Best Financial Advisors in Rochester Hills, MI

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Rochester Hills, MI Fiduciary Financial Advisors

Lakeview Financial Consultants

4 out of 5

Location 950 W University Dr #103, Rochester, MI 48307, USA
Phone (248) 845-4776
Kob Yan
Location 44 N Adams Rd, Rochester, MI 48309, USA
Phone (248) 330-1822
LifePlan Financial Advisory Group
SEC File# 801-113343
CRD# 131396
Location 1055 E South Blvd #230, Rochester Hills, MI 48307, USA
Phone (248) 299-4300
Raymond James

4 out of 5

Location 2530 S Rochester Rd, Rochester Hills, MI 48307, USA
Phone (248) 299-4200
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About Rochester Hills, MI

Rochester Hills is a city in Oakland County, Michigan. It is located northeast of Detroit and is part of the metropolitan area. The city was incorporated in 1984 and has a population of around 70,000 people. Some of Rochester Hills' landmarks include the Meadow Brook Hall estate, the Village Theater, and the Rochester Municipal Park. The top employers in the city are Ford Motor Company, General Motors, and Walmart. Major highways and streets in Rochester Hills include I-75, M-59, and Rochester Road. The neighborhoods in Rochester Hills are Auburn Heights, Avon Oaks, Brooklands, Chase Farms, Creekside Estates, Fairways at Crystal Lake, Heatherton Village, Kings Pointe Village, Manchester Meadows, Orchard Ridge Farms, Pine Creek Village, Stonegate Manor, and Woodland Creek.

Where Certified Financial Advisors in Rochester Hills, MI Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in Rochester Hills, MI offer residents a variety of services to meet their needs. Some banks have locations inside grocery stores, making it easy for customers to do their banking and shopping at the same time. Banks also offer online banking, which allows customers to manage their finances from anywhere with an internet connection. In addition, banks provide a variety of loans, including personal loans, car loans, and home mortgages. They also offer checking and savings accounts, as well as credit cards.

Insurance Broker

Residents of Rochester Hills, MI can benefit from the services of insurance brokers. Brokers can help residents compare rates and find the best policies for their needs. They can also help residents file claims and get the money they deserve after an accident or other incident.

Retirement Planning

Rochester Hills, MI residents have a number of financial concerns they need to address as they plan for retirement. Financial advisors can help by providing guidance and strategies for investing, saving, and protecting assets. Advisors can also help retirees make the most of their Social Security benefits and Medicare coverage.

Wealth Management

Rochester Hills, MI is a city located in Oakland County of the U.S. state of Michigan and it is considered as one of the wealthiest cities in the country. The city's population was 70,928 at the 2010 census. The high median income and number of millionaires per capita has led to Rochester Hills being dubbed "Millionaire's Mile". Rochester Hills offers its residents many opportunities to enjoy life such as its parks, nature preserves, and golf courses. The city also has a wealth management program that helps residents maintain their wealth and live a comfortable lifestyle.

Estate Planning Lawyer

Estate planning lawyers in Rochester Hills, MI can help residents protect their assets and ensure that their loved ones are taken care of after they die. By creating a will or trust, estate planning attorneys can help residents avoid probate and make sure their assets are distributed according to their wishes. In addition, estate planning lawyers can provide guidance on tax implications of estate planning decisions, and can help with the administration of estates when someone dies.

Mortgage Loan Officer

Mortgage loan officers in Rochester Hills, MI can help residents by providing them with the best home loans available. By shopping around for a mortgage, residents can get the best interest rate and terms on their loan. Loan officers can also help residents understand the different types of mortgages available, and they can provide advice on which mortgage is best for each individual.

Tax Services

Residents of Rochester Hills, MI can benefit from the services of tax accountants. These professionals can help taxpayers understand and meet their tax obligations, as well as take advantage of any available tax breaks. In addition, tax accountants can help businesses in Rochester Hills to keep track of their expenses and maximize their profits.


FAQs About Personal Financial Advisors in Rochester Hills, MI