Wealth Management in Troy, MI

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List of Firms

Troy, MI Wealth Management Firms

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Compass Wealth Management - UBS Financial Services Inc.
Location 2301 West Big Beaver Road Somerset Place Office Building, Troy, MI 48084, USA
Phone (248) 649-7580
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Morgan Stanley Financial Advisors
4 out of 5
Location 101 W Big Beaver Rd Suite 1200, Troy, MI 48084, USA
Phone (248) 740-7100
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Merrill Lynch Wealth Management Advisor Derick Grembi
Location 2600 W Big Beaver Rd, Troy, MI 48084, USA
Phone (248) 655-4020
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Troy, MI Private Wealth Management - UBS Financial Services Inc.
Location 2301 W Big Beaver Rd #800, Troy, MI 48084, USA
Phone (800) 446-0311
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SEC File# 801-72987
CRD# 159257
5 out of 5
Location 101 W Big Beaver Rd 14th floor, Troy, MI 48084, USA
Phone (269) 325-1826
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PNC Wealth Management
Location Top of Troy, 755 W Big Beaver Rd, Troy, MI 48084, USA
Phone (734) 281-5518
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Merrill Lynch Wealth Management Advisor Abraham K Post
Location 2600 W Big Beaver Rd Suite 110, Troy, MI 48084, USA
Phone (248) 655-4060
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Sutherland Wealth Management
Location 901 Tower Dr Suite 420, Troy, MI 48098, USA
Phone (248) 897-0090
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Merrill Lynch Wealth Management Advisor Ronnie Jallad
Location 2600 W Big Beaver Rd, Troy, MI 48084, USA
Phone (248) 655-4044
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Merrill Lynch Wealth Management Advisor Christopher George Malley
Location 2600 W Big Beaver Rd, Troy, MI 48084, USA
Phone (248) 655-4032
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J2 Capital Management
Location 1301 W Long Lake Rd Suite 260, Troy, MI 48098, USA
Phone (248) 641-4444
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PVG Asset Management
Location 200 E Big Beaver Rd, Troy, MI 48083, USA
Phone (248) 619-6050
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Merrill Lynch Wealth Management Advisor Nicholas J Kozak
Location 2600 W Big Beaver Rd, Troy, MI 48084, USA
Phone (248) 655-4036
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Double Eagle Wealth Management - UBS Financial Services Inc.
Location 2301 W Big Beaver Rd #800, Troy, MI 48084, USA
Phone (248) 649-7539
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Tru Insight Wealth Advisors - Ameriprise Financial Services, LLC
Location 900 Wilshire Dr Ste 255, Troy, MI 48084, USA
Phone (248) 244-8177
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POM Wealth Management Inc
Location 1441 E Maple Rd #304, Troy, MI 48083, USA
Phone (248) 648-1219
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Merrill Lynch Private Wealth Advisor Dana M Locniskar
Location 2600 W Big Beaver Rd, Troy, MI 48084, USA
Phone (248) 655-4100
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Vermillion Wealth Management
Location 1700 W Big Beaver Rd # 310, Troy, MI 48084, USA
Phone (248) 637-7200
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Clarus Wealth Management
Location 200 E Big Beaver Rd #148, Troy, MI 48083, USA
Phone (248) 629-0924
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Global Wealth Advisors
Location 200 E Big Beaver Rd, Troy, MI 48083, USA
Phone (248) 457-4555
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Budd Wealth Management, LLC
Location 101 W Big Beaver Rd Suite 1400, Troy, MI 48084, USA
Phone (248) 687-7507
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The Meldrum Group - UBS Financial Services Inc.
Location 2301 West Big Beaver Road Somerset Place Office Building, Troy, MI 48084, USA
Phone (248) 649-7541
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Paul Toby - UBS Financial Services Inc.
Location 2301 West Big Beaver Road Somerset Place Office Building, Troy, MI 48084, USA
Phone (248) 637-0274
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SEC File# 801-61089
CRD# 117756
5 out of 5
Location 5480 Corporate Dr #100, Troy, MI 48098, USA
Phone (248) 641-7400
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Center for Wealth Management
Location 3250 W Big Beaver Rd suite 226, Troy, MI 48084, USA
Phone (248) 220-4321
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True Harbour Wealth Management & Advisory Group
SEC File# 801-38116
CRD# 27913
Location 1450 W Long Lake Rd #150, Troy, MI 48098, USA
Phone (248) 502-0805
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Karen Thompson - UBS Financial Services Inc.
Location 2301 West Big Beaver Road Somerset Place Office Building, Troy, MI 48084, USA
Phone (248) 649-7560
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Bdl Wealth Management
SEC File# 801-111055
CRD# 158043
Location 3155 W Big Beaver Rd, Troy, MI 48084, USA
Directions
SEC File# 801-78796
CRD# 169570
Location 101 W Big Beaver Rd #1400, Troy, MI 48084, USA
Phone (855) 927-2679
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Zale Group Wealth Management
Location 2050 Livernois Rd suite b, Troy, MI 48083, USA
Phone (248) 243-5800
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Legacy Wealth Management Group
Location 4080 John R Rd, Troy, MI 48085, USA
Phone (248) 528-3151
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Glidden & Kreitsch Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 700 Tower Dr Ste 200, Troy, MI 48098, USA
Phone (248) 247-3010
Directions
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Clearpath Capital Management, LLC.
5 out of 5
Location 3150 Livernois Rd #118, Troy, MI 48083, USA
Phone (248) 250-7210
Directions
SEC File# 801-10970
CRD# 6413
Location 201 W Big Beaver Rd #715, Troy, MI 48084, USA
Phone (248) 879-4977
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Merrill Lynch Wealth Management Advisor Michael F Ottaway
Location 2600 W Big Beaver Rd, Troy, MI 48084, USA
Phone (248) 655-4070
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Merrill Lynch Wealth Management
5 out of 5
Location 2600 W Big Beaver Rd, Troy, MI 48084, USA
Phone (248) 655-4141
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Merrill Lynch Wealth Management Advisor Paul K Youngblood
Location 2600 W Big Beaver Rd, Troy, MI 48084, USA
Phone (248) 655-4038
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pilot wealth management
Location 1450 W Long Lake Rd, Troy, MI 48098, USA
Phone (734) 330-7033
Directions
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STM Wealth Management Group - UBS Financial Services Inc.
Location 2301 West Big Beaver Road Somerset Place Office Building, Troy, MI 48084, USA
Phone (248) 637-0274
Directions
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William Mack & Associates, Inc.
5 out of 5
Location 1301 W Long Lake Rd #115, Troy, MI 48098, USA
Phone (248) 643-4310
Directions
Wealth Management in Troy, MI

