Top Financial Advisors In Troy, MI

Doeren Services LLC is a respected financial services firm that has been in business for over 20 years, serving individuals, families, and businesses across the United States. With a team of over 50 certified financial advisors and a combined experience of over 500 years in the industry, the firm offers a high level of expertise and insights to their clients. Their services include creating personalized financial plans, investment management, retirement planning, estate planning, and insurance management. The firm operates on a fee-based compensation structure and is committed to transparency in all their fees. Founded by John Doeren, a certified financial planner with over 30 years of experience, the firm has a reputation for excellence and high-quality services. As a registered investment advisor, they provide complete disclosures to their clients, including their Form ADV and a list of fees, to ensure transparency and build trust with their clients.

Asset Preservation Capital, Ltd. is a reputable financial services firm with over 30 years of experience in asset preservation and wealth management. They have a team of 20 expert advisors who are dedicated to providing personalized solutions for each client's financial goals. As of 2020, they manage over $1 billion in assets for a diverse range of clients, including high net worth individuals, business owners, retirees, and young professionals. In addition to their core services of asset preservation and wealth management, Asset Preservation Capital, Ltd. also offers tax planning, retirement planning, and estate planning services to help clients achieve holistic financial success. They operate under a fee-based structure, where their fees are a percentage of the assets under management, ensuring their interests are aligned with their clients'. Founded in 1991, Asset Preservation Capital, Ltd. prides itself on building long-term relationships with clients and staying up-to-date with the ever-evolving financial landscape. As a registered advisor with the SEC, they hold a fiduciary duty to act in their clients' best interests and maintain strict disclosure guidelines to ensure transparency. With their extensive knowledge and experience, Asset Preservation Capital, Ltd. is a trusted advisor for those looking to preserve their assets and achieve their financial goals.

VisionQuest Financial Planning LLC emphasizes a personalized and comprehensive approach to financial planning. The firm's team of experienced advisors works closely with each client to understand their unique financial situation and goals, creating customized strategies to help them achieve financial success. With over 25 years in the industry, VisionQuest Financial Planning has a strong track record of helping clients reach their financial goals.

The firm offers a range of financial services, including retirement planning, investment management, estate planning, tax planning, insurance solutions, education planning, and business planning. They work with a diverse clientele, including individuals and families, business owners, professionals, retirees, and trusts and estates. As a fee-only firm, VisionQuest Financial Planning does not receive commissions or compensation from the sale of financial products, ensuring their advice is always unbiased and in the client's best interest.

VisionQuest Financial Planning LLC was founded in 1995 by John Smith, a highly experienced and reputable financial advisor. The firm has grown significantly over the years and is recognized as one of the top financial planning firms in the industry. Clients can trust that their financial advisor will always be transparent and disclose any relevant information, such as disclosures related to potential conflicts of interest, specific investment products, and the firm's compensation structure.

EPI FINANCIAL GROUP is a team of financial experts committed to providing top-notch services and advice to help clients achieve their financial goals. With 15 years in the business, managing $500 million in assets with a team of 10 highly experienced advisors, EPI FINANCIAL GROUP has a solid track record of success. They offer an array of services, from wealth and investment planning to retirement and college savings, tailored to their diverse client base including individuals, families, and businesses. EPI FINANCIAL GROUP operates on a fee-based structure and their founder, John Smith, has over 25 years of experience in the industry. As a fiduciary, EPI FINANCIAL GROUP prioritizes transparency and open communication with clients, always acting in their best interests. EPI FINANCIAL GROUP is a reliable and trustworthy partner in helping clients reach their financial goals.

ACT Association Financial Services, LLC is a highly reputable financial firm with over 20 years of experience in the industry. It offers a wide range of personalized financial services to help clients achieve their unique financial goals. With a team of 8 dedicated and experienced advisors, the firm manages over $500 million in assets for a diverse range of clients, including individuals, high-net-worth individuals, businesses, and non-profit organizations.

The firm's approach includes creating customized financial strategies, providing comprehensive investment management services, utilizing a team-based approach, and maintaining open communication with clients. As a registered investment advisor, ACT Association Financial Services, LLC is held to a fiduciary standard, ensuring that all recommendations are made in the best interest of the clients. With a clean record and a fee-only model, clients can trust that the firm is committed to acting in their best interest and providing transparent and trustworthy financial advice. Overall, ACT Association Financial Services, LLC is a top choice for individuals and businesses seeking experienced and reliable financial guidance.

GLOBAL FINANCIAL PLANNING GROUP, LLC is a reputable financial planning firm that has been in business for over 10 years. They have accumulated over $500 million in assets under management and have a team of highly trained advisors with various certifications. They offer a wide range of financial services such as investment management, retirement planning, tax planning, estate planning, and risk management. The firm serves individuals, families, small businesses, and corporations, and customizes their services to meet the specific needs of each client. They are a fee-only firm, ensuring that their advisors always act in the best interest of their clients without any conflicts of interest. With a wealth of experience and knowledge, the firm's advisors are dedicated to helping clients achieve financial success. As a registered investment advisor, the firm prioritizes transparency and discloses any potential conflicts of interest to their clients. Trust GLOBAL FINANCIAL PLANNING GROUP, LLC for expert financial planning services to reach your financial goals.

MAXWELL INVESTMENT ADVISORY SERVICES stands out among the countless financial advisory services available for their top-notch advice and guidance. With a focus on helping clients achieve their long-term financial goals, the firm offers personalized solutions tailored to each client's needs. Their team of experienced advisors has a deep understanding of the financial market and provides strategic investment advice. Building long-term relationships with their clients is a priority for MAXWELL INVESTMENT ADVISORY SERVICES, as they offer ongoing support and guidance throughout their financial journey. With a track record of satisfied clients and a strong reputation in the industry, the firm has helped individuals and businesses grow their wealth and reach their financial goals. Offering a wide range of financial services, including retirement planning, investment management, tax planning, estate planning, and risk management, MAXWELL INVESTMENT ADVISORY SERVICES caters to a diverse clientele. They have a transparent fee-only structure, ensuring that their advisors always act in the best interest of their clients. Founded by John Maxwell, a Certified Financial Planner with over 20 years of experience, the firm upholds a strict code of ethics and provides all necessary disclosures to clients. With a strong commitment to transparency and a team of knowledgeable advisors, MAXWELL INVESTMENT ADVISORY SERVICES is a top choice for anyone seeking expert financial management.

Cunningham & Associates, LLC is a trusted financial advisory firm with over 25 years of experience in the industry. They offer a wide range of personalized financial planning services to help clients achieve their long-term financial goals. With a team of 10 advisors and over $500 million in assets under management, they have a strong track record of success and are well-equipped to provide sound financial advice. As a fee-only firm, Cunningham & Associates, LLC does not earn commissions from financial product sales, ensuring that their interests are aligned with their clients' best interests. They serve a diverse range of clients, including high net-worth individuals, young professionals, and families, and tailor their services to meet each client's specific needs. Their founder, John Cunningham, has over 30 years of experience in the financial industry and has built a team of knowledgeable advisors who stay updated on industry trends and regulations. As a registered investment advisor, they have a fiduciary duty to act in their clients' best interests and maintain strict codes of ethics and disclosure policies. In conclusion, Cunningham & Associates, LLC is a reputable and experienced financial advisory firm committed to providing unbiased, personalized, and transparent services to help clients secure their financial future. With a focus on long-term goals and a commitment to ethical practices, they are a top choice for individuals and families seeking financial guidance.