Best Financial Advisors in Troy, MI

The highest-rated Financial Planning & Wealth Management firms out of 330 vetted & reviewed in the Troy area.

Hinkson Wealth Management

Hinkson Wealth Management

Best of 2022
(5)
3 Meeting Process, What Are the Fees?, Range of Services
“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 1996
Transparent Fees & Pricing
Average Price Tag
2520 Livernois Rd suite a, Troy, MI
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Bridge Wise Financial Partners

Bridge Wise Financial Partners

(14)
  • College
  • Child
  • Future
“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 Suite 100, Troy, MI
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Reliance Financial Group

Reliance Financial Group

(18)
“Ro has been helping us with financing for over 18 years, This is the fifth or sixth transaction with Reliance Financial, and every time they were thorough and diligent.”
In Business Since 2005
Transparent Fees & Pricing
Average Price Tag
Licensed
3501 Rochester Rd, Troy, MI
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DEE Davis Inc.

DEE Davis Inc.

(3)
“She went above and beyond her duties and really took care of my client, it was comforting to know I had a very professional dedicated person on the task!”
In Business Since 2020
Emergency Services
755 W Big Beaver Rd Suite 2020, Troy, MI
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Quest Financial

Quest Financial

(14)
  • Retirement
  • Management
  • Investments
“They also patiently ensured that I possessed the needed financial literacy to understand what and why they were recommending the investment strategy that they did.”
Above Average Price Tag
2075 W Big Beaver Rd #610, Troy, MI
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Sequoia Financial Group

Sequoia Financial Group

(5)
Cleveland, OH, Akron, OH - Headquarters, Troy, MI
“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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Puckett, Clement and Schellenberg

Puckett, Clement and Schellenberg

(3)
“They were continuously communicating with me, developed a tax planning strategy that was appropriate and clearly understood by my family, and always conducted themselves with professionalism.”
In Business Since 2014
Free Initial Consultation
Below Average Price Tag
1111 W Long Lake Rd #200, Troy, MI
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Rising Sun Investments

Rising Sun Investments

(1)
Tax, Useful Links, Investment
“I highly recommend that you contact them if you have questions regarding your retirement, investments, or other financial planning needs.”
In Business Since 2003
3155 W Big Beaver Rd #123, Troy, MI
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Patrick Mc Fawn - Raymond James

Patrick Mc Fawn - Raymond James

(3)
“Aside from the fantastic performance we've attained in our portfolio, Dale always takes the time to answer any questions we have and has really helped us create a crystal clear path to reach the goals we have set.”
In Business Since 2008
Accepts All Major Credit Cards
340 E Big Beaver Rd, 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)
“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 Ste. #145, Troy, MI
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Financial Benchmarking

Financial Benchmarking

(1)
“He provides insights into businesses and their comparison to the competition in their respective industries- something only banks were able to access previously.”
In Business Since 2014
Transparent Fees & Pricing
755 W Big Beaver Rd #2020, Troy, MI
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The Agbay Group - Wealth Advisors

The Agbay Group - Wealth Advisors

(1)
“Very good”
In Business Since 1995
1441 W Long Lake Rd #175, Troy, MI
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JMB Financial

JMB Financial

(2)
“Very professional, helpful and they care all around excellence”
In Business Since 2005
1301 W Long Lake Rd # 350, Troy, MI
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Vision Quest Financial Planning

Vision Quest Financial Planning

(3)
New Clients, Investment Philosophy, Current Clients
“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 2008
Transparent Fees & Pricing
200 E Big Beaver Rd, Troy, MI
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Azoury Financial

Azoury Financial

(2)
Useful Links
“The best time to start preparing for retirement is not when you are ready to retire, its when you are starting out in the work force.”
In Business Since 2015
3150 Livernois Rd #145, Troy, MI
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Sawchuk Wealth

Sawchuk Wealth

(1)
Delegators, Retirees
“Clear advice, professionalism and their first-class team has made the experience outstanding.”
In Business Since 2007
Average Price Tag
101 W Big Beaver Rd #810, Troy, MI
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Retirement Planning and Investment Management Services Estimated Cost in Troy, MI 2022

Minimum cost
$1020
Maximum cost
$8670
National Average
$3060
Avg Per Hour Rates
$306
$2040
$5610
Fair price range based on 234 cost profiles
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Average Cost $3060
Minimum cost $1020
Maximum cost $8670
Avg Per Hour Rates $306

Fair range $2040 to $5610 is based on 234 cost profiles.

Why these companies made our list

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