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Financial Advisors in New Baltimore, MI: 2026 rankings

187 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in New Baltimore: National Senior Insurance Services, RFA Score 76/100; 5.0★ from 321 Google reviews.

  2. 3

    Most-reviewed: Credit Union ONE, 336 Google reviews at 4.5★, the most of 187 ranked; ranked #3.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

187 New Baltimore financial advisors are ranked here by RFA Score, from eight published factors. 33 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.9★ across 187 rated firms.

Top 10 financial advisors in New Baltimore at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in New Baltimore at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1National Senior Insurance Services765.0★ (321)Clinton Township, 9 mi away—Top score
2Summit Financial Consulting735.0★ (155)Sterling Heights, 14 mi away——
3Credit Union ONE724.5★ (336)Clinton Township, 12 mi awaySatMost reviews
4Credit Union ONE724.6★ (330)Saint Clair Shores, 15 mi awaySat—
5Aquest Wealth Strategies725.0★ (166)Rochester, 20 mi away——
6Credit Union ONE714.6★ (231)Sterling Heights, 17 mi away——
7Foguth Financial Group705.0★ (57)Clinton Township, 13 mi away——
8First Command Financial Advisor - Anthony Bloink705.0★ (35)Clinton Township, 8 mi away——
9Firma Financial Planning CFP® , CERTIFIED FINANCIAL PLANNER705.0★ (44)Auburn Hills, 11 mi away——
10Mutual of Omaha Mortgage694.8★ (123)Grosse Pointe Park, 22 mi away——

All 187 financial advisors in New Baltimore, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  3. #3 Credit Union ONE

    Based in Clinton Township, 12 mi away

    72/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.5★ from 336 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 336 Google reviews
    Hours
    Mon–Thu 10 AM–5 PM · Fri 9 AM–5 PM · Sat 10 AM–12:30 PM · Sun closed
    Address
    16255 Hall Rd, Macomb, MI 48044
    View profile for Credit Union ONE(800) 451-4292

  4. #4 Credit Union ONE

    Based in Saint Clair Shores, 15 mi away

    72/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.6★ from 330 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 330 Google reviews
    Hours
    Mon–Thu 10 AM–5 PM · Fri 9 AM–5 PM · Sat 10 AM–12:30 PM · Sun closed
    Address
    28201 Harper Ave, St Clair Shores, MI 48081
    View profile for Credit Union ONE(800) 451-4292

  6. #6 Credit Union ONE

    Based in Sterling Heights, 17 mi away

    71/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.6★ from 231 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 231 Google reviews
    Hours
    Mon–Thu 10 AM–5 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    9000 15 Mile Rd, Sterling Heights, MI 48312
    View profile for Credit Union ONE(800) 451-4292

  7. #7 Foguth Financial Group

    Based in Clinton Township, 13 mi away

    70/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 57 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 57 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    45958 Schoenherr Rd, Shelby Township, MI 48315
    View profile for Foguth Financial Group(586) 884-7501

  10. #10 Mutual of Omaha Mortgage

    Based in Grosse Pointe Park, 22 mi away

    69/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.8★ from 123 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 123 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    17108 Mack Ave Ste 201, Grosse Pointe, MI 48230
    View profile for Mutual of Omaha Mortgage(888) 524-3452

  12. #12 Credit Union ONE

    Based in Troy, 21 mi away

    69/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.5★ from 209 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 209 Google reviews
    Hours
    Mon–Thu 10 AM–5 PM · Fri 9 AM–5 PM · Sat 10 AM–12:30 PM · Sun closed
    Address
    6010 Rochester Rd, Troy, MI 48085
    View profile for Credit Union ONE(800) 451-4292

  13. #13 Cvetkovski Financial LLC

    Based in Rochester Hills, 15 mi away

    69/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 46 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 46 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    49136 Van Dyke Ave, Shelby Township, MI 48317
    View profile for Cvetkovski Financial LLC(586) 477-4983

  15. #15 Bowline Financial

    Based in Grosse Pointe Woods, 18 mi away

    68/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 51 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    20916 Mack Ave Ste 200, Grosse Pointe Woods, MI 48236
    View profile for Bowline Financial(248) 327-6390

  18. #18 Rochester Wealth

    Based in Rochester, 20 mi away

    68/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.9★ from 62 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 62 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    439 S Main St Suite 250, Rochester, MI 48307
    View profile for Rochester Wealth(248) 434-6550

  24. #24 Foguth Financial Group

    Based in Troy, 22 mi away

    66/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.9★ from 40 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 40 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    215 E Big Beaver Rd Ste 500/600, Troy, MI 48083
    View profile for Foguth Financial Group(810) 522-5650

