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Best Financial Advisors in Farmington Hills

2023

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SmartAdvisor by SmartAsset

Website
Farmington Hills, MI
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

848-BookPro
Farmington Hills, MI

Why choose this provider?

Need help contacting a Financial Advisor in Farmington Hills? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
30400 Telegraph Road Suite 461, Bingham Farms, MI 48025
  • Certified Financial Planner (CFP)

Why choose this provider?

Unity Financial Advisors serves individuals in Farmington Hills. It helps clients manage their wealth, achieve their financial goals, and build a retirement plan. It also assists them in structuring investments and reviewing retirement risks, such as inflation, long-term care, longevity, sequence of returns, and taxation. The business provides insurance planning assistance to clients seeking protection for their families and retirement plans. The firm's head, Jaime Cowper, specializes in comprehensive retirement planning and is certified in long-term care planning.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.2
Google
4.2 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
38695 W. Seven Mile Road, Suite 125, Livonia, MI 48152
  • Retirement Planning

Why choose this provider?

Senior Planning Advisors serves pre-retirees and retirees in the community of Farmington Hills. Since 1992, the firm has been providing various services, such as long-term care planning, retirement education, financial planning, and wealth management. Its team of financial advisors thoroughly assesses clients' income and reviews their investment risk. Co-president Paul Metler holds licenses in Series 65 securities and life insurance. Senior Planning Advisors has been featured in Wall Street Select, CBS, and Yahoo! Finance.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
340 N. Main Street Suite 207, Plymouth, MI 48170
  • Certified Financial Planner (CFP)

Why choose this provider?

Autumn Financial Advisors, LLC, is an independent firm that provides financial services to clients in Farmington Hills. Its financial advisors consist of a certified financial planner, a chartered financial analyst, a chartered alternative investment analyst, and a financial risk manager. The company integrates financial planning solutions, such as tax planning recommendations, Social Security optimization, and wealth management strategies. Brittany Goodwillie, the financial advisor, is a member of the National Association of Personal Financial Advisors and the XY Planning Network.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
27725 Stansbury Blvd Suite 200, Farmington Hills, MI 48334
  • Estate Planning
  • Tax Planning
  • Tax Preparation

Why choose this provider?

UHY, LLP, provides clients in the Farmington Hills metro with financial advice. The firm guides clients with making financial decisions that are tailor-fit to their goals and increase profitability, manage risks, and secure wealth. It helps clients in staying updated on technological risks to finances by employing cybersecurity measures and even offers assistance in estate planning. UHY, LLP also focuses on taxes, audits, accounting, and consulting. CEO Steven McCarty also serves as a member of the National Manufacturing Practice.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Google
4.7 / 5 (19)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
21 E. Long Lake Road, Suite 102, Bloomfield Hills, MI 48304
  • Certified Financial Planner (CFP)

Why choose this provider?

Integrated Capital Management is a fiduciary financial planning firm that serves both residential and commercial clients from Farmington Hills. It provides various financial planning services, including risk and investment management. It also offers retirement planning solutions, which include Roth IRA and 401(k) plan evaluation. Additionally, the company handles employee benefits coordination for business owners. Company principal Eric Seger is a Certified Financial Planner. He served as the president of the Society of Financial Service Professionals.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
31500 W. 13 Mile Road, Suite #110, Farmington Hills, MI 48334
  • Retirement Planning

Why choose this provider?

Michigan Pension & Financial is a local company that has been operating in Farmington Hills since 1996. It assists individuals, employers, and employees by providing fiduciary services, financial plan design and consulting, plan administration and compliance, and actuarial services. Its team works with fellow financial advisors to offer plan administration services for their clients. The company's owner, Dan Bolda, is a Certified Financial Planner who utilizes a business model called "Producing TPA", which reduces the number of professionals needed to maintain a financial plan.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
24800 Denso Drive, Suite 300, Southfield, MI 48033
  • Certified Financial Planner (CFP)

Why choose this provider?

Center for Financial Planning, Inc., is a company that serves individuals and families in Farmington Hills. The company has 13 financial planners who are committed to working closely with clients to help them reach their financial goals. The services it offers include financial, income tax, divorce, retirement, and life transition planning. Its website also provides resources about topics such as Social Security, Medicare, and education planning. Center for Financial Planning has been in operation for 36 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3883 Telegraph Road, Suite 203, Bloomfield Hills, MI 48302

Why choose this provider?

Michigan Retirement Advisors is a boutique firm that serves Farmington Hills. It offers individuals and companies guidance in navigating the complexities of retirement through advanced planning services and fiduciary support solutions. Supported by LPL Financial, an independent research organization, the firm provides formula-based wealth management strategies to help its clients make informed decisions in achieving their financial goals. Its president, Steven Case, has been in the industry since 1988. He is a Certified Financial Planner and an Accredited Investment Fiduciary.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Website
74 E. Long Lake Rd Suite 200, Bloomfield Hills, MI 48304
  • Estate Planning
  • Tax Planning
  • Tax Preparation
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Wealth Management

Why choose this provider?

The Northern Financial Advisors is a financial planning and wealth management firm that serves clients in Farmington Hills. It provides clients with investment, tax, retirement, estate, and protection planning services. The firm's advisors work with clients in developing plans and solutions based on their current financial situation. Senior advisors Colin Fraser and Andrew McLane are members of the Financial Planning Association and the Alliance of Comprehensive Planners, respectively. They have both earned their CFP designations.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What percentage do most financial advisors charge in Farmington Hills?

    Most financial advisors in Farmington Hills charge an average fee of about 1 to 1.02 percent of assets under management per year for an account of $1 million. The average advisory fee is around 1.17 percent. The fee could vary depending on the size of your account, and financial advisors may also set a monthly or annual fee for their services.

  • Can you negotiate financial advisor fees in Farmington Hills?

    Financial advisor fees in Farmington Hills may be negotiable depending on the way the advisory firm structures its fees. Financial advisors may charge a combination of commissions, hourly or fixed fees, performance-based fees, and a percentage of assets under management. Some financial advisors may be willing to negotiate fees while others may not. You may have to provide a solid reason for a financial advisor to agree to negotiate or reduce fees.

  • Do millionaires in Farmington Hills have financial advisors?

    In most cases, millionaires in Farmington Hills hire financial advisors to help them protect and grow their wealth. According to a survey released by Fidelity Investments, around 22 percent of millionaire households have independent advisors. As most millionaires may not have time to develop an investment, retirement, and estate plan, they may utilize the financial expertise of an investment manager or wealth advisor.

  • How much money should you have before using a financial advisor in Farmington Hills?

    The amount of money you need to have may vary depending on the type of service you need from a financial advisor in Farmington Hills. In most cases, it is advisable to start looking for a financial advisor if you have liquid assets amounting from $50,000 to $500,000 for investment. Financial advisors can also help you assess your financial goals and current situation, especially when dealing with major life events like career transition, wedding, divorce, and expanding your family.

  • What is the difference between a money manager and a financial advisor in Farmington Hills?

    The main difference between a money manager and a financial advisor in Farmington Hills lies in the aspects of finances that they focus on. Financial advisors help clients maintain overall finances while money managers focus on helping clients manage investment portfolios. Financial advisors often work with clients with smaller assets. In contrast, money managers usually work with clients with larger portfolios.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

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