Best Financial Advisors in Waterford, MI

The highest-rated Financial Planning & Wealth Management companies out of 114 vetted & reviewed in the Waterford area.

Carl Chewins Tax Accounting

Carl Chewins Tax Accounting

(1)
“We have been going here about 5 years now, for personal and business taxes.”
Offers Financing Options
In Business Since 1967
Transparent Fees & Pricing
3509 Elizabeth Lake Rd # 101, Waterford Twp, MI 48328
i
Campbell Retirement Planning Centers

Campbell Retirement Planning Centers

(25)
  • Goals
  • Children
  • Portfolio
“I'm so happy that my account is doing well and I feel that if there was trouble in the pipeline, they would reach out to me first to assure me they have my best interest at heart.”
5334 Dixie Hwy, Waterford Twp, MI 48329
i
Staub Financial Services

Staub Financial Services

(1)
LPL Research, Weekly Market Commentary, Prospective Clients
“Very professional and has done an excellent job with our portfolio.”
In Business Since 2002
5280 Dixie Hwy, Waterford Twp, MI 48329
i
Financial Freedom House

Financial Freedom House

Transparent Fees & Pricing
In Business Since 1999
CEFEX Certified
Boston Charter Building, 6515 Highland Rd Suite 240, Waterford Twp, MI 48327
i
Blue Chip Partners

Blue Chip Partners

(49)
Estate Planning, Tax Planning, Retirement Planning
“Our agent, Naoko Mc Kelvey our long term agent, is always available to address our concerns, knowledgeable of market conditions with well thought out options.”
In Business Since 2014
Accepts All Major Credit Cards
38505 Country Club Dr, Farmington Hills, MI
i
Beals, Caruana & McVety

Beals, Caruana & McVety

(48)
Charter Schools, Bookkeeping, Wealth Management
“The accounting side of running a business is the hardest part for me and we wouldn't be where we are today without their professional advice and expertise.”
In Business Since 2016
Licensed, BBB Rating: A+
707 E Maple Rd # 100, Troy, MI
i
Dyrect Professional Services

Dyrect Professional Services

(47)
Services For Quickbooks, Tax Services, Services For Individuals
“100% recommend letting Derdrick service you, you will not be disappointed I sent over my W2s at 7am and within an hour he was already starting on them!”
Free Initial Consultation
In Business Since 2020
Transparent Fees & Pricing
801 W Big Beaver Rd Suite 300, Troy, MI
i
Dallo Estate Planning

Dallo Estate Planning

(50)
Medicaid Planning, Lawsafe®, Elder Care Law
“Joe Dallo was very professional in preparing my trust, will, power of attorney, and health directive documents; which is something I had been procrastinating about for a very long time.”
In Business Since 2017
31731 Northwestern Hwy Ste 261W, Farmington Hills, MI
i
First Commerce Financial

First Commerce Financial

(50)
  • Sound
  • Company
  • Documents
“Not only did everything go smoothly and efficiently, the amount of personal attention and patience throughout the entire process was beyond expectation.”
Transparent Fees & Pricing
In Business Since 2007
Emergency Services
Serving Waterford Area
i
Orfin & Associates

Orfin & Associates

(25)
Annuities, Wealth Management, Medicare
“I, as well as many of you who are approaching the golden years of their life, LOL, have been bombarded by several financial planners to join them for an informative evening on what they are all about.”
In Business Since 2005
Licensed, BBB Rating: A
363 W Big Beaver Rd #200, Troy, MI
i
Lock ~ Spiot Tax & Financial Services

Lock ~ Spiot Tax & Financial Services

(8)
Payroll Services, Accounting & Bookkeeping, Business Tax Returns
“I would recommend him to anyone who wants their taxes done right!”
Coupons & Offers
In Business Since 1975
Accepts All Major Credit Cards
Serving Waterford Area
i
Maged Michail, CPA

Maged Michail, CPA

(18)
Industries, Services For Quickbooks, Tax Services
“His friendly demeanor and approachability made me feel comfortable discussing my financial situation, and I truly felt that he had my best interests at heart.”
Free Initial Consultation
Remote Consultations Available
Offers Financing Options
Transparent Fees & Pricing
3424 Rochester Rd, Troy, MI
i
Unlimited Accounting & Tax Services

