Top Financial Services Firms in Michigan
433 Companies
List of the Top Michigan Financial Services Companies
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$50,000+$200 - $300 / hr10 - 49Serves MichiganServices provided
20% Search Engine Optimization15% Pay Per Click15% Web Design +5 services10% Advertising10% Branding10% Content Marketing10% Digital Strategy10% Social Media MarketingSee all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
Reviews mention Great team
CSTMR has received overwhelmingly positive feedback, particularly highlighting their exceptional team. Clients have noted their 'talented individuals' who are 'highly skilled' and the seamless project management that facilitates effective collaboration. One client emphasized the team's ability to 'shine and produce results' despite challenges, while another praised their thoughtful and caring approach, stating they are 'fantastic people' who consistently go above and beyond. Overall, the sentiment reflects a strong admiration for CSTMR's team dynamics and expertise.-
Digital & Content Marketing for Money Transfer Platform
5.0 Jan 20, 2021CSTMR has a talented team of individuals that are highly skilled in their areas of expertise. Their project management is on point! They make it easy for us as a client to keep a track of all the ongoing projects and next steps. Their highly talented team has the ability to shine and produce results regardless of any challenge thrown at them.
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Digital Marketing, Web Dev & UX/UI Design for FinTech Co
5.0 Jun 17, 2025CSTMR consistently delivers on time and manages all of our engagements seamlessly. They are a true partner. Aside from the fact that they're the most thoughtful, skilled fintech marketers in the U.S., they're also just fantastic people who truly care (about us and about our customers) and will go above and beyond to deliver for us every single time. Their culture matches perfectly with ours.
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1 of 1 reviews is 5 starsUnknown avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent client feedback indicates a strong overall sentiment towards CSTMR, highlighting their expertise in branding and web design. One client, from ValidMind, praised CSTMR for their methodical project management and responsiveness, noting that website traffic tripled post-engagement. The client appreciated CSTMR's deep understanding of the fintech sector and reported no areas for improvement, recommending clarity in project goals for future clients.Was this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally find CSTMR's pricing to be reasonable relative to the high-quality results delivered. For instance, one client noted a $210,000 investment led to a tripling of demo requests and website traffic. Another client, spending $80,000, reported significant improvements in brand awareness and engagement. Overall, feedback reflects strong satisfaction with the value for money, emphasizing CSTMR's commitment to delivering impactful marketing strategies tailored to client needs.Was this helpful?
More responsive than most other service providers
Get in TouchCSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
$25,000+Undisclosed250 - 999Serves MichiganServices provided
50% Accounting50% Finance & Accounting Outsourcing (FAO)See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read moreWas this helpful?
Industry Experience
Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
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Hospitality & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.Was this helpful?
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UndisclosedUndisclosed2 - 9Kalamazoo, MI
Services provided
100% AccountingAccounting company Callaghan Public Accounting, Inc. Is located in Kalamazoo, Michigan. They focus on Accounting and were established in 2015.
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UndisclosedUndisclosed10 - 49Kalamazoo, MI
Services provided
50% Accounting40% Financial Consulting10% Business ConsultingHamacher and Associates, PLLC is an Accounting company. They are headquartered in Kalamazoo, Michigan and have small team. Their team offers Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9Saginaw, MI
Services provided
50% Accounting50% Tax LawSee all 1 projectsScioli & Associates, P.C. specializes in providing representation and payroll services. Reviews indicate that clients appreciate their thorough understanding of client needs, friendly consultants, and effective communication methods, including in-person and virtual meetings. The overall feedback emphasizes successful partnerships and clients' satisfaction with the services provided, despite some concerns about pricing.
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UndisclosedUndisclosed10 - 49Troy, MI
Services provided
80% Insurance Services & Brokers20% Financial Advising & PlanningSee all 1 projectsAmerican Insurance Advisors, LLC specializes in sourcing affordable general liability and workers' compensation insurance for businesses. Reviews indicate that clients are highly satisfied with the excellent service and competitive pricing obtained through their annual insurance searches. Clients appreciate the strong relationships with insurance providers facilitated by the firm.
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UndisclosedUndisclosed2 - 9Adrian, MI
Services provided
100% AccountingSee all 1 projectsDonna Baker & Associates offers services in bookkeeping and tax preparation, delivering accurate accounting solutions for their clients. Reviews highlight their reliable support, particularly during financial crises, and commend their alignment with client values. Their professional approach and effective communication methods, including in-person meetings and emails, contribute to high customer satisfaction and trust.
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UndisclosedUndisclosed2 - 9Grand Rapids, MI
Services provided
70% Accounting30% TranslationSanchez Income Tax & Translation Services, LLC is an Accounting company founded in 1992. The small team offers Accounting and Translation.