Where Wealth Management Advisors in Troy, MI Serve

Troy, MI is a bustling city located in Oakland County, known for its diverse neighborhoods, top employers, and iconic landmarks. From the upscale Somerset Collection Mall to the historic Stage Nature Center, there's something for everyone in Troy. Major highways such as I-75 and M-59 run through the city, providing easy access to nearby cities like Detroit and Flint. Troy is home to major employers like Delphi Technologies, Beaumont Health, and Bank of America, making it a hub for business and innovation. Some of the most popular neighborhoods in Troy include Troy Estates, Troy Meadows, and Troy Hills, each offering unique amenities and charm. With its blend of urban convenience and suburban charm, Troy is a must-visit destination for anyone looking to experience the best of Michigan.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Troy, MI can benefit from a bank in numerous ways. One specific example is the ability to obtain a mortgage loan to purchase a home in the city. With its highly rated school district and proximity to major employers, Troy is a desirable location for many families. A bank can provide assistance in navigating the complex process of obtaining a mortgage, including pre-approval, finding the right loan program, and securing a competitive interest rate. Additionally, a bank can offer financial planning services to help residents save for a down payment, manage their budget, and plan for their future. With so many opportunities for growth and prosperity in Troy, a bank can be an invaluable resource for residents looking to achieve their financial goals.

