Best Financial Advisors in Waterford, MI

Patterson Advisors offers financial planning to the locals of Waterford and the surrounding areas. The firm's focus is to help its clients align their finances with their goals, taking the time to build a relationship with them as the foundation of all planning. The comprehensive financial services it offers include insurance and investment analysis, retirement or transition planning, estate planning, tax planning, and education funding. The founder, David C. Patterson, is a Certified Financial Planner.

Northern Financial Advisors is a Registered Investment Advisor firm that caters to the financial advice needs of clients in Waterford and its surrounding areas. Its team of financial advisors guides clients in all areas of wealth management, investment planning, retirement planning, estate planning, and protection planning. Value-added services like cash flow management and continuous integration of a client's tax situation are also available. Founding owner Christine Isham maintains her status as an IRS Enrolled Agent and Certified Financial Planner.

Serving Waterford and its nearby areas, Financial Freedom House has provided fiduciary services since 1983. The company relies on evidence-based strategies, such as the Modern Portfolio Theory, to help clients make sound long-term investment decisions. The firm, which also offers 401 (k) and 403 (b) solutions, was founded by Theodore "Ted" Lakkides, an army veteran who spent many years climbing the corporate ladder - working for companies like Unilever and Arm & Hammer - before finding his calling as a financial planner.

Total Financial Guide Advisors is a company that serves the Waterford community. Its financial advisors offer a full range of life planning and financial solutions, including wealth management, tax services, portfolio design and analysis, and risk management. Its team conducts personal interviews with clients to learn about their values and goals, which are then incorporated into wealth-building strategies. The company is a member of the Financial Industry Regulatory Authority. Rebecca Carpenter, the firm's support advisor, is a Certified Financial Planner.

Kaydan Wealth Management is an independent financial advisory firm serving the Waterford metro and nearby areas. The firm performs wealth management solutions to clients that are looking to build financial foundations, accumulate and enhance wealth, and preserve family legacies. Its financial advisors guide in managing investments, transferring wealth, and planning finances, tax, and retirement. Kaydan Wealth Management has been a fiduciary for more than 30 years. It gives back to the community through its Annual Community Shred initiative.

Michigan Financial Companies serves a wide range of clients in the Waterford metro, including business owners, young professionals, mature families, retirees, young families, and pre-retirees. For over 30 years, the firm has been providing various services, such as developing financial strategies, creating long-term financial plans, fine-tuning retirement strategies, protecting business revenue, and developing estate plans. Its team of financial advisors also offers personalized financial planning, including asset allocation recommendations. CEO Nick J. Valenti has 40 years of industry experience.

Independent Financial Advisors, LLC, serves clients in Waterford and the surrounding communities. The firm offers comprehensive financial planning solutions, which include cash flow income analysis, education savings strategies, Social Security planning, life insurance analysis and review, and financial organization and oversight. It also offers guidance in areas of wealth management like portfolio construction and monitoring, tax-sensitive investments, and specialized portfolio research. President David Kelton brings more than 33 years of financial industry experience to the firm and its clients.

For 31 years, Staub Financial has been helping clients and their families in Waterford and the surrounding areas to understand their financial purposes. Its financial planning process includes implementing a strategy based on its clients' financial situation and the advice of various professionals, such as estate planning attorneys and CPAs. Owner and senior advisor Corey A. Staub regularly reviews clients' portfolios to check if the policies meet their goals. In addition, Staub supports various causes, including children with cancer, through Camp Quality of Michigan.

Brass Ring Wealth Management provides assistance and advice on various aspects of managing one's finances in Waterford. Its advisors assist clients to organize their funds in preparation for retirement, advising them on investments and tax issues. They also assist in transferring assets to beneficiaries and planning children's college education. Founder Nathan Sealey holds several designations like ChFC, CLU, and CASL. He received the Five Star Wealth Management Award from Hour Magazine and business Magazine in 2016.

Blue Chip is a financial advisory firm that serves the Waterford community. It helps nearly retired individuals and business owners achieve their desired financial outcomes by offering wealth and investment management solutions. The company also provides estate and tax planning strategies. Its founder, Robert K. Steinberg, is a certified public accountant, a Certified Financial Planner, and an estate planning attorney. He started his career working as a tax planner and advisor for a financial advisory firm.