Top financial advisors in Troy, MI
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you work in or near Troy, MI, and face pension-related retirement decisions, you need advisors who understand the local auto industry's impact on your benefits. A common mistake is treating pensions like standard retirement accounts, which can lead to missed income opportunities or tax pitfalls.
- Pension expertise. Confirm the advisor knows how to evaluate and integrate auto industry pensions into your overall retirement plan.
- Retirement income sequencing. Ask how they plan withdrawals to optimize income and minimize taxes, considering your pension and other sources.
- Tax implications. Ensure they understand local and state tax rules affecting pension income and can help you navigate them effectively.
- Coordination with benefits. Check if they consider Social Security and other employer benefits alongside your pension for a comprehensive strategy.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Eric R
CFP®, Series 63, Series 66
Troy, MI
LPL Financial
Eric Ratliff's 21 years of experience and CFP® certification equip him to address pension-related retirement decisions in Troy, MI, especially given his expertise in wealth management and retirement plans for business owners. Affiliated with LPL Financial, a large firm offering diverse investment solutions, he provides flat-fee financial planning, distinguishing him from advisors with different fee structures or smaller firm affiliations.
Experience: 21 years
Avg account: $399,489
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Mark C
Series 63, Series 66
Troy, MI
Edward Jones
Mark Chrobak in Troy, MI, offers retirement income strategies with a focus on business owners and estate planning, supported by 10 years of experience and Series 63 and 66 credentials. Affiliated with Edward Jones, a large firm serving over four million clients, he provides access to diverse advisory programs with an AUM fee up to 1.35%, distinguishing him from smaller local advisors.
Experience: 10 years
Avg account: $246,728
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Barbara K
Series 66
Troy, MI
Ameriprise
Barbara Kreitsch in Troy, MI, specializes in retirement income strategy and Social Security optimization, making her well-suited for pension-related retirement decisions. With 20 years of experience at Ameriprise, a large firm offering tax-efficient, research-backed planning and a 0.15% AUM fee, she supports clients approaching retirement with significant investable assets through detailed, non-discretionary recommendations.
Experience: 20 years
Avg account: $471,167
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Zuberi T
Series 66
Sterling Heights, MI
Merrill
Zuberi Thomas in Troy, MI, offers expertise in tax-loss harvesting and active portfolio management, which can help optimize retirement income sequencing and tax implications for clients with auto industry pensions. Affiliated with Merrill, a large firm serving diverse clients, he brings seven years of experience and a Series 66 designation, catering especially to mid-career professionals and high earners not yet rich, with a 1.10% AUM fee for managed strategies under $2 million.
Experience: 8 years
Avg account: $860,085
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David C
Series 63, Series 66
Troy, MI
J.P. Morgan Securities
David Cook's extensive 26 years in wealth management at J.P. Morgan Securities in Troy, MI, equip him to address pension-related retirement decisions, especially for executives and business owners. His affiliation with a large firm offering institutional consulting and customized performance reporting distinguishes him from others, alongside a competitive 0.30% annual AUM fee and deep local experience.
Experience: 26 years
Avg account: $318,381
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