Find a financial advisor in Pontiac, MI

Find financial advisors in Pontiac, MI

Find financial advisors in Pontiac, MI

Share a few details and we'll show you the best financial advisors in your area.
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Find financial advisors in Pontiac, MI

Share a few details and we'll show you the best financial advisors in your area.
Zip code

Service type

Top 10 financial advisors in Pontiac, MI

Clients agree: these Pontiac financial advisors are highly rated for knowledge, experience, communication, and more.
LASKO ACCOUNTING AND TAX SERVICES, PLLC

LASKO ACCOUNTING AND TAX SERVICES, PLLC

5.0(4)
Offers online services
4+ years in business
Serves Pontiac, MI
Ademola A. says, "I was having tax problems before I got to Lasko Accounting & Tax Services. The person that prepared my 2020 tax said I owed $42,000 plus. When I discussed with Lasko Accounting, he worked me through the process of amending my taxes. At the end of the day, I had a refund of $1,460. He was thorough, professional, prompt and knew what he was doing. He saved me from uncle Sam. We had many zoom meetings, phone and text messages during the time he was working on my taxes and even after my taxes have been filed/amended. He always has time for his clients. I can recommend him with 100% confidence." Read more
Eaton & Susan, Accountants

Eaton & Susan, Accountants

5.0(1)
Offers online services
1 hire on Thervo
69+ years in business
Serves Pontiac, MI
Matt T. says, "Ron is always quick to answer any of our concerns. He or his staff travels to our shop here in Romulus to help us with our books and payroll weekly. Very nice staff, and would highly recommend working with them." Read more
Crisp Clean Financial Planning Services And Tax

Crisp Clean Financial Planning Services And Tax

5.0(1)
Offers online services
1 hire on Thervo
7+ years in business
Serves Pontiac, MI
John F. says, "Thorough " Read more
United Taxes

United Taxes

5.0(1)
Offers online services
Serves Pontiac, MI
Jason A. says, "Jerome is really professional and direct, i learned quite a bit. I would definitely refer Jerome to anyone . He saved me "Bigtime"" Read more
Tax Solutions Consultants LLC

Tax Solutions Consultants LLC

New on Thervo
Offers online services
35+ years in business
Serves Pontiac, MI
I reaaly enjo helping my clients define their goals, making a plan with them (that they are committed to working) and helping them attain their dream. Most all of my clients become friends, which I enjoy very much. Friends are always available to you and I to them. I have tbeen told when meeting or speacking with my clients or those who just call for information, that I freely answer all questions. And if something need to be done, if is done asap. I try to under promise and over deliver....
Cornerstone Financial Services, LLC

Cornerstone Financial Services, LLC

New on Thervo
Offers online services
16+ years in business
Serves Pontiac, MI
Cornerstone provides a unique, integrated approach which includes wealth management, tax and accounting support, estate creation, and insurance. Our clients have a single point of contact and select one or all of the services they require. At CFS we strive to obtain a deep understanding of our client's needs that we solve with highly sophisticated financial planning and tailored portfolio management. The CFS standard is to always work with each client's best interests in mind, using highly experienced internal management which is never outsourced. Our team of experts create customized, easy to understand road maps which guide clients to ret...
AMERICAN TAX SYSTEMS

AMERICAN TAX SYSTEMS

5.0(1)
Offers online services
30+ years in business
Serves Pontiac, MI
MARIA R. says, "PERSONAL ATTENTION TO DETAILS AND FAVORABLE RESULTS. " Read more
Kuhn & Associates

Kuhn & Associates

New on Thervo
Offers online services
Serves Pontiac, MI
We strive to assist every customer/client to understand accounting and taxes and how this directly applies to their situation. Compliance orientated, looking for your tax and financial health and wealth. We also work with many non-porfits.
Ed Income Tax

Ed Income Tax

New on Thervo
Offers online services
29+ years in business
Serves Pontiac, MI
Very good..i have ptin
A To Z Accounting & Business Solutions Llc

A To Z Accounting & Business Solutions Llc

New on Thervo
Offers online services
6+ years in business
Serves Pontiac, MI
Helping Businesses understand their financial health, in order to reach their desired goals. Also prepare taxes and tax planning.

Your Personal Financial Planning questions, answered

Answers to commonly asked questions from the experts on Thervo.

