Laurels

Best Financial Advisors in Detroit
2022

Why These Financial Advisors?

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

Reviewed Curated Top Picks 234 150 25

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Allen Wealth Strategies

Allen Wealth Strategies helps clients make step-by-step plans to better secure their financial future. Based in Southgate, MI, their team has over 80 years of combined experience, and their associates have qualified for multiple Achieving Client Excellence and Million Dollar Round Table awards. Allen Wealth Strategies’ services include investment products, competitive life insurance options, and annuities. Securities are offered through Royal Alliance Associates. The company is authorized to sell securities in Tennessee, Ohio, Michigan, and Florida.

Southgate, MI 48195

Website

Bullis Wealth Strategies, Inc.

Bullis Wealth Strategies is a Royal Oak financial planning company headed by Mike Bullis, a financial advisor with over 18 years of experience. Though based in Detroit, Mr. Bullis manages portfolios for clients in Wisconsin, Arizona, Florida, California, as well as Michigan. The company uses a four-phase process to assess the needs and goals of each client and then develop, monitor, and adjust a financial plan to achieve those goals. Bullis Wealth Strategies offers retirement and estate planning, investment management, insurance help, and general money management.

Royal Oak, MI 48067

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Cambridge Consulting Group

Cambridge Consulting Group is a Royal Oak company that's been in business since 1985. With more than 3,000 clients and a 97 percent client retention rate, the company aims to provide comprehensive financial advice. A team of specialists guide clients through insurance selection, retirement planning, wealth management, employee benefits, and other long-term financial goals. The group works with both individuals and companies to achieve goals based on customized plans.

Royal Oak, MI 48067

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KM Financial

  • Accredited Investment Advisor

KM Financial is an independent financial firm serving its clients based in Detroit. It provides financial planning services for individuals and business owners through Sigma Financial Corporation, including insurance planning, tax planning, investment planning, estate planning, educational planning, and budgeting. With a combined experience of more than 50 years, associates Jeffrey Kirkman and Harriett MacDonald collaborate with CPAs, attorneys, pension specialists, tax specialists, and insurance advisors to present custom portfolios and guided solutions for their clients' financial challenges.

20789 Harper Avenue
Harper Woods, MI 48225

Website

Strategic Financial Partners

Strategic Financial Partners works with businesses to provide goal-oriented financial planning. Their clients are found in Detroit and throughout Southeastern Michigan and include businesses in the automotive, manufacturing, retail, restaurant, internet, and electrician industries. With over 30 years of experience in the financial industry, Strategic Financial Partners offers marketing and operations performance services as well as advising on a company’s financial performance.

Detroit, MI 48207

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