Financial Freedom House
“Arron is great, by helping me achieve my financial goal when I retired”
Best Financial Advisors near Waterford, MI
We have 2 firms in Waterford on file, and both are on this list, along with 13 from towns including Farmington Hills (4, 12 mi), Village of Clarkston (2, 6 mi) and Auburn Hills (2, 8 mi).
3 open weekends · all 15 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Campbell Retirement Planning Centers
“He is very down to earth and explains technical investing in laymen's terms so even I can understand it.”
Orfin & Associates
“I will recommend to any and all to attend at least one of his seminar.”
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Blue Chip Partners
“He was able to break down their investment strategy and lay out exactly how my money would be allocated throughout the market for the common investor.”
H W Lock Tax & Financial Services
“I would recommend him to anyone who wants their taxes done right!”
Wealth Trac Financial
“Under Wealth Trac's management, our retirements funds have grown faster than expected, and my husband is considering retiring earlier than originally planned.”
The 15 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
The 15 firms on this page are rated from 4.8 to 5.0 across 1,208 reviews; 8 have 50 or more reviews. 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are tax planning (4), annuities (2), business tax returns (2), estate planning (2) and non-profit organizations (2). 1 shows a license on its website and 1 has a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 2 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 15 of the firms on this page; 13 publish a contact page; 11 list a public email and 7 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 15 firms are located in Waterford. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Verde Capital Management
“He always makes himself available to answer my questions, no matter how small, and provides the time and attention needed to ensure I feel confident and well-informed about my financial future.”
Thomas & Associates
“Very prompt and thorough accounting service.”
Sneller Financial Services
“He was great to work with and really listened to where at am and what our family financial goals are.”
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Aquest Wealth Strategies
“Very client focused company no matter how big or small your portfolio, each person is important to them.”
John A. Sanchez & Company - Cpa's & Consultants
“We were very pleased with the dedication of Mr Sanchez and his team.”
Rochester Wealth
“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.”
Senior Financial Center
“I called Charles to inquire about retirement income plans and he promptly returned my call, made an appointment to meet to discuss options and gave me excellent advice.”
Hemker Holody Cpas
“I have used Brian Hemker as my accountant for personal and business taxes since 2016 and he has helped me to plan ahead, maximize deductions and pay estimates to avoid costly fines.”
Bloom Advisors
“I am met with patience, and comprehensive information whenever I ask questions.”
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
- “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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