Best Financial Advisors in Sterling Heights, MI

The highest-rated Financial Planning & Wealth Management companies out of 191 vetted & reviewed in the Sterling Heights area.

Summit Financial Consulting

Summit Financial Consulting

(6)
Estate Planning, Retirement Planning, Education Planning
“Had them as our financial advisers for years and have done very good.”
Family Business
In Business Since 2009
Licensed, BBB Rating: A+
43409 Schoenherr Rd, Sterling Heights, MI
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UHY

UHY

(23)
Consulting, Audit & Assurance, Advisory
“They have helped us to prepare for upcoming changes related to the ever growing complexity of our business and been very supportive during all of the exponential growth we have experienced.”
In Business Since 2003
Transparent Fees & Pricing
12900 Hall Rd Suite 500, Sterling Heights, MI
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Rovin CPA & Company

Rovin CPA & Company

(3)
Estate Planning, Elder Care, Small Business Accounting
“Excellent 👍”
Transparent Fees & Pricing
In Business Since 2012
Offers Financing Options
Free Initial Consultation
24500 Ford Rd #30, Dearborn Heights, MI
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Platinum Wealth Management Group

Platinum Wealth Management Group

Estate Funding Strategies, Tax Minimization Strategies
“Every day we put our combined 100+ years of experience together to help hundreds of families stay ahead of whatever is coming next. Our team of financial professionals will work together to help you design a strategy that you can understand and imple...”
In Business Since 2003
Licensed, BBB Rating: A+
1172, 38600 Van Dyke Ave # 230, Sterling Heights, MI
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Kimberly Crichton Enders, CFP

Kimberly Crichton Enders, CFP

(1)
“She is inviting and always has the clients best interest in mind.”
In Business Since 2018
38700 Van Dyke Ave #125, Sterling Heights, MI
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Asset Preservation Tax and Retirement Services

Asset Preservation Tax and Retirement Services

(1)
“If you are looking for individualized, personalized, and customized service in the areas of retirement planning and preservation (including advanced tax planning), Asset Preservation Tax and Retirement Services delivers exactly this.”
In Business Since 2020
42370 Van Dyke Ave, Sterling Heights, MI
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Reno Frazzitta, CFP

Reno Frazzitta, CFP

(1)
“Experienced and great to work with”
In Business Since 2017
12900 Hall Rd #250, Sterling Heights, MI
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Nutt & Nutt Investment Planners

Nutt & Nutt Investment Planners

(1)
“He helps me and my plan for our futures, while allowing us to provide for our presents!”
In Business Since 2010
43928 Mound Rd #175, Sterling Heights, MI
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By the Numb3rs

By the Numb3rs

(2)
“Traci took care of my 2014 taxes both federal and state, filed all of my monthly use taxes for 2015 and I will be using her to do my 2015 federal and state, as well as my 2016 use taxes.”
Serving Sterling Heights Area
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Next Degree Financial

Next Degree Financial

“If this is your first time visiting our website, you'll find a wealth of information in the form of calculators, videos, research reports, regularly updated newsletter articles and easy access to market performance data. We also encourage you to visi...”
Transparent Fees & Pricing
In Business Since 2011
Accepts All Major Credit Cards
38800 Van Dyke Ave #200, Sterling Heights, MI
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David White & Associates

David White & Associates

“David White & Associates is a full-service insurance and benefits consulting company specializing in providing health, accident insurance, and benefits services to individuals and business employers. Having over twenty years of experience, Mr. White ...”
In Business Since 2004
8283 N Telegraph Rd # 3, Dearborn Heights, MI
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Beals, Caruana & Company

Beals, Caruana & Company

(30)
Bookkeeping, Wealth Management, Charter Schools
“Their help with the cost segregation study allowed us to accelerate our building's depreciation deductions and to navigate the R&D tax deductions for our dental business.”
In Business Since 2016
Licensed, BBB Rating: A+
707 E Maple Rd # 100, Troy, MI
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Maged Michail, CPA

Maged Michail, CPA

(16)
Tax Services, Services For Individuals, Services For Quickbooks
“Out of my 23 years of gas station business experience I have to say that I am getting the best tax advises and services with Maged Michail, CPA as well as the personal tax filing and tax planning”
Transparent Fees & Pricing
In Business Since 2001
Free Initial Consultation
Offers Financing Options
3424 Rochester Rd, Troy, MI
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Miah, CPA

