Expertise.com

2024

Last updated:

Best Financial Advisors in Troy

Our Recommended Top 18

We did the research for you!

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

36Reviewed

28Curated

18Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

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

Expertise.com Rating

Review Sources

Google
5.0 (4)

Why choose this provider?

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.

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

17957 Hall Rd, Macomb, MI 48044

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Review Sources

Google
5.0 (46)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Financial Planning

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

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Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Financial Planning
  • Wealth Management

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

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Why choose this provider?

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.

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

2520 Livernois Road Suite A, Troy, MI 48083

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Review Sources

Google
5.0 (5)

Why choose this provider?

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.

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

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Why choose this provider?

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.

  • Estate Planning
  • Investment Management
  • Certified Financial Planner (CFP)

5455 Corporate Drive Suite 210, Troy, MI 48098

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Review Sources

Google
5.0 (8)

Why choose this provider?

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.

  • Tax Planning
  • Certified Financial Planner (CFP)

2855 Coolidge Highway, Troy, MI 48084

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Review Sources

Google
5.0 (3)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Retirement Planning

900 Wilshire Drive Ste. 385, Troy, MI 48084

Expertise.com Rating

Why choose this provider?

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.

  • Financial Planning

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

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Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

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

Why choose this provider?

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.

  • Retirement Planning

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

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Review Sources

Facebook
5.0 (5)
Google
5.0 (1)

Why choose this provider?

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.

  • Financial Planning

3150 Livernois Road Suite 145, Troy, MI 48083

Expertise.com Rating

Review Sources

Google
5.0 (4)

Why choose this provider?

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.

  • Financial Planning

901 Wilshire Dr. Ste 300, Troy, MI 48084

Expertise.com Rating

Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning
  • Financial Planning

30400 Telegraph Road Suite 461, Bingham Farms, MI 48025

Expertise.com Rating

Review Sources

Google
5.0 (4)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

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

Expertise.com Rating

Review Sources

Google
4.4 (7)
Facebook
5.0 (1)

Why choose this provider?

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.

  • Retirement Planning
  • Finance Planning

200 E. Big Beaver Rd., Troy, MI 48083

Expertise.com Rating

Review Sources

Google
5.0 (3)
Facebook
5.0 (2)

Why choose this provider?

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.

  • Financial Planning

2600 W Big Beaver Rd., Troy, MI 48084

Expertise.com Rating

Why choose this provider?

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.

  • Private Wealth Advisor
  • Financial Planning
  • Wealth Management

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.

  • Can a financial advisor in Troy provide investment advice without a fiduciary duty?

    Yes, some financial advisors in Troy may operate under a suitability standard, requiring them to recommend suitable investments for their clients but does not impose a fiduciary duty. Investment advisors, on the other hand, must adhere to a fiduciary duty if they are registered with the U.S. Securities and Exchange Commission or a state securities regulator, meaning they are obligated to act in the best interests of their clients and put their client's interests ahead of their own.

  • How can you switch financial advisors in Troy?

    To switch financial advisors in Troy, carefully review your current advisor's agreement for any leaving-related rules and fees. Take your time to find a new advisor who suits your needs. Obtain copies of your transaction history, note asset details for tax reporting, and consult your new advisor to address any non-transferable assets or associated costs. Optionally, inform your old advisor about your switch and discuss fees or consider it a part of understanding your asset liquidity and ownership.

  • Are investment advisors in Troy required to provide written disclosure documents?

    Registered investment advisors in Troy are obligated to provide their clients and prospective clients with a written disclosure document. This requirement is outlined in Rule 204-3 under the Advisers Act. The written disclosure document should be delivered to prospective clients before or at the time of entering into an advisory contract. Electronic delivery methods may also be used in certain circumstances to fulfill the disclosure document delivery requirements.

  • Can you terminate your agreement with a financial advisor in Troy at any time?

    In Troy, you generally have the flexibility to terminate your agreement with a financial advisor at any time. To initiate the process, you should begin by reviewing your client agreement or contract and check whether a termination fee is mentioned. Typically, most agreements allow clients to end the relationship without such fees. If you do not have a copy of your client agreement, you can contact the company or financial advisor to request a copy.

  • Can financial advisors in Troy sell insurance products?

    Financial advisors in Troy can sell insurance products if they hold the necessary licenses. It is possible for a financial advisor to be dually licensed, meaning they can be registered representatives, investment advisor representatives, and insurance agents simultaneously. This practice is common among financial advisors employed by large brokerage firms.

  • 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.