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Advantage Wealth Benefit and Retirement Services
“She has a great deal of experience and really understood how to put together all the piece of our financial puzzle to keep our retirement plans on track.”
Best Financial Advisors near St. Clair Shores, MI
We have 3 firms in St. Clair Shores on file, and all of them are on this list, along with 21 from towns including Troy (7, 14 mi), Sterling Heights (2, 9 mi) and Royal Oak (2, 13 mi).
2 open weekends · 19 rated 4.5+ · 2 show a license
Data verified October 18, 2026
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Bowman Asset Management
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Artisan Capital Management
“He was extremely helpful in guiding us and spent his own time with us even though we weren't clients of his.”
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Bay Pointe Financial Management
“After speaking to him a couple of times I could tell he was sincere and understood various different investment strategies, wasn't just trying to sell me life insurance.”
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LPL Financial
“The company is extremely knowledgeable, kind, and helpful.”
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Saint Clair Financial Group
The 24 firms listed for St. Clair Shores, 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: St. Clair Shores, MI
22 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 410 reviews; 2 have 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (87%) and quality (67%). 2 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (2), insurance (2), investment planning (2), retirement planning (2) and tax planning (2). 2 show a license on their websites; 1 lists staff certifications (CFP) and 6 have a BBB rating of A or A+. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers payment plans; 3 offer a free initial consultation; 3 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; 21 publish a contact page; 19 list a public email and 4 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.
Why are financial advisers outside St. Clair Shores listed here?
3 of the 24 firms are located in St. Clair Shores. The others come from other towns within 35 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Beals, Caruana & McVety
- Industry
- Confidence
- Individual
“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.”
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Orfin & Associates
- Happy
- Questions
- Fees
“I, as well as many of you who are approaching the golden years of their life, LOL, have been bombarded by several financial planners to join them for an informative evening on what they are all about.”
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Summit Financial Consulting
- Knowledge
- Company
- Organized
“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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Aquest Wealth Strategies
- Goals
- Market
- Financial Planning
“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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Nagi CPA
- Questions
“I recommend Naji to all of my friends…he is the best out the for all accounting and tax services …thank you naji and all your staff especially Eiad …”
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Rochester Wealth Strategies
- Know
- Management
- Financial Advisor
“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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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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Expert Accounting & Tax Services
- Team
“Thanks for your experience with us,we will always be ready for your service with the best customer service that we always try our best to offer our lovely clients”
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Bridgewise Financial Partners
- Child
- Questions
- Savings
“Paul has spent countless hours with us explaining the pros-and-cons of different savings scenarios; always keeping our best interests in mind as the ultimate goal.”
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Quest Commonwealth
- Decision
- Company
- Team
“They also patiently ensured that I possessed the needed financial literacy to understand what and why they were recommending the investment strategy that they did.”
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Mueller & Company CPA
“They go beyond basic tax preparation to provide proper planning and recommendations”
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M3 Investment Services
- Invested
“I rarely write reviews but I just have to say that my experience with Alex was the most professional, thorough and comprehensive experience I've ever had.”
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Mischler Financial Group
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Dyers Group
- Questions
- Knowledge
“Family owned and operated with a Nacht for providing you the right guidance to help you and your loved ones tackle costs not covered by regular health insurance”
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Savings Coach
- Tax Preparation
“Being self employed, I have found that Adam has wonderful advice and has made a huge difference in my tax filing outcome!”
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Deller Wealth Management
“Far more transparent about pricing than other financial advisors so you know you're getting the best advice for YOU, not what's best for the advisor's commission.”
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Horizon Advisers - Troy
- Advisors
“Trustworthy, detail oriented, great group of people!”
Retirement Planning and Investment Management Services in St. Clair Shores, MI Cost Estimates
Minimum cost
$1065
Maximum cost
$9051
National Average
$3195
Avg Per Hour Rates
$320
$2130
$5857
Typical price range is based on 408 cost profiles
Why these companies made our list
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