Rochester Hills, MI

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Rochester Hills, MI
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Best Financial Advisors in Rochester Hills, MI

The highest-rated Financial Planning & Wealth Management companies out of 135 vetted & reviewed in the Rochester Hills area.

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Dallo Estate Planning

Dallo Estate Planning

(50)
Lawsafe®, Elder Care Law, Medicaid Planning
“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, Retirement Planning, Estate Planning
“Our agent, Naoko Mc Kelvey our long term agent, is always available to address our concerns, knowledgeable of market conditions with well thought out options.”
Accepts All Major Credit Cards
In Business Since 2015
38505 Country Club Dr, Farmington Hills, MI
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Lock ~ Spiot Tax & Financial Services

Lock ~ Spiot Tax & Financial Services

(8)
Accounting & Bookkeeping, Business Tax Returns, Payroll Services
“Awesome”
Accepts All Major Credit Cards
Coupons & Offers
In Business Since 1976
Serving Rochester Hills Area
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Maged Michail, CPA

Maged Michail, CPA

(20)
Industries, Services For Quickbooks, Business Services
“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
Offers Financing Options
Free Initial Consultation
Licensed, BBB Rating: A+
3424 Rochester Rd, Troy, MI
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Aquest Wealth Strategies

Aquest Wealth Strategies

(50)
  • Market
  • Goals
  • Informative
“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 Rochester Hills Area
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Hertz Schram Law Firm

Hertz Schram Law Firm

(48)
Criminal Defense, Securities Litigation & Regulation, Employment Law
“She responded very quickly and followed through thereafter by investigating my pension claim, and subsequently filed a class action lawsuit concerning my claim.”
In Business Since 2007
Serving Rochester Hills Area
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ROI Associates

ROI Associates

(26)
Industries, Services For Quickbooks, Business Services
“He was super attentive to all of my business needs and worked alongside with me to make sure I got the tax and accounting help that my business needed.”
Transparent Fees & Pricing
In Business Since 2022
34405 W 12 Mile Rd #137, Farmington Hills, MI
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Corporate Accounting Services, Cpa's

Corporate Accounting Services, Cpa's

(6)
Internal Controls, Business Valuation, Tax Services
“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
Transparent Fees & Pricing
Free Initial Consultation
Licensed
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)
  • Tax Return
  • Instrumental
  • Services
“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.”
Free Initial Consultation
In Business Since 2010
Serving Rochester Hills Area
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Rochester Wealth Strategies

Rochester Wealth Strategies

(38)
Retirement Planning, Life Insurance, Financial Planning
“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.”
In Business Since 2018
Serving Rochester Hills Area
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Great Lakes Family Probate & Estates

Great Lakes Family Probate & Estates

(29)
  • Questions
  • Life
  • Estate Planning
“She met with us multiple times and seemed genuinely concerned for my daughter and successfully fought for her to keep her rights and autonomy in court.”
Free Initial Consultation
In Business Since 2020
Serving Rochester Hills Area
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Porvin Burnstein Garelik

Porvin Burnstein Garelik

(1)
Industries, Services For Quickbooks, Business Services
“We have worked with Bruce for a few years now, and he has been quite helpful in tax preparation and overall advice.”
Free Initial Consultation
Offers Financing Options
Accepts All Major Credit Cards
Transparent Fees & Pricing
34405 W 12 Mile Rd #325, Farmington Hills, MI
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Thomas & Associates

Thomas & Associates

(4)
Quickbooks Services, Tax Services, Business Services
“Very prompt and thorough accounting service.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2008
38345 W 10 Mile Rd STE 320, Farmington Hills, MI
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Montgomery Wiethorn & Burke Pc

Montgomery Wiethorn & Burke Pc

(1)
Industries, Services For Quickbooks, Business Services
“Tim Dye is an amazing and knowledgeable professional.”
Offers Financing Options
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 1991
20704 Gill Rd, Farmington Hills, MI
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Senior Financial Center

