Financial advisors in Royal Oak, MI offer distinct approaches to retirement planning, investment management, and tax work. Kelly Capital Partners at 26676 Woodward Ave focuses on retirees and people preparing for retirement, using its customized Kelly Capital Retirement Roadmap. Its 4.9 Google rating comes from 47 reviews—the largest review count in this guide. Hilltop Wealth and Tax Solutions at 333 W 7th St, Suite 250, has a 5-star rating from 14 reviews and combines wealth management and legacy planning with tax preparation, accounting, and bookkeeping.
For a fee-only approach, The Financial Planning Company at 220 S Main St identifies itself as a fiduciary registered investment advisor, employs Certified Financial Planners, and provides investment management, retirement planning, and 401(k) administration. It has a 5-star rating from 10 reviews. Deller Wealth Management at 418 N Main St, Suite 200, emphasizes personalized financial goals and technology, with a 4.8 rating from 13 reviews.
Scheduling provides another concrete comparison. Hoover Private Wealth on Crooks Rd lists weekday hours of 7 a.m.–6 p.m., while The Financial Planning Company offers Saturday hours of 10 a.m.–5 p.m. Kelly Capital Partners, Deller Wealth Management, and both of those firms offer online appointments as well as onsite services; all four require appointments.
4.9(47)· Google4.9 out of 5 from 47 reviews (Google rating)
Financial Advisor
Closed today
Kelly Capital Partners is an independent retirement advisory firm serving Southeast Michigan, with an office at 26676 Woodward Ave in Royal Oak, MI. The firm reports more than 20 years of combined financial experience and focuses on guidance for retirees and people preparing for retirement. Its comprehensive financial plans address both the path toward retirement and financial planning during retirement. The firm calls its customized planning approach the Kelly Capital Retirement Roadmap, with financial independence as a stated goal.
Online appointments and onsite services are available. Appointments are required, so visitors should arrange a meeting before going to the office. The location has a wheelchair-accessible entrance, wheelchair-accessible parking, and a wheelchair-accessible restroom. Kelly Capital Partners has a Google rating of 4.9 out of 5 from 47 reviews; that rating reflects customer feedback rather than a measure of financial outcomes.
4.8(13)· Google4.8 out of 5 from 13 reviews (Google rating)
Financial Advisor
Closed today
Deller Wealth Management is a financial advisory business at 418 N Main St, Suite 200, in Royal Oak, MI. Its stated approach centers on getting to know clients and their families financially, then tailoring solutions to their goals and financial objectives. The firm also emphasizes providing clients with current technology and resources as part of that approach. Its Google rating is 4.8 out of 5, based on 13 reviews.
Appointments are required, with both online appointments and onsite services available. For clients visiting the office, the listed parking options include a free onsite lot and paid street parking. The location has a wheelchair-accessible entrance, wheelchair-accessible parking, and a wheelchair-accessible restroom. These details give prospective clients a practical starting point for planning an office visit or choosing an online appointment.
5.0(10)· Google5.0 out of 5 from 10 reviews (Google rating)
Financial Advisor
Closed today
The Financial Planning Company is a fee-only, fiduciary registered investment advisor at 220 S Main St in Royal Oak, MI. The firm serves individuals, families, and 401(k) plans, with services covering financial planning, investment management, retirement planning, and 401(k) administration. It employs Certified Financial Planners and uses low-cost Vanguard and Dimensional Fund Advisors (DFA) mutual funds and exchange-traded funds. Its stated mission emphasizes providing a low-cost investment service.
Clients can arrange online appointments or use onsite services at the Royal Oak, MI office. Appointments are required. The location has a wheelchair-accessible entrance, parking, and restroom, and it is listed as welcoming LGBTQ clients. These access and appointment options are practical details for those considering an office visit or an online meeting. The business has a Google rating of 5 out of 5, based on 10 reviews.
4.7(9)· Google4.7 out of 5 from 9 reviews (Google rating)
Financial Advisor
Closed today
M3 Investment Services is listed as a financial advisor at 990 N Main St, Royal Oak, MI 48067. Its Google listing shows a 4.7 rating based on nine reviews. That provides a customer-rating reference, though the supplied information does not include review comments or details about the services clients received. The listing identifies the business category but does not specify financial planning specialties, investment offerings, advisor credentials, or fees.