Unlimited Accounting & Tax Services

(35)
Income Tax Preparation, Business Consulting, Accounting & Bookeeping
“As it was my first time using their service, I was very pleased to do my personal and business taxes with Fadia - she's very polite and educated lady.”
In Business Since 2013
Transparent Fees & Pricing
1975 E Maple Rd, Troy, MI
i
Hertz Schram Law Firm

Hertz Schram Law Firm

(48)
Entertainment Law, Tax Law, Commercial Real Estate
“Very supportive and attentive staff, as well as my attorney Lisa, who took time to answer all of my questions and provide support in a difficult time of my life.”
In Business Since 2012
Accepts All Major Credit Cards
Serving Waterford Area
i
ROI Associates

ROI Associates

(26)
Industries, Services For Quickbooks, Tax Services
“He was super attentive to all of my business needs and worked alongside with me to make sure I got the tax and accounting help that my business needed.”
In Business Since 2022
Transparent Fees & Pricing
34405 W 12 Mile Rd #137, Farmington Hills, MI
i
Aquest Wealth Strategies

Aquest Wealth Strategies

(40)
  • Financial Planning
  • Market
  • Team
“Aquest is supported with qualified staff that I personally have used in the form of Trusts, wills, tax advice, yearly tax returns, long term nursing care, RM Ds and the countless types of investments that will provide a sound future for me and my fa...”
In Business Since 2009
Family Business
Serving Waterford Area
i
Corporate Accounting Services, Cpa's

Corporate Accounting Services, Cpa's

(6)
New Business Formation, Cash Flow Management, Attest Services
“Headed by Bruce Berndt CPA, Corporate Accounting is the perfect partner to have on your team, whether you are a small business owner-individual or MNC.”
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards
25882 Orchard Lake Rd #106, Farmington Hills, MI
i
Verde Capital Management

Verde Capital Management

(40)
  • Future
  • Accounts
  • Meetings
“From suggesting ways to save on homeowner's insurance to starting a 401K account for our business, they are there to make suggestions and help implement their strategies.”
In Business Since 2008
Serving Waterford Area
i
Farquharson, Pointon & Lepsetz, Cpa's

Farquharson, Pointon & Lepsetz, Cpa's

(9)
Personal Financial Planning, Industries, Quickbooks
“I have been using Farquharson, Pointon & Lepsetz for both of my personal taxes and also for an organization I keep the books for that is a 501 (c) 7 for several years now.”
Free Initial Consultation
Offers Financing Options
Remote Consultations Available
Transparent Fees & Pricing
31500 W 13 Mile Rd #114, Farmington Hills, MI
i
Rochester Wealth Strategies

Rochester Wealth Strategies

(34)
Retirement Planning, Life Insurance, Investment Management
“Dominic and his team have given us the peace of mind to process the recent deaths of our parents and help us build our personal net worth through these turbulent times.”
In Business Since 2018
Offers Financing Options
Serving Waterford Area
i
Great Lakes Family Probate & Estates

Great Lakes Family Probate & Estates

(27)
  • Understanding
  • Needs
“My friend highly recommended Kimberly after she had worked diligently to help family members during a highly sensitive process of settling their estate issues.”
In Business Since 2020
Free Initial Consultation
Serving Waterford Area
i
Mackey & Mackey

Mackey & Mackey

(14)
Industries, Services For Quickbooks, Tax Services
“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.”
Free Initial Consultation
Offers Financing Options
In Business Since 2001
Transparent Fees & Pricing
Serving Waterford Area
i
John A. Sanchez & Company

John A. Sanchez & Company

(25)
  • Strategic
  • Questions
  • Financial
“I can't imagine having navigated COVID without his input, and certainly would not want to navigate some of the financial challenges I've encountered in the last 1.”
In Business Since 2010
Free Initial Consultation
Serving Waterford Area
i
Richard W. Paul & Associates

Richard W. Paul & Associates

(20)
  • Retirement
  • Financial Advice
“Finally Richard Paul and Associates are perpetually staying abreast of our ever changing economic atmosphere and pass this on favorably to their clients.”
80+ Years Experience
CFP Certified
39555 Orchard Hill Pl #100, Novi, MI
i

Retirement Planning and Investment Management Services in Waterford, MI Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 534 cost profiles
Click to copy
Successfully copied!
Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 534 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top