Beacon Pointe Advisors
Bloomfield Hills, Michigan
Beacon Pointe Advisors is an investment advisory firm in Bloomfield Hills, Michigan. The office has a wheelchair-accessible entrance. The office is open five days a week.
View detailsMI · Bloomfield Hills
Fiduciary advisors in Bloomfield Hills, MI
4 advisors with offices in Bloomfield Hills. Credentials, fee structures, and minimums are disclosed on each listing.
James Melstrom - Raymond James
Bloomfield Hills, Michigan
CLU
Retirement Planning
Small Business
James Melstrom - Raymond James is an investment advisory firm in Bloomfield Hills, Michigan. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.
View detailsOrfin & Associates
★
Bloomfield Hills, Michigan
Insurance Planning
Retirement Planning
Orfin & Associates is an investment advisory firm in Bloomfield Hills, Michigan. Services include Insurance Analysis, Investment Management, and Retirement Planning. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 106 Google reviews.
View detailsRaymond James & Associates
Bloomfield Hills, Michigan
CLU
Retirement Planning
Small Business
Raymond James & Associates is an investment advisory firm in Bloomfield Hills, Michigan. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.
View detailsFinancial advisors in Bloomfield Hills, Michigan
Advisors serving Bloomfield Hills specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Michigan's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.