For anyone planning a visit to M3 Investment Services in Royal Oak, MI, appointments are marked as required and recommended. The listed facilities include a restroom, a wheelchair-accessible entrance, wheelchair-accessible parking, and a wheelchair-accessible restroom. These are the available practical details for an in-person visit; office hours and appointment-booking methods are not included in the supplied information.
5.0(9)· Google5.0 out of 5 from 9 reviews (Google rating)
Financial Advisor
Closed today
Hoover Private Wealth is a financial advisory business at 3123 Crooks Rd in Royal Oak, MI. The firm describes its work as helping individuals, families and businesses address current financial needs and longer-term goals. Its stated approach emphasizes objectivity and solutions tailored to each client’s situation, drawing on a diversified business model. The team reports years of experience and welcomes both people seeking an advisor for the first time and those looking for a different perspective.
Appointments are required, with online appointments and onsite services available. For office visits, the location lists free lot and garage parking, as well as onsite parking. Accessibility features include a wheelchair-accessible entrance, parking and restroom. A restroom is also listed among the amenities. Hoover Private Wealth has a 5-star Google rating based on nine reviews; that score reflects a small review count rather than a broad sample of client feedback.
5.0(9)· Google5.0 out of 5 from 9 reviews (Google rating)
Financial Advisor
Closed today
Royal Oak Financial Advisors is listed as a financial advisor at 512 N Main St, Suite 100, Royal Oak, MI 48067. Its Google listing has a 5-star rating based on nine reviews. That rating reflects a small review count; the supplied information does not include review comments or details about the firm’s financial services. No pricing information is provided, so the listing offers a starting point for locating the business rather than a detailed guide to its services or fees.
Appointments are required, and the listing also recommends making an appointment. Visitors should plan around that requirement rather than expect a walk-in visit. Listed amenities include a restroom, with wheelchair-accessible features covering the entrance, parking, and restroom. These are the specific access and visit-planning details available for the Suite 100 location in Royal Oak, MI.
4.8(4)· Google4.8 out of 5 from 4 reviews (Google rating)
Financial Advisor
Closed today
Daniel Investment Group, Inc. is listed as a financial advisor at 306 S Washington Ave, Suite 216, in Royal Oak, MI 48067. Its Google listing has a 4.8 rating based on four reviews. That rating reflects a small number of reviews, rather than a broad sample of client feedback. The provided information identifies the business category and office location but does not describe specific advisory services, fees, or areas of specialization.
Appointments are recommended for visitors to the Royal Oak, MI office. Listed accessibility features include a wheelchair-accessible entrance, wheelchair-accessible parking, and a wheelchair-accessible restroom. A restroom is also listed among the office amenities, and the business is identified as welcoming LGBTQ visitors. For someone considering a visit, the available details establish the suite address, appointment recommendation, and accessibility features; they do not outline what an initial meeting involves.
3.7(3)· Google3.7 out of 5 from 3 reviews (Google rating)
Financial Advisor
Closed today
Fifth Third Securities - Isac Bush is listed as a financial advisor at 803 S Main St, Royal Oak, MI 48067. The supplied description focuses on Fifth Third Bank’s main location in Royal Oak, MI, rather than on Isac Bush’s advisory services. It lists checking accounts, savings accounts, credit cards, and mobile banking among the bank’s offerings, but does not specify financial planning services, investment options, or advisor credentials.
The location has a wheelchair-accessible entrance and wheelchair-accessible parking. The listing has a Google rating of 3.7 out of 5 based on three reviews, a small review count that provides limited context for evaluating the business. The supplied bank description gives (248) 398-3847 as a contact number for the location; it does not identify a separate phone number for Isac Bush.
5.0(2)· Google5.0 out of 5 from 2 reviews (Google rating)
Financial Advisor
Hart Wealth Advisory Group - Ameriprise Financial Services, LLC is a financial advisor listed at 24280 Woodward Ave. The business describes itself as a private wealth advisory practice of Ameriprise Financial Services, LLC. Its stated focus is helping clients work toward financial goals while accounting for unpredictable markets and unexpected changes in life. The description emphasizes keeping clients focused on their financial future rather than outlining specific advisory services or investment products.
Appointments are required, with both online appointments and onsite services available. The location lists a wheelchair-accessible entrance and wheelchair-accessible parking, along with a restroom; wheelchair-accessible seating is not listed as available. Its Google rating is 5 stars, based on two reviews. The business description cautions that displayed comments are unverified, may be inaccurate, and are not necessarily representative of client experience.
