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Best Financial Advisors in Troy

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755 West Big Beaver Road, Suite # 2020, Troy, MI 48084
Troy, MI 48084
  • Financial Planning
  • Wealth Management

Association Financial Services, LLC, offers personalized solutions to individuals and families in the Troy metro. It provides financial planning services, which include expenses estimation, savings program implementation, and asset management. The company also deals with education, social security, retirement, and insurance planning. In addition, its financial advisors serve clients who need wealth management and public notary services. They work with various financial firms, such as Great American and Eastsound Capital Advisors. Association Financial Services has been in business for over two decades.

755 West Big Beaver Road, Suite # 2020, Troy, MI 48084
Troy, MI 48084

Website(800) 943-8804

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: B+

Helpfulness: B+

Detail: B+

3150 Livernois Road Suite 145, Troy, MI 48083
Troy, MI 48083
  • Financial Planning

Azoury Financial is a firm that serves clients in Troy. It offers financial planning services that include retirement plans, tax plans, college plans, estate plans, money purchasing plans, and profit-sharing plans. It also offers investments and insurance such as life, disability income, and long-term-care insurance. The firm delivers a personalized service that focuses on the clients' wants, needs, and future goals. The firm's founder, Steve Azoury, is a member of the National Association of Insurance and Financial Advisors.

3150 Livernois Road Suite 145, Troy, MI 48083
Troy, MI 48083

Website(248) 535-4860

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

901 Wilshire Dr. Ste 300, Troy, MI 48084
Troy, MI 48084
  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Business Succession Planning

Brian M Duggan, CFP, CLU, ChFC is a financial advisor serving individuals in Troy. Working with Northwestern Mutual, he provides financial planning and wealth management services including retirement, estate, and business planning. He helps clients choose investment and asset allocation strategies to build custom portfolios that match clients' needs. Duggan focuses his expertise on the areas of financial planning and trust services. He has been in the financial services industry since 1995.

901 Wilshire Dr. Ste 300, Troy, MI 48084
Troy, MI 48084

Website(248) 244-6014

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

888 W Big Beaver Rd., Suite 1220, Troy, MI 48084
Troy, MI 48084
  • Retirement Planning
  • Finance Planning

City Center Financial, LLC, is a firm in Troy that provides investment services and fiduciary financial planning solutions. It assists clients in tax mitigation, income planning, and risk mitigation. The firm's financial advisors are all NSSA-certified, and they meet up with clients for a one-on-one consulting session where they bring up strategies to maximize investments. City Center Financial has been featured in various publications, such as Fox Business and The Dallas Morning News.

888 W Big Beaver Rd., Suite 1220, Troy, MI 48084
Troy, MI 48084

Website(248) 275-1944

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1301 W. Long Lake Rd Suite 105, Troy, MI 48098
Troy, MI 48098
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning

Since 1984, Financial Services Group of Michigan, Inc., has been serving the residents of Troy and the neighboring communities. It helps clients protect their legacy and their wealth for their families by providing them with a wide range of financial services, including retirement planning, estate planning, wealth management, and insurance services. Its professionals assess customers' financial situations, identify their long-term goals, and create a financial program that addresses their needs. Edward J. Lambert, the company's principal, has obtained the CFP designation.

1301 W. Long Lake Rd Suite 105, Troy, MI 48098
Troy, MI 48098

Website(248) 879-7505

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2855 Coolidge Highway, Troy, MI 48084
Troy, MI 48084
  • Certified Financial Planner (CFP)
  • Retirement Planning

Financial Solutions of Michigan educates Troy residents about the principles of investing and risk management while assisting them in making a retirement distribution and investment strategy. It manages and conserves clients' estates, identifies and manages investments that generate enough assets, and helps them pursue the right approach to college savings and life insurance. Financial Solutions CEO and president Joseph Longo is a CFP who founded the firm in 1994. He has half a century of financial experience.

2855 Coolidge Highway, Troy, MI 48084
Troy, MI 48084

Website(248) 792-9050

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

17957 Hall Rd, Macomb, MI 48044
Macomb, MI 48044
  • Certified Financial Planner (CFP)
  • Financial Planning

Firma Financial Planning helps clients in Troy pursue financial independence. The firm guides individuals in setting up a financial plan, managing taxes, preparing for retirement, and drafting or reviewing estate documents. As fiduciaries, it also assists clients in choosing the appropriate protection strategies for their needs, such as annuities, life insurance, and long-term care. The Certified Financial Planners at this firm work to develop, plan, and strategize financial plans that meet each client's unique goals.

