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Best Financial Advisors in Southfield

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One Towne Square, Suite 444, Southfield, MI 48076
Southfield, MI 48076
  • Certified Financial Planner (CFP)

Advance Capital Management provides the Southfield area with financial advice. It offers financial planning, strategies, and advice that help clients grow their wealth. It uses extensive research in formulating strategies to fit its customers’ unique circumstances and needs and performs diligent monitoring to protect their assets. It provides customized investment advice depending on individual risk tolerance and financial goals. Advance Capital Management has over 35 years of experience in the industry, managing 3 billion dollars of assets.

One Towne Square, Suite 444, Southfield, MI 48076
Southfield, MI 48076

Website(248) 350-8543

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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:

8 (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+

28411 Northwestern Highway Suite 1200, Southfield, MI 48034
Southfield, MI 48034
  • Retirement Planning

America Group is a financial services provider catering to individuals and families in Southfield. The firm, which is part of LPL Financial, offers various financial planning services, such as cash flow analysis, retirement income planning, stock option analysis, and education funding strategies formulation. Its specialists provide strategies to help clients adapt to changing life goals and market events. They also assist clients in finding suitable investment options, including mutual funds, annuities, bonds, and ETFs. Additionally, America Group handles insurance analysis and review.

28411 Northwestern Highway Suite 1200, Southfield, MI 48034
Southfield, MI 48034

Website(248) 353-6570

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+

1000 Town Center Suite 2500, Southfield, MI 48075
Southfield, MI 48075
  • Certified Financial Planner (CFP)

CIG Capital Advisors offers finance-related services for clients within Southfield and its adjacent communities. It creates a customized, holistic wealth management plan for clients that focuses on long-term strategic asset allocation, portfolio monitoring and analysis, and goal alignment. Its team also evaluates possible investment opportunities that help an individual find the proper combination of assets for improved return and less risk. CIG's founder, Osman R. Minkara, has previously appeared on media outlets such as ABC and CBS for interviews on financial matters.

1000 Town Center Suite 2500, Southfield, MI 48075
Southfield, MI 48075

Website(248) 827-1010

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+

24359 Northwestern Hwy. Suite 225, Southfield, MI 48075
Southfield, MI 48075
  • Estate and Trust Specialist
  • Retirement Planning

Cornerstone Financial Services, LLC is a wealth management firm that serves clients located in Southfield. It handles retirement security, estate conservation, succession planning, debt financing, transaction preparation, and tax management. It also offers insurance packages, covering life, health and Medicare, and property and casualty. Managing partners Daniel J. Milan and Matthew C. Essman are holders of Series 7 and Series 66 licenses, registering them as investment advisers. Both their financial insights have been published before in media outlets like Yahoo! Finance, and Forbes.

24359 Northwestern Hwy. Suite 225, Southfield, MI 48075
Southfield, MI 48075

Website(248) 519-5502

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+

28411 Northwestern Hwy, 12th Floor , MI, Southfield, MI 48034
Southfield, MI 48034
  • Private Wealth Advisor

Daniel M Yuhn, CPA Financial Advisor serves individuals in Southfield and surrounding areas. He offers a variety of services, like estate conservation, tax management, college planning, insurance coverage, and investment portfolio analysis. His risk-management strategies comprise quantitative risk supervision and asset analysis. In addition, his firm is a member of America Group Retirement Strategy Centers, a collaborative strategy that seeks assistance from related specialists in order to give clients industry-standard financial advice. Daniel M Yuhn has been providing services for nearly three decades.

28411 Northwestern Hwy, 12th Floor , MI, Southfield, MI 48034
Southfield, MI 48034

Website(248) 485-8106

Show Number
1000 Town Center 26th Floor, Southfield, MI 48075
Southfield, MI 48075
  • Private Wealth Advisor

Hart Financial Solutions is a firm that serves individuals and families in Southfield and the surrounding areas. It provides financial advisory services, analyzing and evaluating the clients' current financial situation and recommending strategies to help them make informed decisions. It assists with investment planning, education funding, insurance coverage, retirement planning, and estate management. The company's registered representative, Kenneth E. Hart, brings over 30 years of experience and has earned the Chartered Financial Consultant and the Chartered Life Underwriter designations.

