4.5+ Stars · Sterling Heights
Highly Rated Financial Advisors in Sterling Heights, MI
Only the best make this list. These financial advisors in Sterling Heights have earned 4.5+ star ratings from real customers — consistently.
As of July 2026, RatingsNearMe ranks 13 financial advisors in Sterling Heights, MI by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Great Lakes Mortgage Financial - Sterling Heights with a 4.9-star rating from 495 Google reviews and an RNM Score of 87/100. Also in the top tier: Christian Financial Credit Union and Summit Financial Consulting. The average rating across all listed financial advisors in Sterling Heights is 5 stars from 88 reviews per business on average.
Financial advisors in Sterling Heights typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Covenant Financial Group
Covenant Financial Group stands out as the top-ranked advisor in Sterling Heights due to its strong reputation and comprehensive financial planning services.
Most Reviewed
Daniel Trombley: Primerica - Financial Services
A high number of reviews indicates broad client experience and can help you gauge service consistency and satisfaction levels.
When choosing a financial advisor in Sterling Heights, consider scheduling initial consultations with multiple firms to compare their approach and fees. Always verify credentials and check for any disciplinary history through regulatory bodies.
Local Market Snapshot
13
Businesses listed
5★
Avg rating
88
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of clients with a stellar 4.9-star average rating.
13900 Lakeside Cir #201, Sterling Heights, MI 48313, USATrusted by clients with a 4.9-star rating across 242 reviews.
35100 Van Dyke Ave, Sterling Heights, MI 48312, USATrusted by clients with a perfect 5.0-star rating from over 140 reviews.
43409 Schoenherr Rd, Sterling Heights, MI 48313, USAFinancial Advisors Rankings in Sterling Heights, MI
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Great Lakes Mortgage Financial - Sterling Heights13900 Lakeside Cir #201, Sterling Heights, MI 48313, USA | 4.9★ | 495 |
| #2 | Christian Financial Credit Union35100 Van Dyke Ave, Sterling Heights, MI 48312, USA | 4.9★ | 242 |
| #3 | Summit Financial Consulting43409 Schoenherr Rd, Sterling Heights, MI 48313, USA | 5.0★ | 140 |
| #4 | Strategic Wealth Advisors Group8667 Hall Rd, Utica, MI 48317, USA | 4.7★ | 14 |
| #5 | Betcher Financial Group12900 Hall Rd #300, Sterling Heights, MI 48313, USA | 5.0★ | 6 |
| #6 | American Retirement Advisors, Inc.44444 Mound Rd #100, Sterling Heights, MI 48314, USA | 5.0★ | 2 |
| #7 | Next Degree Financial, LLC / CFP , CERTIFIED FINANCIAL PLANNER38800 Van Dyke Ave #200, Sterling Heights, MI 48312, USA | — | — |
| #8 | Daniel Trombley: Primerica - Financial Services45161 Cass Ave, Utica, MI 48317, USA | 5.0★ | 43 |
| #9 | Sara Fallat: Primerica - Financial Services42850 Schoenherr Rd SUITE 2, Sterling Heights, MI 48313, USA | 5.0★ | 12 |
| #10 | Covenant Financial Group45445 Mound Rd #103, Shelby Township, MI 48317, USA | 5.0★ | 6 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Sterling Heights
Consistently rated 4.7 stars from 14 Google reviews in Sterling Heights.
8667 Hall Rd, Utica, MI 48317, USA
5.0 stars from 6 reviews, reflecting exceptional client satisfaction.
12900 Hall Rd #300, Sterling Heights, MI 48313, USA
Rated 5.0 stars from 2 reviews, this trusted local advisor provides financial guidance.
44444 Mound Rd #100, Sterling Heights, MI 48314, USA
New to the area with no customer reviews yet to share.
38800 Van Dyke Ave #200, Sterling Heights, MI 48312, USA
Sterling Heights financial advisor with a perfect 5.0-star rating from 43 reviews.
45161 Cass Ave, Utica, MI 48317, USA
Trusted by 12 clients with a perfect 5.0-star rating in Sterling Heights.
42850 Schoenherr Rd SUITE 2, Sterling Heights, MI 48313, USA
Exceptional 5.0-star rating from 6 Google reviews in Sterling Heights.
45445 Mound Rd #103, Shelby Township, MI 48317, USA
Exceptional 5.0-star rating from six Google reviews for financial guidance.
8300 Hall Rd Suite 201, Utica, MI 48317, USA
Rated 5.0 stars from 3 Google reviews, reflecting exceptional client satisfaction.
7669 Auburn Rd, Utica, MI 48317, USA
This financial advisor in Sterling Heights has no Google reviews yet.
1172, 38600 Van Dyke Ave # 230, Sterling Heights, MI 48312, USA
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Financial Advisors in Sterling Heights, MI — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Great Lakes Mortgage Financial - Sterling Heights | 87/100 | 4.9 ★ | 495 |
| 2 | Christian Financial Credit Union | 86/100 | 4.9 ★ | 242 |
| 3 | Summit Financial Consulting | 85/100 | 5.0 ★ | 140 |
| 4 | Strategic Wealth Advisors Group | 68/100 | 4.7 ★ | 14 |
| 5 | Betcher Financial Group | 69/100 | 5.0 ★ | 6 |
| 6 | American Retirement Advisors, Inc. | 64/100 | 5.0 ★ | 2 |
| 7 | Next Degree Financial, LLC / CFP , CERTIFIED FINANCIAL PLANNER | 3/100 | — | 0 |
| 8 | Daniel Trombley: Primerica - Financial Services | 79/100 | 5.0 ★ | 43 |
| 9 | Sara Fallat: Primerica - Financial Services | 72/100 | 5.0 ★ | 12 |
| 10 | Covenant Financial Group | 69/100 | 5.0 ★ | 6 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Sterling Heights
What is a fiduciary financial advisor and why does it matter in Sterling Heights?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Sterling Heights, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Sterling Heights?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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