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Best Financial Advisors in Farmington Hills

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Farmington Hills, MIFarmington Hills, MI

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.

Farmington Hills, MIFarmington Hills, MI

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

340 N. Main Street Suite 207, Plymouth, MI 48170
Plymouth, MI 48170
  • 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.

340 N. Main Street Suite 207, Plymouth, MI 48170
Plymouth, MI 48170

Website(248) 716-8307

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

35980 Woodward Ave. Suite 300, Bloomfield Hills, MI 48304
Bloomfield Hills, MI 48304
  • Estate Planning
  • Retirement Planning
  • Financial 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.

35980 Woodward Ave. Suite 300, Bloomfield Hills, MI 48304
Bloomfield Hills, MI 48304

Website(248) 593-5323

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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.

Online Profiles:

1 (Good)

Average Review Score:

3.9 / 5 ( Good)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

24800 Denso Drive, Suite 300, Southfield, MI 48033
Southfield, MI 48033
  • 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.

24800 Denso Drive, Suite 300, Southfield, MI 48033
Southfield, MI 48033

Website(248) 948-7900

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

21 E. Long Lake Road, Suite 102, Bloomfield Hills, MI 48304
Bloomfield Hills, MI 48304
  • 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.

21 E. Long Lake Road, Suite 102, Bloomfield Hills, MI 48304
Bloomfield Hills, MI 48304

Website(248) 593-8900

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

31500 W. 13 Mile Road, Suite #110, Farmington Hills, MI 48334
Farmington Hills, MI 48334

Website(248) 538-4220

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

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

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.

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

Website(248) 594-8114

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

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.

74 E. Long Lake Rd Suite 200, Bloomfield Hills, MI 48304
Bloomfield Hills, MI 48304

Website(248) 985-1632

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

38695 W. Seven Mile Road, Suite 125, Livonia, MI 48152
Livonia, MI 48152

Website(866) 211-1904

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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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

27725 Stansbury Blvd Suite 200, Farmington Hills, MI 48334
Farmington Hills, MI 48334

Website(248) 355-1040

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

4.6 / 5 ( Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

30400 Telegraph Road Suite 461, Bingham Farms, MI 48025
Bingham Farms, MI 48025
  • 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.

30400 Telegraph Road Suite 461, Bingham Farms, MI 48025
Bingham Farms, MI 48025

Website(248) 885-8176

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

4.2 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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