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Best Financial Advisors in Waterford

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38505 Country Club Drive Suite 150, Farmington Hills, MI 48331
Farmington Hills, MI 48331
  • Retirement Planning

Blue Chip is a financial advisory firm that serves the Waterford community. It helps nearly retired individuals and business owners achieve their desired financial outcomes by offering wealth and investment management solutions. The company also provides estate and tax planning strategies. Its founder, Robert K. Steinberg, is a certified public accountant, a Certified Financial Planner, and an estate planning attorney. He started his career working as a tax planner and advisor for a financial advisory firm.

38505 Country Club Drive Suite 150, Farmington Hills, MI 48331
Farmington Hills, MI 48331

Website(248) 848-1111

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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+

7300 Dixie Hwy Ste#800, Clarkston, MI 48346
Clarkston, MI 48346
  • Certified Financial Planner (CFP)

Brass Ring Wealth Management provides assistance and advice on various aspects of managing one's finances in Waterford. Its advisors assist clients to organize their funds in preparation for retirement, advising them on investments and tax issues. They also assist in transferring assets to beneficiaries and planning children's college education. Founder Nathan Sealey holds several designations like CFP, ChFC, CLU, and CASL. He received the Five Star Wealth Management Award from Hour Magazine and dbusiness Magazine in 2016.

7300 Dixie Hwy Ste#800, Clarkston, MI 48346
Clarkston, MI 48346

Website(248) 913-2320

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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:

4 (Good)

Score Consistency:

Consistent (Best)

4139 West Walton Blvd, Suite D, Waterford, MI 48329
Waterford, MI 48329
  • Certified Financial Planner (CFP)

Serving Waterford and its nearby areas, Financial Freedom House has provided fiduciary services since 1983. The company relies on evidence-based strategies, such as the Modern Portfolio Theory, to help clients make sound long-term investment decisions. The firm, which also offers 401 (k) and 403 (b) solutions, was founded by Theodore "Ted" Lakkides, an army veteran who spent many years climbing the corporate ladder - working for companies like Unilever and Arm & Hammer - before finding his calling as a financial planner.

4139 West Walton Blvd, Suite D, Waterford, MI 48329
Waterford, MI 48329

Website(248) 673-2900

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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+

19575 Victor Parkway, Suite 210, Livonia, MI 48152
Livonia, MI 48152
  • Retirement Planning

Independent Financial Advisors, LLC, serves clients in Waterford and the surrounding communities. The firm offers comprehensive financial planning solutions, which include cash flow income analysis, education savings strategies, Social Security planning, life insurance analysis and review, and financial organization and oversight. It also offers guidance in areas of wealth management like portfolio construction and monitoring, tax-sensitive investments, and specialized portfolio research. President David Kelton brings more than 33 years of financial industry experience to the firm and its clients.

19575 Victor Parkway, Suite 210, Livonia, MI 48152
Livonia, MI 48152

Website(734) 542-8390

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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:

4.8 / 5 ( Best)

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+

2701 Cambridge Court Suite 412, Auburn Hills, MI 48326
Auburn Hills, MI 48326
  • Certified Financial Planner (CFP)

Kaydan Wealth Management is an independent financial advisory firm serving the Waterford metro and nearby areas. The firm performs wealth management solutions to clients that are looking to build financial foundations, accumulate and enhance wealth, and preserve family legacies. Its financial advisors guide in managing investments, transferring wealth, and planning finances, tax, and retirement. Kaydan Wealth Management has been a fiduciary for more than 30 years. It gives back to the community through its Annual Community Shred initiative.

2701 Cambridge Court Suite 412, Auburn Hills, MI 48326
Auburn Hills, MI 48326

Website(248) 625-2993

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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+

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

Michigan Financial Companies serves a wide range of clients in the Waterford metro, including business owners, young professionals, mature families, retirees, young families, and pre-retirees. For over 30 years, the firm has been providing various services, such as developing financial strategies, creating long-term financial plans, fine-tuning retirement strategies, protecting business revenue, and developing estate plans. Its team of financial advisors also offers personalized financial planning, including asset allocation recommendations. CEO Nick J. Valenti has 40 years of industry experience.

