Review the services and client experiences of 2 financial advisors serving Troy, MI. Whether you need retirement planning, investment guidance or broader financial advice, identify relevant professionals and ask about consultations and fees.
VisionQuest Financial Planning is a Troy, MI-based fee-only financial advisor offering fiduciary-driven investment strategies and customized financial planning services. We specialize in helping self-directed clients nationwide through flat-rate project pricing, evidence-based investment philosophies, and comprehensive retirement and tax planning solutions.
Wittenberg Investments is an independent wealth management firm in Southeastern Michigan offering comprehensive financial planning and investment management services. We specialize in creating personalized strategies for individuals, families, and institutions to achieve long-term financial security. Our client-centric approach focuses on wealth growth, preservation, and intergenerational transfer through transparent, fee-based advisory services.