Best Financial Advisors in Warren

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
130+
Advisors
4.9/5.0
Average Rating

Warren Financial Landscape

Warren's economy is bolstered by its proximity to Detroit, with a strong focus on manufacturing and technology. The city is home to a mix of established companies and emerging startups.

Major industries
Automotive, Manufacturing, Technology
Population
134.9K (metro: 4.3M)
Median household income
$58,000
Unique needs
Warren requires tailored financial services to navigate its unique industrial landscape and demographic shifts.
Market Insights
Economic Growth
According to BEA (2023), Warren's economy shows steady growth driven by automotive and tech sectors, with a focus on innovation.
Wealth Demographics
According to Census (2023), the median income in Warren is $58,000, reflecting a diverse economic base and workforce.
Advisor Specializations
Based on BLS (2023), financial advisors in Warren increasingly specialize in manufacturing and tech sectors to meet local needs.
Local Considerations
Cost of Living
According to BLS (2024), Warren's cost of living is competitive, making it attractive for families and businesses alike.
Real Estate Market
According to Zillow (2024), the real estate market in Warren is experiencing moderate growth, but potential bubble risks exist.
Business Environment
According to Fortune (2024), Warren's business climate is favorable, with incentives for tech startups and established manufacturers.

Top 5 Financial Advisors in Warren

Edward Jones - Financial Advisor: Craig A Wagenschutz
★ ★ ★ ★ ★ 5
Firma Financial Planning CFP® , CERTIFIED FINANCIAL PLANNER
★ ★ ★ ★ ★ 5
Pioneer Financial Services
★ ★ ★ ★ ★ 5
Royal Oak Financial Advisors
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Kelly M Lawrence, CEPA®|CRPS™
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Warren, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Warren-Specific Expertise
For Warren residents working in Automotive, Manufacturing, Technology, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Warren's automotive focus poses risks if tech and manufacturing don't diversify. Real estate may face volatility due to economic shifts; consider flood risks.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Michigan locations

Detroit Grand Rapids Warren Sterling Heights Ann Arbor Lansing Flint Dearborn