Best Financial Advisors in Oakland County, MI

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List of Firms

Oakland County, MI Fiduciary Financial Advisors

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Edward Weidman - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 39533 Woodward Ave Ste 150, Bloomfield Hills, MI 48304, USA
Phone (586) 254-4138
Directions
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Michigan Retirement Advisors
5 out of 5
Location 3883 Telegraph Rd #203, Bloomfield Twp, MI 48302, USA
Phone (248) 594-8114
Directions
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LPL Financial : Patrick Perfitt
SEC File# 801-10970
CRD# 6413
Location 2366 Highfield Rd, Waterford Twp, MI 48329, USA
Phone (248) 561-8087
Directions
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Corey Schepper - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3080 Orchard Lake Rd suite e, Keego Harbor, MI 48320, USA
Phone (248) 721-8590
Directions
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Raymond James Financial Services
Location 3336 Twelve Mile Rd, Berkley, MI 48072, USA
Phone (248) 399-3245
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Denise Dunn - Raymond James
Location 7001 Orchard Lake Rd, West Bloomfield Township, MI 48322, USA
Phone (248) 538-9644
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Colleen Schon - Raymond James
Location 20 W Washington St, Village of Clarkston, MI 48346, USA
Phone (248) 620-8469
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Raymond James
Location 4468 W Walton Blvd, Waterford Twp, MI 48329, USA
Phone (248) 618-1029
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Harbor Light Planning
Location 28345 Beck Rd Ste 411, Wixom, MI 48393, USA
Phone (248) 344-9616
Directions
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Shaheen & Associates Inc
Location 1607 E Big Beaver Rd, Troy, MI 48083, USA
Phone (248) 528-0822
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Kevin Hepner - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1301 W Long Lake Rd Ste 270, Troy, MI 48098, USA
Phone (248) 928-1300
Directions
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Maendel Wealth Investment & Advisory Services
Location 7 W Square Lake Rd, Bloomfield Twp, MI 48302, USA
Phone (248) 982-6148
Directions
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Merrill Lynch Wealth Management Advisor Melissa P Spickler
Location 39577 Woodward Ave Suite 100, Bloomfield Hills, MI 48304, USA
Phone (248) 645-7126
Directions
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Core Financial Planning, LLC
Location 7 W Square Lake Rd, Bloomfield Twp, MI 48302, USA
Phone (248) 758-2304
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Greystone Financial Group, LLC
SEC File# 801-117913
CRD# 306595
5 out of 5
Location 665 Hulet Dr, Bloomfield Hills, MI 48302, USA
Phone (248) 267-1270
Directions
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DDR Wealth Advisors
5 out of 5
Location 1460 Walton Blvd #65, Rochester Hills, MI 48309, USA
Phone (248) 375-4088
Directions
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Kenneth Demps - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 39533 Woodward Ave Ste 150, Bloomfield Hills, MI 48304, USA
Phone (586) 254-4240
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Platinum Financial
Location 4991 Trailview Dr, West Bloomfield Township, MI 48322, USA
Phone (248) 851-4098
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Michigan Financial Planning
5 out of 5
Location 10234 Crouse Rd, Hartland, MI 48353, USA
Phone (517) 515-6000
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Osiwala Financial Group
SEC File# 801-72065
CRD# 152043
Location 990 E South Blvd Suite 100, Troy, MI 48085, USA
Phone (248) 828-8000
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Trinity Financial Services
4 out of 5
Location 43252 Woodward Ave # 110, Bloomfield Twp, MI 48302, USA
Phone (248) 454-1996
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 800 N Milford Rd Suite 400, Milford Charter Twp, MI 48381, USA
Phone (248) 685-1600
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Professional Advisor Group
Location 6960 Orchard Lake Rd # 120, West Bloomfield Township, MI 48322, USA
Phone (248) 538-1616
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Cranbrook Financial Partners of Raymond James
Location 325 N Old Woodward Ave Suite 320, Birmingham, MI 48009, USA
Phone (248) 593-2983
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Gary Farthing - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 39533 Woodward Ave Ste 150, Bloomfield Hills, MI 48304, USA
Phone (248) 865-2062
Directions
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Crawford Financial
Location 2930 Oakbrooke Ct, West Bloomfield Township, MI 48323, USA
Phone (248) 851-1115
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Patterson Advisors
Location 4118 S Shore St, Waterford Twp, MI 48328, USA
Phone (248) 766-9577
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Staub Financial Services
5 out of 5
Location 5280 Dixie Hwy, Waterford Twp, MI 48329, USA
Phone (248) 666-1844
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InvestWise Financial LLC
5 out of 5
Location 3883 Telegraph Rd, Bloomfield Twp, MI 48302, USA
Phone (248) 594-7040
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Financial Freedom House
SEC File# 801-113800
CRD# 123430
Location 6515 Highland Rd Suite 240, Waterford Twp, MI 48327, USA
Phone (248) 673-2900
Directions
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Baird Private Wealth Management
SEC File# 801-7571
CRD# 8158
Location 300 Park St Ste 240, Birmingham, MI 48009, USA
Phone (888) 594-9959
Directions
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Michigan 401(k) Consultants & Private Wealth Management
Location 6960 Orchard Lake Rd #120, West Bloomfield Township, MI 48322, USA
Phone (248) 906-2010
Directions
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Financial Partners
SEC File# 801-110092
CRD# 170002
Location 8880 Commerce Rd, Commerce Charter Twp, MI 48382, USA
Phone (248) 363-5966
Directions
Financial Advisors in Oakland County, MI