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

Website(248) 663-4700

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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+

40900 Woodward Avenue, Suite 330, Bloomfield Hills, MI 48304
Bloomfield Hills, MI 48304
  • Certified Financial Planner (CFP)

Midwest Financial Advisors Group has been in business for over 30 years. The company serves individuals and families in and around Waterford. Its advisors provide a tailored retirement strategy that presents consistent and long-term financial capability. They analyze clients’ retirement income sources, including pensions, social security benefits, and investments in making recommendations. Its team members also coordinate with their clients’ CPA to decrease tax liability. The financial planning firm also assists with multi-generational planning and charitable giving strategies.

40900 Woodward Avenue, Suite 330, Bloomfield Hills, MI 48304
Bloomfield Hills, MI 48304

Website(248) 540-3829

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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+

74 E. Long Lake Rd Suite 200, Bloomfield Hills, MI 48304
Bloomfield Hills, MI 48304
  • Certified Financial Planner (CFP)

Northern Financial Advisors is a Registered Investment Advisor firm that caters to the financial advice needs of clients in Waterford and its surrounding areas. Its team of financial advisors guides clients in all areas of wealth management, investment planning, retirement planning, estate planning, and protection planning. Value-added services like cash flow management and continuous integration of a client's tax situation are also available. Founding owner Christine Isham maintains her status as an IRS Enrolled Agent and Certified Financial Planner.

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+

4118 S Shore St, Waterford Twp, MI 48328
Waterford Twp, MI 48328
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning
  • Tax Preparation
  • Tax Planning

Patterson Advisors offers financial planning to the locals of Waterford and the surrounding areas. The firm's focus is to help its clients align their finances with their goals, taking the time to build a relationship with them as the foundation of all planning. The comprehensive financial services it offers include insurance and investment analysis, retirement or transition planning, estate planning, tax planning, and education funding. The founder, David C. Patterson, is a Certified Financial Planner.

4118 S Shore St, Waterford Twp, MI 48328
Waterford Twp, MI 48328

Website(248) 766-9577

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522 N Main St, Milford, MI 48381
Milford, MI 48381
  • Certified Financial Planner (CFP)

Retire Mitten offers risk management services to families, individuals, and business owners in the Waterford metro. It provides comprehensive retirement planning solutions, which include cash flow investment strategy creation. The company also reviews clients' investment portfolios to determine whether they are on the right track. In addition, it deals with matters related to tax ramifications. Retire Mitten's founder and CEO, Bryan Haggard, is a Certified Financial Planner and a Chartered Financial Analyst.

522 N Main St, Milford, MI 48381
Milford, MI 48381

Website(248) 935-0470

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:

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+

5280 Dixie Highway, Waterford, MI 48329
Waterford, MI 48329
  • Private Wealth Advisor
  • Retirement Planning

For 31 years, Staub Financial has been helping clients and their families in Waterford and the surrounding areas to understand their financial purposes. Its financial planning process includes implementing a strategy based on its clients' financial situation and the advice of various professionals, such as estate planning attorneys and CPAs. Owner and senior advisor Corey A. Staub regularly reviews clients' portfolios to check if the policies meet their goals. In addition, Staub supports various causes, including children with cancer, through Camp Quality of Michigan.

5280 Dixie Highway, Waterford, MI 48329
Waterford, MI 48329

Website(248) 666-1844

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)

3121 University Drive Suite 100, Auburn Hills, MI 48326
Auburn Hills, MI 48326
  • Certified Financial Planner (CFP)

Total Financial Guide Advisors is a company that serves the Waterford community. Its financial advisors offer a full range of life planning and financial solutions, including wealth management, tax services, portfolio design and analysis, and risk management. Its team conducts personal interviews with clients to learn about their values and goals, which are then incorporated into wealth-building strategies. The company is a member of the Financial Industry Regulatory Authority. Rebecca Carpenter, the firm's support advisor, is a Certified Financial Planner.

3121 University Drive Suite 100, Auburn Hills, MI 48326
Auburn Hills, MI 48326

Website(248) 724-0090

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:

15 (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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