Best Financial Advisors in Farmington Hills

2022

Autumn Financial Advisors, LLC

• Certified Financial Planner (CFP)

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.

Bloomfield Hills Financial

• Estate Planning
• Financial Planning
• Retirement Planning

Bloomfield Hills Financial is an independent wealth management firm that assists individuals, families, and businesses with financial planning in Farmington Hills and neighboring areas. Its team of wealth advisors guides clients in every aspect of the planning of investments, insurance, retirement, education planning, and asset allocation. Founder & CEO Kevin VanDyke has an Accredited Investment Fiduciary designation and has been recognized by Financial Times in its 400 Top Financial Advisors for three consecutive years.

Center for Financial Planning, Inc.

• Certified Financial Planner (CFP)

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.

Integrated Capital Management

• Certified Financial Planner (CFP)

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.

Michigan Pension & Financial

• Retirement Planning

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.

Michigan Retirement Advisors

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.

Northern Financial Advisors

• Estate Planning
• Wealth Management
• Retirement Planning
• Certified Financial Planner (CFP)

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.

Senior Planning Advisors

• Retirement Planning

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.

UHY LLP

• Estate Planning
• Tax Preparation
• Tax Planning

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.

Unity Financial Advisors

• Certified Financial Planner (CFP)

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.