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 187 ranked financial advisors here; the rest are on their profiles.

financial advisors in New Baltimore, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Ohana Wealth Advisory665.0★ (38)23 mi
27Hantz Financial Services, Inc. - Clinton Township, Michigan664.6★ (11)7 mi
28Bultynck & Co., P.L.L.C.664.9★ (15)13 mi
29Warsaw Capital Partners665.0★ (34)23 mi
30Horizon Advisers - Troy (Headquarters)665.0★ (33)23 mi
31Kayla Lynnay Ajini: Primerica - Financial Services664.8★ (20)16 mi
32Edelman Financial Engines664.8★ (38)23 mi
33Edward Jones - Financial Advisor: Ashlyn N Klaski, CFP®665.0★ (3)In New Baltimore
34Edward Jones - Financial Advisor: Erin M Rohn, AAMS®665.0★ (3)In New Baltimore
35Josh Christian: Primerica - Financial Services664.9★ (15)14 mi
36Strategic Wealth Advisors Group654.8★ (18)15 mi
37KAIZEN FINANCIAL INCORPORATED655.0★ (15)15 mi
38Formula Financial Investments655.0★ (28)23 mi
39BridgeWise Financial Partners654.8★ (26)20 mi
40Sara Fallat: Primerica - Financial Services655.0★ (13)14 mi
41Edward Jones - Financial Advisor: Kelly M Lawrence, CEPA®|CRPS™655.0★ (10)12 mi
42Alliance Catholic Credit Union654.4★ (26)16 mi
43Frank DiLorenzo - Financial Advisor, Ameriprise Financial Services, LLC654.4★ (14)12 mi
44First Command Financial Advisor - Timothy Janz, RICP®655.0★ (6)8 mi
45OUR Credit Union654.0★ (97)20 mi
46Dominic Fazzolari - Financial Advisor, Ameriprise Financial Services, LLC654.6★ (11)12 mi
47Grant Cobb Financial Advisor655.0★ (23)23 mi
48Faith Investment Services655.0★ (9)13 mi
49Raymond James645.0★ (5)8 mi
50Oracle Merchant Services645.0★ (9)14 mi

Also serving New Baltimore

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving New Baltimore
BusinessGoogle ratingDistance
Action Financial Management, Inc.In New Baltimore
Bay Pointe FinancialIn New Baltimore
CKS Summit Group5.0★ (2)13 mi
David Evola - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)12 mi
Edward Jones5.0★ (1)In New Baltimore
Edward Jones - Financial Advisor: Jason S Victor, AAMS®5.0★ (2)9 mi
Edward Jones - Financial Advisor: Kimberley Greenwald5.0★ (2)In New Baltimore
Edward Jones - Financial Advisor: MacKenzie L Seibel5.0★ (1)In New Baltimore
Edward Jones - Financial Advisor: Sloan Klaski, CEPA®In New Baltimore
Edward Jones - Financial Advisor: Thomas J TrudelIn New Baltimore
Gravelle & Co Financial Management5.0★ (1)In New Baltimore
Jason Buchan - ThriventIn New Baltimore
Legacy Wealth Advisors5.0★ (2)13 mi
Lpl Financial: Howard, David3.0★ (2)9 mi
Mason Mahaffey - ThriventIn New Baltimore
Monnencia Riley - Thrivent5.0★ (1)In New Baltimore
Nina Schuppe - Thrivent5.0★ (1)In New Baltimore
Premier Estate Planners5.0★ (2)12 mi
Priority Wealth Management, LLC5.0★ (1)In New Baltimore
Reno Frazzitta, CFP5.0★ (2)14 mi

How we ranked New Baltimore financial advisors

We scored 187 New Baltimore financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn New Baltimore data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in New Baltimore: frequently asked questions

Which financial advisor has the highest RFA Score in New Baltimore?

By RFA Score, the highest-ranked financial advisor in New Baltimore, MI is National Senior Insurance Services with an RFA Score of 76/100. It has 5.0★ from 321 Google reviews. Summit Financial Consulting (#2) and Credit Union ONE (#3) follow. We ranked 187 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in New Baltimore?

RankedFinancialAdvisors ranks 187 financial advisors serving New Baltimore, MI. 4 of them are based in New Baltimore; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in New Baltimore work on weekends?

33 of 187 ranked financial advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Credit Union ONE (#3), Credit Union ONE (#4) and Credit Union ONE (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do New Baltimore financial advisors have?

The median Google rating among 187 rated financial advisors in New Baltimore is 4.9★, with a median of 10 reviews. