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Best Financial Advisors in Macomb

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Macomb, MIMacomb, 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.

Macomb, MIMacomb, 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: --

51863 Schoenherr Road, Suite 102, Shelby Township, MI 48315
Shelby Township, MI 48315
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Atticus Wealth Management is a fiduciary financial planning firm that serves individuals and businesses in Macomb and its neighboring areas. With a focus on corporate executives in the engineering and technology fields, the firm's line of financial planning services encompasses financial goals related to education, retirement, home improvement, travel, and starting a business. Its team of financial advisors with CFP and CPFA designations provides recommendations for investment allocation, insurance plans, tax minimization strategies, and managing cash flow.

51863 Schoenherr Road, Suite 102, Shelby Township, MI 48315
Shelby Township, MI 48315

Website(586) 588-9449

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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., Bloomfield Hills, MI 48304
Bloomfield Hills, MI 48304
  • Estate Planning
  • Retirement Planning
  • Chartered Financial Analyst (CFA)

Bloomfield Hills Financial is a wealth management company offering services in the Macomb metro. The company's team has access to an assortment of investment and planning tools as an independent firm. It works with First Allied Securities, Inc. in providing its clients with investment options, services, and guidance to help them achieve their goals. Kevin VanDyke founded the firm in 1999. He continues to be interviewed and quoted regularly as a financial advisor in local and news media, including The Wall Street Journal.

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

Website(248) 593-5323

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:

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+

51424 Van Dyke Avenue, Suite #9, Shelby Township, MI 48316
Shelby Township, MI 48316
  • Finance Planning

Davis Capital Management, LLC, provides financial planning guidance to clients in Macomb. Its agents meet with individuals to discuss their financial positions, net worth, and cash flow statements. They evaluate risks and provide advice on managing investments and tax-efficient investment strategies. The company's advisors present timelines and possible scenarios to assist in projecting retirement goals. In addition, the advisors help with estate planning and trust funding. Founder Larry L. Davis Jr. developed the company's PET FORMula, a personal financial organizer.

51424 Van Dyke Avenue, Suite #9, Shelby Township, MI 48316
Shelby Township, MI 48316

Website(586) 930-0039

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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:

11 (Better)

Score Consistency:

Consistent (Best)

1221 Bowers Street #2532, Birmingham, MI 48012
Birmingham, MI 48012
  • Retirement Planning

Serving clients throughout Macomb, Fintentional, LLC, offers financial planning services through its Comprehensive Financial Planning Program. This program is suitable for those looking to monitor, develop, and advance their financial plans and investments. It assists with estate and retirement planning and cash flow and debt management. The company administers financial behavioral assessments to get a better grasp of the clients' financial goals. Michael Palazzolo, the company principal, has been featured in multiple publications, including Reuters, CNBC, The Wall Street, and Yahoo! Finance.

1221 Bowers Street #2532, Birmingham, MI 48012
Birmingham, MI 48012

Website(248) 294-0783

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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:

3 (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+

17957 Hall Rd, Macomb, MI 48044
Macomb, MI 48044
  • Certified Financial Planner (CFP)

Firma Financial Planning serves clients throughout Macomb and the neighboring communities. This financial advisory firm provides fiduciary guidance, including financial and tax planning, qualified retirement plan assistance, and estate planning services. It helps clients in understanding their current financial situation and offers portfolio analyses. Clients can access their accounts through a virtual portal, wherein they can receive updates on the progress of their finances. Its team of financial specialists provides clients with tailored strategies according to their situation and goals.

17957 Hall Rd, Macomb, MI 48044
Macomb, MI 48044

Website(586) 263-3700

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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:

28 (Best)

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+

18444 W. 10 Mile Road, Southfield, MI 48075
Southfield, MI 48075
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Horizon Advisers helps clients in Macomb pursue financial confidence by giving guidance on financial planning, business retirement, and asset protection. Since 2012, the firm has been assisting families and businesses make educated decisions on their financials. It reviews clients' tax documents and histories, formulates investment strategies, and provides clarity on income sources. Managing director, Alexander Dinser is a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC) that dedicates his practice to financial planning and in helping clients achieve their financial objectives.

18444 W. 10 Mile Road, Southfield, MI 48075
Southfield, MI 48075

Website(248) 265-6662

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:

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+

3000 Town Center, Suite 3100, Southfield, MI 48075
Southfield, MI 48075
Instagram
  • Financial Planning
  • CFA Charterholder

MassMutual Great Lakes serves families and individuals in Macomb in planning their finances for the future. It helps clients get financially prepared for life events, hardships, and wealth accumulations. The company's representatives offer support in picking solutions and products to meet their needs such as 529 college savings, annuities, disability income insurance, life insurance, and mutual funds. MassMutual Great Lakes commits to the community by working with organizations like The Melanoma Research Foundation and Beyond Basics.

