Find a financial advisor in Warren, MI

Find financial advisors in Warren, MI

Find financial advisors in Warren, MI

Share a few details and we'll show you the best financial advisors in your area.
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Find financial advisors in Warren, MI

Share a few details and we'll show you the best financial advisors in your area.
Zip code

Service type

Top 10 financial advisors in Warren, MI

Clients agree: these pros are highly rated for knowledge, experience, communication, and more.
Savings Coach

Savings Coach

5.0(2)
Offers online services
3 hires on Thervo
Serves Troy, MI
KEN H. says, "tax done while waiting, done in under half hour" Read more
Tax Solutions Consultants LLC

Tax Solutions Consultants LLC

New on Thervo
Offers online services
Serves Birmingham, MI
I reaaly enjo helping my clients define their goals, making a plan with them (that they are committed to working) and helping them attain their dream. Most all of my clients become friends, which I enjoy very much. Friends are always available to you and I to them. I have tbeen told when meeting or speacking with my clients or those who just call for information, that I freely answer all questions. And if something need to be done, if is done asap. I try to under promise and over deliver....
Eaton & Susan, Accountants

Eaton & Susan, Accountants

5.0(1)
Offers online services
1 hire on Thervo
Serves Royal Oak, MI
Matt T. says, "Ron is always quick to answer any of our concerns. He or his staff travels to our shop here in Romulus to help us with our books and payroll weekly. Very nice staff, and would highly recommend working with them." Read more
Income Tax Wizard

Income Tax Wizard

5.0(1)
Offers online services
1 hire on Thervo
Serves Clawson, MI
Linda C. says, "Service is always excellent " Read more
United Taxes

United Taxes

5.0(1)
Offers online services
Serves Detroit, MI
Jason A. says, "Jerome is really professional and direct, i learned quite a bit. I would definitely refer Jerome to anyone . He saved me "Bigtime"" Read more
Quest Financial

Quest Financial

New on Thervo
Offers online services
Serves Troy, MI
We help people that are close to retirement plan their transition. Our firm is different than many retirement planning firms as all our advisors work every case. At most firms each advisor has their own book of business. We do not work that way. Also, we work in all financial sectors including banking, insurance, and securities (stock market). This allows us to diversify across all three worlds of money in order to get the safety, growth, and liquidity need to ensure income for the rest of our clients' lives. I really enjoy helping people transition into a new phase of their life. With many people fear is the leading cause of them not seeking...
Northwestern Mutual

Northwestern Mutual

New on Thervo
Serves Macomb, MI
Our mission is to be the trusted advisor at the center of our clients financial lives. We believe in people over products and above all doing what is right for our clients to help them plan and protect their future and their families. We provide advice in the areas of budgeting, retirement planning, education, life insurance, disability and long term care insurance, estate planning, and tax mitigation. I personally work with a team of expireienced CFPs locally, and put over 35 years of combined expertise at work for my clients., to make sure all of their needs are met, and they have the peace and confidence for their future and for their li...
Cornerstone Financial Services, LLC

Cornerstone Financial Services, LLC

New on Thervo
Offers online services
Serves Southfield, MI
Cornerstone provides a unique, integrated approach which includes wealth management, tax and accounting support, estate creation, and insurance. Our clients have a single point of contact and select one or all of the services they require. At CFS we strive to obtain a deep understanding of our client's needs that we solve with highly sophisticated financial planning and tailored portfolio management. The CFS standard is to always work with each client's best interests in mind, using highly experienced internal management which is never outsourced. Our team of experts create customized, easy to understand road maps which guide clients to ret...
Safe Money Retirement Solutions

Safe Money Retirement Solutions

5.0(4)
Serves South Lyon, MI
Jerry B. says, "Bryan and his staff make you feel very comfortable. They are very professional and very knowledgeable about many different types of products. I felt very comfortable about my old annuities and 401K that I allowed them to move for me. Bryan was able to explain why certain concepts were right for me and my family. I really liked that Bryan had said , Sleep-ability Insurance is really what the annuity he recommended for part of my money. I really can sleep better knowing I am in something where I can not loose my money. I am retiring in 6 months and I feel so much better even after a month of doing business with Safe Money Retirement. I am more than willing to pass on Bryan's name to any friends or family members that are looking for info or good honest guy to meet with. Thanks for all the help over 4 different appointments and the flexibility for scheduling. Thanks again Jerry B. " Read more
AMERICAN TAX SYSTEMS

AMERICAN TAX SYSTEMS

5.0(1)
Offers online services
Serves Birmingham, MI
MARIA R. says, "PERSONAL ATTENTION TO DETAILS AND FAVORABLE RESULTS. " Read more

Your Personal Financial Planning questions, answered

Answers to commonly asked questions from the experts on Thervo.

