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2024

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Best Financial Advisors in Macomb, MI

Our Recommended Top 12

We did the research for you!

  • Licensing
  • User Reviews
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Our goal is to connect people with the best local professionals. We scored Macomb Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

31Reviewed

23Curated

12Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Macomb, MI
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Macomb, MI

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Macomb? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

12900 Hall Road, Ste 250, Sterling Heights, MI 48313

Expertise.com Rating

Review Sources

Google
4.2 (5)

Why choose this provider?

Smart Money Financial Advisors, based in Sterling Heights, serves clients in Macomb and the surrounding areas. It offers advice on various financial matters such as investment allocation, tax planning, and risk management, assisting retirees and pre-retirees in planning and managing their finances. It offers The Collaborative Blueprint™ process for clients to help them get a picture of how their retirement will progress given their financial standing. Reno Frazzitta, the founder of the company, is a CFP and fiduciary advisor.

  • Certified Financial Planner (CFP)
  • Financial Planning

3000 Town Center, Suite 3100, Southfield, MI 48075

Expertise.com Rating

Review Sources

Google
4.6 (11)

Why choose this provider?

MassMutual Great Lakes serves families and individuals in Macomb in planning their finances for the future. It helps clients get financially prepared for life events, hardships, and wealth accumulations. The company's representatives offer support in picking solutions and products to meet their needs such as 529 college savings, annuities, disability income insurance, life insurance, and mutual funds. MassMutual Great Lakes commits to the community by working with organizations like The Melanoma Research Foundation and Beyond Basics.

  • Financial Planning
  • CFA Charterholder

101 West Big Beaver Road 14th Floor, Troy, MI 48084

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

For over three decades, Zhang Financial has been serving clients in Macomb. It guides individuals through financial planning and advises on areas like insurance, education, retirement, and tax planning. The company also works with multiple financial services companies, such as Charles Schwab and LPL Financial, to provide clients with tailored solutions. Charles Zhang, the company's founder, is the author of the book "Make Yourself a Millionaire." He has been featured on various media outlets, including The Wall Street Journal, CNN, and the Financial Times.

  • Certified Financial Planner (CFP)

21420 Greater Mack Ave., St. Clair Shores, MI 48080

Expertise.com Rating

Review Sources

Google
4.7 (10)

Why choose this provider?

Sequoia Financial Group, based in Akron, provides financial management services for individuals in Macomb and the surrounding communities. Its wide array of services include financial and retirement planning, asset management, and wealth transfer and estate planning. The agency also assists ultra-high-net-worth clients with over $25 million in assets in planning business succession and strategizing philanthropic projects. Tom Haught, CEO and founder, is a Chartered Financial Consultant and a Certified Financial Planner. Haught has been named among Crain's Cleveland Business’ 40 under 40.

  • Estate and Trust Specialist
  • Financial Planning

43409 Schoenherr Road, Sterling Heights, MI 48313

Expertise.com Rating

Review Sources

Google
4.7 (10)
Yelp
1.0 (1)

Why choose this provider?

Summit Financial provides individual and corporate clients in Macomb with a full range of services to plan for retirement, investment, health insurance, and college. It offers guidance in allocating funds for retirement, helping individuals determine appropriate income methods. Summit Financial is an independent agency that aims to connect people with investments that are suitable for their investment risk score. Co-founder Robert L. Wink Jr., with a primary role as a fiduciary financial advisor, has been in the industry for 32 years.

  • Certified Financial Planner (CFP)
  • Financial Planning

17957 Hall Rd, Macomb, MI 48044

Expertise.com Rating

Review Sources

Google
5.0 (46)

Why choose this provider?

Firma Financial Planning serves clients throughout Macomb and the neighboring communities. This financial advisory firm provides fiduciary guidance, including financial and tax planning, qualified retirement plan assistance, and estate planning services. It helps clients in understanding their current financial situation and offers portfolio analyses. Clients can access their accounts through a virtual portal, wherein they can receive updates on the progress of their finances. Its team of financial specialists provides clients with tailored strategies according to their situation and goals.

  • Certified Financial Planner (CFP)

167 South Main Street - Suite 1, Romeo, MI 48065

Expertise.com Rating

Review Sources

Google
4.2 (5)
Facebook
5.0 (2)

Why choose this provider?

Tarr Financial is a veteran-owned company that aims to help individuals and families in Macomb attain their long-term financial goals through its broad range of financial planning services. Having been in the financial services business for more than 25 years, the firm assists with investment management, retirement planning, cash flow and budget management, and insurance purchasing. The firm's president, Gregory Tarr, is a Registered Principal with LPL Financial and holds the professional designation of Chartered Financial Consultant.

  • Certified Financial Planner (CFP)

2000 Town Center, Suite 1600, Southfield, MI 48075

Expertise.com Rating

Review Sources

Google
4.8 (15)

Why choose this provider?

