Beacon Pointe Advisors
Bloomfield Hills, Michigan
Beacon Pointe Advisors is located in Bloomfield Hills, Michigan and provides investment advisory services. The firm operates in English.
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 operates a Raymond James office in Bloomfield Hills, Michigan, serving clients in retirement planning and small business matters. His team holds the CLU (Chartered Life Underwriter) credential. Services focus on retirement planning strategy.
View detailsOrfin & Associates
★
Bloomfield Hills, Michigan
Insurance Planning
Retirement Planning
Orfin & Associates is an investment advisory firm based in Bloomfield Hills, Michigan. The firm provides insurance analysis, investment management, and retirement planning services, with particular focus on insurance planning and retirement strategy. The firm operates in English and holds a 4.9-star rating across 106 Google reviews.
View detailsRaymond James & Associates
Bloomfield Hills, Michigan
CLU
Retirement Planning
Small Business
Raymond James & Associates, based in Bloomfield Hills, Michigan, specializes in retirement planning and small business services. The firm's advisors hold CLU credentials. English is spoken at the office.
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.