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UndisclosedUndisclosed10 - 49Detroit, MI
Services provided
50% Financial Advising & Planning25% Commercial Financing25% Funding & InvestmentLocated in Detroit, Michigan, Rockbridge Growth Equity is a Financial Advising & Planning company. They specialize in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Bloomfield Hills, MI
Services provided
20% Accounting40% Financial Advising & Planning20% Commercial Financing +1 service20% Funding & InvestmentRiver Black Capital is a small Bloomfield Hills, Michigan-based Financial Advising & Planning company. The team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Birmingham, MI
Services provided
50% Financial Advising & Planning25% Commercial Financing25% Funding & InvestmentOakland Standard Co., a small Financial Advising & Planning company, is located in Birmingham, Michigan. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Plymouth, MI
Services provided
50% Financial Advising & Planning25% Commercial Financing25% Funding & InvestmentStratford-Cambridge Group is a Plymouth, Michigan-based Financial Advising & Planning company. Founded in 2009, the team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Birmingham, MI
Services provided
50% Financial Advising & Planning25% Commercial Financing25% Funding & InvestmentLorient Capital, a Financial Advising & Planning company, offer Financial Advising & Planning and Commercial Financing. They were founded in 2015.
Read moreSee All Locations (2)Birmingham, MI
550 W Merrill St #210
Birmingham, MI 4800921 - 30
(248) 247-3900
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UndisclosedUndisclosed10 - 49Bloomfield Hills, MI
Services provided
50% Financial Advising & Planning25% Commercial Financing25% Funding & InvestmentO2 Investment Partners is a small Financial Advising & Planning company based in Bloomfield Hills, Michigan. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Birmingham, MI
Services provided
50% Financial Advising & Planning25% Commercial Financing25% Funding & InvestmentFinancial Advising & Planning company Sturbridge Capital was launched in 2011. The small team provides Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Grand Rapids, MI
Services provided
50% Financial Advising & Planning25% Commercial Financing25% Funding & InvestmentStone Fox Ventures is a small Financial Advising & Planning company located in Grand Rapids, Michigan. The team focuses on Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Bloomfield Hills, MI
Services provided
50% Financial Advising & Planning25% Commercial Financing25% Funding & InvestmentCenter Rock Capital Partners is a Financial Advising & Planning company. They were launched in 2017, and their services include Financial Advising & Planning and Commercial Financing.
Read moreSee All Locations (2)Bloomfield Hills, MI
39400 Woodward Ave # 240
Bloomfield Hills, MI 4830416 - 20
48.532.0200
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UndisclosedUndisclosed10 - 49East Lansing, MI
Services provided
10% Accounting30% Business Valuation Services30% Market Research +2 services20% Business Consulting10% Commercial FinancingLaunched in 1996, Anderson Economic Group, LLC. Is a small East Lansing, Michigan-based Market Research company. Their team provides Market Research and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
50% Business Valuation Services25% Financial Advising & Planning25% Funding & InvestmentPendo Advisors, LLC is a Business Valuation Services company established in 2009. The small team provides Business Valuation Services and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Southfield, MI
Services provided
20% Accounting60% HR Outsourcing20% HR ConsultingFirst Class Consulting Firm is a Southfield, Michigan-based HR Outsourcing company. The team focuses on HR Outsourcing and Accounting.
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UndisclosedUndisclosed10 - 49Auburn Hills, MI
Services provided
30% Accounting50% HR Consulting20% HR OutsourcingDynamicHR is a HR Consulting company. The Auburn Hills, Michigan-based firm was established in 2002. Their team specializes in HR Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Kentwood, MI
Services provided
40% Business Consulting40% Financial Consulting20% Financial Advising & PlanningRegal Holdings is a Business Consulting company. Launched in 2000, their team focuses on Business Consulting and Financial Consulting.
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UndisclosedUndisclosed50 - 249Traverse City, MI
Services provided
70% Financial Consulting30% Insurance Services & BrokersFounded in 2018, Highstreet Insurance Partners is a Financial Consulting company. The agency provides Financial Consulting and Insurance Services & Brokers, and is midsize.
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UndisclosedUndisclosed10 - 49Beverly Hills, MI
Services provided
20% Accounting20% Executive Search20% Recruiting +2 services20% Recruitment Process Outsourcing20% StaffingLaunched in 2011, Diag Partners is an Accounting company. The team provides Accounting and Staffing.
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UndisclosedUndisclosed10 - 49Auburn Hills, MI
Services provided
20% Accounting30% HR Outsourcing30% Recruitment Process Outsourcing +1 service20% StaffingMedNational Staffing Inc., a HR Outsourcing company, was founded in 2005. The company specializes in HR Outsourcing and Recruitment Process Outsourcing, and is small.
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UndisclosedUndisclosed10 - 49Grand Haven, MI
Services provided
70% Accounting30% Business ConsultingDe Boer, Baumann & Company, PLC is an Accounting company. In Holland, Michigan and Grand Haven, Michigan, the firm was founded in 1934. Their services include Accounting and Business Consulting.