Financial planners charge a flat fee or an hourly rate for their services. A fee-only financial planner charges a flat fee for services ranging from $1,000 to $10,000 to develop a comprehensive financial plan.

A financial planner's hourly rates range from $200 to $400 per hour, depending on the advisor's experience. The larger and more complex your portfolio, the more time the financial planner will spend helping you develop a financial plan.

In contrast, financial advisors commonly charge a percentage of the assets under management (AUM). The standard fee for financial advisors is .0.25% to 1% of AUM, so for investors with $100,000 in assets, the annual fees would be $1,000. Some financial advisors serve only wealthy clients and set a minimum size for investment accounts. However, the more money the advisors manage, the lower the percentage fee they will charge.

A financial planner helps to create a long-term financial plan for your wealth. Financial planners may sell commission-based products like life insurance, but their primary focus is helping you manage your finances including creating a budget, saving for emergencies, building college funds for your children, retirement planning, and estate planning.

A financial advisor is different from a financial planner in that their main purpose is to offer guidance and advice on financial matters like investments. They help you make informed decisions to build wealth and achieve your financial goals.

A financial planner is worth the cost, especially if you have debt to consolidate or need help reaching your financial goals. Working with a financial planner can help you grow your wealth, manage your assets, and plan for retirement. They provide the expertise to make sound financial decisions while saving you time on researching financial investments and savings accounts. Employing a financial planner gives you peace of mind that you are making responsible financial decisions and have a plan for the future.

If you are considering working with a financial planner, be sure to:

  • Ask about all of the fees associated with the services you are interested in.
  • Make sure the financial planner you choose is a fiduciary. These financial planners have a fiduciary duty or legal obligation to act in your best interest, rather than looking for investments that pay the highest commissions.
  • Only agree to financial investments or products when you understand the risk and potential benefits.

There is no minimum amount of money you should have before hiring a financial planner. Some financial planners have minimum account balance requirements, which can range from $50,000 to $1 million or more. If you have less than the minimum account balance, you may still be able to find a financial planner willing to work with you if you pay a higher fee.

Online financial planners are often more affordable than traditional financial planners and may not have minimum account balance requirements. Online planners can be accessed from anywhere with an internet connection, giving you the flexibility to work with an advisor on your schedule. These companies also have access to a wider range of expertise, employing a network of advisors with different specialties able to create a personalized financial plan tailored to your specific needs and goals.

Choosing a financial planner is a major life decision that can help you achieve your financial and retirement goals. Do not settle for a planner based on their price or location. Instead, do your research and find a planner that specializes in the services you need. If debt consolidation is an issue, find a planner that can help you reduce your debt while still building your savings. If you want to retire early, find a planner that can help you invest in products to help you reach your goals sooner.

Here are some tips to help you find the best financial planner for you:

  • Do your research by reading reviews, comparing fees, and learning about the different planning services available.
  • Interview several advisors in person to be sure you are comfortable with their personality and philosophy.
  • Make sure the planner is a fiduciary that will act in your best interests.
  • Ask about their fee structure and make sure the "all-in" costs fit your budget.
  • Get everything in writing including the services they provide, how they will be compensated, and any extra fees you should expect.
  • Be prepared to ask questions about their approach to financial planning and how they will handle your specific situation.

Before committing to a financial planner, make sure you are hiring the best person for you and your financial situation. Schedule interviews with several potential advisors and ask these important questions:

  • Are you a fiduciary?
  • What is your fee structure?
  • What additional fees should I expect?
  • What are your qualifications?
  • How often will we meet?
  • Will you be available for phone calls or emails outside of scheduled appointments?
  • What is your investment philosophy?
  • Will you help me invest in ethically responsible companies?

Reviews for Warren financial advisors

Recent success stories from people in the Warren area.
Rick T.
Very professional
Savings Coach
Angie
Safe Money is absolutely wonderful! Their knowledge was incredible especially since I didn't really understand how any of these financial things work. They took the time to explain everything to me and made me feel very comfortable and confident in my decisions. I felt that they were truly looking out for the best for my future. I highly recommend them to everyone I meet!
Safe Money Retirement Solutions
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Warren financial advisors by service