Wealth Management in Detroit, MI

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List of Firms

Detroit, MI Wealth Management Firms

SEC File# 801-117015
CRD# 304659
Location 718 Notre Dame St, Grosse Pointe, MI 48230, USA
Phone (313) 885-6095
RBC Wealth Management
Location 102 Kercheval Ave #200, Grosse Pointe Farms, MI 48236, USA
Phone (313) 825-2095
Alexander Legacy Private Wealth Management
Location 400 Renaissance Center Suite 2600, Detroit, MI 48243, USA
Phone (877) 206-6556
SEC File# 801-113388
CRD# 284067
5 out of 5
Location 17550 W Eleven Mile Rd, Lathrup Village, MI 48076, USA
Phone (248) 731-0029
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Dunleavy Wealth Management
Location 28411 Northwestern Hwy #1300, Southfield, MI 48034, USA
Phone (248) 663-4778
Venture Investment Inc
Location 16254 Meyers Rd, Detroit, MI 48235, USA
Phone (313) 862-8443
Merrill Lynch Wealth Management Advisor Jennifer L Sordyl
Location 290 Town Center Dr Suite 1100, Dearborn, MI 48126, USA
Phone (313) 594-9279
Wayne Phillips - Financial Advisor, Ameriprise Financial Services, LLC
Location 1001 Woodward Ave Ste 500, Detroit, MI 48226, USA
Phone (313) 867-2332
Wealth Management in Detroit, MI

Where Wealth Management Advisors in Detroit, MI Serve

Detroit, MI is a city with a rich history and diverse culture. From the iconic Renaissance Center to the bustling Eastern Market, there are plenty of landmarks to explore. The top employers in the city include General Motors, Ford, and Quicken Loans, which have helped to drive the city's economic growth. Major highways like I-75 and I-94 intersect in Detroit, making it a hub for transportation. The city is also known for its unique neighborhoods, from the trendy Corktown to the historic Boston-Edison district. With so much to see and do, Detroit is a city that never fails to impress.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Detroit, MI could benefit from a bank in numerous ways. One of the most common ways is through access to financial products and services that can help them manage their money more effectively. This is particularly important in Detroit, a city that has been hit hard by economic downturns and high unemployment rates in recent years. A bank can offer residents access to savings accounts, checking accounts, and other financial products that can help them save money, build credit, and manage their finances more effectively. Additionally, banks can provide loans and other forms of credit to residents who need them, which can be especially helpful for those looking to start a business or buy a home in the city. Overall, a bank can be a valuable resource for residents of Detroit, providing them with the financial tools and resources they need to navigate the challenges of living in a city that has faced significant economic challenges in recent years.

Insurance Broker

Residents of Detroit, MI can greatly benefit from the services of an insurance broker. With a population of over 670,000 people, Detroit is one of the largest cities in the United States. This means that there are a wide range of insurance needs that residents may have, from auto insurance to homeowners insurance, and everything in between. An insurance broker can help residents navigate the complex world of insurance, and find the policies that are best suited to their individual needs. They can help residents understand the different types of coverage available, and make informed decisions about which policies to purchase. Additionally, an insurance broker can help residents save money by finding policies with lower premiums and better coverage. With the help of an insurance broker, residents of Detroit can ensure that they have the coverage they need to protect themselves and their families.

Financial Advisor

Residents of Detroit, MI face unique financial challenges that can be addressed by a skilled financial advisor. One specific challenge is the high rate of poverty in the city, which can make it difficult for individuals to build wealth and achieve financial stability. A financial advisor can help residents navigate this challenge by providing guidance on budgeting, debt management, and savings strategies. Additionally, Detroit has a large population of small business owners, many of whom may benefit from the expertise of a financial advisor in areas such as tax planning, cash flow management, and investment strategies. By working with a financial advisor, residents of Detroit can gain the knowledge and tools they need to achieve their financial goals and build a more secure future.

Mortgage Loan Officer

Residents of Detroit, MI would greatly benefit from the assistance of a mortgage loan officer in various ways. With Detroit being a city that has experienced economic hardship, many residents may struggle to obtain affordable housing. A mortgage loan officer can help residents secure a mortgage loan that fits their financial situation and allows them to purchase a home in the city. Furthermore, Detroit has a large population of low-income residents who may qualify for government-assisted mortgage programs. A knowledgeable mortgage loan officer can help these residents navigate these programs and find the best possible option for their specific needs. Additionally, with the ever-changing housing market, a mortgage loan officer can provide valuable insight and guidance on current trends and market conditions to help residents make informed decisions. Overall, a mortgage loan officer can play a crucial role in helping Detroit residents achieve their dream of homeownership and improve their overall financial stability.

Tax Services

Residents of Detroit, MI could greatly benefit from the assistance of a tax advisor in navigating the complex tax laws and regulations that are specific to the city. With Detroit being a major hub for the automotive industry, many residents work for these companies and may have unique tax situations related to their employment. Additionally, Detroit has a high poverty rate, which can lead to confusion and complications when it comes to filing taxes and accessing tax credits and deductions. A tax advisor can help residents understand these credits and deductions, such as the Earned Income Tax Credit, which can provide much-needed financial relief for low-income families. Furthermore, Detroit has experienced a significant amount of revitalization efforts in recent years, including tax incentives for businesses and property owners. A tax advisor can assist residents in taking advantage of these opportunities, whether it be through starting a small business or investing in real estate. Overall, a tax advisor can provide invaluable guidance and support to Detroit residents navigating the complex world of taxes.

Estate Planning Lawyer

Residents of Detroit, MI can benefit from the expertise of an estate planning lawyer in various ways. Firstly, an estate planning lawyer can help residents of Detroit to create a comprehensive estate plan that will ensure their assets are distributed according to their wishes after their passing. This is particularly important in Detroit, which has a high crime rate and is prone to natural disasters such as floods and fires. Secondly, an estate planning lawyer can help residents of Detroit to minimize estate taxes, which can be particularly burdensome in Michigan, where the estate tax rate is among the highest in the country. Finally, an estate planning lawyer can help residents of Detroit to create a plan for long-term care, which is especially important given the aging population of the city and the high cost of healthcare in Michigan. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Detroit, helping them to protect their assets and ensure their wishes are carried out.

Detroit, MI Financial Resources

Detroit, MI Chamber of Commerce


Detroit, MI City Hall


Detroit, MI Public Library



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