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Summit Financial Consulting
- Decisions
- Retirement
- Team
“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
24 firms listed · 8 in Sterling Heights · 5 open weekends · 20 rated 4.5+ · 3 show a license
Data verified October 18, 2026
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Kimberly Crichton Enders, CFP
“She is inviting and always has the clients best interest in mind.”
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Platinum Wealth Management Group
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Asset Preservation Tax and Retirement Services
“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.”
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Reno Frazzitta, CFP
“Experienced and great to work with”
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Nutt & Nutt Investment Planners
“He helps me and my plan for our futures, while allowing us to provide for our presents!”
The 24 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 24 firms we list here, 8 are in Sterling Heights itself and 16 come from towns including Troy (4, 6 mi), Southfield (4, 14 mi) and Rochester (2, 9 mi). 20 of the firms on this page have a rating, from 4.6 to 5.0 across 458 reviews; 2 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (86%) and quality (59%). 5 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are tax planning (3), wealth management (3), bookkeeping (2), business tax returns (2) and insurance (2). 3 show a license on their websites and 7 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers a free initial consultation; 2 are family- or locally-owned and 1 lists coupons or special offers. 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.
Do firms listed for Sterling Heights take financial planning bookings online?
3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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David White & Associates
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Johnnie Roberts - New Heights Financial
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Next Degree Financial
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Beals, Caruana & McVety
- Job
- Feel
- Understand
“With a broad range of industry expertise, I would unabashedly recommend them to any business owner or individual that values service, the latest technology and competent advice.”
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Orfin & Associates
- Meeting
- Team
- Retirement
“We get invitations like every other day to have a "free" dinner hosted by retirement planers, but most were on days that I worked until Dan Orfin's held on a day I was off and it was at Andiamo's so we went.”
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Lock ~ Spiot Tax & Financial Services
“Wendy has helped me tremendously was professional, courteous and would highly recommend them!!!”
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Aquest Wealth Strategies
- Investment
- Questions
- Company
“They have provided me with robust and creative solutions to achieve my financial goals and are always willing to explain strategies and details with on demand and periodic reviews.”
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John A. Sanchez & Company - Cpa's & Consultants
- Strategic
- Understanding
- Information
“John is a very professional CPA and I would recommend his accounting services to anyone looking to improve their financials and understand their numbers at a much deeper level.”
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C. U. M. Accounting Services
“M Accounting Services cares about clients very knowledgeable and take personal time with each and every person regardless of what service you choose to use.”
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Rochester Wealth Strategies
- Portfolio
- Evaluations
- Social Security
“In the three years that we have relied on RWS we have discovered a whole team who are passionate about growing our net-worth by coordinating revenue streams, tax planning, and social security timing evaluations among other things.”
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Straightline
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National Tax Services
- Family Owned Business
“Used to go to H&R Block, they are outrageous on prices, got referred here, and been coming here for the last 5 yrs, Ben Sr is the best and so is his staff, very nice and friendly, always on time!!”
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Advance Capital Management
- Company
“I highly recommend them for anyone looking money management/ retirement specialists.”
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Bridgewise Financial Partners
- Future
- College
- Questions
“Paul is extremely knowledgeable and has done a great job explaining things (even explaining them over & over) so we understand & are comfortable with our decisions.”
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Quest Commonwealth
- Meeting
- Retirement
- Team
“Thank you Quest for taking care of my account for 20 plus and for looking after new referrals that come into your office just like you did for me over 20 years ago.”
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Wealth Strategies Financial Group
- Company
“Paul Carnahan has been my advisor since 2016 he is loyal to me and my family dedicated he always keeps me in the loop on new strategies to grow my money and we have been extremely successful.”
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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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Smart Tax Professional Services - CPA Firm
- Advisors
- Quality
“More than once they've come up with tax strategies that not only saved us a lot of money, but also taught our high priced tax attorneys something new at the same time.”
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
Why these companies made our list
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