options I had to move forward given the situation.”
In Business Since 2010
16250 Northland Dr Suite 214-B, Southfield, MI
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Kimberly Crichton Enders, CFP

Kimberly Crichton Enders, CFP

(1)
“She is inviting and always has the clients best interest in mind.”
In Business Since 2002
Licensed, BBB Rating: A+
38700 Van Dyke Ave #125, Sterling Heights, MI
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Retirement Planning and Investment Management Services in Pontiac, MI Cost Estimates

Minimum cost
$1068
Maximum cost
$9077
National Average
$3204
Avg Per Hour Rates
$321
$2136
$5873
Typical price range is based on 341 cost profiles
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Average Cost $3204
Minimum cost $1068
Maximum cost $9077
Avg Per Hour Rates $321

Typical range $2136 to $5873 is based on 341 cost profiles.

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Wealth Management Advisors near Pontiac

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