Read moreSee All Locations (3)Grand Haven, MI
110 North Third Street
Grand Haven, MI 494176 - 9
+1.616.846.3350
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UndisclosedUndisclosed10 - 49Kalamazoo, MI
Services provided
40% Financial Advising & Planning20% Business Consulting20% HR Consulting +1 service20% RecruitingFinancial Advising & Planning company Rose Street Advisors is in Kalamazoo, Michigan. Their services include Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed2 - 9Royal Oak, MI
Services provided
20% Accounting20% Business Consulting20% Financial Consulting +2 services20% HR Consulting20% RecruitingRed Cedar Advisory Services is a Business Consulting company. The Royal Oak, Michigan-based firm was launched in 2018. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Grand Haven, MI
Services provided
10% Accounting15% Branding15% Content Marketing +5 services15% Web Design15% Web Development10% Packaging Design10% Print Design10% Social Media MarketingSmall branding company FineLine Creative, is located in Grand Haven, Michigan. The team offers Branding and Web Design.
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UndisclosedUndisclosed50 - 249Ann Arbor, MI
Services provided
10% Accounting20% Robotics Process Automation10% AI Development +7 services10% Corporate Training & Coaching10% Custom Software Development10% Engineering10% IT Staff Augmentation10% Mobile App Development5% Cloud Consulting & SI5% CybersecurityAgeatia Global Solutions is a Robotics Process Automation company. The Schaumburg, Illinois-based agency provides Robotics Process Automation and IT staff augmentation.
Read moreSee All Locations (2)Ann Arbor, MI
2723 South State Street, Suite 150
Ann Arbor, MI 481041
847.517.8415
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UndisclosedUndisclosed50 - 249Dearborn, MI
Services provided
10% Accounting10% Content Writing Services10% Engineering +7 services10% Event Marketing10% Financial Consulting10% Fractional CFO Services10% IT Staff Augmentation10% Robotics Process Automation10% UX/UI Design10% Web DevelopmentMG Cloud Technologies LLC. , an Event Marketing company, was established in 2022. The team specializes in Event Marketing and UX/UI Design.
Read moreSee All Locations (1)Dearborn, MI
3200 Greenfield Rd, Suite 300
Dearborn, MI 481202 - 5
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UndisclosedUndisclosed2 - 9Hudsonville, MI
Services provided
25% Accounting25% Cloud Consulting & SI25% Cybersecurity +1 service25% IT Managed ServicesBased in Hudsonville, Michigan, ZATIS IT & Cybersecurity is a cloud consulting & SI company. The team offers cloud consulting & SI and Cybersecurity.
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UndisclosedUndisclosed2 - 9Royal Oak, MI
Services provided
40% Financial Advising & Planning40% Funding & Investment20% BlockchainThe Financial Planning Company is a Financial Advising & Planning company. The team is in Royal Oak, Michigan, and their services include Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed10 - 49Southfield, MI
Services provided
35% Financial Advising & Planning35% Funding & Investment20% Financial Consulting +1 service10% BlockchainLaunched in 1985, Center for Financial Planning, Inc.® is a Financial Advising & Planning company. The agency specializes in Financial Advising & Planning and Funding & Investment, and is small.
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UndisclosedUndisclosed50 - 249Warren, MI
Services provided
70% Financial Advising & Planning20% Funding & Investment10% BlockchainFinancial Services of America is a Financial Advising & Planning company established in 1984. The team specializes in Financial Advising & Planning and Funding & Investment.
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A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
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- Market presence and reputation in the industry
List of the Top 2 Michigan Financial Services Companies
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UndisclosedUndisclosed50 - 249Escanaba, MI
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9West Bloomfield Township, MI
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Canton, MI
Ability to deliver
6.4/40.00/20 Reviews1/10 Clients & Experience5.3/10 Market PresenceService focus
100% Accounting -
$1,000+< $25 / hr10 - 49Ann Arbor, MI
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
45% Financial Advising & Planning55% Other -
UndisclosedUndisclosed2 - 9Troy, MI
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed10 - 49Novi, MI
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
60% Accounting40% Other -
Undisclosed$100 - $149 / hr10 - 49Detroit, MI
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Highland Charter Township, MI
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed2 - 9Auburn Hills, MI
Ability to deliver
5.1/40.00/20 Reviews0.7/10 Clients & Experience4.4/10 Market PresenceService focus
50% Accounting50% Financial Advising & Planning -
UndisclosedUndisclosed10 - 49Sterling Heights, MI
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
15% Accounting85% Other -
$1,000+$100 - $149 / hr2 - 9Dearborn, MI
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Grand Rapids, MI
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed2 - 9Detroit, MI
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
33% Financial Advising & Planning67% Other -
UndisclosedUndisclosed10 - 49Battle Creek, MI
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
55% Insurance Services & Brokers45% Other -
UndisclosedUndisclosed50 - 249Southfield, MI
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Dearborn, MI
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
10% Accounting10% Financial Advising & Planning80% Other -
$1,000+$100 - $149 / hr2 - 9Royal Oak, MI
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
50% Accounting50% Other
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