Royal Oak, MI Financial Advisors and Resources



Financial Advisor Firms in Royal Oak, MI


ROYAL OAK FINANCIAL ADVISORS, LLC

Website

(248) 709-6134

1709 Crooks Road

Royal Oak, MI 48067

SEC#: 801-114096
Years in Business: 3 years

LINCOLN INVESTMENT PLANNING, LLC

Website

(248) 543-3400

990 North Main Street

Royal Oak, MI 48067

SEC#: 801-14059
Years in Business: 43 years

HILLTOP PARTNERS LLC

Website

(574) 889-7526

333 W 7th Street
Suite 250
Royal Oak, MI 48067

SEC#: 801-115255
Years in Business: 2 years

HILLTOP PARTNERS LLC

Website

(574) 889-7526

333 W 7th Street
Suite 250
Royal Oak, MI 48067

SEC#: 801-115255
Years in Business: 2 years

HILLTOP PARTNERS LLC

Website

(574) 889-7526

333 W 7th Street
Suite 250
Royal Oak, MI 48067

SEC#: 801-115255
Years in Business: 2 years

CAPITAL ANALYSTS, LLC

Website

(248) 543-3400

990 North Main Street

Royal Oak, MI 48067

SEC#: 801-74614
Years in Business: 9 years

RETIREMENT PLAN ADVISORS, LLC

Website

(248) 640-9801

1003 Catalpa Drive

Royal Oak, MI 48067

SEC#: 801-63261
Years in Business: 17 years

HILLTOP PARTNERS LLC

Website

(574) 889-7526

333 W 7th Street
Suite 250
Royal Oak, MI 48067

SEC#: 801-115255
Years in Business: 2 years

KESTRA ADVISORY SERVICES, LLC

Website

(248) 743-4300

400 West Fourth St.
Suite 300
Royal Oak, MI 48067

SEC#: 801-56126
Years in Business: 22 years


How Retirement-Friendly is Royal Oak, MI?

  • Population: 59,195
  • % of Population 62 Years and Over: 17.4%
  • Average Home Value: $234,300
  • Average Monthly Housing Cost: $1,202
  • Average Household Income: $102,499
  • 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.)


Royal Oak, MI Financial Advisor FAQs

The best way to decide if you need someone to take care of your finances is if it’s too much for you, if you’re not confident in how much risk is right for your situation, or just generally want some reassurance that someone else has looked into what's possible.
A financial advisor is someone who helps people manage assets, investments, taxes and retirement planning. The role of a financial advisor may entail tasks like making difficult decisions about liquidating assets (like stocks) to meet living expenses during an economic downturn or advising clients on inheritance rules governing various degrees of blood-relatedness.
Ask for their CFP. This certification tells you the advisor has completed significant training in financial planning, has substantial experience helping people make important buying and selling decisions, and is committed to continuing education.
If you work with a financial advisor, find out what types of investments he or she recommends and how much commission they take for their services. A financial advisor's interests should always be aligned with your own interests. You need to want the same things in order to trust them. Schedule a free consultation with at least three advisors you like and research each one ahead of time.