Expertise.com Homepage

2024

Last updated:

Best Financial Advisors in Warren, MI

Our Recommended Top 14

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

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

45Reviewed

32Curated

14Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Warren, 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

Warren, MI

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Warren? 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.

340 East Big Beaver Road, Troy, MI 48083

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

McFawn Financial Services Group, LLC is a wealth management firm that serves the residents of Warren and the surrounding areas. It offers a wide range of financial services, including financial planning, retirement planning, and income tax and estate planning. The firm also provides asset management, cash flow management, and investment advice. President Patrick L. McFawn has been working in the financial services industry for more than 35 years. He is a member of the Certified Financial Planner Board of Standards Inc.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

333 West 7th Street, Royal Oak, MI 48067

Expertise.com Rating

Review Sources

Google
5.0 (10)
Facebook
5.0 (8)

Why choose this provider?

The Financial Planning Company is a firm that serves the residents of Warren and the neighboring areas. The business offers financial planning options, such as balance sheet and spending analysis, retirement planning, estate planning, college and education planning, wealth building, and special needs planning. Its investment management service includes tax-efficient asset placement, tax conscience trading with minimal turnover, tax-loss harvesting, and quarterly portfolio rebalancing. Its investment portfolios are designed around Nobel Prize laureate Eugene Fama’s research.

  • Certified Financial Planner (CFP)

11111 Hall Road, Utica, MI 48317

Expertise.com Rating

Review Sources

Facebook
4.8 (24)
Google
4.0 (4)

Why choose this provider?

Strategic Wealth Advisors Group, Inc. is a financial advisory company that provides services to the Warren metro. The company was established by Tim Sullivan, who has been in the financial and insurance industry for more than 15 years and aimed to build an independent insurance company personalized for each clientele. Strategic Wealth Advisors Group offers insurance solutions, social security, retirement planning, funeral planning, investment management, and estate planning services. The company also handles mortgages and offers a generational virtual vault.

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

2520 Livernois Road, Troy, MI 48083

Expertise.com Rating

Review Sources

Google
5.0 (5)

Why choose this provider?

Founded in 1991, Hinkson Wealth Management offers a wide range of financial services to clients in Warren. It handles different investment options, such as mutual funds, stocks, bonds, and variable annuities. It also designs retirement benefit plans for corporate accounts and evaluates insurance coverages to address deficits. The company is led by Greg Hinkson, a Certified Financial Planner. Hinkson has been recognized as a Five Star Wealth Manager by Hour Detroit Magazine for seven consecutive years.

  • Certified Financial Planner (CFP)

200 East Big Beaver Road, Troy, MI 48083

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

VisionQuest Financial Planning, LLC is a financial advisory firm that has been serving Warren since 2002. The firm offers portfolio design and investment management, financial check-ups and second opinions, integrated financial plans, retirement, social security filing, and tax reduction strategies. It also offers insurance needs analysis, estate and cash flow planning, debt reduction, and college funding advice. The fiduciary company was founded by Warren McIntyre, a Certified Financial Planner with over 40 years of industry experience.

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

35353 Dodge Park Road, Sterling Heights, MI 48312

Expertise.com Rating

Why choose this provider?

LPL Financial is a wealth planning firm that serves Warren clients. Based in Sterling Heights, this independent advisory firm provides a broad range of financial planning services, such as retirement, tax, 401(k), 403(b), and estate planning. The firm also provides assistance in insurance planning and developing money purchasing plans and profit-sharing plans. Justin Dunn, one of the firm's financial consultants, holds more than 15 years of financial service industry experience. He also holds the Series 7 and 66 licenses through LPL Financial.

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

43409 Schoenherr Road, Sterling Heights, MI 48313

Expertise.com Rating

Review Sources

Google
4.0 (11)

Why choose this provider?

Summit Financial is an independent family business that offers all-inclusive financial services to clients in the Warren metro. It helps clients accomplish and maintain financial security through its planning services which include investment, estate, and retirement income planning. It also guides clients about taxes, college funding, and health and life insurance. Summit Financial has been serving individuals and corporate clients since 1987. It is a member of the Sterling Heights Regional Chamber of Commerce and Industry.

  • Certified Financial Planner (CFP)

38800 Van Dyke Avenue, Sterling Heights, MI 48312

Expertise.com Rating

Why choose this provider?

Next Degree Financial, LLC, is an independent wealth advisory company that serves individuals and businesses in Warren. Included in its comprehensive services are financial planning, estate plan funding review, tax reduction strategies, and insurance evaluation. The firm also offers financial products, such as insurance plans, stocks and bonds, college plans, and fixed and alternative investments. President David Jozefiak has more than 17 years of industry experience and holds the Certified Financial Planner and Accredited Estate Planner designations.