3000 Town Center, Suite 3100, Southfield, MI 48075
Southfield, MI 48075

InstagramWebsite(248) 357-7600

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:

4.7 / 5 ( Best)

Total Reviews:

12 (Better)

Score Consistency:

Consistent (Best)

21420 Greater Mack Ave., St. Clair Shores, MI 48080
St. Clair Shores, MI 48080
  • Estate and Trust Specialist
  • Financial Planning

Sequoia Financial Group, based in Akron, provides financial management services for individuals in Macomb and the surrounding communities. Its wide array of services include financial and retirement planning, asset management, and wealth transfer and estate planning. The agency also assists ultra-high-net-worth clients with over $25 million in assets in planning business succession and strategizing philanthropic projects. Tom Haught, CEO and founder, is a Chartered Financial Consultant and a Certified Financial Planner. Haught has been named among Crain's Cleveland Business’ 40 under 40.

21420 Greater Mack Ave., St. Clair Shores, MI 48080
St. Clair Shores, MI 48080

Website(586) 772-8100

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:

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+

12900 Hall Road, Ste 250, Sterling Heights, MI 48313
Sterling Heights, MI 48313
  • Certified Financial Planner (CFP)
  • Financial Planning

Smart Money Financial Advisors, based in Sterling Heights, serves clients in Macomb and the surrounding areas. It offers advice on various financial matters such as investment allocation, tax planning, and risk management, assisting retirees and pre-retirees in planning and managing their finances. It offers The Collaborative Blueprint™ process for clients to help them get a picture of how their retirement will progress given their financial standing. Reno Frazzitta, the founder of the company, is a CFP and fiduciary advisor.

12900 Hall Road, Ste 250, Sterling Heights, MI 48313
Sterling Heights, MI 48313

Website(586) 262-6400

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:

4 (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+

43409 Schoenherr Road, Sterling Heights, MI 48313
Sterling Heights, MI 48313
  • Certified Financial Planner (CFP)
  • Financial Planning

Summit Financial provides individual and corporate clients in Macomb with a full range of services to plan for retirement, investment, health insurance, and college. It offers guidance in allocating funds for retirement, helping individuals determine appropriate income methods. Summit Financial is an independent agency that aims to connect people with investments that are suitable for their investment risk score. Co-founder Robert L. Wink Jr., with a primary role as a fiduciary financial advisor, has been in the industry for 32 years.

43409 Schoenherr Road, Sterling Heights, MI 48313
Sterling Heights, MI 48313

Website(586) 226-2100

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:

4.7 / 5 ( Best)

Total Reviews:

11 (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+

167 South Main Street - Suite 1, Romeo, MI 48065
Romeo, MI 48065
  • Certified Financial Planner (CFP)

Tarr Financial is a veteran-owned company that aims to help individuals and families in Macomb attain their long-term financial goals through its broad range of financial planning services. Having been in the financial services business for more than 25 years, the firm assists with investment management, retirement planning, cash flow and budget management, and insurance purchasing. The firm's president, Gregory Tarr, is a Registered Principal with LPL Financial and holds the professional designation of Chartered Financial Consultant.

167 South Main Street - Suite 1, Romeo, MI 48065
Romeo, MI 48065

Website(586) 752-0100

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:

2 (Better)

Average Review Score:

4.4 / 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+

2000 Town Center, Suite 1600, Southfield, MI 48075
Southfield, MI 48075
  • Financial Planning

Wealth Strategies Financial Group serves clients in Macomb. The firm helps individuals achieve financial stability and security through its array of services, including retirement and tax planning and investment management advice. Its professionals educate clients on building their wealth and creating action plans that lead to their financial goals. Mike Amine, the company's managing partner, has over20 years of experience as a financial advisor. He is a board member of the National Association of Insurance and Financial Advisors.

2000 Town Center, Suite 1600, Southfield, MI 48075
Southfield, MI 48075

Website(248) 509-0709

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:

4.8 / 5 ( Best)

Total Reviews:

18 (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: --

101 West Big Beaver Road 14th Floor, Troy, MI 48084
Troy, MI 48084
  • Certified Financial Planner (CFP)

For over three decades, Zhang Financial has been serving clients in Macomb. It guides individuals through financial planning and advises on areas like insurance, education, retirement, and tax planning. The company also works with multiple financial services companies, such as Charles Schwab and LPL Financial, to provide clients with tailored solutions. Charles Zhang, the company's founder, is the author of the book "Make Yourself a Millionaire." He has been featured on various media outlets, including The Wall Street Journal, CNN, and the Financial Times.

101 West Big Beaver Road 14th Floor, Troy, MI 48084
Troy, MI 48084

Website(248) 687-1258

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:

13 (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+

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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