Find a Financial Advisor in Rochester Hills, MI

 

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We did the hard work of finding trustworthy partners in Rochester Hills, MI.

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We Only Work With The Best Rochester Hills Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Rochester Hills, MI


  • Financial Advisor Close to Rochester Hills, MI

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Rochester Hills, MI


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Rochester Hills, MI

We evaluated over 13,000 RIA firms to bring you the best of the best Rochester Hills financial advisors.
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How Retirement-Friendly is Rochester Hills, MI?

  • Population: 74,206
  • % of Population 62 Years and Over: 22.2%
  • Average Home Value: $308,900
  • Average Monthly Housing Cost: $1,345
  • Average Household Income: $121,152
  • Michigan Total Tax Burden: 8.34% (24th Highest in U.S.)
  • Michigan Property Tax: 3.02% (19th Highest in U.S.)
  • Michigan Individual Income Tax: 2.23% (20th Lowest in U.S.)
  • Michigan Sales and Excise Tax: 3.09% (18th Lowest in U.S.)



The Top Financial Advisor Firms in Rochester Hills, MI

 

LIFE PLAN FINANCIAL ADVISORY GROUP, LLC

Website

(248) 299-4300

1055 South Boulevard E.
Suite 230
Rochester Hills, MI 48307

SEC#: 801-113343
Years in Business: 3 years

LAFFER TENGLER INVESTMENTS, INC.

Website

(248) 980-4849

624 Heritage Lane

Rochester Hills, MI 48309

SEC#: 801-56953
Years in Business: 22 years

CROSS STATE FINANCIAL GROUP LLC

Website

(800) 621-6974

1210 Grandview Drive

Rochester Hills, MI 48306

SEC#: 801-117843
Years in Business: 1 years

LAFFER TENGLER INVESTMENTS, INC.

Website

(248) 980-4849

624 Heritage Lane

Rochester Hills, MI 48309

SEC#: 801-56953
Years in Business: 22 years

LAFFER TENGLER INVESTMENTS, INC.

Website

(248) 980-4849

624 Heritage Lane

Rochester Hills, MI 48309

SEC#: 801-56953
Years in Business: 22 years

LAFFER TENGLER INVESTMENTS, INC.

Website

(248) 980-4849

624 Heritage Lane

Rochester Hills, MI 48309

SEC#: 801-56953
Years in Business: 22 years

 


Rochester Hills, MI Financial Advisor FAQs

Ask what level of experience they have and how long they've worked as a financial advisor. Ask for references about their work and how satisfied those clients were with the service they received. Ask if they offer ongoing, monthly services or if the client is limited to an initial meeting where he or she pays them a fee and expects ongoing phone calls during the year. Ask who is eligible to use their service and what methods of payment are accepted. Make sure you ask about what will happen with your assets during times when you are not able to trade due to medical reasons or accident- bound period?
Financial advisors provide general advice about financial matters. They can answer your questions and give you information to help you make decisions related to investments, retirement, other savings goals, or insurance.
The type and cost of financial advice will also depend largely on your income bracket.
A financial advisor provides guidance for your personal finances, usually by giving advice on topics rel ated to saving money.