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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

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John Salomon CPA, CFP

J2 Capital Management, Inc.

1301 W. Long Lake Rd.
Suite 260

Troy, MI 48098
(248) 6414444

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Ryan Trevor Asti

SPC Wealth Management

3310 West Big Beaver Road Suite 137

Troy, MI 48084
(248) 4580300

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Andrzej Mendela

Edelman Financial Engines, LLC

201 West Big Beaver Road
Suite 950

Troy, MI 48084
(248) 8258239

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Brian Sites

Edelman Financial Engines, LLC

39425 Garfield Rd
Suite 25

Clinton Township, MI 48038
(248) 4120160

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Diane Prenger

Creative Planning

3000 Town Center Suite 2235

Southfield, MI 48075
(913) 3382727

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Ron Humenny

Creative Planning

3000 Town Center Suite 2235

Southfield, MI 48075
(913) 3382727

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Christopher Mollan

LPL Financial

31731 Northwestern Hwy.
Suite 151W

Farmington Hills, MI 48334
(248) 9878054

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Ashley Kremhelmer

Edelman Financial Engines, LLC

39555 Orchard Hill Place
Suite 365

Novi Township, MI 48375
(248) 4681355

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Brian Sites

Edelman Financial Engines, LLC

39775 Traditions Drive
Suite D-800

Northville, MI 48168
(248) 4120160

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Michael Machalicek

Creative Planning

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South Lyon, MI 48178
(248) 7564606

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Rick Foytek

Creative Planning

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South Lyon, MI 48178
(248) 5193157

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Todd Perry, CFP, CIMA, CPWA

Executive Wealth Management

135 W North Street Ste 1

Brighton, MI 48116
(810) 2296446

List of Additional Financial Advisors in Troy, Michigan*

* Additional advisor listing is provided in partnership with Yext

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Orfin & Associates

363 W. Big Beaver Road

Troy, MI 48084
2489185100

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Linda Kay - Ameriprise Financial Services, LLC

3150 Livernois Rd
Ste 375

Troy, MI 48083
2488172075

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TruVista Wealth Advisors - Ameriprise Financial Services, LLC

1301 W Long Lake Rd
Ste 270

Troy, MI 48098
2489281300

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Denice Oliver - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
2489254361

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Wilker Wealth Management - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407100

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Valerija Castro - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
2489254444

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Michael Pohlod - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 1400

Troy, MI 48084
8006457961

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The WL Group - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407100

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Marc Greenlee - Ameriprise Financial Services, LLC

200 E Big Beaver Rd
Ste 151

Troy, MI 48083
2484433232

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Coffield & Associates - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 255

Troy, MI 48084
2482449160

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Kevin Hepner - Ameriprise Financial Services, LLC

1301 W Long Lake Rd
Ste 270

Troy, MI 48098
2489281300

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Derek S Zachariah - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
2489254395

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Beth Lappin - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 255

Troy, MI 48084
2482448177

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Mark Ivezaj - Ameriprise Financial Services, LLC

100 W Big Beaver Rd
Ste 200

Troy, MI 48084
2487804690

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Victor Peretiatko - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
2489254377

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Gary L Corona - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407103

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Eric Nathan Chandler - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407115

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Mitchell Swayze - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407120

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Dennis E Simpson - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407141

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The Shannon Thistlethwaite Group - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407117

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Anthony John Treboldi - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407133

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Amy R Cole - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407106

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The Fleischer Group - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407145

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John Weisgerber - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2485244617

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Peter Vannice - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 1400

Troy, MI 48084
8006457961

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Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407100

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Sankaran Sriram - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 1465

Troy, MI 48084
2486871115

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Mitchell S Benson - Ameriprise Financial Services, LLC

1301 W Long Lake Rd
Ste 270

Troy, MI 48098
2489281300

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Zhang Financial

101 West Big Beaver Road
14th Floor

Troy, MI 48084
2693251826

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Mattar Financial Corp.

