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Laurels

Best Financial Advisors in Warren
2021

We scored 44 Financial Advisors in Warren, MI and Picked the Top 13

Here are the Picks:

AQuest Wealth Strategies

Hinkson Wealth Management

LPL Financial

McFawn Financial Services Group, LLC

Next Degree Financial, LLC

Platinum Wealth Management Group, INC.

RWS Group Royal Oak

Smart Money Financial Advisors

Strategic Wealth Advisors Group, Inc.

Summit Financial

The Financial Planning Company

VisionQuest Financial Planning LLC

Zhang Financial

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Warren 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 44 31 13

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

AQuest Wealth Strategies

  • Estate Planning
  • Retirement Planning

Since 2009, AQuest Wealth Strategies has been providing financial advice to both businesses and individuals in Warren. It empowers clients through financial planning, estate planning, succession planning, and risk management analysis. Its other services include investment planning, tax planning, and college planning. The firm is a member of FINRA and SIPC. Its president, Jason Van Duyn, has received various recognitions such as the Five Star Wealth Management Award and the LPL Financial Chairman's Club.

Click to Call

44028 Mound Road
Sterling Heights, MI 48314

Website

(586) 731-6020 Website

Reputation:A

More Info

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:

5 / 5 (Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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+

Hinkson Wealth Management

  • Certified Financial Planner (CFP)

Founded in 1991, Hinkson Wealth Management offers a wide range of financial services to clients in Warren. It handles different investment options, such as mutual funds, stocks, bonds, and variable annuities. It also designs retirement benefit plans for corporate accounts and evaluates insurance coverages to address deficits. The company is led by Greg Hinkson, a Certified Financial Planner. Hinkson has been recognized as a Five Star Wealth Manager by Hour Detroit Magazine for seven consecutive years.

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2520 Livernois Road
Troy, MI 48083

Website

(248) 740-2600 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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+

LPL Financial

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

LPL Financial is a wealth planning firm that serves Warren clients. Based in Sterling Heights, this independent advisory firm provides a broad range of financial planning services, such as retirement, tax, 401(k), 403(b), and estate planning. The firm also provides assistance in insurance planning and developing money purchasing plans and profit-sharing plans. Justin Dunn, one of the firm's financial consultants, holds more than 15 years of financial service industry experience. He also holds the Series 7 and 66 licenses through LPL Financial.

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35353 Dodge Park Road
Sterling Heights, MI 48312

Website

(248) 457-3700 Website

Professionalism: A+

More Info

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+

Price: Free initial consultation

McFawn Financial Services Group, LLC

  • Estate Planning
  • Retirement Planning
  • Tax Planning

McFawn Financial Services Group, LLC is a wealth management firm that serves the residents of Warren and the surrounding areas. It offers a wide range of financial services, including financial planning, retirement planning, and income tax and estate planning. The firm also provides asset management, cash flow management, and investment advice. President Patrick L. McFawn has been working in the financial services industry for more than 35 years. He is a member of the Certified Financial Planner Board of Standards Inc.

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340 East Big Beaver Road
Troy, MI 48083

Website

(248) 619-0090 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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+

Next Degree Financial, LLC

  • Tax Planning
  • Business Formation

Next Degree Financial, LLC, is an independent wealth advisory company that serves individuals and businesses in Warren. Included in its comprehensive services are financial planning, estate plan funding review, tax reduction strategies, and insurance evaluation. The firm also offers financial products, such as insurance plans, stocks and bonds, college plans, and fixed and alternative investments. President David Jozefiak has more than 17 years of industry experience and holds the Certified Financial Planner and Accredited Estate Planner designations.

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38800 Van Dyke Avenue
Sterling Heights, MI 48312

Website

(586) 524-6614 Website

Professionalism: A+

More Info

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+

Platinum Wealth Management Group, INC.

  • Estate Planning

Platinum Wealth Management Group, Inc., is a financial and insurance firm serving individuals and families in Warren. It offers comprehensive services such as financial strategies, estate planning strategies, tax planning strategies, insurance strategies, and 401k strategies. Its team of financial professionals assists clients in identifying goals and organizing assets that are unique to their situation. ?The company's president and co-founder, Jeffrey R. Hoenle, is a member of the Financial & Estate Planning Council of Metropolitan Detroit, Inc.

