Best Financial Advisors in Troy

2022

Arrow Financial Group

Arrow Financial Group offers customized financial solutions for clients in Troy and the neighboring communities. The firm offers a broad spectrum of financial planning and advisory services that help clients attain their goals of financial independence and security. Its strategies include retirement planning, insurance needs analysis, education planning and funding, charitable giving actions, and estate planning. Arrow Financial Group was established in 2001 by Kent E. Bowman, who is a Certified Financial Planner and a Certified Investment Management Analyst.

Association Financial Services, LLC

• Wealth Management
• Financial Planning

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.

Azoury Financial

• 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.

Brian M Duggan, CFP, CLU, ChFC

• Estate Planning
• Business Succession Planning
• Financial Planning
• Retirement 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.

City Center Financial, LLC

• 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.

Financial Services Group of Michigan, Inc.

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

Financial Solutions of Michigan

• Retirement Planning
• Certified Financial Planner (CFP)

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.

Firma Financial Planning

• Financial Planning
• Certified Financial Planner (CFP)

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.

Global Financial Planning Group

• 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.

Hinkson Wealth Management

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.

Horizon Advisers

• Certified Financial Planner (CFP)
• Tax Planning

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.

Integrated Capital Management

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

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.

McFawn Financial Services Group, LLC

• Chartered Financial Analyst (CFA)
• CFA Charterholder
• Financial Planning
• Certified Financial Planner (CFP)

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.

MKD Wealth Coaches

• 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.

Portfolio Solutions

• Chartered Financial Analyst (CFA)
• Certified Financial Planner (CFP)

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.

Society for Lifetime Planning

• 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.

The Agbay Group

• 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 Certified Financial Planner and Chartered Retirement Plans Specialist.

The Locniskar Pursel Bucher Biddinger Group

• Wealth Management
• Financial Planning
• Private Wealth Advisor

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.

Unity Financial Advisors

• 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.

VisionQuest Financial Planning LLC

• 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.