Summit Financial Consulting
“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.”
Best Financial Advisors in Sterling Heights, MI
15 firms listed · 8 in Sterling Heights · 13 rated 4.5+
Data verified October 18, 2026
Kimberly Crichton Enders, CFP
“She is inviting and always has the clients best interest in mind.”
Johnnie Roberts - New Heights Financial
“Worked with Johnnie for several year and he is the most trustworthy expert I have met in his field!”
Platinum Wealth Management Group
Asset Preservation Tax and Retirement Services
Nutt & Nutt Investment Planners
“He helps me and my plan for our futures, while allowing us to provide for our presents!”
The 15 firms listed for Sterling Heights, 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: Sterling Heights, MI
Of the 15 firms we list here, 8 are in Sterling Heights itself and 7 come from Troy (5, 6 mi) and Rochester (2, 9 mi). 13 of the firms on this page have a rating, from 4.8 to 5.0 across 578 reviews; 4 have 50 or more reviews. 5 have a BBB rating of A or A+. Domain records put 8 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 all 15 of the firms on this page; 12 publish a contact page; 9 list a public email and 5 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 Sterling Heights listed here?
8 of the 15 firms are located in Sterling Heights. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Reno Frazzitta, CFP
“Experienced and great to work with”
Next Degree Financial
Beals, Caruana & McVety
“Always a professional, he's willing to break things down to a client that is clueless to the accounting world without losing his patience or talking down.”
Hinkson Wealth Management
“He took the time to come to my home and help me with rolling over an old IRA as well as answer all of my questions.”
Book onlineBook
Aquest Wealth Strategies
“Jason has fully educated my wife and I to understand what we need for a successful, stress free retirement goal.”
Rochester Wealth
“The RWS Team have been nothing short of professional in all aspects of our financial matters while being patient in addressing our questions and very personable in all interactions.”
Horizon Advisers - Troy
“I am very satisfied will his advise, the lever of professionalism his team has, the quality of work.”
Modern Wealth Management
“Modern Wealth Management including their whole staff but particularly Ken Osiwala and Pete Wargo go above and beyond to grow your portfolio and at the same time safeguard your hard earned money!”
Straightline
“Great company I have been with them for years and my accounts are doing amazing.”
Why these companies made our list
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