H W Lock Tax & Financial Services
“He's done a phenomenal job with my tax returns for the past 13+ years.”
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 14 from towns including Bloomfield Hills (6, 7 mi), Rochester (3, 2 mi) and Auburn Hills (3, 4 mi).
1 open weekends · all 15 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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Aquest Wealth Strategies
“Very knowledgeable, up to date on our finances and everyone at A Quest wealth are extremely professional but personable.”
John A. Sanchez & Company - Cpa's & Consultants
“John is a very professional CPA and I would recommend his accounting services to anyone looking to improve their financials and understand their numbers at a much deeper level.”
Rochester Wealth
“She is very knowledgeable and made sure she answered all of our questions and spoke to our concerns.”
Integrated Capital Management
“We feel confident with our financial planning strategies thanks to Brian and his team.”
Equity Planning Group
“I know he is advising with my best interests in mind when we chat.”
The 15 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 15 firms on this page are rated from 4.6 to 5.0 across 354 reviews; 3 have 50 or more reviews. The topics that come up most in reviews of the firms on this page are "knowledge" and "communication". 1 is open on weekends. 1 shows a license on its website. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 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; 12 publish a contact page; 13 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 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.
Maher Financial
Polaris Private Wealth
“He's very responsive to any of our questions and concerns and helped us map out plans for our retirement and our children's college funds.”
Marcum
“They provide great service, and they give me advice outside of business as well.”
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.”
Cendrowski Corporate Advisors
“Harry Cendrowski has proven to be an invaluable resource to me and the circle of trusted advisors I have collaborated with over the past year.”
Thomas Financial Company
“He is available when I need him, he gives great advice, and he is just a great, trustworthy person.”
OWL Private Wealth Advisors
“OWL handles my portfolio quite successfully with personal attention to my goals.”
Laurie Sall & Associates
Lau & Lau Associates
“If you need any type of financial advice, planning, ideas - this is your team.”
Why these companies made our list
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