National Retirement Planning Experts

National Coverage
Local Professionals

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Troy is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Troy & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Troy?

Looking for a qualified financial advisor in Troy? We can help you by narrowing down your options & listing the best financial advisors in Troy as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Troy near you with the list of certified and vetted Troy financial advisors.

List of Qualified Financial Advisors in Troy, Michigan

dummy-image

Andrzej Mendela

Edelman Financial Engines, LLC

201 West Big Beaver Road
Suite 950

Troy, MI 48084

248-825-8220

advisor-photo

Matt Saltzgaber

Vision Wealth Management

1668 S. Telegraph, Suite 250C

Bloomfield Hills, MI 48302

248-259-7729

advisor-photo

Sara Uh

Edelman Financial Engines, LLC

39425 Garfield Rd
Suite 25

Clinton Township, MI 48038

248-468-1864

advisor-photo

Christopher Mollan

LPL Financial

31731 Northwestern Hwy.
Suite 151W

Farmington Hills, MI 48334

248-987-8054

advisor-photo

Chris Davidson

Edelman Financial Engines, LLC

39555 Orchard Hill Place
Suite 365

Novi Township, MI 48375

248-468-1859

advisor-photo

Anthony Watson

Thrive Retirement Specialists

3319 Greenfield #148

Dearborn, MI 48120

313-879-2019

dummy-image

Brian Sites

Edelman Financial Engines, LLC

39775 Traditions Drive
Suite D-800

Northville, MI 48168

248-412-0160

advisor-photo

Joseph N Vitale

American Retirement Advisors

3778 S. Lapeer Rd

Metamora, MI 48455

855-756-5700

advisor-photo

Todd Perry

Executive Wealth Management

135 W North Street Ste 1

Brighton, MI 48116

810-229-6446

advisor-photo

Hylan Moises

North Star Financial Advisor

415 Detroit Street Suite 100

Ann Arbor, MI 48104

734-213-6240

List of Additional Financial Advisors in Troy, Michigan*

* Additional advisor listing is provided in partnership with Yext

dummy-image

Joseph Fisher - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7149

dummy-image

Orfin & Associates

363 W. Big Beaver Road

Troy, MI 48084
248-918-5100

dummy-image

Curtis Kocher, CFP, CRPC - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-816-3008

dummy-image

Mitchell Swayze - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7120

dummy-image

Mark S Fudold - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7123

dummy-image

The WL Group - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7100

dummy-image

Cross & Vannelli Wealth Consulting Services - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-637-0241

dummy-image

James MacDonald, CFP, CIMA - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7523

dummy-image

Kevin McDevitt, CFP - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-637-0216

dummy-image

The Meldrum Group - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7541

dummy-image

Chris Wilker - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7164

dummy-image

Equitable Advisors - Great Lakes Branch

201 W. Big Beaver Rd.
Suite 300

Troy, MI 48084
248-641-1000

dummy-image

Zhang Financial

101 West Big Beaver Road
14th Floor

Troy, MI 48084
269-325-1826

dummy-image

Eric Singer - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-637-0262

dummy-image

Erik J. Burger - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7160

dummy-image

Compass Wealth Management - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7580

dummy-image

Roberto Rizza

751 E Big Beaver Rd

Troy, MI 48083
248-699-1754

dummy-image

Michael Lau, CIMA, CRPS - UBS Financial Services Inc.

2301 West Big Beaver Road
Suite 800

Troy, MI 48084
248-649-7538

dummy-image

The Arkwright Financial Team - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7531

dummy-image

Goosehead Insurance - Bradley Frey

200 E Big Beaver Road

Troy, MI 48083
248-505-8009

dummy-image

Daniel de Varona, CFP, CPWA, CRPC - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-816-3024

dummy-image

The Cole / Burger Group - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7100

dummy-image

John Weisgerber - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-524-4617

dummy-image

Zach S. Paul - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7159

dummy-image

Anthony John Treboldi - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7133

dummy-image

Morgan Stanley Financial Advisors

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7100

dummy-image

Steven Kocher, CFP - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-637-0242

dummy-image

Michael Barnd - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7546

dummy-image

Kenneth Mittelbrun - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7107

dummy-image

The Fleischer Group - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7145

dummy-image

Horizon Advisers - Troy (Headquarters)

5455 Corporate Dr #210

Troy, MI 48098
248-265-6662

dummy-image

Jennifer McPartlin, CFA - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7551

dummy-image

William Jeffrey & Associates

920 E. Long Lake Road
Suite 200A

Troy, MI 48085
248-723-6400

dummy-image

Peter Beswerchij - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7521

dummy-image

JB Wealth Management Team - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-637-0224

dummy-image

David R Zukowski - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7101

dummy-image

Greg Talpey - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7112

dummy-image

Great Lakes Wealth Management - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-637-0242

dummy-image

Bethany Lynn Curtiss-Phyle - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-637-0218

dummy-image

Allstate Personal Financial Representative: Gerard Howard

3331 W Big Beaver Rd
Ste 110

Troy, MI 48084
248-875-6786

dummy-image

Robert Long, CFP - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7526

dummy-image

Jonathan Strong, CRPC - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-458-0079

dummy-image

Troy, MI Private Wealth Management - UBS Financial Services Inc.

2301 W Big Beaver Rd
Suite 800

Troy, MI 48084
800-446-0311

dummy-image

The Jones/LaBruzzy Group - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7582

dummy-image

Jeffrey Singer - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7532

dummy-image

Michael L Block - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7140

dummy-image

Eric Weisgerber - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7156

dummy-image

William M Freeman - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7136

dummy-image

Brian Donohoe - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7129

dummy-image

Eric Nathan Chandler - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7115

dummy-image

Carol Litka - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7109

dummy-image

Irwin Futernick - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7165

dummy-image

Dennis E Simpson - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7141

dummy-image

Brian Blaker - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7168

dummy-image

James Bradford Cross, CRPC - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-637-0241

dummy-image

Andrea Kocher - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-816-3007

dummy-image

Amy R Cole - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7106

dummy-image

Wilker Wealth Management - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7164

dummy-image

Eryck Little - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7105

dummy-image

Gary L Corona - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7103

dummy-image

Troy, MI Branch Office - UBS Financial Services Inc.

2301 W Big Beaver Road
Suite 800

Troy, MI 48084
800-446-0311

dummy-image

John Perillo - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7537

dummy-image

The Shannon Thistlethwaite Group - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7117

dummy-image

The Kocher Group - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-816-3008

dummy-image

Michael Fleischer - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7145

dummy-image

The Nowakowski Team - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7515

dummy-image

Stephen Arkwright, CFP - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7531

dummy-image

Richard Davis - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-637-0220

dummy-image

Edward Sui - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-822-3357

dummy-image

Allstate Personal Financial Representative: Jeffrey Biernat

3736 Rochester Rd

Troy, MI 48083
248-524-9970

dummy-image

John Paul Sicklesteel, CFP, CIMA - UBS Financial Services Inc.

2301 West Big Beaver Road
Suite 800

Troy, MI 48084
248-649-7539

dummy-image

Robert F Alati - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7111

dummy-image

Bryan W Lister - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7128

dummy-image

Hollie Hodge

55 W. Long Lake Road

Troy, MI 48098
248-644-1196

dummy-image

Mark F Thistlethwaite - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7127

dummy-image

Kevin R Shannon - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7117

dummy-image

Stephen B Fox - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7119

dummy-image

Darsh Kumar - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7135

dummy-image

Brian D Brady - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7176

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

paladin-banner
Get Matched With Advisors