Troy, MI

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Troy, MI
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Best Financial Advisors in Troy, MI

24 firms listed · all 24 in Troy · 20 rated 4.5+ · 2 show a license

Data verified October 18, 2026

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Beals, Caruana & McVety

Beals, Caruana & McVety

(48)
  • Individual
  • Tax Return
  • Relationship
“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.”
In Business Since 2016
BBB Rating: A+
707 E Maple Rd # 100, Troy, MI
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Orfin & Associates

Orfin & Associates

(36)
  • Fees
  • Retirement
  • Annuity
“We have never felt pressured to make a decision and Dan has always answered our questions patiently and thoroughly while giving us the benefit of his knowledge of annuities and other investment opportunities to help us grow our retirement nest egg.”
In Business Since 2004
Licensed
363 W Big Beaver Rd #200, Troy, MI
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Straightline

Straightline

In Business Since 2006
BBB Rating: A+
165 Kirts Blvd Suite 100, Troy, MI
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Bridgewise Financial Partners

Bridgewise Financial Partners

(14)
  • Questions
  • College
  • Savings
“We had been saving for college for a long time, but because the college my daughter chose was out of state, we realized that we probably weren't going to have enough money to fully fund her education.”
In Business Since 2017
2041 E Square Lake Rd # 100, Troy, MI
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Mueller & Company CPA

Mueller & Company CPA

(1)
“They go beyond basic tax preparation to provide proper planning and recommendations”
In Business Since 2008
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
575 E Big Beaver Rd #250, Troy, MI
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Center For Wealth Management

Center For Wealth Management

(7)
  • Information
  • Retirement
  • College
“The most important benefit from working with Rob is the ability to gain information on a wide variety of financial products and stay up to date on market changes, my taxes, and avenues best suited for my investment goals (both short term and long ter...”
In Business Since 2016
2950 W Square Lake Rd #102, Troy, MI
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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 209 reviews; 1 has 50 or more reviews and 20 are rated 4.5 or higher. The services the firms on this page list most often on their websites are wealth management (3), investment philosophy (2) and our process (2). 2 show a license on their websites and 3 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; 19 publish a contact page; 17 list a public email and 1 takes 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.

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Savings Coach

Savings Coach

(3)
  • Tax Preparation
“Thanks for helping me and my parents fill out the FAFSA form and for helping us figure out how to save for college in the first place!”
In Business Since 2005
Family Business
755 W Big Beaver Rd #101, Troy, MI
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Horizon Advisers - Troy

Horizon Advisers - Troy

(6)
  • Advisors
“Good and competent advisors.”
In Business Since 2015
5455 Corporate Dr #306, Troy, MI
Featured

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Correll Associates

Correll Associates

In Business Since 1979
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
1450 W Long Lake Rd #220, Troy, MI
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Southworth & Wilson

Southworth & Wilson

(2)
“Couldn't ask for better and intelligent people!!”
In Business Since 2019
1301 W Long Lake Rd Ste 107, Troy, MI
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Rising Sun Investments

Rising Sun Investments

(1)
“I highly recommend that you contact them if you have questions regarding your retirement, investments, or other financial planning needs.”
In Business Since 2010
3155 W Big Beaver Rd #123, Troy, MI
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Sequoia Financial Group

Sequoia Financial Group

(5)
  • Team
“Committed to successfully guiding their clients to long term growth and financial security, Leon La Brecque and the Michigan office provide guidance, unique insight and peace of mind with the highest level of professionalism and consideration.”
In Business Since 1999
5480 Corporate Dr #100, Troy, MI
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Innovative Financial

Innovative Financial

(2)
“We've been using them for 3 yrs and they are fast and extremely efficient.”
In Business Since 2006
5455 Corporate Dr Suite 100, Troy, MI
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Tallou Financial Services

Tallou Financial Services

(2)
  • Retirement
  • Investment
“I'm not one that's quick to introduce my family and friends to anyone I'm doing business with but I could not wait to introduce them to Ron.”
In Business Since 2015
3150 Livernois Rd #145, Troy, MI
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Saoud Financial

Saoud Financial

(2)
“Best sale and service we have ever experienced ,and God has blessed us both!”
In Business Since 2019
100 W Big Beaver Rd, Troy, MI
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Visionquest Financial Planning

Visionquest Financial Planning

(3)
“After meeting with a couple other planners, reading a lot, listening to some podcasts and watching a Frontline episode about the pitfalls of retirement planning, I was pretty certain that was what I wanted.”
In Business Since 2007
Transparent Fees & Pricing
200 E Big Beaver Rd, Troy, MI
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MKD Wealth Coaches

MKD Wealth Coaches

In Business Since 2024
1301 W Long Lake Rd #210, Troy, MI
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Financial Solutions of Michigan

Financial Solutions of Michigan

In Business Since 1998
Accepts Check
Licensed
2855 Coolidge Hwy Suite 202, Troy, MI
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Society For Lifetime Planning

Society For Lifetime Planning

In Business Since 1995
1111 W Long Lake Rd # 300, Troy, MI
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Kennedy Financial Group

Kennedy Financial Group

In Business Since 2020
201 W Big Beaver Rd # 1001, Troy, MI
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Strategic Planning Concepts

Strategic Planning Concepts

(9)
  • Team
  • Retirement
  • Management
“When I have had career changes he has helped me convert retirement plans and evaluate new plans with new employers and help me make selections with new 401(k) plans that are not part of SPC's management but are part of my financial portfolio.”
In Business Since 2006
Accepts Cash
3310 W Big Beaver Rd # 137, Troy, MI
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Modern Wealth Management

Modern Wealth Management

(4)
  • Tax
  • Team
“Knowing I've got the team at Osiwala Financial Group behind me when it comes to helping me plan for retirement, as well as help my company with tax and investment strategies gives me the piece of mind I need to keep moving forward.”
In Business Since 2022
990 E South Blvd #100, Troy, MI
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Goldman Sachs Personal Financial Management

Goldman Sachs Personal Financial Management

(1)
“De Paris Mulhouse FRANCE”
In Business Since 1996
1301 W Long Lake Rd #360, Troy, MI
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Hinkson Wealth Management

Hinkson Wealth Management

(5)
“They respect my risk tolerances, and I am told all fees during my annual review along with getting a comparison of my portfolio performance with various indexes.”
In Business Since 1997
2520 Livernois Rd suite a, Troy, MI
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HomeWealth Management AdvisorsMichiganTroy, MI

Retirement Planning and Investment Management Services in Troy, MI Cost Estimates

Minimum cost
$1137
Maximum cost
$9658
National Average
$3409
Avg Per Hour Rates
$341
$2273
$6249
Fair price range is based on 526 cost profiles
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Average Cost $3409
Minimum cost $1137
Maximum cost $9658
Avg Per Hour Rates $341

Fair range $2273 to $6249 is based on 526 cost profiles.

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