Financial Planners in Troy, MI — 5 Firms (2026)
5 financial planners in Troy, Michigan meet our listing bar — a website plus a public review record. They average 4.82★ across 5 rated firms, and 4 are rated 4.5★ or higher. The highest-rated is Creative Planning at 5.0★ across 21 Google reviews.
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CP
Financial PlanningTroy, MI
Financial Planning in Troy, Michigan offering financial planning, and advisory. Rated 5.0★ across 21 Google reviews.
SF
Financial PlanningTroy, MI
Financial Planning in Troy, Michigan offering financial planning, audit & assurance, and advisory. Rated 5.0★ across 19 Google reviews.
TB
The Burzynski Group✓ Verified
Financial PlanningTroy, MI
Financial Planning in Troy, Michigan offering financial planning. Rated 4.9★ across 16 Google reviews.
MW
Modern Wealth Management - Troy✓ Verified
Financial PlanningTroy, MI
Financial Planning in Troy, Michigan offering financial planning. Rated 4.8★ across 26 Google reviews.
SF
Sequoia Financial Group✓ Verified
Financial PlanningTroy, MI
Financial Planning in Troy, Michigan offering financial planning, and advisory. Rated 4.4★ across 11 Google reviews.
Top financial planners in Troy
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Creative Planning✓ | Financial Planning | ★ 5.0 | 21 |
| 2 | Saoud Financial Advisors & Wealth Management of Troy✓ | Financial Planning | ★ 5.0 | 19 |
| 3 | The Burzynski Group✓ | Financial Planning | ★ 4.9 | 16 |
| 4 | Modern Wealth Management - Troy✓ | Financial Planning | ★ 4.8 | 26 |
| 5 | Sequoia Financial Group✓ | Financial Planning | ★ 4.4 | 11 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.