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Find The Best Financial Advisors in Rochester, Michigan

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Rochester is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Rochester & pick the one as per your needs

How To Find The Best Financial Advisors in Rochester, Michigan
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Rochester, Michigan, FinancialAdvisor.net is a useful resource. We've compiled a list of the 8 vetted financial advisors and 4 non-vetted financial advisors in Rochester, Michigan, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Rochester, Michigan have an average of 20 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Rochester, Michigan

Robert Lamm

Prudential

248-259-2490

Address

2701 Cambridge Court, Suite 401,
Auburn Hills, MI 48326 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Joseph Dallo

Dallo Financial

248-914-8146

Address

31731 Northwestern Hwy, Suite 261W,
Farmington, MI 48334 See Details

Savant Wealth Management

734-737-0866

Address

41100 Plymouth Road,
Suite B1-210,
Plymouth, MI 48170 See Details

Todd Perry

EP Wealth Advisors

810-229-6446

Address

135 W North Street,
Brighton, MI 48116 See Details

Top Financial Advisor Firms in Rochester, Michigan (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
CLARKSTON CAPITAL PARTNERS, LLC 303 East Third St, Suite 110 Rochester, MI, 48307	143456	$6,694,905,625	2124	A percentage of AUM, Fixed fees
MANAGED ASSET PORTFOLIOS, LLC 950 W. University, Suite 100, Rochester, MI, 48307	109574	$1,086,571,483	1991	A percentage of AUM, Fixed fees, Performance Based
CPR INVESTMENTS INC 1600 Parkdale Road, Suite 201 Rochester, MI, 48307	139067	$213,296,073	1946	A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES AND SUBSPTN FEE FOR CO. SPONSORED PLANS)
ROCHESTER WEALTH STRATEGIES, LLC 439 S. Main Street, Suite 250 Rochester, MI, 48307	299150	$137,506,708	409	A percentage of AUM

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Find The Best Financial Advisors in Rochester, Michigan

How To Find The Best Financial Advisors in Rochester, MichiganLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Rochester, Michigan

Robert Lamm

Prudential

Address

Edelman Financial Engines, LLC

Address

Joseph Dallo

Dallo Financial

Address

Savant Wealth Management

Address

Todd Perry

EP Wealth Advisors

Address

Top Financial Advisor Firms in Rochester, Michigan (Ranked by AUM)

Select other cities around Rochester, Michigan to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Rochester, Michigan
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy