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BEST RATED WARREN, MI FINANCIAL SERVICES

3 Best Financial Services in Warren, MI

Expert-recommended Top 3 Financial Services in Warren, Michigan. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

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3+ YEARS IN TBR
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HEEMER, KLEIN & COMPANY, PLLC

(4.8 Score)
28007 Hoover Road,
Warren, MI 48093 Directions

Since 1967

Specialty:

✓ Asset Allocation ✓ College Funding ✓ Retirement Plans ✓ Portfolio and Investment Management ✓ Insurance and Succession Planning ✓ Tax Planning ✓ Estate Planning ✓ Financial Planning

"Heemer, Klein & Company, PLLC can offer their expert advice to help with tough decisions like asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and succession planning. They strive to meet each clients' specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. They provide professional services and customized guidance to meet clients' unique financial and business needs. They combine expertise and experience with a thorough understanding of your business to produce financial projections to help you manage your business plan and spending.

2026 Update: Heemer Klein has helped thousands of small business start-ups over the past 50 years and helps owners have easy access to current financials and understand their impact on the business’ overall health."

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License #802337292

Contact:

(586) 751-6060

Mon-Thu: 8:30am - 4:30pm
Fri-Sun: Closed

TBR® Inspection Report:

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10+ YEARS IN TBR
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FINANCIAL SERVICES OF AMERICA

(4.7 Score)
50 West Big Beaver Road, Troy, Michigan, Suite 500,
Warren, MI 48084 Directions

Since 1984

Specialty:

✓ Financial Planning ✓ Legacy Planning ✓ Retirement Planning ✓ Estate Planning ✓ Annuities ✓ Tax Reduction Strategies ✓ Health Insurance ✓ Social Security Optimization ✓ Charitable Gifting ✓ Income Planning ✓ Life Insurance ✓ Long-Term Care ✓ Medicare Planning ✓ Investment Advisory

"Financial Services of America takes a full-service approach to your entire financial picture, designing strategies to help you achieve a successful life plan. Richard David James is the founder and CEO of Financial Services of America. Richard James embarked on his journey in the insurance industry, achieving remarkable success over a span of four years. Richard’s aim was to support clients in every facet of their financial lives, encompassing insurance, investments, tax planning, retirement, and estate planning. His exceptional leadership earned him the prestigious title of Entrepreneur of the Year, while cultivating a thriving organizational culture that has consistently secured the Top Workplace award in Michigan for an impressive twelve consecutive years.

2026 Update: Financial Services of America offers no-cost workshops and seminars both online and in-person."

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License CRD #286251

Price:

Financial Planning Fixed Fees $25,000
Financial Planning Hourly Fees For Advisors Up To $350
Financial Planning Hourly Fees For Administration Up To $150
Portfolio Management
Annual Fee 1.50% For Assets Under Management
From $5,000
Up To $499,999
Annual Fee 1.25% For Assets Under Management
From $500,000
Up To $999,999
Annual Fee 1.00% For Assets Under Management Over $1,000,000

Contact:

(800) 977-9292

Mon-Thu: 8:30am - 5pm
Fri: 8:30am - 3pm
Sat & Sun: Closed

TBR® Inspection Report:

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CENTER FOR FINANCIAL PLANNING, INC

(4.7 Score)
24800 Denso Drive, Suite 300, Southfield,
Warren, MI 48033 Directions

Since 1985

Specialty:

✓ Financial Planning ✓ Investment Management ✓ Estate Planning ✓ Charitable Planning ✓ College Funding ✓ Tax Planning ✓ Cash Flow Management ✓ Wealth Management

“2026 Update: Center for Financial Planning, Inc helps you make informed decisions about retirement, taxes, and investments. Timothy Wyman is the Chair of Center for Financial Planning, Inc. He completed his Juris Doctorate, Cum Laude, at Detroit College of Law at Michigan State University. He was rewarded as Forbes's Best-In-State Wealth Advisors in Michigan in 2025. The team has helped countless clients in preparing for retirement, changing jobs, relocating a home, selling a business, and more for the last four decades. Center for Financial Planning, Inc. was recognized as Forbes' Best-In-State Wealth Management Teams from 2023 to 2026.”

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License CRD #109599

Price:

Financial Planning Services Fees Fixed Fee
From $2,500
Upto $4,000

Contact:

(248) 948-7900

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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HEEMER, KLEIN & COMPANY, PLLC REVIEWS

It doesn’t get any better than Heemer & Klein – and here’s why! I used to do my own taxes for years, but after starting a business last year, I knew it was time to trust the professionals. I had known about Heemer & Klein for a long time, and the timing just felt right. From our first meeting months ago to having my return finalized today, the entire process was seamless and stress-free. The work they did on my return was outstanding. They truly know their stuff – the tax code, the deductions, and how to maximize your return. I can’t recommend them enough. 5 stars all the way.

I recently moved to Heemer, Klein and Company in response to the retirement of my long-term CPA firm. The team at Heemer Klein has been incredibly professional and efficient during this transition. I am extremely thankful for making this connection with Heemer Klein.

I’ve been a business client with Heemer Klein for years now. The entire staff has always been extremely kind and helpful, and I look forward to being a client for years to come. Thank you Heemer Klein.

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FINANCIAL SERVICES OF AMERICA REVIEWS

Professional, compassionate, friendly, advisory, credible are values I attribute to my personal Advisor, first Doug Van Orden for several years and most recently, Dave Videtta. I appreciate the fine resources on I have been working with Financial Services of America for the past year and a half. My Financial Advisor has helped me by explaining the advantages of the different investment options based on my personal investment needs. They have reviewed all of the financial documents I currently have and help me make appropriate changes to meet current legal requirements. I recommend John Walendowski as a thorough financial advisor and teacher for anyone. James McGahee curing my financial and personal future.

I have used FSA for about 10 years. I especially appreciate the coordination of my financial, tax preparation and estate planning services. This coordination is missing from most independent providers of the respective services. Having the financial planner have access to the tax ramifications of the strategies and then to be connected with estate planning procedures is most appreciated. In addition, the quality of the services is outstanding.

Mike Spica is a true Professional that has fresh ideas about investments and has been a big help for us in Navigating the many options for our Investment Dollars.

CENTER FOR FINANCIAL PLANNING, INC REVIEWS

Working with The Center is an absolute pleasure. Not only have they helped to grow my investment portfolio, their consultation on taxes, health insurance and retirement income has been wonderful. Each team member demonstrates top notch client service and is always responsive and helpful. You will be in good hands working with The Center team.

Professional, competent, communicative, knowledgeable, compassionate, informative... I can't say enough about The Center! We feel so comfortable in their hands and confident that they are looking out for our best interest.

The Center Team is wonderful. From the moment you walk in the door, they make you feel like you are part of the family and so well taken care of.

TBR® Inspection Score Report

HEEMER, KLEIN & COMPANY, PLLC Total Inspection Points: 114/120
Business Hours: 8
Complete Info: 8
Exact Services: 9
Reviews Study: 9
Contact Info: 10
License: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

FINANCIAL SERVICES OF AMERICA Total Inspection Points: 113/120
Acknowledgments: 8
Current Evaluation: 8
Complete Info: 9
Location Proximity: 9
Reviews Study: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

CENTER FOR FINANCIAL PLANNING, INC Total Inspection Points: 112/120
Current Evaluation: 8
Reviews Study: 8
Social Media: 8
Complete Info: 9
Location Proximity: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Website Source: 10
Website Standard: 10