3 Best Financial Services in Detroit, MI

Expert-recommended Top 3 Financial Services in Detroit, Michigan. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

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UBS FINANCIAL SERVICES INC.

1217 Woodward Avenue, Suite 1201,
Detroit, MI 48226 Directions

Since 1862

Specialty:

Financial Planning Retirement Planning Wealth and Risk Management Investment Strategies Goal Setting Budgeting Taxes Estate Strategies

"UBS Financial Services Inc.'s senior vice president and market director is William Avery. He and his team’s mission is to provide quality strategies customized to your needs. Their biggest goal is to be your primary source of financial advice. To achieve this, they focus on building long-term relationships through a commitment to exceptional client service. They believe the best experience starts with the right financial advisor, which is why their leadership team works closely with their advisors to foster an environment of service excellence and productivity. With a strong tradition of wealth management experience and valuable intellectual capital, they offer local-level decision-making that benefits you. Their advisors bring extensive experience and smart ideas to help you manage your money, making decisions that align with your unique needs and goals within your community.

2026 Update: UBS Financial Services Inc is recognized as Forbes Best-in-State Wealth Management Teams in 2026, which is compiled by Shook Research."

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Forbes Best-in-State Wealth Advisors in 2021, 2022, 2023, 2024, 2025, 2026
License CRD #8174

Contact:

(313) 426-3967

By Appointment

TBR® Inspection Report:

11+ YEARS IN TBR
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WAYNE PHILLIPS

AMERIPRISE FINANCIAL SERVICES, INC.
1001 Woodward Avenue, Suite 500,
Detroit, MI 48226 Directions

Since 1999

Specialty:

Estate Planning Strategies Retirement Planning Strategies Wealth Preservation Strategies Executive Compensation and Benefit Strategies Family Finances Charitable Giving Strategies Insurance Tax Planning Strategies Retirement Income Strategies Saving for Education Investments

"Wayne Phillips serves as a financial advisor at Ameriprise Financial Services, Inc. He is committed to understanding your goals and providing personalized financial advice based on your individual needs. Ameriprise Financial Services, Inc. provides experienced advice to help you develop a financial plan and find a broad range of financial solutions to meet your desires. They can help you meet your financial goals and schedule a complimentary initial consultation. They give you a new perspective and answer your unaddressed questions with clear explanation. Ameriprise Financial Services, Inc. will discuss your financial priorities and goals, how they can work together, the value they can provide, the costs associated if you decide to work with them, and next steps during an initial consultation.

2026 Update: Ameriprise Financial was named as one of TIME’s America’s Most Iconic Companies in 2026."

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License CRD #2703133

Contact:

TBR® Inspection Report:

7+ YEARS IN TBR
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WEALTH STRATEGIES FINANCIAL GROUP

20750 Civic Center Drive, Suite 590,
Detroit, MI 48076 Directions

Since 1880

Specialty:

Financial Services Retirement Planning Retirement Income Strategies Risk Management Executive Compensation Strategies Investment Management Tax Planning Strategies Wealth Management Estate and Legacy Planning

"Wealth Strategies Financial Group is led by Managing Partner Mike Amin, who is motivated every day to do what he can to help people succeed in their professional, financial, and personal lives. Wealth Strategies Financial Group's financial professionals have the opportunity to be in business for themselves but not by themselves. They foster a collaborative culture and provide opportunities to maximize potential and vertical growth. They recommend options based on your current financial situation, focusing on what is practical, realistic, and achievable. They agree on concrete action plans. Whatever financial status you may have, Wealth Strategies Financial Group highly encourages you to take that first step. For a free and no-obligation consultation, call or visit them.

2026 Update: Wealth Strategies Financial Group is an independent, fiduciary financial services firm that offers a team-based approach, hands-on service, and a retirement distribution process to help you gain constant income."

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License #801483775

Contact:

(248) 509-0709

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report: