Best Financial Advisors in Rochester Hills, MI

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List of Firms

Rochester Hills, MI Fiduciary Financial Advisors

Kob Yan
Location 44 N Adams Rd, Rochester, MI 48309, USA
Phone (248) 330-1822
Language https://fa.citizensbank.com/mi/rochester/kob-yan-e049297
Directions
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
Language https://lifeplanfinancialgroup.com/
Directions
Lakeview Financial Consultants
4 out of 5
Location 950 W University Dr #103, Rochester, MI 48307, USA
Phone (248) 845-4776
Language http://www.lakeviewfc.com/
Directions
Raymond James
4 out of 5
Location 2530 S Rochester Rd, Rochester Hills, MI 48307, USA
Phone (248) 299-4200
Language https://www.raymondjames.com/rochesterhills
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Financial Advisors in Rochester Hills, MI

Where Certified Financial Advisors in Rochester Hills, MI Serve

Rochester Hills, MI, located in the heart of Oakland County, boasts a plethora of landmarks that attract visitors from all over. From the breathtaking Meadow Brook Hall, a National Historic Landmark and former home of the Dodge family, to the Rochester Hills Museum at Van Hoosen Farm, which showcases the area's rich history, there is no shortage of cultural experiences to be had. In terms of employment, Rochester Hills is home to several top employers, including FCA US LLC, Crittenton Hospital Medical Center, and Oakland University, which provides ample opportunities for career growth and development. Navigating the city is made easy thanks to its proximity to major highways and streets, such as M-59, I-75, and Rochester Road, which provide easy access to surrounding areas and attractions. The city is composed of several unique neighborhoods, each with their own distinct character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Rochester Hills, MI can benefit greatly from the services of a financial advisor. With a population of over 74,000 people, many individuals and families in this city are seeking guidance on how to manage their finances effectively. One specific challenge that residents of Rochester Hills face is the high cost of living in the area. This can make it difficult for people to save money and plan for the future. A financial advisor can help residents navigate this challenge by providing personalized advice on budgeting, investing, and retirement planning. By working with a financial advisor, residents of Rochester Hills can gain the knowledge and tools they need to achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Rochester Hills, MI can benefit greatly from the services of an insurance broker. With the unpredictable weather patterns in the area, it's important to have the right insurance coverage to protect your home and belongings from damage caused by storms and other natural disasters. An insurance broker can help you find the best policies for your needs, whether you're a homeowner, renter, or business owner. Additionally, with the high cost of healthcare in Michigan, an insurance broker can help you navigate the complex world of health insurance, finding the best plan for your family's needs and budget. With their expertise and knowledge of the insurance industry, an insurance broker can help Rochester Hills residents have peace of mind knowing they're protected in the event of an unexpected event.

Retirement Planning

Residents of Rochester Hills, MI can greatly benefit from the services of a retirement planner. With its growing population of retirees and older adults, a retirement planner can assist residents in planning for their financial future and ensuring that they have enough savings to support their retirement lifestyle. Specifically, a retirement planner can help residents in Rochester Hills navigate the complex world of retirement savings plans, such as 401(k)s and IRAs, as well as advise them on investment strategies to maximize their returns. Additionally, a retirement planner can assist residents in creating a comprehensive retirement plan that takes into account their unique needs and goals, including factors such as healthcare costs and long-term care. With the help of a retirement planner, residents of Rochester Hills can feel confident in their financial future and enjoy their retirement years to the fullest.

Wealth Management

Residents of Rochester Hills, MI can benefit greatly from the expertise of a wealth manager. With a median household income of over $90,000, many residents in this affluent community have complex financial situations that require careful planning and management. A wealth manager can help residents navigate the intricacies of tax planning, estate planning, and investment management. They can also provide guidance on retirement planning and help residents achieve their long-term financial goals. Whether it's managing a large inheritance or planning for a child's education, a wealth manager can provide personalized advice and support to help residents of Rochester Hills, MI achieve financial success.

Mortgage Loan Officer

Residents of Rochester Hills, MI can benefit greatly from the expertise of a mortgage loan officer. With the city's median home value being significantly higher than the national average, a loan officer can help residents navigate the complex process of securing a mortgage. They can provide personalized guidance on the best type of mortgage for each individual's financial situation, as well as help with pre-approval and securing a competitive interest rate. Additionally, with the city's diverse population and range of housing options, a loan officer can provide invaluable knowledge on the unique challenges and opportunities of the local real estate market. With their expertise and support, residents of Rochester Hills can confidently pursue their dream of homeownership.

Tax Services

Residents of Rochester Hills, MI can greatly benefit from the assistance of a tax advisor in a multitude of ways. With the city's thriving economy and numerous businesses, a tax advisor can help individuals navigate the complexities of tax laws and regulations, ensuring they are in compliance and maximizing their deductions. Additionally, with the city's high property taxes, a tax advisor can provide guidance on how to best manage and reduce these expenses. Furthermore, with the recent changes to the tax code, a tax advisor can help residents understand how these changes impact them and develop strategies to minimize their tax liability. Overall, a tax advisor can provide invaluable assistance to residents of Rochester Hills, MI in managing their finances and ensuring they are making the most of their hard-earned money.

Estate Planning Lawyer

Residents of Rochester Hills, MI can benefit greatly from the expertise of an estate planning lawyer. One of the most common ways that they can be helped is by ensuring that their assets are distributed according to their wishes after their passing. This is especially important in Rochester Hills, which has a higher median household income than the national average and a large number of retirees. An estate planning lawyer can help residents create a comprehensive plan that takes into account their unique circumstances and goals, including the disposition of property, the care of minor children or disabled family members, and the minimization of estate taxes. With the help of an estate planning lawyer, residents of Rochester Hills can have peace of mind knowing that their legacy will be preserved and their loved ones will be taken care of.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Rochester Hills, MI

A financial advisor in Rochester Hills, MI can provide a range of financial advising services to help clients achieve their financial goals. These services may include investment management, retirement planning, estate planning, tax planning, and risk management. One unique aspect of Rochester Hills, MI is its diverse population, which includes a significant number of high-net-worth individuals. As such, a financial advisor in this area may specialize in providing wealth management services to this demographic, which may involve developing customized investment strategies, creating trusts and other estate planning vehicles, and providing guidance on tax-efficient investment strategies. Additionally, given Rochester Hills' proximity to Detroit, a financial advisor in the area may also provide specialized guidance on navigating the unique financial challenges faced by individuals working in the automotive industry. Overall, a financial advisor in Rochester Hills, MI can provide tailored financial advice and guidance to help clients achieve their financial goals in a complex and ever-changing financial landscape.

Rochester Hills, MI is an ideal location to get financial advising due to its thriving business community and diverse range of financial institutions. With numerous banks, investment firms, and financial advisors located within the city, residents have access to a wealth of expertise and resources to help them navigate the complex world of finance. Additionally, Rochester Hills boasts a highly educated population, with many residents holding advanced degrees in finance, economics, and related fields. This intellectual capital, combined with the city's strong economy and commitment to innovation, makes Rochester Hills an ideal destination for anyone seeking top-notch financial advice and guidance. Whether you are a seasoned investor or just starting to build your portfolio, Rochester Hills is the perfect place to find the support and expertise you need to achieve your financial goals.