Waterford, MI

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Waterford, MI
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Best Financial Advisors near Waterford, MI

We have 2 firms in Waterford on file, and both are on this list, along with 22 from towns including Troy (6, 13 mi), Southfield (4, 14 mi) and Village of Clarkston (2, 5 mi).

4 open weekends · 23 rated 4.5+ · 4 show a license

Data verified October 18, 2026

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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
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Financial Freedom House

Financial Freedom House

In Business Since 1999
Transparent Fees & Pricing
Boston Charter Building, 6515 Highland Rd Suite 240, Waterford Twp, MI
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Beals, Caruana & McVety

Beals, Caruana & McVety

(48)
  • Individual
  • Industry
  • Relationship
“Cass, John and Jeremy understand small business and offer sound business and tax advice that can help reduce your tax liability and increase personal wealth.”
In Business Since 2016
BBB Rating: A+
Troy, MI · 13 mi from Waterford
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Orfin & Associates

Orfin & Associates

(36)
  • Fees
  • Happy
  • Annuity
“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 2004
Licensed
Troy, MI · 13 mi from Waterford
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Blue Chip Partners

Blue Chip Partners

(49)
  • Goals
  • Confidence
  • Management
“We are especially appreciative with the way that Jonathan Johnson has handled our account and assisted us in making the necessary decisions regarding our retirement.”
In Business Since 2013
Accepts All Major Credit Cards
Farmington Hills, MI · 12 mi from Waterford
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Lock ~ Spiot Tax & Financial Services

Lock ~ Spiot Tax & Financial Services

(8)
“I would recommend him to anyone who wants their taxes done right!”
Coupons & Offers
In Business Since 1973
Accepts All Major Credit Cards
Auburn Hills, MI · 8 mi from Waterford
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The 24 firms listed for Waterford, 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: Waterford, MI

23 of the 24 firms on this page have a rating, from 4.6 to 5.0 across 742 reviews; 4 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (88%) and quality (58%). 4 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), annuities (2) and overview (2). 4 show a license on their websites; 1 lists staff certifications (CFP) and 4 have a BBB rating of A or A+. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers payment plans; 3 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 18 list a public email and 6 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 Waterford listed here?

2 of the 24 firms are located in Waterford. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

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Verde Capital Management

Verde Capital Management

(49)
  • Portfolio
  • Meetings
  • Future
“An added benefit is the knowledge you gain from their regular updates on market trends, new technologies, and all the facets needed for a total financial plan.”
In Business Since 2008
Village of Clarkston, MI · 5 mi from Waterford
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Aquest Wealth Strategies

Aquest Wealth Strategies

(50)
  • Financial Planning
  • Goals
  • Informative
“They consider our needs and lifestyle-never offering a “cookie-cutter” solution, but tailoring a wide variety of financial instruments for our special needs.”
In Business Since 2009
Rochester, MI · 13 mi from Waterford
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John A. Sanchez & Company - Cpa's & Consultants

John A. Sanchez & Company - Cpa's & Consultants

(32)
  • Organized
  • Instrumental
  • Services
“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
Auburn Hills, MI · 8 mi from Waterford
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Rochester Wealth Strategies

Rochester Wealth Strategies

(38)
  • Financial Advisor
  • Know
  • Questions
“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.”
In Business Since 2018
Rochester, MI · 13 mi from Waterford
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Sneller Financial Services

Sneller Financial Services

(31)
  • Social Media
  • Understanding
  • Goals
“Found Ron on Tik Tok and he has so many followers but he turned out to be very personable and reachable/accessible and spent quality time with me to figure out my goals.”
In Business Since 2019
Village of Clarkston, MI · 5 mi from Waterford
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Straightline

Straightline

In Business Since 2006
BBB Rating: A+
Troy, MI · 13 mi from Waterford
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Richard W. Paul & Associates

Richard W. Paul & Associates

(20)
  • Goals
  • Happy
  • Decisions
“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
Novi, MI · 14 mi from Waterford
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National Tax Services

National Tax Services

(15)
  • 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!!”
In Business Since 1992
Family Business
Southfield, MI · 14 mi from Waterford
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Thomas & Associates

Thomas & Associates

(4)
“Very prompt and thorough accounting service.”
Free Initial Consultation
In Business Since 2008
Transparent Fees & Pricing
Farmington Hills, MI · 12 mi from Waterford
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Advance Capital Management

Advance Capital Management

(5)
  • Company
“ACM is amazing and our advisor Mike Hohf is the best.”
In Business Since 1989
BBB Rating: A+
Southfield, MI · 14 mi from Waterford
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Quest Commonwealth

Quest Commonwealth

(20)
  • Team
  • Decision
  • Managing
“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.”
In Business Since 2023
CRD #175083
Bingham Farms, MI · 13 mi from Waterford
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Sure Life Financial

Sure Life Financial

(14)
  • Future
  • Felt
  • Service
“Through his insightful recommendations, we've been able to make informed decisions that align with our financial objectives, providing peace of mind for years to come.”
In Business Since 2022
Licensed
Novi, MI · 14 mi from Waterford
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Bridgewise Financial Partners

Bridgewise Financial Partners

(14)
  • Questions
  • Child
  • Savings
“Paul has spent countless hours with us explaining the pros-and-cons of different savings scenarios; always keeping our best interests in mind as the ultimate goal.”
In Business Since 2017
Troy, MI · 13 mi from Waterford
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Wealth Strategies Financial Group

Wealth Strategies Financial Group

(10)
  • 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.”
In Business Since 2016
Licensed
Southfield, MI · 14 mi from Waterford
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Smart Tax Professional Services - CPA Firm

Smart Tax Professional Services - CPA Firm

(13)
  • 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.”
Accepts All Major Credit Cards, Check, Debit, Paypal
In Business Since 1984
BBB Accredited
Southfield, MI · 14 mi from Waterford
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M3 Investment Services

M3 Investment Services

(9)
  • 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.”
In Business Since 2013
Royal Oak, MI · 16 mi from Waterford
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Mueller & Company CPA

Mueller & Company CPA

(1)
“They go beyond basic tax preparation to provide proper planning and recommendations”
Free Initial Consultation
Offers Financing Options
In Business Since 2008
Transparent Fees & Pricing
Troy, MI · 13 mi from Waterford
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Center For Wealth Management

Center For Wealth Management

(7)
  • Information
  • Children
  • College
“The most important benefit from working with Rob is the ability to gain information on a wide variety of financial products and stay up to date on market changes, my taxes, and avenues best suited for my investment goals (both short term and long ter...”
In Business Since 2016
Troy, MI · 13 mi from Waterford
Featured

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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
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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

What clients say about firms near Waterford

  • “Dean & Gina have gone above and beyond in managing my retirement portfolio.” — client of Campbell Retirement Planning Centers
  • “I appreciate the personalized analyses of my portfolio, and the professional recommendations for enhancing the value of my investments.” — client of Blue Chip Partners
  • “The advisors are knowledgeable and excellent educators, explaining every aspect of the financial planning process clearly.” — client of Verde Capital Management
  • “They communicate well and keep you focused on your long term financial plans.” — client of Aquest Wealth Strategies

Excerpts from public reviews of the firms listed on this page.

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Financial Advisors near Waterford

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