Insurance Broker

Residents of Troy, MI can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help them navigate the complex insurance market and find the right insurance policies that meet their unique needs. With the high cost of living in Troy, MI, residents need insurance policies that provide adequate coverage without breaking the bank. An insurance broker can help them compare different insurance policies and select the most affordable one. Secondly, Troy, MI is home to several large corporations and small businesses. An insurance broker can help these businesses find the right insurance policies that protect their assets, employees, and customers. Lastly, an insurance broker can provide residents of Troy, MI with expert advice on how to reduce their insurance premiums. For example, they can recommend ways to improve their credit score, install safety features in their homes, and bundle their insurance policies. Overall, an insurance broker can be a valuable resource for residents of Troy, MI who want to protect their assets and save money on insurance.

Retirement Planning

Residents of Troy, MI can benefit greatly from the expertise of a retirement planner. With a population of over 83,000 people, Troy is a bustling city with a diverse mix of residents. A retirement planner can help these individuals navigate the complex world of retirement planning, ensuring that they are well-prepared for their golden years. From assessing their current financial situation to creating a comprehensive retirement plan, a planner can help residents of Troy make informed decisions about their future. Additionally, a planner can provide guidance on tax strategies, investment options, and estate planning, ensuring that their clients are well-protected and financially stable. With so many options and considerations to take into account, a retirement planner can provide invaluable support and peace of mind to the residents of Troy, MI.

Financial Advisor

Residents of Troy, MI could benefit from the guidance of a financial advisor in numerous ways. One specific example is the fact that Troy is a city with a high cost of living, which can make it difficult for individuals to save money and invest wisely. A financial advisor can help residents create a budget that takes into account their unique financial situation and goals, as well as provide advice on how to save for big-ticket expenses like a home or college education. Additionally, a financial advisor can help residents navigate the complex world of investing, providing guidance on which stocks, bonds, and other securities are best suited for their needs. With the help of a financial advisor, residents of Troy can feel confident in their ability to manage their finances and plan for a secure future.

Mortgage Loan Officer

Residents of Troy, MI can benefit from the services of a mortgage loan officer in a multitude of ways. Firstly, they can help residents find the best mortgage rates available in the market, which can save them thousands of dollars in the long run. Additionally, mortgage loan officers can assist residents in navigating the complex process of obtaining a mortgage, from pre-approval to closing. This is especially important in Troy, MI, where the real estate market is highly competitive and can be difficult to navigate without the help of an experienced professional. Furthermore, mortgage loan officers can provide valuable advice and guidance on the various types of mortgages available, such as fixed-rate, adjustable-rate, and FHA loans. With their expertise and knowledge, residents of Troy, MI can make informed decisions about their mortgage and ultimately achieve their dream of homeownership.

Tax Services

Residents of Troy, MI could benefit from the expertise of a tax advisor in numerous ways. For instance, Troy is home to a thriving business community, with several Fortune 500 companies having their headquarters in the city. A tax advisor could assist business owners in navigating the complex tax laws and regulations, ensuring that they are in compliance and maximizing their deductions. Additionally, Troy has a high median household income, which may lead to more complex tax situations for residents. A tax advisor could help these individuals navigate the intricacies of tax planning, minimizing their tax liability and maximizing their refunds. Furthermore, Troy has a diverse population, with residents from various cultural backgrounds. A tax advisor with knowledge of different tax laws and regulations could provide valuable assistance to these individuals, ensuring that they are not missing out on any deductions or credits.

Estate Planning Lawyer

Residents of Troy, MI can benefit from the expertise of an estate planning lawyer in various ways. For instance, an estate planning lawyer can help them create a comprehensive estate plan that includes wills, trusts, and powers of attorney. This is particularly important in Troy, MI, where there is a high concentration of affluent families with complex financial situations. Additionally, an estate planning lawyer can assist Troy residents in minimizing their tax liabilities, protecting their assets from creditors, and ensuring that their beneficiaries receive their assets in a timely and tax-efficient manner. Furthermore, an estate planning lawyer can help Troy residents navigate the complex laws and regulations surrounding estate planning, including probate and trust administration, and provide them with peace of mind knowing that their wishes will be carried out after their passing.

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