Introduction
Choosing the right financial planner is one of the most crucial decisions you can make to secure your financial future. Whether you’re looking to manage your investments, plan for retirement, or simply get a handle on your day-to-day finances, finding a trustworthy and knowledgeable advisor can make all the difference. In Oakland County, Michigan, numerous highly-rated financial planners offer a range of services tailored to meet various financial needs. This article provides an overview of the best financial planners in Oakland County, based on reviews, services offered, and overall reputation.
What to Look for in a Financial Planner
When searching for a financial planner, it’s important to consider several key factors to ensure you find the right match for your needs:
-- Credentials: Look for certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA).
- Experience: Consider how long the advisor has been in practice and their expertise in areas relevant to your needs.
- Fee Structure: Understand how the advisor is compensated—whether through fees, commissions, or a combination of both.
- Fiduciary Duty: Ensure the advisor acts in your best interest and is not influenced by commissions from product sales.
- Client Reviews: Check reviews and testimonials to gauge the advisor’s reliability and client satisfaction.
Top Financial Planners in Oakland County
Thomas Reband – Thrivent Financial
Location: 56676 Portsmouth Dr, Shelby Township, MI 48316
Phone: (586) 726-8899
Website: Thrivent Financial
Thomas Reband is a highly regarded financial planner associated with Thrivent Financial, a membership-owned organization that emphasizes holistic financial services. Clients appreciate Thomas for his commitment to helping them achieve financial clarity and his personalized approach to financial planning.
John P. Stelman & Associates
Location: 1520 S Lapeer Rd, Lake Orion, MI 48360
Phone: (248) 693-3430
Services: Financial Planning, Investment Advisory, Tax Planning
John P. Stelman & Associates are known for their comprehensive financial planning services, including investment management and tax planning. They are well-regarded for their client-focused approach and detailed financial strategies tailored to individual needs.
-Raymond James Financial Services
Location: 1126 N Main St, Rochester, MI 48307
Phone: (248) 299-7833
Website: Raymond James
Raymond James offers a wide range of financial services, including investment management, retirement planning, and wealth management. The firm’s advisors are praised for their expertise, professionalism, and dedication to helping clients reach their financial goals.
Morgan Stanley Wealth Management
Location: 1108 N Main St, Rochester, MI 48307
Phone: (248) 740-7100
Website: Morgan Stanley
Morgan Stanley is a global leader in wealth management, providing a variety of financial planning services. Clients appreciate the firm’s personalized service, robust financial planning tools, and the expertise of their financial advisors.
Managed Asset Portfolios
Location: 950 W University Dr, Rochester, MI 48307
Phone: (248) 601-6677
Website: Managed Asset Portfolios
-Managed Asset Portfolios offers specialized investment management and financial planning services. They are known for their strategic approach to asset management and their commitment to delivering tailored financial solutions to clients.
Keystone Financial Services
Location: 950 W University Dr, Rochester, MI 48307
Phone: (248) 608-3280
Website: Keystone Financial
Keystone Financial Services provides comprehensive financial planning, investment advisory, and retirement planning services. They are highly rated for their personalized approach and the quality of their financial advice.
-Table of Financial Planners in Oakland County
Here’s a handy table summarizing the top financial planners in Oakland County, Michigan:
| Financial Planner | Location | Phone | Website | Services Offered |
|---|---|---|---|---|
| Thomas Reband – Thrivent | 56676 Portsmouth Dr, Shelby Twp | (586) 726-8899 | Thrivent Financial | Financial Planning, Investment Advisory |
| John P. Stelman & Associates | 1520 S Lapeer Rd, Lake Orion | (248) 693-3430 | Stelman Associates | Financial Planning, Investment Advisory, Tax Planning |
| Raymond James | 1126 N Main St, Rochester | (248) 299-7833 | Raymond James | Investment Management, Retirement Planning, Wealth Management |
| Morgan Stanley | 1108 N Main St, Rochester | (248) 740-7100 | Morgan Stanley | Financial Planning, Wealth Management |
| Managed Asset Portfolios | 950 W University Dr, Rochester | (248) 601-6677 | Managed Asset Portfolios | Investment Management, Financial Planning |
| Keystone Financial Services | 950 W University Dr, Rochester | (248) 608-3280 | Keystone Financial | Financial Planning, Investment Advisory, Retirement Planning |
Highlighted Reviews
- Thomas Reband – Thrivent: Clients frequently mention Thomas’s dedication to providing clear and actionable financial advice. One review noted, “Thomas is exceptional in breaking down complex financial concepts into understandable terms. His guidance has been invaluable.”
- John P. Stelman & Associates: Many clients appreciate the personalized service and attention to detail. A satisfied client shared, “John and his team have been instrumental in helping me plan for retirement. Their comprehensive approach covers all aspects of financial planning.”
- Raymond James: The firm is praised for its professional and knowledgeable advisors. One review highlights, “The advisors at Raymond James are top-notch. They take the time to understand my financial goals and provide tailored solutions.”
Conclusion
Selecting the right financial planner involves careful consideration of various factors, including credentials, experience, fee structure, and client reviews. The financial planners listed above are among the best in Oakland County, Michigan, offering a range of services to help you achieve your financial goals. By choosing a reputable advisor, you can gain the confidence and support needed to navigate your financial journey effectively.