michigan Date: 09-25-2025

Top 14 Financial Advisors in Rochester Hills, MI

	Financial Advisor	Address
1	♠ BeneFinancial Group	305 Barclay Cir Suite 1002, Rochester Hills, MI 48307
2	♠ Chief Financial Credit Union- Headquarters	200 Diversion St, Rochester Hills, MI 48307
3	♠ Chief Financial Credit Union	20 S Main St, Rochester Hills, MI 48307
4	♠ Arrowroot Family Office (Formerly The Athena Financial Group)	725 Barclay Cir Suite 215, Rochester Hills, MI 48307
5	♠ Focus Partners Wealth	1055 E South Blvd #230, Rochester Hills, MI 48307
6	♠ McLellan Financial Services	71 N Livernois Rd suite d, Rochester Hills, MI 48307
7	♠ Rochester Wealth Management	1460 Walton Blvd. #204, Rochester Hills, MI 48309
8	♠ B & T Wealth Management	2526 S Rochester Rd, Rochester Hills, MI 48307
9	♠ McLellan Financial Mortgage	Avon Prairie House, 71 N Livernois Rd ste b, Rochester Hills, MI 48307
10	♠ James McLellan - Financial Advisor, Ameriprise Financial Services, LLC	71 N Livernois Rd suite d, Rochester Hills, MI 48307
11	♠ Langenstein Financial Strategies	145 Rochdale Dr S, Rochester Hills, MI 48309
12	♠ Blake McLellan - Financial Advisor, Ameriprise Financial Services, LLC	71 N Livernois Rd suite d, Rochester Hills, MI 48307
13	♠ Edward Jones - Financial Advisor: Ethan M Hoffman, CFP®\|CEPA®\|AAMS®	445 S Livernois Rd Suite 317, Rochester Hills, MI 48307
14	♠ DDR Wealth Advisors	1460 Walton Blvd. #65, Rochester Hills, MI 48309

1.BeneFinancial Group

Address: 305 Barclay Cir Suite 1002, Rochester Hills, MI 48307

(2) user ratings total:

Ben Harris Dominick Zack went from owning his firm to this new firm. Zack is horrible and has zero brains when it comes to the IRS!!! STAY AWAY you all been WARN!!!!

1 /5

2.Chief Financial Credit Union- Headquarters

Address: 200 Diversion St, Rochester Hills, MI 48307

(189) user ratings total:

Damien OCamb I worked with Rob as my loan officer for buying a car. Really great and transparent, reliable communication. Couldn’t have had anyone better.

5 /5

3.Chief Financial Credit Union

Address: 20 S Main St, Rochester Hills, MI 48307

(17) user ratings total:

Geraldine Wilson On 6/2/23 I contacted CFCU’s main number and I spoke with your Customer Service Representative by the name of ‘Jose’. Jose was polite, helpful and took the time to address my questions and provide me with clear answers. It was a pleasure speaking with a representative who still understands the importance of “customer service”. Jose is a prime example of why members like me, love Chief Financial Credit Union! Thank you Jose for being so kind and such a pleasure to speak with.

5 /5

4.Arrowroot Family Office (Formerly The Athena Financial Group)

Address: 725 Barclay Cir Suite 215, Rochester Hills, MI 48307

(10) user ratings total:

Melodie Monahan Two years ago Arrowroot was recommended to me by a trusted friend, and Im so grateful for her suggestion. Dan Casey is generous with his time, trustworthy, kind, and clear. I couldnt ask for a better adviser regarding my investments.

5 /5

5.Focus Partners Wealth

Address: 1055 E South Blvd #230, Rochester Hills, MI 48307

(1) user ratings total:

Mark Strek Rolled over my IRA to LifePlan and couldnt be happier!! ALL of the employees at Lifeplan are truly great and passionate about their work. Jeffs attentiveness to my account is very refreshing compared to past advisors Ive dealt with. LifePlans staff is extremely competent, professional and friendly. What I truly love about LifePlan is that it is abundantly obvious that everyone there follows the Golden Rule, which is unfortunately hard to come by these days. You definitely feel like your "part of the family" when you become a client.

5 /5