17957 Hall Rd, Macomb, MI 48044
Macomb, MI 48044

Website(586) 263-3700

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

900 Wilshire Drive Ste. 385, Troy, MI 48084
Troy, MI 48084
  • Financial Planning

Global Financial Planning Group caters to families and individuals in the Troy metro and nearby areas. It provides estate management and retirement planning solutions to help clients maintain financial security. The company also creates investment portfolios that include clients' financial goals and risk tolerance. In addition, its financial advisors offer tax-related services and life and liability insurance policies. One of the firm's founders, Darryl Duebusch, is a CFP. He has been in the financial services industry since 1996.

900 Wilshire Drive Ste. 385, Troy, MI 48084
Troy, MI 48084

Website(248) 643-4820

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

2520 Livernois Road Suite A, Troy, MI 48083
Troy, MI 48083

Hinkson Wealth Management is an independent firm that has been serving the needs of clients in Troy since 1991. It focuses on a broad range of financial planning services, including those relating to investments, retirement, insurance, tax consulting, and estate planning. Its services include a three-step meeting process that involves collecting data, analyzing financial situations, reviewing financial plans, and monitoring portfolios. Greg Hinkson, its president and CEO, has been featured in Forbes as a financial leader in Michigan.

2520 Livernois Road Suite A, Troy, MI 48083
Troy, MI 48083

Website(248) 740-2600

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

5455 Corporate Drive Suite 210, Troy, MI 48098
Troy, MI 48098
  • Tax Planning
  • Certified Financial Planner (CFP)

Horizon Advisers helps individual, family, and commercial clients gain confidence in their finances. Serving the Troy metro gives fiduciary financial advice on tax strategies and forecasting, investment decisions for asset building and income, business retirement, and estate planning. It evaluates risk factors, reviews the client's current insurance coverage, and implements updates according to their needs. Founded in 2012, Horizon Advisers merged with a local CPA company to integrate tax considerations into its financial services.

5455 Corporate Drive Suite 210, Troy, MI 48098
Troy, MI 48098

Website(248) 265-6662

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

21 E. Long Lake Road, Suite 102, Bloomfield Hills, MI 48304
Bloomfield Hills, MI 48304
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Integrated Capital Management is a firm serving Troy. Its financial planning services focus on four areas, namely employee benefit coordination, investment management, risk management, and retirement planning. It assists clients in developing tailored plans designed to meet their goals. The firm recommends investment strategies, such as alternative investments, bonds, exchange traded funds, mutual funds, and stocks. It also constructs portfolios and employs asset allocation to drive investment performance. In addition, it offers other products, such as disability, life, and long-term care insurance.

21 E. Long Lake Road, Suite 102, Bloomfield Hills, MI 48304
Bloomfield Hills, MI 48304

Website(248) 593-8900

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

340 E. Big Beaver, Suite 140, Troy, MI 48083
Troy, MI 48083
  • Certified Financial Planner (CFP)
  • CFA Charterholder
  • Financial Planning
  • Chartered Financial Analyst (CFA)

McFawn Financial Services Group, LLC, is an independent financial advisory office based in Troy that has been providing financial planning and investment management solutions for the past 30 years. The company offers financial advice regarding various matters, such as education, income tax, estates, and retirement. It also handles investment and asset management, cash flow management, budget analysis, and life insurance analysis. Company president Patrick McFawn has established a donor-advised fund, Hearts and Hand, to help families in Rochester.

340 E. Big Beaver, Suite 140, Troy, MI 48083
Troy, MI 48083

Website(248) 619-0090

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1301 W. Long Lake Road, Suite 210, Troy, MI 48098
Troy, MI 48098
  • Certified Financial Planner (CFP)

MKD Wealth Coaches is a firm serving Troy. Its wealth coaching service focuses on helping entrepreneurs develop its Entrepreneur’s Game Plan that addresses their needs. The plan assists them in wealth, investment, business, and legacy planning. Its wealth planning service includes cash flow and tax strategies to help them secure financial independence. It also recommends investment options and advises on potential risks. In addition, it handles estate planning. Other services include valuation and succession for businesses.