How much do financial planners charge?

Financial planners charge a flat fee or an hourly rate for their services. A fee-only financial planner charges a flat fee for services ranging from $1,000 to $10,000 to develop a comprehensive financial plan.

A financial planner's hourly rates range from $200 to $400 per hour, depending on the advisor's experience. The larger and more complex your portfolio, the more time the financial planner will spend helping you develop a financial plan.

In contrast, financial advisors commonly charge a percentage of the assets under management (AUM). The standard fee for financial advisors is .0.25% to 1% of AUM, so for investors with $100,000 in assets, the annual fees would be $1,000. Some financial advisors serve only wealthy clients and set a minimum size for investment accounts. However, the more money the advisors manage, the lower the percentage fee they will charge.

What is a financial planner?

A financial planner helps to create a long-term financial plan for your wealth. Financial planners may sell commission-based products like life insurance, but their primary focus is helping you manage your finances including creating a budget, saving for emergencies, building college funds for your children, retirement planning, and estate planning.

A financial advisor is different from a financial planner in that their main purpose is to offer guidance and advice on financial matters like investments. They help you make informed decisions to build wealth and achieve your financial goals.

Are financial planners worth the cost?

A financial planner is worth the cost, especially if you have debt to consolidate or need help reaching your financial goals. Working with a financial planner can help you grow your wealth, manage your assets, and plan for retirement. They provide the expertise to make sound financial decisions while saving you time on researching financial investments and savings accounts. Employing a financial planner gives you peace of mind that you are making responsible financial decisions and have a plan for the future.

If you are considering working with a financial planner, be sure to:

  • Ask about all of the fees associated with the services you are interested in.
  • Make sure the financial planner you choose is a fiduciary. These financial planners have a fiduciary duty or legal obligation to act in your best interest, rather than looking for investments that pay the highest commissions.
  • Only agree to financial investments or products when you understand the risk and potential benefits.

How much money should I have before hiring a financial planner?

There is no minimum amount of money you should have before hiring a financial planner. Some financial planners have minimum account balance requirements, which can range from $50,000 to $1 million or more. If you have less than the minimum account balance, you may still be able to find a financial planner willing to work with you if you pay a higher fee.

Online financial planners are often more affordable than traditional financial planners and may not have minimum account balance requirements. Online planners can be accessed from anywhere with an internet connection, giving you the flexibility to work with an advisor on your schedule. These companies also have access to a wider range of expertise, employing a network of advisors with different specialties able to create a personalized financial plan tailored to your specific needs and goals.

How do I choose a financial planner?

Choosing a financial planner is a major life decision that can help you achieve your financial and retirement goals. Do not settle for a planner based on their price or location. Instead, do your research and find a planner that specializes in the services you need. If debt consolidation is an issue, find a planner that can help you reduce your debt while still building your savings. If you want to retire early, find a planner that can help you invest in products to help you reach your goals sooner.

Here are some tips to help you find the best financial planner for you:

  • Do your research by reading reviews, comparing fees, and learning about the different planning services available.
  • Interview several advisors in person to be sure you are comfortable with their personality and philosophy.
  • Make sure the planner is a fiduciary that will act in your best interests.
  • Ask about their fee structure and make sure the "all-in" costs fit your budget.
  • Get everything in writing including the services they provide, how they will be compensated, and any extra fees you should expect.
  • Be prepared to ask questions about their approach to financial planning and how they will handle your specific situation.

What questions should I ask a financial planner?

Before committing to a financial planner, make sure you are hiring the best person for you and your financial situation. Schedule interviews with several potential advisors and ask these important questions:

  • Are you a fiduciary?
  • What is your fee structure?
  • What additional fees should I expect?
  • What are your qualifications?
  • How often will we meet?
  • Will you be available for phone calls or emails outside of scheduled appointments?
  • What is your investment philosophy?
  • Will you help me invest in ethically responsible companies?

Reviews for Pontiac financial advisors

Recent success stories from people in the Pontiac area.
Breezy
Very attentive and professional service! I would highly recommend to any of my business colleagues as you know you are in great hands. Excellent communication any time so you always know what is going on with your account. Excellent job!
LASKO ACCOUNTING AND TAX SERVICES, PLLC
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