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Beals, Caruana & McVety
- Industry
- Individual
- Job
“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.”
Best Financial Advisors near Pontiac, MI
There are no firms listed in Pontiac itself yet; the 24 below are the closest options, from towns including Troy (5, 9 mi), Southfield (4, 12 mi) and Auburn Hills (2, 3 mi).
5 open weekends · all 24 rated 4.5+ · 4 show a license
Data verified October 21, 2026
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Orfin & Associates
- Happy
- Fees
- Meeting
“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.”
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Summit Financial Consulting
- Knowledge
- Organized
- Decisions
“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.”
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Blue Chip Partners
- Confidence
- Goals
- Market
“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.”
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Lock ~ Spiot Tax & Financial Services
“Experienced, ethical CPA tax professional whom I trust very much.”
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Verde Capital Management
- 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.”
The 24 firms listed for Pontiac, 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: Pontiac, MI
The 24 firms on this page are rated from 4.6 to 5.0 across 794 reviews; 4 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (86%) and quality (55%). 5 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are tax planning (6), business tax returns (3), payroll services (3), wealth management (3) and annuities (2). 4 show a license on their websites; 1 lists staff certifications (CFP) and 6 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 80 years. 1 offers payment plans; 3 offer a free initial consultation; 2 are family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 20 list a public email and 5 take bookings online. 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 any financial advisers listed for Pontiac offer a free first meeting?
3 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
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Aquest Wealth Strategies
- 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.”
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John A. Sanchez & Company - Cpa's & Consultants
- 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.”
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Rochester Wealth Strategies
- Know
- Financial Advisor
- Portfolio
“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.”
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C. U. M. Accounting Services
“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.”
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Sneller Financial Services
- 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.”
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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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Richard W. Paul & Associates
- Happy
- Goals
- Questions
“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.”
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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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Steven Bonventre CPA
- Financial
- Responsive
- Feel
“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.”
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Thomas & Associates
“Very friendly and well explained about the tax categories .”
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Advance Capital Management
- Company
“ACM is amazing and our advisor Mike Hohf is the best.”
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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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Sure Life Financial
- Felt
- Service
- Honest
“Through his insightful recommendations, we've been able to make informed decisions that align with our financial objectives, providing peace of mind for years to come.”
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Bridgewise Financial Partners
- Child
- Questions
- Future
“Paul is extremely knowledgeable and has done a great job explaining things (even explaining them over & over) so we understand & are comfortable with our decisions.”
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Quest Commonwealth
- Decision
- Team
- Meeting
“Thank you Quest for taking care of my account for 20 plus and for looking after new referrals that come into your office just like you did for me over 20 years ago.”
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Mueller & Company CPA
“They go beyond basic tax preparation to provide proper planning and recommendations”
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Smart Tax Professional Services - CPA Firm
- Advisors
- Quality
“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.”
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
Why these companies made our list
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