Wealth Management in Rochester Hills, MI

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List of Firms

Rochester Hills, MI Wealth Management Firms

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DDR Wealth Advisors
5 out of 5
Location 1460 Walton Blvd #65, Rochester Hills, MI 48309, USA
Phone (248) 375-4088
Directions
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Sapientia Private Wealth Management
5 out of 5
Location 101 S Main St Ste 200, Rochester, MI 48307, USA
Phone (248) 900-0202
Directions
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The Bluewater Group - Morgan Stanley
Location 1108 N Main St, Rochester, MI 48307, USA
Phone (248) 218-8243
Directions
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Sandra E Lutkenhoff - Morgan Stanley
5 out of 5
Location 1108 N Main St, Rochester, MI 48307, USA
Phone (248) 218-8266
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Panos Firek Wealth Management of Raymond James
Location 691 N Squirrel Rd Ste 222, Auburn Hills, MI 48326, USA
Phone (866) 440-4617
Directions
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Arrowroot Family Office (Formerly The Athena Financial Group)
Location 705 Barclay Cir #125, Rochester Hills, MI 48307, USA
Phone (248) 453-5252
Directions
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Applied Financial Management
Location 2050 St Andrews Dr, Rochester Hills, MI 48309, USA
Phone (248) 656-6992
Directions
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Partyka Private Wealth Management of Raymond James
Location 691 N Squirrel Rd #222, Auburn Hills, MI 48326, USA
Phone (248) 276-2812
Directions
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Morgan Stanley Financial Advisors
Location 1108 N Main St, Rochester, MI 48307, USA
Phone (248) 218-8300
Directions
SEC File# 801-112038
CRD# 139067
5 out of 5
Location 1600 Parkdale Rd Ste 201, Rochester, MI 48307, USA
Phone (800) 213-1164
Time Monday: 10:00 AM – 6:00 PM Tuesday: 10:00 AM – 6:00 PM Wednesday: 10:00 AM – 6:00 PM Thursday: 10:00 AM – 6:00 PM Friday: 10:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 445 S Livernois Rd Suite 317, Rochester Hills, MI 48307, USA
Phone (248) 651-0334
Directions
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Muchortow & Associates, LLC
Location 800 W University Dr suite a, Rochester, MI 48307, USA
Phone (248) 556-3494
Directions
Wealth Management in Rochester Hills, MI

Where Wealth Management Advisors in Rochester Hills, MI Serve

Rochester Hills, MI is a vibrant and bustling city located in Oakland County. Home to several iconic landmarks such as the Rochester Hills Museum at Van Hoosen Farm and the Meadow Brook Amphitheatre, this city boasts a rich history and cultural heritage. The top employers in the area include FCA US LLC, Crittenton Hospital Medical Center, and Oakland University, providing ample job opportunities for residents. Major highways such as I-75 and M-59 run through the city, making transportation convenient and accessible. Additionally, the city is home to several notable neighborhoods, including the prestigious Oakland Farm and Stony Creek Ridge communities. With its diverse array of amenities and attractions, Rochester Hills is a top destination for both visitors and locals alike.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Rochester Hills, MI could benefit from a bank in a multitude of ways. One specific way is through the provision of small business loans to local entrepreneurs. As a city that prides itself on its diverse economy, Rochester Hills is home to many small businesses that contribute to the community's overall success. However, these businesses often struggle to secure the necessary funds to grow and expand. A bank could help by offering loans with reasonable interest rates and flexible repayment terms. This would not only benefit the individual businesses but also stimulate the local economy as a whole. Additionally, a bank could provide financial education and resources to residents, helping them to make informed decisions about their money and ultimately improve their financial well-being.

Insurance Broker

Residents of Rochester Hills, MI could benefit from the services of an insurance broker in a multitude of ways. For example, an insurance broker could assist residents in finding the best coverage for their specific needs, such as home insurance to protect against the harsh Michigan winters or auto insurance to navigate the busy roads. Additionally, an insurance broker could help residents navigate the complex world of health insurance, especially with the recent changes to the healthcare system. With the increasing prevalence of cybercrime, an insurance broker could also help residents understand and obtain cyber liability insurance to protect against data breaches and other cyber threats. In a city known for its high quality of life and strong economy, it is crucial for residents to have the right insurance coverage to protect their assets and livelihoods, and an insurance broker can provide the expertise and guidance necessary to make informed decisions.

