Beals, Caruana & McVety
“Their help with the cost segregation study allowed us to accelerate our building's depreciation deductions and to navigate the R&D tax deductions for our dental business.”
Best Financial Advisors in Troy, MI
24 firms listed · all 24 in Troy · 20 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Hinkson Wealth Management
“From retirement planning to starting our sons' 529s, they have exceeded our expectations and helped us every step along the way.”
Modern Wealth Management
“As good as I've seen as far as knowing how to emphasize client relationships and providing knowledge and guidance based on the needs of the individual client.”
Horizon Advisers - Troy
“It has been exciting to see their business expand over the years and it is now truly a one stop shop for Weath Management, Taxes, and Estate Planning.”
Straightline
“He took over my father's retirement account after years of poor management and has done an outstanding job improving its position and creating a thoughtful plan for the future.”
Paragon Retirement Planning
“Dan and his staff have always kept a high level of communication with their clients and we appreciate how they reach out to set up annual meetings.”
The 24 firms listed for Troy, MI provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Troy, MI
All 24 firms we list here are in Troy itself. We have 59 firms in Troy on file; this page shows the highest-rated 24. The firms on this page are rated from 4.0 to 5.0 across 343 reviews; 1 has 50 or more reviews and 20 are rated 4.5 or higher. 1 shows a license on its website and 2 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 47 years. 2 offer payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 17 publish a contact page; 17 list a public email and 2 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Troy offer a free first meeting?
2 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Bridgewise Financial Partners
“Angelina's quick responses to my questions, help with the FAFSA forms, and also breaking down the college financial page from each college has been a tremendous help.”
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Savings Coach
“We are extremely happy and feel he has saved us money in our tax preparation keeping on top of all the new laws and tax changes!”
Mueller & Company CPA
“They go beyond basic tax preparation to provide proper planning and recommendations”
Saoud Financial
“Bill, Aaron, and the team are a pleasure to work with.”
Center For Wealth Management
“I am happy to say that we have been clients of Justin's for about nine years, and we have recommended him to numerous people over the years, including our children.”
Stonebridge Financial Partners
“Considering I know nothing in this field, I am grateful I can feel confident knowing he is handling everything.”
Southworth & Wilson
“Couldn't ask for better and intelligent people!!”
Kennedy Financial Group
“So much so that other family members and friends are now clients as well!”
Correll Associates
Sequoia Financial Group
“We now looked to Sequoia for life time planning including tax advise and we could not be happier.”
Tallou Financial Services
“Ron has been exceptional with his services, I've doubled my investment in just little over a year!!!”
Innovative Financial
“We've been using them for 3 yrs and they are fast and extremely efficient.”
Visionquest Financial Planning
“A fee based financial planner is the way to go if you want a plan designed to serve you and your needs and not put a broker first.”
Ss&h Financial Advisors
“Great company, have done wonders for my investments.”
MKD Wealth
Financial Solutions of Michigan
Strategic Planning Concepts
“I've utilized Strategic Planning Concepts for financial planning, particularly Trevor Asti, and cannot say enough good things about him.”
Goldman Sachs Personal Financial Management
Why these companies made our list
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