Advantage Wealth Benefit and Retirement Services
“I highly recommend Christine, very Professional - she asked thoughtful questions and understoond my concerns.”
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 12 from towns including Troy (7, 14 mi), Sterling Heights (2, 9 mi) and Royal Oak (2, 13 mi).
Data verified October 18, 2026
Bowman Asset Management
LPL Financial
“Professional, kind, and positively exceptional in financial planning and investing.”
Summit Financial Consulting
“They even created an incredibly detailed and organized binder covering everything from our home and auto insurance to estate planning, health, disability and long-term care, life insurance, savings, investments, and real estate.”
Beals, Caruana & McVety
“I was thrilled that Cass and Company were able to amend my prior taxes and recover funds from the Michigan Homestead Property Tax Credit for me.”
Bowline Financial
“He takes the time to explain things clearly, answers questions thoroughly, and makes me feel confident in the decisions we make together.”
The 15 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
The 15 firms on this page are rated from 3.3 to 5.0 across 454 reviews; 3 have 50 or more reviews and 13 are rated 4.5 or higher. 4 have a BBB rating of A or A+. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 is family- or locally-owned. We have a website on file for 14 of the firms on this page; 11 publish a contact page; 12 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.
Why are financial advisers outside St. Clair Shores listed here?
3 of the 15 firms are located in St. Clair Shores. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Hinkson Wealth Management
“Hinkson Wealth Management provides regular news and information via email and newsletters.”
Book onlineBook
Horizon Advisers - Troy
“They are very prompt when returning phone calls & always follow through.”
Straightline
“He took over my father's retirement account after years of poor management and has done an outstanding job improving its position and creating a thoughtful plan for the future.”
Paragon Retirement Planning
“My husband and I have been Dan Stavale's clients for 17 years and are very satisfied with Dan and Paragon Retirement Planning Inc.”
Bridgewise Financial Partners
“We have three kids and Bridgewise worked out an individualized financial plan for us and college.”
Kimberly Crichton Enders, CFP
“She is inviting and always has the clients best interest in mind.”
Hilltop Wealth and Tax Solutions
“Beth was able to meet in person with us despite having a scheduled Zoom presentation with Hilltop clients in the afternoon.”
Saoud Financial
“I was very happy to be able to get my will and health directve completed”
Royal Oak Financial Advisors
“I called Rob and he answered all my questions and I ended the call feeling so much better about my situation.”
Why these companies made our list
What clients say about firms near St. Clair Shores
- “Hinkson Wealth Management (Greg) has been my financial planner for over 20 years, and I can say without hesitation that the experience has been outstanding from day one.” — client of Hinkson Wealth Management
- “We highly recommend them to friends and family who want a trustworthy financial planner.” — client of Paragon Retirement Planning
- “After taking the time to understand my unique financial situation and retirement goals, John Herbert and his team provided thoughtful, expert guidance in managing my portfolio and reducing risk.” — client of Bowline Financial
- “We have worked with Paragon for several years and all of their hard work and efforts have exceeded our expectations and goals for retirement planning, both before and after our actual retirement dates.” — client of Paragon Retirement Planning
Excerpts from public reviews of the firms listed on this page.
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