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38600 Van Dyke Avenue
Sterling Heights, MI 48312

Website

(586) 258-3830 Website

Professionalism: A+

More Info

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+

RWS Group Royal Oak

  • Retirement Planning
  • Certified Financial Planner (CFP)

RWS Group Royal Oak is a financial planning firm helping individuals and businesses in Warren with their investment management needs. It provides services such as income planning, investment portfolio design, wealth protection, insurance planning, and legacy and estate planning. It also offers investment consulting services, including risk evaluation, asset allocation, performance analysis, and cost and tax assessment. David Lenda, a financial advisor at the firm, started his financial services career in 1993. He has the Chartered Life Underwriter and Chartered Financial Consultant designations.

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1918 North Main Street
Royal Oak, MI 48073

Website

(833) 647-0024 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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+

Smart Money Financial Advisors

  • Retirement Planning
  • Certified Financial Planner (CFP)

Smart Money Financial Advisors provides services to clients in Warren and the surrounding areas. It specializes in retirement planning services to help individuals protect their wealth and pursue their lifestyle goals. It identifies and addresses the risks of inflation, investments, and healthcare insurance to prepare clients for future financial challenges. The company is also available for budget, savings, and educational planning services. It was founded by Reno Frazzitta, a financial advisor who speaks English and Italian.

Click to Call

12900 Hall Road
Sterling Heights, MI 48313

Website

(877) 909-7233 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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+

Price: flat fee after the initial free consultation

Strategic Wealth Advisors Group, Inc.

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

Strategic Wealth Advisors Group, Inc. is a financial advisory company that provides services to the Warren metro. The company was established by Tim Sullivan, who has been in the financial and insurance industry for more than 15 years and aimed to build an independent insurance company personalized for each clientele. Strategic Wealth Advisors Group offers insurance solutions, social security, retirement planning, funeral planning, investment management, and estate planning services. The company also handles mortgages and offers a generational virtual vault.

Click to Call

11111 Hall Road
Utica, MI 48317

Website

(877) 488-4188 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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

Price: Free consultation

Summit Financial

  • Certified Financial Planner (CFP)

Summit Financial is an independent family business that offers all-inclusive financial services to clients in the Warren metro. It helps clients accomplish and maintain financial security through its planning services which include investment, estate, and retirement income planning. It also guides clients about taxes, college funding, and health and life insurance. Summit Financial has been serving individuals and corporate clients since 1987. It is a member of the Sterling Heights Regional Chamber of Commerce and Industry.

Click to Call

43409 Schoenherr Road
Sterling Heights, MI 48313

Website

(586) 226-2100 Website

Reputation:A

More Info

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:

4.7 / 5 (Best)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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+

The Financial Planning Company

  • Certified Financial Planner (CFP)

The Financial Planning Company is a firm that serves the residents of Warren and the neighboring areas. The business offers financial planning options, such as balance sheet and spending analysis, retirement planning, estate planning, college and education planning, wealth building, and special needs planning. Its investment management service includes tax-efficient asset placement, tax conscience trading with minimal turnover, tax-loss harvesting, and quarterly portfolio rebalancing. Its investment portfolios are designed around Nobel Prize laureate Eugene Fama’s research.

Click to Call

333 West 7th Street
Royal Oak, MI 48067

Website Instagram

(248) 677-3550 Website

Reputation:A

More Info

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:

10 (Better)

Score Consistency:

Consistent (Best)

VisionQuest Financial Planning LLC

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

VisionQuest Financial Planning, LLC is a financial advisory firm that has been serving Warren since 2002. The firm offers portfolio design and investment management, financial check-ups and second opinions, integrated financial plans, retirement, social security filing, and tax reduction strategies. It also offers insurance needs analysis, estate and cash flow planning, debt reduction, and college funding advice. The fiduciary company was founded by Warren McIntyre, a Certified Financial Planner with over 40 years of industry experience.

Click to Call

200 East Big Beaver Road
Troy, MI 48083

Website

(248) 619-3978 Website

Reputation:A

More Info

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)

Zhang Financial

  • Certified Financial Planner (CFP)

Zhang Financial is a financial advisory firm that serves clients in Warren. The firm offers financial services for protection planning, income tax planning, retirement planning, investment, and estate planning. It also provides employee stock options planning and college planning. The company was established three decades ago by its CEO, Charles Zhang. Charles was ranked number 7 on Forbes' list of America's top wealth advisors for 2020. He and his wife Lynn Chen-Zhang have donated over $10 million dollars to various charitable organizations.

Click to Call

101 West Big Beaver Road
Troy, MI 48084

Website

(888) 777-0126 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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+

Price: within the State minimum $1 million

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