5750 New King Drive -
Suite 310

Troy, MI 48098
2482900250

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Michael Fleischer - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407145

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Mark S Fudold - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407123

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Eryck Little - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407105

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The Cole / Burger Group - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407100

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Kenneth Mittelbrun - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407107

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Jay M Kuhn - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 255

Troy, MI 48084
2482449160

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Eric Weisgerber - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407156

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Goosehead Insurance - Bradley Frey

200 E Big Beaver Road

Troy, MI 48083
2485058009

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Irwin Futernick - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407165

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Carol Litka - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407109

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Keith P Harrington - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
2489254410

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Joseph Fisher - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407149

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David E Smith - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
2489254400

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Chris Ohlert - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
2489254424

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Michael L Block - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407140

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William M Freeman - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407136

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Glenn Cooper - Ameriprise Financial Services, LLC

1450 W Long Lake Rd
Ste 375

Troy, MI 48098
2486823800

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David R Zukowski - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407101

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Brian Donohoe - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407129

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Jonathan Rea - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
2489254360

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Todd Green - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
2489254364

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Jonathon Hornbeck - Ameriprise Financial Services, LLC

50 W Big Beaver Rd
Ste 175

Troy, MI 48084
2489394545

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Brian Blaker - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407168

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Scott Van Overmeer - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 255

Troy, MI 48084
2482448177

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Allstate Personal Financial Representative: Gerard Howard

3331 W Big Beaver Rd
Ste 110

Troy, MI 48084
2488756786

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Jon Sabo - Ameriprise Financial Services, LLC

1301 W Long Lake Rd
Ste 270

Troy, MI 48098
2489281300

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Chris Wilker - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407164

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Sherry N Gira - Ameriprise Financial Services, LLC

700 Tower Dr
Ste 200

Troy, MI 48098
2482473010

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Patrick Purczynski - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 255

Troy, MI 48084
2482449160

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Financial Solutions of Michigan

2855 Coolidge Hwy
Suite 202

Troy, MI 48084
2487929050

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Christine Backus - Ameriprise Financial Services, LLC

1450 W Long Lake Rd
Ste 375

Troy, MI 48098
2486823800

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Ferhadson & Associates - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 106

Troy, MI 48084
2485090077

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Geoffrey Orbach - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
2489254387

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Horizon Advisers - Troy (Headquarters)

5455 Corporate Dr #210

Troy, MI 48098
2482656662

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Peter Llanes - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
2489254414

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Michael Coffield - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 255

Troy, MI 48084
2482449160

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Tru Insight Wealth Advisors - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 255

Troy, MI 48084
2482448177

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Allstate Personal Financial Representative: Jeffrey Biernat

3736 Rochester Rd

Troy, MI 48083
2485249970

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Gunther R Brieger - Ameriprise Financial Services, LLC

50 W Big Beaver Rd
Ste 175

Troy, MI 48084
2489394545

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Gregory Gilbert - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 1400

Troy, MI 48084
2489553313

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Ronald Haley - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
2489254368

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Andrew Tabaczuk - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
2489254356

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Barbara Kreitsch - Ameriprise Financial Services, LLC

700 Tower Dr
Ste 200

Troy, MI 48098
2482473010

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William Jeffrey & Associates

920 E. Long Lake Road
Suite 200A

Troy, MI 48085
2487236400

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Brian Bunge - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
2489254351

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Robert Potter - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 255

Troy, MI 48084
2482448177

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Roger A Folkema - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 106

Troy, MI 48084
2485090077

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Eric Woodhouse - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
2489254357

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Mary E Glidden - Ameriprise Financial Services, LLC

700 Tower Dr
Ste 200

Troy, MI 48098
2482473010

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Meg Brandt - Ameriprise Financial Services, LLC

1301 W Long Lake Rd
Ste 270

Troy, MI 48098
2489281300

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Catherine Casteel - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
2489254385

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Greg Talpey - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407112

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Erik J. Burger - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407160

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Nicholas Tucker - Ameriprise Financial Services, LLC

50 W Big Beaver Rd
Ste 175

Troy, MI 48084
2489394545

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Dean Richard Weaver - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
2489254422

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Vadim Matatov - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 255

Troy, MI 48084
2482448177

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Kevin Ferhadson - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 106

Troy, MI 48084
2485090077

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Van Brienen, Tabaczuk & Associates - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
2482041170

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Zeina Robinson - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 255

Troy, MI 48084
2482448177

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David F Brazen - Ameriprise Financial Services, LLC

1301 W Long Lake Rd
Ste 270

Troy, MI 48098
2489281300

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Floyd Dabney - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
2489254375

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Thomas Greer - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
2489254363

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Barbara Buschen - Ameriprise Financial Services, LLC

1301 W Long Lake Rd
Ste 270

Troy, MI 48098
2489281300

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Michael Van Brienen - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
2489254358

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Robert F Alati - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407111

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Bryan W Lister - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407128

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Gerald Arthur Kearns - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407180

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Mark F Thistlethwaite - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407127

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Kevin R Shannon - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407117

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Stephen B Fox - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407119

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Darsh Kumar - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407135

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Brian D Brady - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
2487407176

* 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.

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