Top 15 Financial Advisors in Troy, MI

Anne Burlington I have been working with Financial Services of America and my advisor for a few years now. Originally met them at a seminar I attended. I have received great service from my advisor & his service team. Love them!!! I always look forward to the warm cookie when I go into the office. Its a sweet touch!

Tyrone Brown Ive been a customer with STE Financial Solutions for years. Mr. Roy Eaton and his assistant are the best in the business ! They will get you RIGHT !!

Nicholas Papasifakis As an estate planning attorney, I have been working with City Center Financials clients for over five (5) years. City Center is one of the best retirement planning firms in the industry, and our mutual clients have been very satisfied with their knowledge and expertise. City Centers staff is also very accommodating, pleasant and well-trained.

Sherry Godlewski Working with Adam and his team has been a great experience. They have done a thorough job in reviewing our financial status and explaining our growth opportunities. We would highly recommend them for your financial investment needs.

Suzana M. Gjekaj I have had the privilege of working with Mark Ivezaj for more than 19 years, and I can confidently say that his expertise and dedication have been instrumental in securing my financial future. From the outset, Mark took the time to understand my unique financial goals and crafted a personalized strategy that has consistently delivered results. His proactive approach, coupled with clear and timely communication, has provided me with peace of mind, knowing that my financial well-being is in capable hands. What truly sets Mark apart is his unwavering commitment to acting in my best interests, no matter where I am serving (active duty military) around the world. He has consistently provided transparent advice, ensuring that I am well-informed and able to make decisions aligned with my long-term & short-term objectives. Over nearly two decades, Mark has not only been a trusted advisor but also a valued partner in my financial journey. His integrity, professionalism, and genuine care for his clients are qualities I deeply appreciate. Its the same reason I’ve referred him to my parents, siblings, and closest friends as their financial consultant. I wholeheartedly recommend Mark Ivezaj to anyone seeking a financial advisor who combines deep expertise with a personal touch. His dedication to his clients success is truly commendable.

Tom Michaels We began working with Rob Moore and the Center for Wealth Management over 20 years ago, when I changed jobs and did a rollover; I invested 50% with Rob and 50% with another firm. Over the three-year review, Rob’s investments not only had a higher return but the expenses were also much less. Rob has done a great job creating a well-designed retirement plan, helping us save for kids’ college, and strategizing to find the right mix of investments aligned to our risk tolerance, while keeping it diverse and minimizing expenses. Rob has in-depth knowledge of the market and projects honesty and fair balance in the information he shares. He’s dedicated to continued growth and learning, proactive in reaching out, a strong communicator, and a caring family man. Anytime someone we know is looking for a trusted financial advisor, we recommend Rob; my parents, our children and their spouses, and some work colleagues have all partnered with CWM. I can state with confidence that all have been impressed by his knowledge and professionalism and pleased with the investment advice provided in a timely manner. 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 term). We are blessed to be able to go into retirement with peace and comfort knowing we have the means to leave a legacy to our family and charities we support. We are grateful for the coaching and insights Rob and CWM shared with us to make this possible. We trust that they are working with us and for us. - Tom & Laura Michaels

Sarah Pettenger We absolutely love working with Blumark! In our first few meetings, our Financial Advisers had us complete a financial portfolio and set financial goals for ourselves. They showed us that we could save more money each month then what we thought we could. Two years later, we had saved enough for a down payment on our dream home. Also, Blumark helped us with our estate planning. Its something we hope we never need but are so thankful to know that our loved ones will be taken care of, if something should happen. We loved working with Blumark so much, I referred my parents to them for help with their retirement planning.

Robin T I met Greg Hinkson at a investment workshop more than 35 years ago. Since then, he has been a constant in my financial life. I have complete trust in Gregs expertise and confidence that my money is in good hands. Hinkson Wealth Management employees are consistently helpful, professional and patient with my questions and requests. I have personally recommended Hinkson Wealth Management to several friends and family members and will continue to do so.

Richard Ignatius As a long time member I have been very pleased with the customer service. I recently made a transaction at the new Troy location which is ver nice. Issa helped me and made the process very easy for me! Way to go!

Brinn LaFave Brittany was wonderful and patient! I think some of the bad reviews might be people that are in desperate positions, which I understand are stressful, but this is my second time with the same location and I have never had a problem.

Thomas Schenk Highly recommended. Very professional and very knowledgeable.

Loreta Soriano good

Linda T Im pleased to recommend Mike Coffield (he is my financial advisor at Ameriprise). I appreciate his depth of knowledge, integrity, and excellence in providing the best strategies to meet my financial goals. I have recommended him to friends who are now working with him!

Chris Hawkins Grateful for 8 Years of Guidance: Weve been with Kennedy Financial since 2017, and looking back, were genuinely grateful for the role theyve played in our financial journey. It wasnt just about investment returns - it was the peace of mind, the thoughtful advice, and the way they always made us feel cared for and never rushed. Steven in particular has been a steady voice throughout every question we had - and we had plenty! The trust we built with him and the team over the years gave us the confidence to eventually step into managing things on our own. That wasnt an easy decision - and honestly, thats a credit to how much we valued the relationship. We highly recommend Kennedy Financial to others and wont hesitate to return if we ever need someone in our corner again. Great people, solid guidance, and a team well always speak highly of. - Chris & Janan Hawkins

mike Excellent Financial advisors. Been a client for years