Retirement Planning

Residents of Rochester Hills, MI can benefit from the expertise of a retirement planner in several ways. A retirement planner can help them to create a customized plan that is tailored to their specific needs and goals. This can include strategies for saving and investing, as well as advice on how to maximize Social Security benefits and minimize taxes. In Rochester Hills, MI, where the median household income is higher than the national average, a retirement planner can also help residents to navigate the complexities of estate planning and ensure that their assets are protected for future generations. Additionally, a retirement planner can provide guidance on healthcare and long-term care options, which is particularly important in a state like Michigan where the cost of healthcare is higher than the national average. Overall, working with a retirement planner can help residents of Rochester Hills, MI to achieve financial security and peace of mind in their golden years.

Financial Advisor

Residents of Rochester Hills, MI could greatly benefit from the expertise of a financial advisor. With its thriving economy and high standard of living, many residents of Rochester Hills may be looking to invest in real estate or start their own business. A financial advisor can provide guidance on how to allocate funds and make sound investment decisions that will help residents achieve their financial goals. Additionally, with the cost of living in Rochester Hills being higher than the national average, a financial advisor can assist in creating a budget that will allow residents to live comfortably while still saving for the future. Furthermore, with the city's proximity to Detroit and its many job opportunities, a financial advisor can help residents navigate the complexities of employer-sponsored retirement plans and ensure they are maximizing their benefits. Overall, a financial advisor can provide valuable insight and guidance to residents of Rochester Hills as they navigate the complexities of their financial lives.

Mortgage Loan Officer

Residents of Rochester Hills, MI can benefit from the expertise of a mortgage loan officer in various ways. Firstly, with the city's median home value of $342,000, a mortgage loan officer can assist in finding the best mortgage options available to fit the individual needs and financial situation of the resident. Additionally, with the city's diverse population, a mortgage loan officer can provide guidance on navigating the intricacies of obtaining a mortgage for non-native English speakers. Furthermore, with the city's proximity to major job centers like Detroit and Auburn Hills, a mortgage loan officer can help residents take advantage of programs that offer down payment assistance or low-interest loans for first-time homebuyers. Overall, the role of a mortgage loan officer is essential in helping residents of Rochester Hills, MI achieve their dream of homeownership while ensuring they make informed decisions that align with their financial goals.

Tax Services

Residents of Rochester Hills, MI can greatly benefit from the expertise of a tax advisor. With the city's thriving economy and growing population, tax laws and regulations can be complex and overwhelming. A tax advisor can assist with tax planning and preparation, ensuring that residents are taking advantage of all possible deductions and credits. Additionally, with the recent changes to the tax code, a tax advisor can provide guidance on how to navigate new laws and regulations. In Rochester Hills, where there is a high concentration of small businesses and entrepreneurs, a tax advisor can also provide valuable advice on business tax planning and compliance. With their knowledge and experience, a tax advisor can help residents of Rochester Hills, MI save money and avoid costly mistakes when it comes to their taxes.

Estate Planning Lawyer

Residents of Rochester Hills, MI can benefit from the services of an estate planning lawyer in a myriad of ways. One of the most common ways is by ensuring that their assets are distributed according to their wishes after they pass away. This is particularly important for residents of Rochester Hills, MI, where the median home value is $324,500, significantly higher than the national average. An estate planning lawyer can help residents protect their valuable assets by creating a will or trust that outlines how their property should be distributed. Additionally, an estate planning lawyer can help residents minimize estate taxes, which can be a significant burden for those with substantial assets. They can also assist with healthcare directives, power of attorney, and other legal matters related to end-of-life planning. With the help of an estate planning lawyer, residents of Rochester Hills, MI can have peace of mind knowing that their affairs are in order and their loved ones are protected.

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