1000 Town Center 26th Floor, Southfield, MI 48075
Southfield, MI 48075

Website(248) 948-5123

Show Number
29100 Northwestern Highway STE 120, Southfield, MI 48034
Southfield, MI 48034
  • Certified Financial Planner (CFP)

James A. McDonald III serves individuals, families, and businesses in Southfield. As an Equitable Advisors financial professional, he performs solutions to help clients develop strategies in achieving their financial goals. He assists in managing assets, planning estates and finances, and creating wealth protection strategies. Since 1985, McDonald has been providing financial advisory solutions to the community. The professional is a product of the Detroit Public School system and holds a degree in Business Administration.

29100 Northwestern Highway STE 120, Southfield, MI 48034
Southfield, MI 48034

Website(248) 731-7600

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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

1000 Town Center, 26th Floor, Southfield, MI 48075
Southfield, MI 48075
  • Certified Financial Planner (CFP)

As a registered representative of Lincoln Financial Advisors Corp., Michael Acho serves clients residing in Southfield and nearby locations. He offers a range of financial products and services that suit the vision and objectives of individuals and company owners. He helps clients in accumulation planning that involves executing tax-saving and investing strategies during the important accumulation years. Additional services are investment and contingency planning, estate conservation, and risk management. Insurance and annuity products are also available.

1000 Town Center, 26th Floor, Southfield, MI 48075
Southfield, MI 48075

Website(248) 948-5100

Show Number
28411 Northwestern Highway Suite 1300, Southfield, MI 48034
Southfield, MI 48034
  • Certified Financial Planner (CFP)

Michigan Financial Companies helps individuals and families in Southfield. It offers tailored financial advice and planning services. It provides requisite asset management and investment advice that considers each client's goals, values, and personality. It also provides advice to clients on various options to help fund education and obtain their vision of living a comfortable retirement. It also helps clients navigate the subtleties of tax planning and compliance. The firm's president, Nick Valenti, is a certified financial planner with 40 years of experience.

28411 Northwestern Highway Suite 1300, Southfield, MI 48034
Southfield, MI 48034

Website(248) 663-4700

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+

One Northwestern Plaza 28411 Northwestern Highway,..., Southfield, MI 48034
Southfield, MI 48034
  • Certified Financial Planner (CFP)

SkyOak Wealth is an investment advisor registered with the SEC that serves clients in Southfield. It provides financial advisory services that help individuals, families, institutions, and foundations reach their monetary goals. The services include financial goal setting, risk assessment, asset allocation, retirement planning, and portfolio management. It works with advisory-based technology companies, including Orion, Practifi, and eMoney. SkyOak analyzes the risk tolerance, income expenses, and assets of clients. Managing partners Craig Simmons and Jeremy S. Brandt have more than 37 years of combined industry experience.

One Northwestern Plaza 28411 Northwestern Highway,..., Southfield, MI 48034
Southfield, MI 48034

Website(248) 358-6500

Show Number
50 West Big Beaver Road Suite 225, Troy, MI 48084
Troy, MI 48084
  • Certified Financial Planner (CFP)

SS&H Financial Advisors, Inc. is an independent investment advisory firm that serves Southfield. It offers ongoing investment advisory services, helping clients implement and adjust investment strategies according to their current circumstances. Its advisors offer insight on and assistance with matters ranging from insurance and investments for retirement to tax-saving strategies and personal finances planning. Owner Robert T. Sinnaeve holds a master's degree in Business Administration and the Accredited Investment Fiduciary designation from the Center for Fiduciary Studies.

50 West Big Beaver Road Suite 225, Troy, MI 48084
Troy, MI 48084

Website(248) 538-9755

Show Number

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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