  • Tax Planning
  • Business Formation

12900 Hall Road, Sterling Heights, MI 48313

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

Smart Money Financial Advisors provides services to clients in Warren and the surrounding areas. It specializes in retirement planning services to help individuals protect their wealth and pursue their lifestyle goals. It identifies and addresses the risks of inflation, investments, and healthcare insurance to prepare clients for future financial challenges. The company is also available for budget, savings, and educational planning services. It was founded by Reno Frazzitta, a financial advisor who speaks English and Italian.

  • Certified Financial Planner (CFP)
  • Retirement Planning

44028 Mound Road, Sterling Heights, MI 48314

Expertise.com Rating

Review Sources

Facebook
5.0 (3)
Google
5.0 (1)

Why choose this provider?

Since 2009, AQuest Wealth Strategies has been providing financial advice to both businesses and individuals in Warren. It empowers clients through financial planning, estate planning, succession planning, and risk management analysis. Its other services include investment planning, tax planning, and college planning. The firm is a member of FINRA and SIPC. Its president, Jason Van Duyn, has received various recognitions such as the Five Star Wealth Management Award and the LPL Financial Chairman's Club.

  • Estate Planning
  • Retirement Planning

101 West Big Beaver Road, Troy, MI 48084

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

Zhang Financial is a financial advisory firm that serves clients in Warren. The firm offers financial services for protection planning, income tax planning, retirement planning, investment, and estate planning. It also provides employee stock options planning and college planning. The company was established three decades ago by its CEO, Charles Zhang. Charles was ranked number 6 on Forbes' list of America's top wealth advisors for 2021. He and his wife Lynn Chen-Zhang have donated over $10 million dollars to various charitable organizations.

  • Certified Financial Planner (CFP)

38600 Van Dyke Avenue, Sterling Heights, MI 48312

Expertise.com Rating

Review Sources

Facebook
5.0 (2)

Why choose this provider?

Platinum Wealth Management Group, Inc., is a financial and insurance firm serving individuals and families in Warren. It offers comprehensive services such as financial strategies, estate planning strategies, tax planning strategies, insurance strategies, and 401k strategies. Its team of financial professionals assists clients in identifying goals and organizing assets that are unique to their situation. ​The company's president and co-founder, Jeffrey R. Hoenle, is a member of the Financial & Estate Planning Council of Metropolitan Detroit, Inc.

  • Estate Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Warren, MIFree Consultation
McFawn Financial Services Group, LLC
340 East Big Beaver Road, Troy, MI 48083
The Financial Planning Company
333 West 7th Street, Royal Oak, MI 48067
Strategic Wealth Advisors Group, Inc.
11111 Hall Road, Utica, MI 48317
Hinkson Wealth Management
2520 Livernois Road, Troy, MI 48083
VisionQuest Financial Planning LLC
200 East Big Beaver Road, Troy, MI 48083
LPL Financial
35353 Dodge Park Road, Sterling Heights, MI 48312
Summit Financial
43409 Schoenherr Road, Sterling Heights, MI 48313
Next Degree Financial, LLC
38800 Van Dyke Avenue, Sterling Heights, MI 48312
Smart Money Financial Advisors
12900 Hall Road, Sterling Heights, MI 48313
AQuest Wealth Strategies
44028 Mound Road, Sterling Heights, MI 48314
Zhang Financial
101 West Big Beaver Road, Troy, MI 48084
Platinum Wealth Management Group, INC.
38600 Van Dyke Avenue, Sterling Heights, MI 48312

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 do stocks and bonds differ in Warren and the rest of Michigan?

    In Warren and the rest of Michigan, bonds are evidence of debt. These are issued by companies as proof that they have borrowed money from investors and promise to pay back with interest. Stocks are proof of ownership in a corporation and generally entitle an investor to receive dividends. Bonds and stocks are alternate methods of obtaining funds from the general public.

  • When should a resident of Warren delay retirement?

    A resident of Warren should delay retirement when it is not economically sound to stop working yet. A person may need the money and still have insufficient sums in the 401(k) accounts. An individual can also be unsure of what to do when retiring and get bored, making going to work a more productive option.

  • What are the upsides and downsides of buying stocks for dividend purposes in Warren?

    Buying stocks in order to receive dividends in Warren is useful for generating passive income streams when choosing a company that routinely distributes profits. But these are reliant on how well a company does and during lean years the investor may receive nothing. Income taxes are also levied on the earnings obtained from dividend payments.

  • If a person in Warren invests in a software firm, a PC hardware manufacturer, and a cybersecurity agency, is the portfolio diversified enough?

    No, a person in Warren who invests in a cybersecurity firm, a software house, and a PC hardware manufacturer does not have a sufficiently diverse portfolio. All of these sectors fall under the technology umbrella, and a crash in one area has negative effects on the rest. It is advisable to try other fields like food services.

  • During times of economic hardship, how could investors in Warren minimize the impact on their finances?

    Investors in Warren could limit the negative impact of economic hardships by placing more money in retirement accounts since it's not a good time to spend on material things. It is good to shop around for internet and cable services that offer better price-to-performance ratios and to build an emergency fund using high-yield options.

  • 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.