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Blue Chip Partners
- Philosophy
- Confidence
- Management
“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.”
Best Financial Advisors near Rochester Hills, MI
We have 3 firms in Rochester Hills on file. Only the highest-rated make our list: one of them made it, along with 23 from towns including Farmington Hills (11, 17 mi), Bloomfield Hills (5, 8 mi) and Auburn Hills (4, 4 mi).
2 open weekends · all 24 rated 4.5+
Data verified October 18, 2026
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Lock ~ Spiot Tax & Financial Services
“Awesome”
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Aquest Wealth Strategies
- 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.”
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John A. Sanchez & Company - Cpa's & Consultants
- 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.”
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Rochester Wealth Strategies
- Management
- Know
- Questions
“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.”
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Thomas & Associates
“Very prompt and thorough accounting service.”
The 24 firms listed for Rochester Hills, 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: Rochester Hills, MI
The 24 firms on this page are rated from 4.5 to 5.0 across 456 reviews; 2 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (85%) and quality (60%). The topics that come up most in reviews of the firms on this page are "communication" and "knowledge". 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are tax planning (4), estate planning (3), business services (2), insurance (2) and our process (2). Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 2 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 23 of the firms on this page; 19 publish a contact page; 19 list a public email and 3 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 Rochester Hills take financial planning bookings online?
3 of the 24 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.
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Senior Financial Center
- Call
- Team
- Income
“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.”
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Financial Focus
“Very personal firm with an intimate setting and focused and knowable staff.”
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Marcum
“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!”
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Maher Financial
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Polaris Private Wealth
- 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.”
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Financial Architects
- Company
- Integrity
- Portfolio
“Nick is very knowledgeable and always makes himself available to answer my many questions.”
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Bloom Advisors
“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.”
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Cendrowski Corporate Advisors
- Financial
- Strategic
- Knowledge
“Throughout our collaboration, Cendrowski Corporate Advisors showcased their expertise in areas such as financial advisory, risk management, and overall business consulting,”
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Blackheath Capital Management
“He is a fee-only financial planner, so I felt like the advice was genuine - and I wasn't sold a plan I didn't need.”
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Michigan Pension & Financial
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Lau & Lau Associates
“If you need any type of financial advice, planning, ideas - this is your team.”
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Thomas Financial Company
“Super great friendly knowledgeable people!”
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Laurie Sall & Associates
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Consolidated Financial Corporation
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Staub Financial Services
“Very professional and has done an excellent job with our portfolio.”
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OWL Private Wealth Advisors
“OWL handles my portfolio quite successfully with personal attention to my goals.”
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Auburn Business Solutions
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Financial Education Services
- Company
- Scam
- Credit
“Very Good Company I tried them myself before I started sharing it, 5 negative items deleted from my credit report in the first dispute letters they mailed out my credit is 730 now thank you, 800 is the next step.”
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
Why these companies made our list
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