Wealth Strategies Financial Group serves clients in Macomb. The firm helps individuals achieve financial stability and security through its array of services, including retirement and tax planning and investment management advice. Its professionals educate clients on building their wealth and creating action plans that lead to their financial goals. Mike Amine, the company's managing partner, has over20 years of experience as a financial advisor. He is a board member of the National Association of Insurance and Financial Advisors.

  • Financial Planning

51863 Schoenherr Road, Suite 102, Shelby Township, MI 48315

Expertise.com Rating

Review Sources

Google
5.0 (4)

Why choose this provider?

Atticus Wealth Management is a fiduciary financial planning firm that serves individuals and businesses in Macomb and its neighboring areas. With a focus on corporate executives in the engineering and technology fields, the firm's line of financial planning services encompasses financial goals related to education, retirement, home improvement, travel, and starting a business. Its team of financial advisors with CFP and CPFA designations provides recommendations for investment allocation, insurance plans, tax minimization strategies, and managing cash flow.

  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

18444 W. 10 Mile Road, Southfield, MI 48075

Expertise.com Rating

Review Sources

Google
5.0 (8)

Why choose this provider?

Horizon Advisers helps clients in Macomb pursue financial confidence by giving guidance on financial planning, business retirement, and asset protection. Since 2012, the firm has been assisting families and businesses make educated decisions on their financials. It reviews clients' tax documents and histories, formulates investment strategies, and provides clarity on income sources. Managing director, Alexander Dinser is a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC) that dedicates his practice to financial planning and in helping clients achieve their financial objectives.

  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Macomb, MIFree Consultation
Smart Money Financial Advisors
12900 Hall Road, Ste 250, Sterling Heights, MI 48313
MassMutual Great Lakes
3000 Town Center, Suite 3100, Southfield, MI 48075
Zhang Financial
101 West Big Beaver Road 14th Floor, Troy, MI 48084
Sequoia Financial Group
21420 Greater Mack Ave., St. Clair Shores, MI 48080
Summit Financial
43409 Schoenherr Road, Sterling Heights, MI 48313
Firma Financial Planning
17957 Hall Rd, Macomb, MI 48044
Tarr Financial
167 South Main Street - Suite 1, Romeo, MI 48065
Wealth Strategies Financial Group
2000 Town Center, Suite 1600, Southfield, MI 48075
Atticus Wealth Management
51863 Schoenherr Road, Suite 102, Shelby Township, MI 48315
Horizon Advisers
18444 W. 10 Mile Road, Southfield, MI 48075

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How much is the minimum asset requirement for financial advisors in Macomb?

    It varies. Financial advisors in Macomb set a minimum asset requirement ranging from $200,000 to $500,000, while some have $1 million or $1.5 million. This asset requirement depends on their service, which includes portfolio management, educational seminars or workshops, credit management, and pension consulting. In Macomb, financial advisors that set a higher minimum asset requirement usually have certifications and designations, like Certified Financial Planner and Chartered Financial Counselor.

  • How can financial advisors help those with debts in Macomb?

    Financial advisors in Macomb can analyze different types of debts, like mortgages, taxes, and past-due utility bills, and get them under control. They can help individuals look for alternatives with low-interest rates to restructure their debts, including a home equity loan, to pay their credit card balances. They can create an emergency fund and open a retirement savings account. Financial advisors in Macomb can also assist those with debt in applying for available government programs, including the Emergency Broadband Benefit Program.

  • What are financial exploitations that retirees may experience in Macomb?

    Retirees in Macomb are prone to predators who can access their accounts to steal their savings through suspicious text messages, emails, and phone calls. They may receive a call from an individual claiming to be from the Internal Revenue Service or state agencies to move their funds to another account. In Macomb, retirees may also be a victim of those pretending to be their family to request money for emergency medical expenses.

  • How do stockbrokers in Macomb get paid?

    Stockbrokers in Macomb usually get paid on a commission or per-hour basis. As of July 2023, the annual salary of stockbrokers in Macomb is $122,558, roughly $58.92 per hour, $2,356 weekly, and $10,213 per month. However, these wages depend on their skills, educational background, industry experience, and certifications, like Chartered Financial Analysts and Chartered Financial Planners. Salaries of stockbrokers in Macomb may increase if they provide other solutions, including investment management and financial advisory.

  • What are the penalties for stockholders in Macomb facing investment fraud?

    Under the Michigan Penal Code, stockholders in Macomb facing investment fraud are punishable from 93 days to one year of imprisonment, or not exceeding a $500 fine, or three times the amount of funds transferred. They may face both imprisonment and a fine if the amount they deceit is between $200 to $1,000. Those who committed investment fraud in Macomb involving violence may face five years in prison, a fine of no more than $10,000, or both imprisonment and a fine.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.