Senior Financial Center

(6)
Long-Term Care, Social Security, Estate Planning
“Charles Bartman and his well qualified team have taken a personal interest to ensure that my wife and I understood what we needed to know and what actions that were required to retire with confidence.”
In Business Since 2013
37000 Grand River Ave Suite 250, Farmington Hills, MI
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Hess & Leib Cpa's

Hess & Leib Cpa's

(1)
“Responsive, attentive, and knows his stuff.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2014
33533 W 12 Mile Rd, Farmington Hills, MI
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Alkamano & Associates CPA

Alkamano & Associates CPA

(2)
Industries, Services For Quickbooks, Business Services
“Jason the cpa he is A humble professional Man, And all the staff at his Firm, and especially one of his staff her name is Nahla she prepare all my personal financial taxes on the same day great service Thank you”
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2002
29870 Middlebelt Rd, Farmington Hills, MI
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Marcum

Marcum

(11)
Wealth Management, Talent Solutions, Managed Services
“We would highly recommend them to any business or family for tax guidance and preparation, financial planning and how to grow a business from the ground up!”
Accepts All Major Credit Cards
In Business Since 1992
Serving Rochester Hills Area
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Financial Focus

Financial Focus

(1)
Blog, Insure, Manage
“Very personal firm with an intimate setting and focused and knowable staff.”
Accepts Cash
In Business Since 2007
31731 Northwestern Hwy Ste 261W, Farmington Hills, MI
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Financial Architects

Financial Architects

(10)
Financial Architecture, Estate Planning, Insurance
“Nick is very knowledgeable and always makes himself available to answer my many questions.”
In Business Since 1998
27500 Drake Rd Suite 110, Farmington Hills, MI
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Polaris Private Wealth

Polaris Private Wealth

(10)
  • Communication
  • Knowledge
  • Needs
“The main thing, I appreciate is he doesn't always tell me what I want to hear, Sometimes the hard truth need to be spoken and to his credit, he was right 90% (To be honest it's more like 97%) of the time.”
In Business Since 2022
Serving Rochester Hills Area
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Maher Financial

Maher Financial

The Maher Legacy, Tell A Friend, Structured Settlements
In Business Since 2004
30101 Northwestern Hwy #120, Farmington Hills, MI
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Bloom Advisors

Bloom Advisors

(5)
Investment Approach, Case Studies
“Their commitment to fostering genuine relationships with customers underscores the true foundation of business success like they have been doing over the last forty years.”
Accepts All Major Credit Cards
Family Business
In Business Since 2015
31275 Northwestern Hwy, Farmington Hills, MI
Featured

Calling all women! Let’s be frank, women have unique challenges and opportunities as investors. On top of typically earning less than men, women also tend to have greater longevity than men. How can a long life and other factors impact a woman’s approach to growing her nest egg and making the most of her money? We’ll talk through the steps necessary for women to set themselves up for financial freedom.

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Cendrowski Corporate Advisors

Cendrowski Corporate Advisors

(6)
Transfer Pricing Services, Real Estate Qualified Opportunity Zones For Tax Deferral on Capital Gains, Cost Segregation Services
“Throughout our collaboration, Cendrowski Corporate Advisors showcased their expertise in areas such as financial advisory, risk management, and overall business consulting,”
Transparent Fees & Pricing
Family Business
In Business Since 2008
Serving Rochester Hills Area
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Retirement Planning and Investment Management Services in Rochester Hills, MI Cost Estimates

Minimum cost
$1116
Maximum cost
$9483
National Average
$3347
Avg Per Hour Rates
$335
$2232
$6136
Average price range is based on 440 cost profiles
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Average Cost $3347
Minimum cost $1116
Maximum cost $9483
Avg Per Hour Rates $335

Average range $2232 to $6136 is based on 440 cost profiles.

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Wealth Management Advisors near Rochester Hills

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