Miah, CPA

(30)
  • Prices
  • Trust
  • Work
“As it was my first time using his service, I was very pleased to do my personal taxes with brother Abdul H, Miah - he is very polite and educated brother.”
In Business Since 2019
CPA Certified
29230 Ryan Rd Suite A, Warren, MI
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Financial Services of America

Financial Services of America

(23)
Insurance Planning, Retirement Planning, Financial Planning
“Professional, compassionate, friendly, advisory, credible are values I attribute to my personal Advisor, first Doug Van Orden for several years and most recently, Dave Videtta.”
In Business Since 2010
30500 Van Dyke Ave STE 800, Warren, MI
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Bryan, Russell & Associates

Bryan, Russell & Associates

(14)
Bank Financing, Non-Profit Organizations, Small Business Accounting
“Dan is a brilliant tax strategist and has provided me with answers to complex tax issues and invaluable strategic advice to navigate the waters of the ever changing tax world.”
Accepts All Major Credit Cards
In Business Since 2011
Free Initial Consultation
Transparent Fees & Pricing
Serving Sterling Heights Area
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Mackey & Mackey

Mackey & Mackey

(15)
Tax Services, Services For Individuals, Services For Quickbooks
“They were fast, thorough, answered every question, and most importantly utilized every possible scenario to make sure that I was getting the most out of my return as possible.”
Offers Financing Options
In Business Since 2001
Free Initial Consultation
Transparent Fees & Pricing
Serving Sterling Heights Area
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Aquest Wealth Strategies

Aquest Wealth Strategies

(30)
  • Team
  • i’m
  • Informative
“They are always working in my best interest and listen to me when I tell them what I want and are always ready with suggestions.”
In Business Since 2009
Family Business
Serving Sterling Heights Area
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John A. Sanchez & Company

John A. Sanchez & Company

(21)
  • Team
  • Questions
“They were personally recommended to me, they express competence and confidence in their services and dedication in getting me back the most money and mitigating taxes.”
In Business Since 2010
Free Initial Consultation
Serving Sterling Heights Area
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Smart Business Tax Solutions

Smart Business Tax Solutions

(15)
Wage Garnishment, Innnocent Spouse, Unfiled Taxes
“Got a call back within a couple hours of calling about a problem I was having with the IRS spent a half hour on the phone with me giving me the options I had to move forward given the situation.”
In Business Since 2010
16250 Northland Dr, Southfield, MI
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Mueller & Company

Mueller & Company

(1)
Payroll Taxes, Bank Financing, Tax Debt Resolution
“They go beyond basic tax preparation to provide proper planning and recommendations”
Offers Financing Options
In Business Since 2008
Free Initial Consultation
Transparent Fees & Pricing
575 E Big Beaver Rd #250, Troy, MI
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Anderson Financial Services

Anderson Financial Services

(4)
Personal Financial Planning, Tax Preparation, Elder Care
“The owner Cathy did a great job for me this year doing my personal taxes, her expertise and knowledge of all the new tax deductions and information saved me alot of money”
Accepts All Major Credit Cards
In Business Since 1987
Transparent Fees & Pricing
Offers Financing Options
Serving Sterling Heights Area
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Boogren, Bally & Associates, Cpas

Boogren, Bally & Associates, Cpas

(4)
Tax Services, Services For Individuals, Services For Quickbooks
“I would not trust my taxes or any tax related matter to anyone else but him, he has handled disaster tax issues for me flawlessly without batting an eye completely setting me at ease.”
Offers Financing Options
In Business Since 1988
Transparent Fees & Pricing
32820 Woodward Ave Ste. 250, Royal Oak, MI
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Tax Professionals

Tax Professionals

(7)
“If your looking for a professional tax preparer, this is the right place!”
Transparent Fees & Pricing
In Business Since 2007
Free Initial Consultation
Accepts All Major Credit Cards
16250 Northland Dr #364, Southfield, MI
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Retirement Planning and Investment Management Services in Sterling Heights, MI Cost Estimates

Minimum cost
$1193
Maximum cost
$10136
National Average
$3578
Avg Per Hour Rates
$358
$2385
$6559
Typical price range is based on 463 cost profiles
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Average Cost $3578
Minimum cost $1193
Maximum cost $10136
Avg Per Hour Rates $358

Typical range $2385 to $6559 is based on 463 cost profiles.

Why these companies made our list

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