Where Certified Financial Advisors in Oakland County, MI Serve

Oakland County, MI is a bustling suburban area located in the heart of Michigan. It is home to a variety of landmarks, including the Detroit Zoo, the Cranbrook Educational Community, and the Great Lakes Crossing Outlets. The top employers in the area include General Motors, Beaumont Health, and Oakland University. Major highways such as I-75, I-696, and M-59 run through the county, providing easy access to neighboring cities and beyond. The streets are lined with a diverse range of neighborhoods, from the upscale Bloomfield Hills to the eclectic Ferndale. With its vibrant community and endless opportunities, Oakland County is a premier destination for both residents and visitors alike.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Oakland County, MI can benefit greatly from the services of a financial advisor. With a median household income of over $80,000, many individuals in the county have the means to invest and save for their future. A financial advisor can provide guidance on how to allocate funds for retirement, education, and other long-term goals. Additionally, Oakland County is home to many small business owners who may need assistance with financial planning and investment strategies. A financial advisor can help these entrepreneurs navigate the complexities of managing their business finances while also planning for their personal financial goals. Overall, a financial advisor can provide valuable insight and expertise to help residents of Oakland County, MI achieve financial stability and success.

Insurance Broker

Residents of Oakland County, MI can greatly benefit from the services of an insurance broker. With the high cost of living in the area, an insurance broker can help residents navigate the complex world of insurance and find the best policies to fit their needs and budget. For example, an insurance broker can help residents find affordable health insurance plans that cover the specific medical needs of their family. Additionally, with the unpredictable weather in Michigan, an insurance broker can help residents find the best coverage for their home and vehicle to protect against damage from severe storms or accidents on icy roads. Overall, an insurance broker can provide peace of mind and financial security for residents of Oakland County, MI.

Retirement Planning

Residents of Oakland County, MI can benefit greatly from the services of a retirement planner. With a population of over 1.2 million, Oakland County is one of the most populous counties in Michigan. Many residents may not have the time or expertise to navigate the complex world of retirement planning on their own. A retirement planner can help Oakland County residents create a personalized retirement plan, taking into account their unique financial situation, goals, and lifestyle. This can include developing a savings plan, creating a budget, and identifying investment opportunities. Additionally, with the high cost of living in Oakland County, MI, a retirement planner can help residents ensure they have enough savings to maintain their standard of living in retirement.

Wealth Management

Residents of Oakland County, MI can benefit greatly from the expertise of a wealth manager. With a median household income of $75,000, many residents have accumulated significant wealth that requires skilled management to achieve their financial goals. A wealth manager can help residents of Oakland County navigate complex financial markets, optimize their investment portfolios, and plan for retirement. Additionally, with Oakland County being home to many successful entrepreneurs and business owners, a wealth manager can provide guidance on business succession planning and estate planning. By working with a wealth manager, residents of Oakland County can feel confident that their financial future is in good hands.

Mortgage Loan Officer

Residents of Oakland County, MI can benefit from the expertise of a mortgage loan officer in several ways. One of the most common ways is by helping them navigate the complex process of securing a mortgage. With the housing market in Oakland County being highly competitive, a mortgage loan officer can guide residents through the various loan options available and help them find the best rates and terms that suit their financial situation. Additionally, a mortgage loan officer can assist residents in understanding the unique housing market trends in Oakland County, such as the high demand for homes in certain areas and the impact of property taxes on monthly mortgage payments. By working with a mortgage loan officer, residents can feel confident in their home buying decisions and secure a mortgage that best fits their needs.

Tax Services

Residents of Oakland County, MI can greatly benefit from the expertise of a tax advisor. With a population of over 1.2 million people, Oakland County is one of the most populous counties in Michigan. This means that there are a lot of people who could use help navigating the complex world of taxes. A tax advisor can assist residents with everything from filing their tax returns to planning for retirement and minimizing their tax liability. They can also help residents take advantage of any tax credits or deductions that they may be eligible for. With the help of a tax advisor, residents of Oakland County can ensure that they are making the most of their finances and avoiding any costly mistakes.

Estate Planning Lawyer

Residents of Oakland County, MI can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that outlines how a person's assets will be distributed after their death. This is particularly important in Oakland County, MI, where the median home value is over $300,000 and many residents have significant assets to protect. An estate planning lawyer can also assist with creating a will, establishing trusts, and minimizing estate taxes. Additionally, they can provide guidance on healthcare directives and powers of attorney, ensuring that residents have a plan in place in the event of incapacity or illness. Overall, an estate planning lawyer can provide peace of mind and security for residents of Oakland County, MI, knowing that their assets and loved ones will be taken care of according to their wishes.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Oakland County, MI