Best Financial Advisors in Warren

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AQuest Wealth Strategies logo

AQuest Wealth Strategies

44028 Mound Road, Sterling Heights, MI 48314
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  • 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.

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Hinkson Wealth Management logo

Hinkson Wealth Management

2520 Livernois Road, Troy, MI 48083
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  • 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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LPL Financial logo

LPL Financial

35353 Dodge Park Road, Sterling Heights, MI 48312
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

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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McFawn Financial Services Group, LLC logo

McFawn Financial Services Group, LLC

340 East Big Beaver Road, Troy, MI 48083
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  • 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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Next Degree Financial, LLC logo

Next Degree Financial, LLC

38800 Van Dyke Avenue, Sterling Heights, MI 48312
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  • 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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Platinum Wealth Management Group, INC. logo

Platinum Wealth Management Group, INC.

38600 Van Dyke Avenue, Sterling Heights, MI 48312
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  • 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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Smart Money Financial Advisors logo

Smart Money Financial Advisors

12900 Hall Road, Sterling Heights, MI 48313
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  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

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Strategic Wealth Advisors Group, Inc. logo

Strategic Wealth Advisors Group, Inc.

11111 Hall Road, Utica, MI 48317
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

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Summit Financial logo

Summit Financial

43409 Schoenherr Road, Sterling Heights, MI 48313
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  • 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.

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The Financial Planning Company logo

The Financial Planning Company

333 West 7th Street, Royal Oak, MI 48067
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  • 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.

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VisionQuest Financial Planning LLC logo

VisionQuest Financial Planning LLC

200 East Big Beaver Road, Troy, MI 48083
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

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Zhang Financial logo

Zhang Financial

101 West Big Beaver Road, Troy, MI 48084
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  • 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 6 on Forbes' list of America's top wealth advisors for 2021. He and his wife Lynn Chen-Zhang have donated over $10 million dollars to various charitable organizations.

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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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