Highest Rated · Sterling Heights
Top-Rated Financial Advisors in Sterling Heights, MI
Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.
As of May 2026, RatingsNearMe ranks 13 financial advisors in Sterling Heights, MI by verified customer ratings and review volume. The highest-rated is Great Lakes Mortgage Financial - Sterling Heights with a 4.9-star rating from 495 verified reviews. 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 May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
13
Businesses listed
5★
Avg rating
88
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Great Lakes Mortgage Financial - Sterling Heights
13900 Lakeside Cir #201, Sterling Heights, MI 48313, USA
Christian Financial Credit Union
35100 Van Dyke Ave, Sterling Heights, MI 48312, USA
Summit Financial Consulting
43409 Schoenherr Rd, Sterling Heights, MI 48313, USA
Financial 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 | Daniel Trombley: Primerica - Financial Services45161 Cass Ave, Utica, MI 48317, USA | 5.0★ | 43 |
| #5 | NobleMark Financial8300 Hall Rd Suite 201, Utica, MI 48317, USA | 5.0★ | 6 |
| #6 | QOLity Financial7669 Auburn Rd, Utica, MI 48317, USA | 5.0★ | 3 |
| #7 | Sara Fallat: Primerica - Financial Services42850 Schoenherr Rd SUITE 2, Sterling Heights, MI 48313, USA | 5.0★ | 12 |
| #8 | Covenant Financial Group45445 Mound Rd #103, Shelby Township, MI 48317, USA | 5.0★ | 6 |
| #9 | Platinum Wealth Management Group1172, 38600 Van Dyke Ave # 230, Sterling Heights, MI 48312, USA | — | — |
| #10 | Next Degree Financial, LLC / CFP , CERTIFIED FINANCIAL PLANNER38800 Van Dyke Ave #200, Sterling Heights, MI 48312, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Sterling Heights
Daniel Trombley: Primerica - Financial Services
45161 Cass Ave, Utica, MI 48317, USA
NobleMark Financial
8300 Hall Rd Suite 201, Utica, MI 48317, USA
QOLity Financial
7669 Auburn Rd, Utica, MI 48317, USA
Sara Fallat: Primerica - Financial Services
42850 Schoenherr Rd SUITE 2, Sterling Heights, MI 48313, USA
Covenant Financial Group
45445 Mound Rd #103, Shelby Township, MI 48317, USA
Platinum Wealth Management Group
1172, 38600 Van Dyke Ave # 230, Sterling Heights, MI 48312, USA
Next Degree Financial, LLC / CFP , CERTIFIED FINANCIAL PLANNER
38800 Van Dyke Ave #200, Sterling Heights, MI 48312, USA
Strategic Wealth Advisors Group
8667 Hall Rd, Utica, MI 48317, USA
Betcher Financial Group
12900 Hall Rd #300, Sterling Heights, MI 48313, USA
American Retirement Advisors, Inc.
44444 Mound Rd #100, Sterling Heights, MI 48314, USA
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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: May 17, 2026.
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