Best Financial Advisors in Bloomfield Hills, MI

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List of Firms

Bloomfield Hills, MI Fiduciary Financial Advisors

SEC File# 801-112138
CRD# 290250
Location 40950 Woodward Ave Ste 140, Bloomfield Hills, MI 48304, USA
Phone (248) 737-7090
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Morgan Stanley Financial Advisors
Location 40701 Woodward Ave Ste 200, Bloomfield Hills, MI 48304, USA
Phone (248) 723-1800
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Alan Sasson - Raymond James
Location 39400 Woodward Ave Ste 150, Bloomfield Hills, MI 48304, USA
Phone (248) 430-1301
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Bob Dennis - Financial Advisor, Ameriprise Financial Services, LLC
Location 39533 Woodward Ave Ste 150, Bloomfield Hills, MI 48304, USA
Phone (586) 254-4241
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Derrick J. Glencer, CFP - Raymond James
Location 40900 Woodward Ave Ste 300, Bloomfield Hills, MI 48304, USA
Phone (248) 594-8112
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 40700 Woodward Ave Suite 303, Bloomfield Hills, MI 48304, USA
Phone (248) 723-5202
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Robert Bosart - RBC Wealth Management Financial Advisor
Location 38505 Woodward Ave Suite 150, Bloomfield Hills, MI 48304, USA
Phone (248) 336-5105
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Lethemon Financial
Location 21 E Long Lake Rd #104, Bloomfield Hills, MI 48304, USA
Phone (248) 731-7829
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Andrey Ilyasov - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 38505 Woodward Ave Ste 278, Bloomfield Hills, MI 48304, USA
Phone (248) 875-5700
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Merrill Lynch Wealth Management Advisor Thomas M. Konopka
Location 39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, USA
Phone (248) 645-7405
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Merrill Lynch Wealth Management Advisor Michael S Cook
Location 39577 Woodward Ave Suite 100, Bloomfield Hills, MI 48304, USA
Phone (248) 645-7430
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Merrill Lynch Wealth Management Advisor Matthew R Matuza
Location 39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, USA
Phone (248) 645-7113
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Synergy Capital Solutions
Location 39533 Woodward Ave #105, Bloomfield Hills, MI 48304, USA
Phone (248) 553-4500
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Powers Financial Resources LLC
Location 33 Bloomfield Hills Pkwy # 275, Bloomfield Hills, MI 48304, USA
Phone (248) 203-9300
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Merrill Lynch Wealth Management Advisor V. Thomas Adams
Location 39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, USA
Phone (248) 645-7111
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Michael Hannon - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 39533 Woodward Ave Ste 150, Bloomfield Hills, MI 48304, USA
Phone (248) 865-2008
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
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The Demps Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 39533 Woodward Ave Ste 150, Bloomfield Hills, MI 48304, USA
Phone (586) 254-4245
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
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Brad Bosart - RBC Wealth Management Financial Advisor
Location 38505 Woodward Ave Suite 150, Bloomfield Hills, MI 48304, USA
Phone (248) 336-5104
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Financial Independence, LLC
SEC File# 801-120254
CRD# 150515
5 out of 5
Location 40900 Woodward Ave Suite 300, Bloomfield Hills, MI 48304, USA
Phone (248) 594-8112
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Joseph Moynihan - RBC Wealth Management Financial Advisor
Location 38505 Woodward Ave Suite 150, Bloomfield Hills, MI 48304, USA
Phone (248) 336-5106
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RBC Wealth Management Branch - Bloomfield Hills
Location 38505 Woodward Ave Suite 150, Bloomfield Hills, MI 48304, USA
Phone (248) 336-5102
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Michigan Financial Advisors
Location 40900 Woodward Ave # 330, Bloomfield Hills, MI 48304, USA
Phone (248) 540-3829
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Lighthouse Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 39533 Woodward Ave Ste 150, Bloomfield Hills, MI 48304, USA
Phone (248) 865-2008
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Merrill Lynch Wealth Management Advisor Dana M. Arluna Jr.
Location 39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, USA
Phone (248) 645-7153
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NORTHERN FINANCIAL ADVISORS
SEC File# 801-119217
CRD# 121088
5 out of 5
Location 74 E Long Lake Rd #200, Bloomfield Hills, MI 48304, USA
Phone (248) 985-1632
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Merrill Lynch Wealth Management
5 out of 5
Location 39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, USA
Phone (248) 647-3300
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Cook Wealth Management
SEC File# 801-79160
CRD# 170372
Location 21 E Long Lake Rd #104, Bloomfield Hills, MI 48304, USA
Phone (888) 965-6111
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Integrated Capital Management
SEC File# 801-70055
CRD# 149489
5 out of 5
Location 21 E Long Lake Rd #102, Bloomfield Hills, MI 48304, USA
Phone (248) 593-8900
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Peter Logan - RBC Wealth Management Financial Advisor
Location 38505 Woodward Ave Suite 150, Bloomfield Hills, MI 48304, USA
Phone (248) 336-5117
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Financial Advisors in Bloomfield Hills, MI

