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Equity Planning GroupFinancial advisor in Auburn Hills, MI

Equity Planning Group is a financial advisor at 40950 Woodward Ave #200, Bloomfield Hills, MI 48304, ranked #40 of 401 financial advisors in Auburn Hills and rated 5.0 from 14 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Auburn Hills, MIUpdated 0 paid placements in any rankingHow we rank

Call (248) 932-4600Website ↗

Key facts

Key facts about Equity Planning Group
Address40950 Woodward Ave #200, Bloomfield Hills, MI 48304, Auburn Hills, MIGet directions
Phone(248) 932-4600
Websiteequityplanninggroup.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 14 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Auburn Hills and 11 towns within 25 miles: Birmingham, Pontiac, Beverly Hills, Troy, Clawson, Berkley, Rochester Hills, West Bloomfield Township, Southfield, Rochester and Royal Oak.

Based in Auburn Hills, MIView on map

Opening hours

Opening hours for Equity Planning Group
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Equity Planning Group

How is Equity Planning Group ranked in Auburn Hills?

Equity Planning Group is ranked #40 of 401 financial advisors in Auburn Hills by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Equity Planning Group’s hours?

Equity Planning Group is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Equity Planning Group serve?

Serves Auburn Hills and 11 towns within 25 miles: Birmingham, Pontiac, Beverly Hills, Troy, Clawson, Berkley, Rochester Hills, West Bloomfield Township, Southfield, Rochester and Royal Oak. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Equity Planning Group?

Equity Planning Group has a rating of 5.0 from 14 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Equity Planning Group?

Call Equity Planning Group on (248) 932-4600. The business is at 40950 Woodward Ave #200, Bloomfield Hills, MI 48304, Auburn Hills, MI. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Equity Planning Group compared with nearby businesses
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Equity Planning Group (this business)—695.0 (14)NoNo
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