National Tax Services
“I've been working with this family owned business since i was 15, I'm 43 and the customer service is still superb.”
Best Financial Advisors in Southfield, MI
23 firms listed · all 23 in Southfield · 4 open weekends · 17 rated 4.5+ · 3 show a license
Data verified October 18, 2026
Advance Capital Management
“I would recommend this company to anyone looking to start investing in your retirement.”
Wealth Strategies Financial Group
“Advisors who genuinely care about the financial and overall well-being of their clients.”
Smart Tax Professional Services - CPA Firm
“They work predominantly with small and medium size businesses to set up their accounting and help business owners use their Quick Books to effectively manage not only their financials, but also their operations.”
Hollander Lone Maxbauer
“What sets Sam apart from other wealth managers is his ability to communicate complex financial concepts in simple terms.”
Triad Resource and Development Group
“Was amazing with helping me on my late bills im so thankful for working with me”
The 23 firms listed for Southfield, 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: Southfield, MI
All 23 firms we list here are in Southfield itself. We have 34 firms in Southfield on file; this page shows the highest-rated 23. 18 of the firms on this page have a rating, from 4.0 to 5.0 across 121 reviews; 17 are rated 4.5 or higher. 4 are open on Saturdays and 2 on Sundays. 3 show a license on their websites; 1 lists staff certifications (CFP) and 1 has a BBB rating of A or A+. 15 have ten or more years of experience, the longest 51 years. 1 offers a free initial consultation and 3 are family- or locally-owned. We have a website on file for 21 of the firms on this page; 19 publish a contact page; 15 list a public email and 1 takes bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
The Baker Group
“Greg helps you understand the dynamics of the market and takes all the time required to make sure you are in sync.”
Center For Financial Planning
“Not only have they helped to grow my investment portfolio, their consultation on taxes, health insurance and retirement income has been wonderful.”
Garth Financial Group
The Foundry Financial
“Bryndon and his team take the time to educate us on the big picture of financial planning and actively listen to ensure the planning strategy fits our overall goals and objectives.”
Howard L. Margolis, AIF Ctfa
“I had few financial advisors, it was day and night when I do the comparison, to me he went above and beyond in creating a plans, goals and options with detailed explanations, but to him it's just part of his job.”
MDJ Financial Services
“Great people, easy to work with, and definitely looking out for my best interest.”
CWP & Associates
“Her years of experience, industry knowledge and dedication to her clients make her a valuable resource and respected expert in the field.”
Plante Moran
Mrpr Cpas & Advisors
“He was kind, professional, knowledgeable and extremely helpful in answering all of my trust tax questions.”
Dynamic Wealth Solutions
The Law Office of Eric J. Holmes
CIG Capital Advisors
Skyoak Wealth
Daniel M Yuhn, CPA
Bussa Financial Partners
Eternal Global Wealth
Folmar Financial Group
“Larry Folmar has been taking care of my whole family's finances for decades now.”
Why these companies made our list
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