Laurels

Best Financial Advisors in Waterford
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Waterford Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 24 17 8

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Patterson Advisors

  • Retirement Planning
  • Estate And Trust Specialist
  • Certified Financial Planner (CFP)
  • Tax Preparation

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

Website

Total Financial Guide Advisors

  • 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

Website