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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Blue Chip Partners

Blue Chip Partners

(4)
Tax Planning, Estate Planning, Executive Compensation
“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.”
Transparent Fees & Pricing
In Business Since 2014
Accepts All Major Credit Cards
38505 Country Club Dr, Farmington Hills, MI
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Verde Capital Management

Verde Capital Management

(6)
  • Investment
  • Team
  • Accounts
“An added benefit is the knowledge you gain from their regular updates on market trends, new technologies, and all the facets needed for a total financial plan.”
In Business Since 2008
Serving Pontiac Area
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Beals, Caruana & Company

Beals, Caruana & Company

(30)
Bookkeeping, Wealth Management, Tax & Accounting
“They helped revise our previous years taxes along with our current taxes and with his adjustments and assistance with the IRS, he saved us a total of around $20,000.”
In Business Since 2016
Licensed, BBB Rating: A+
707 E Maple Rd # 100, Troy, MI
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Maged Michail, CPA

Maged Michail, CPA

(16)
Industries, Tax Services, Services For Individuals
“Out of my 23 years of gas station business experience I have to say that I am getting the best tax advises and services with Maged Michail, CPA as well as the personal tax filing and tax planning”
Remote Consultations Available
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2003
3424 Rochester Rd, Troy, MI
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Summit Financial Consulting

Summit Financial Consulting

(6)
Insurance, Education Planning, Estate Planning
“Up to date information when ever it is needed.”
Family Business
In Business Since 2009
Licensed, BBB Rating: A+
43409 Schoenherr Rd, Sterling Heights, MI
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First Commerce Financial

First Commerce Financial

(30)
  • Call
  • Email
  • Documents
“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).”
Transparent Fees & Pricing
In Business Since 2007
Emergency Services
Serving Pontiac Area
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UHY

UHY

(23)
Consulting, Audit & Assurance, Tax
“UHY was a great advisor for us as we were a small business in the beginning, and has provided excellent guidance as we have grown exponentially over the years.”
In Business Since 2003
Transparent Fees & Pricing
12900 Hall Rd Suite 500, Sterling Heights, MI
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Corporate Accounting Services, Cpa's

Corporate Accounting Services, Cpa's

(5)
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 1998
25882 Orchard Lake Rd #106, Farmington Hills, MI
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Miah, CPA

Miah, CPA

(30)
  • Prices
  • Trust
  • Family
“As it was my first time using his service, I was very pleased to do my personal taxes with brother Abdul H, Miah - he is very polite and educated brother.”
In Business Since 2019
CPA Certified
29230 Ryan Rd Suite A, Warren, MI
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Farquharson, Pointon & Lepsetz, Cpa's

Farquharson, Pointon & Lepsetz, Cpa's

(9)
Industries, Personal Financial Planning, Business Services
“My friend recommended me Steve Lepsetz for my tax returns and I found he is very Professional, always ready to answer all type of questions and he keeps good communication all the time.”
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 1994
31500 W 13 Mile Rd #114, Farmington Hills, MI
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Financial Services of America

Financial Services of America

(23)
Insurance Planning, Retirement Planning, Tax Planning
“Mike Spica is a true Professional that has fresh ideas about investments and has been a big help for us in Navigating the many options for our Investment Dollars.”
In Business Since 2010
30500 Van Dyke Ave STE 800, Warren, MI
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Mackey & Mackey

Mackey & Mackey

(15)
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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Aquest Wealth Strategies

Aquest Wealth Strategies

(30)
  • Future
  • Company
  • Team
“Rob was an awesome advisor to work with.”
In Business Since 2009
Family Business
Serving Pontiac Area
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Richard W. Paul & Associates

Richard W. Paul & Associates

(20)
  • Retirement
  • Investments
“Anyone interested in putting a comprehensive retirement plan in place should have at least 1 conversation with one of the advisors at RW Paul & Associates.”
80+ Years Experience
CFP Certified
39555 Orchard Hill Pl #100, Novi, MI
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John A. Sanchez & Company

John A. Sanchez & Company

(21)
  • Team
  • Questions
“They were personally recommended to me, they express competence and confidence in their services and dedication in getting me back the most money and mitigating taxes.”
In Business Since 2010
Free Initial Consultation
Serving Pontiac Area
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Smart Business Tax Solutions

Smart Business Tax Solutions

(15)
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, Southfield, MI
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Steven Bonventre CPA

Steven Bonventre CPA

(19)
Part-Time CFO Services, Financial Planning, Tax Planning
“It was easier for me to tackle this task using a CPA in Michigan ( I live in Florida) than it has been for me to use someone in my hometown in previous years.”
In Business Since 2018
Serving Pontiac Area
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Mueller & Company

Mueller & Company

(1)
Litigation Support, Cash Flow Management, Strategic Business Planning
“They go beyond basic tax preparation to provide proper planning and recommendations”
Offers Financing Options
In Business Since 2008
Transparent Fees & Pricing
Free Initial Consultation
575 E Big Beaver Rd #250, Troy, MI
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Campbell Retirement Planning Centers

Campbell Retirement Planning Centers

(26)
  • Goals
  • Know
  • Markets
“Over the years, they have been very attentive to our needs, keeping us informed about the performance of our funds, quickly returning phone calls, and answering any questions we might have.”
In Business Since 2011
Serving Pontiac Area
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Boogren, Bally & Associates, Cpas

Boogren, Bally & Associates, Cpas

(4)
Industries, Tax Services, Services For Individuals
“I would not trust my taxes or any tax related matter to anyone else but him, he has handled disaster tax issues for me flawlessly without batting an eye completely setting me at ease.”
Offers Financing Options
In Business Since 1990
Transparent Fees & Pricing
32820 Woodward Ave Ste. 250, Royal Oak, MI
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Tax Professionals

Tax Professionals

(7)
“Been using his Services since 2009 you do the math.”
Transparent Fees & Pricing
In Business Since 2007
Accepts All Major Credit Cards
Free Initial Consultation
16250 Northland Dr #364, Southfield, MI
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Rochester Wealth Strategies

Rochester Wealth Strategies

(25)
Retirement Planning, Investment Management, Etf's (Exchange Traded Funds)
“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 Pontiac Area
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Smart Tax Professional Services - CPA Firm

Smart Tax Professional Services - CPA Firm

(14)
Call Today to Set up Your Appointment, Services we Offer Include:, Smarttaxcpa
“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.”
Accepts All Major Credit Cards, Check, Debit, Paypal
In Business Since 1983
Licensed
25899 W 12 Mile Rd Ste 380, Southfield, MI
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Wealth Strategies Financial Group

Wealth Strategies Financial Group

(10)
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
20750 Civic Center Dr Suite 590, Southfield, 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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