1301 W. Long Lake Road, Suite 210, Troy, MI 48098
Troy, MI 48098

Website(248) 418-5100

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

418 North Main Street, Royal Oak, MI 48067
Royal Oak, MI 48067
  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)

Portfolio Solutions is an independent financial advisory firm that serves clients in Troy. It provides a wide range of financial planning services that include portfolio management, retirement planning, estate planning, and business planning. Since its establishment in 1999, Portfolio Solutions has attracted over 600 clients with $1.6 billion in assets under management. The firm has adopted a culture of servant leadership, which fits within the role of its financial advisors as fiduciaries to their clients.

418 North Main Street, Royal Oak, MI 48067
Royal Oak, MI 48067

Website(248) 689-1550

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1111 W. Long Lake Rd. Suite #300, Troy, MI 48098
Troy, MI 48098
  • Financial Planning

Society for Lifetime Planning caters to clients in Troy. It provides health and wealth planning services for women over 50 years old who wish to prepare or manage their retirement finances, investments, or income based on their goals and needs after life-changing events. These include the death of a spouse or the dissolution of their marriages. Its managing director, Larry Slabotsky, has been serving clients since the 1980s. He is the founder of the International Society for Pre-Retirement Planners in Detroit.

1111 W. Long Lake Rd. Suite #300, Troy, MI 48098
Troy, MI 48098

Website(248) 952-1744

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A

Helpfulness: B+

Detail: A

1441 W Long Lake Rd, Suite 175, Troy, MI 48098
Troy, MI 48098
  • Retirement Planning

Based in Troy, the Agbay Group is a firm that offers personal wealth advisory and corporate retirement planning services. Its independent financial advisors evaluate each client's financial status which includes their investments, retirement, and legacy plans. They also work with the individual's CPAs, attorneys, and trusted advisors to help them manage their wealth. In addition, they assist companies in developing retirement plans by conducting investment reviews and monitoring. The firm's owner, Anthony Agbay, is a Chartered Retirement Plans Specialist.

1441 W Long Lake Rd, Suite 175, Troy, MI 48098
Troy, MI 48098

Website(248) 502-0806

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

2600 W Big Beaver Rd., Troy, MI 48084
Troy, MI 48084
  • Private Wealth Advisor
  • Financial Planning
  • Wealth Management

The Locniskar Pursel Bucher Biddinger Group offers a broad range of financial planning services to help clients attain their financial security goals. Serving individuals, multi-generational families, business owners, and executives in and around Troy, the firm's financial advisors use a goals-based wealth management approach in helping clients prepare for the future. The company offers investment management, retirement planning, cash flow management, and stock strategies. Managing director Dana M Locniskar has been recognized by Forbes as one of “America’s Top Wealth Advisors” from 2016 to 2021.

2600 W Big Beaver Rd., Troy, MI 48084
Troy, MI 48084

Website(248) 655-4100

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

30400 Telegraph Road Suite 461, Bingham Farms, MI 48025
Bingham Farms, MI 48025
  • Certified Financial Planner (CFP)

Unity Financial Advisors helps clients in Troy preserve their wealth. This company guides individuals and senior citizens in developing income plans to prepare for their long-term care needs. It also educates clients to assist them in handling their current or future pension and Social Security benefits. In addition, the firm creates personalized portfolios based on clients' financial needs. Its founder, Jaime Cowper, specializes in guiding individuals with their retirement plans. She is an investment advisor representative and holds a life and health insurance license.

30400 Telegraph Road Suite 461, Bingham Farms, MI 48025
Bingham Farms, MI 48025

Website(248) 885-8176

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

200 E. Big Beaver Rd., Troy, MI 48083
Troy, MI 48083
  • Financial Planning

VisionQuest Financial Planning, LLC, is a fiduciary advisory firm that helps individuals and families in Troy regarding their finances and investments. Its founder and financial advisor, Warren McIntyre, conducts two-hour interactive sessions with his clients and gathers data to present them with suitable recommendations regarding retirement, income, cash flow, and estate plans. Warren also tackles risk management. He has been working in the financial industry for more than 40 years and is a member of the NAPFA.

200 E. Big Beaver Rd., Troy, MI 48083
Troy, MI 48083

Website(248) 619-3978

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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