Laurels

Best Financial Advisors in Detroit
2021

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 233 149 24

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

Antonelli Financial Advisors

  • Certified Financial Planner (CFP)

Antonelli Financial Advisors provides investment management and advisory services for individuals in the Detroit area. Its approach requires clients to have an investment policy statement as the investment strategy groundwork of their portfolio, financial plan, and ongoing investment management. It offers retirement, estate, legacy, and tax planning, as well as risk assessment, college funding, medicare, charitable giving, and social security. Its senior wealth advisor, Suzanne M. Antonelli, has vast experience in the unique needs of families, retirees, and women.

16824 Kercheval Place
Grosse Pointe, MI 48230

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

Website

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

Website

Ceaser Capital Management, LLC

  • Certified Financial Planner (CFP)

Ceaser Capital Management, LLC, helps clients in the Detroit metro in crafting a financial blueprint to manage their needs, goals, and opportunities. The company provides services such as financial planning and retirement planning. It can also help clients with investment management, such as portfolio rebalancing, stock and mutual fund selection, and tax-efficient investing. Lead financial advisor Michael Ceaser, Jr., has been in the financial planning industry since 1975. He is a Certified Financial Planner and Certified Investment Management Analyst.

290 Town Center Drive
Dearborn, MI 48126

Website

KM Financial

  • Certified Financial Planner (CFP)

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

Website

The Mather Group

  • Retirement Planning

The Mather Group is an independent investment advisory firm. It serves individuals, businesses, and retirees in Detroit and nearby communities. Its fiduciary financial advisers help clients in various comprehensive services, such as investment management, risk management, tax planning, and estate planning. They also provide TMG Retirement Roadmap to help retirees build portfolios to monitor their finances. The Mather Group supports a number of non-profit organizations, including A Better Chicago and Feed My Starving Children.

19 Clifford Street
Detroit, MI 48226

Website

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