Orfin & Associates
“I tell all my family and friends to come to one of his dinners , it doesn't cost a thing except a couple hours of your time .”
Best Financial Advisors near Pontiac, MI
There are no firms listed in Pontiac itself yet; the 15 below are the closest options, from towns including Troy (5, 9 mi), Auburn Hills (2, 3 mi) and Rochester (2, 8 mi).
1 open weekends · all 15 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
Beals, Caruana & McVety
“He made us feel comfortable, and in the process also saved us hundreds of dollars.”
H W Lock Tax & Financial Services
“I have gone to her for the past several years, her service is accurate, swift and professional”
Verde Capital Management
“They explain at a level I can understand and work with me towards goals to provide the best outcomes.”
Wealth Trac Financial
“Avery is very knowledgeable and makes me feel confident I have my money in the right spot.”
Sneller Financial Services
“Ron is very great to work with he explains in a easy to understand manner is is always right there to assist with any questions”
The 15 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 15 firms on this page are rated from 4.8 to 5.0 across 985 reviews; 8 have 50 or more reviews. 1 is open on weekends. 1 shows a license on its website and 4 have a BBB rating of A or A+. 12 have ten or more years of experience, the longest 53 years. 1 offers a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 9 list a public email and 6 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 firms listed for Pontiac take financial planning bookings online?
6 of the 15 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.
John A. Sanchez & Company - Cpa's & Consultants
“The initiation of a 401K plan for our company, a recommendation you provided, has undoubtedly been a wise decision, benefiting both our employees and the organization as a whole.”
Hinkson Wealth Management
“From retirement planning to starting our sons' 529s, they have exceeded our expectations and helped us every step along the way.”
Advance Capital Management
“I trusted my entire retirement to Advance Capital and they have NOT let me down.”
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Aquest Wealth Strategies
“They consider our needs and lifestyle-never offering a “cookie-cutter” solution, but tailoring a wide variety of financial instruments for our special needs.”
Rochester Wealth
“In summary, if you're looking for a financial advisor that combines expertise with a personal touch, my wife Connie and I highly recommend Rochester Wealth Strategies.”
Horizon Advisers - Troy
“I am very satisfied will his advise, the lever of professionalism his team has, the quality of work.”
Modern Wealth Management
“Explain things in easy to understand form and gave us all the time we needed”
Straightline
“Great company I have been with them for years and my accounts are doing amazing.”
Bloom Advisors
“Bloom Advisors is a professional and proficient firm that I'm proud to rely on for all of my financial needs in investments and future planning.”
Why these companies made our list
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