Where Certified Financial Advisors in Bloomfield Hills, MI Serve

Bloomfield Hills, MI is a picturesque city in Oakland County that boasts a plethora of landmarks, top employers, major highways and streets, and affluent neighborhoods. From the historic Cranbrook Educational Community, which includes the Cranbrook Art Museum, Science Museum, and Cranbrook Academy of Art, to the sprawling Bloomfield Hills Country Club, there is no shortage of cultural and recreational activities. Top employers in the area include automotive giants General Motors and Ford Motor Company, as well as health care providers Beaumont Health and St. Joseph Mercy Oakland. Major highways such as I-75 and Woodward Avenue provide easy access to neighboring cities, while iconic streets like Quarton Road and Lahser Road are lined with stunning estates and mansions. Neighborhoods like Bloomfield Village and the Hills of Lone Pine are renowned for their exclusive homes and luxurious amenities. Overall, Bloomfield Hills is a city that offers a unique blend of history, culture, and prosperity.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Bloomfield Hills, MI could benefit greatly from the services of a financial advisor. One of the most common ways a financial advisor could help is by providing guidance on how to invest their money wisely. With many affluent residents in Bloomfield Hills, MI, there are numerous investment opportunities available, but it can be overwhelming to navigate without professional assistance. A financial advisor could help residents identify their financial goals and develop an investment strategy to achieve those goals. Additionally, with the high cost of living in Bloomfield Hills, MI, a financial advisor could assist residents in creating a budget and managing their expenses to ensure they are living within their means. Overall, a financial advisor can provide valuable expertise and support to help residents of Bloomfield Hills, MI achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Bloomfield Hills, MI can benefit greatly from the services of an insurance broker. With the city's high cost of living and affluent population, it is important to have adequate insurance coverage to protect valuable assets such as homes, cars, and businesses. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage options for their specific needs. Additionally, with Bloomfield Hills being located in a state with harsh winters and unpredictable weather patterns, an insurance broker can help residents secure proper coverage for potential weather-related damages. Overall, an insurance broker can provide peace of mind and financial security for residents of Bloomfield Hills.

Retirement Planning

Residents of Bloomfield Hills, MI can benefit greatly from the services of a retirement planner. With a median household income of over $200,000, many residents have accumulated significant wealth and assets that require careful management and planning for retirement. A retirement planner can provide guidance on creating a comprehensive retirement plan that takes into account factors such as tax implications, investment strategies, and estate planning. Additionally, residents of Bloomfield Hills may have unique needs related to their community, such as charitable giving or preserving family legacies through philanthropy. A retirement planner can help navigate these specific needs and ensure that residents are well-prepared for a comfortable and secure retirement.

Wealth Management

Residents of Bloomfield Hills, MI could greatly benefit from the services of a wealth manager. With its affluent community and high median income, many residents in Bloomfield Hills have complex financial situations that require expert guidance. A wealth manager can assist with investment strategies, tax planning, and estate planning, among other things. Additionally, Bloomfield Hills is known for its luxury homes and high-end real estate market. A wealth manager can help navigate the intricacies of buying and selling property in this competitive market. Overall, a wealth manager can provide invaluable support and advice to residents of Bloomfield Hills, helping them to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Bloomfield Hills, MI can benefit from the expertise of a mortgage loan officer in many ways. One of the most significant ways is by helping them navigate the unique real estate market in Bloomfield Hills. With a median home value of over $1 million, the area has a high concentration of luxury properties that require specialized financing options. A mortgage loan officer can help residents understand the various loan programs available to them and assist them in finding the best rates and terms for their specific needs. Additionally, a loan officer can guide residents through the mortgage application process, which can be complex and time-consuming, ensuring that they have all the necessary documentation and information to secure their dream home in Bloomfield Hills.

Tax Services

Residents of Bloomfield Hills, MI can benefit greatly from the expertise of a tax advisor. With its affluent population and high property values, Bloomfield Hills presents unique tax challenges that require specialized knowledge and experience. A tax advisor can help residents navigate the complex tax laws and regulations that apply to high-income earners and property owners in the area. They can also provide guidance on tax planning strategies that can help residents minimize their tax liability and maximize their savings. For example, a tax advisor can help Bloomfield Hills residents take advantage of deductions and credits related to charitable giving, property taxes, and other expenses that are common in the area. Overall, a tax advisor can be a valuable resource for anyone looking to manage their tax obligations and achieve their financial goals in Bloomfield Hills, MI.

Estate Planning Lawyer

Residents of Bloomfield Hills, MI can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help residents of Bloomfield Hills is by ensuring that their assets are protected and distributed according to their wishes after they pass away. With a high median household income and a significant number of affluent residents, it is especially important for residents of Bloomfield Hills to have a solid estate plan in place. An estate planning lawyer can help residents create wills, trusts, and other legal documents that ensure their assets are distributed in the most tax-efficient manner possible and that their loved ones are taken care of after they pass away. Additionally, an estate planning lawyer can help residents plan for incapacity by creating powers of attorney and other legal documents that designate someone to make important financial and medical decisions on their behalf if they become unable to do so themselves.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Bloomfield Hills, MI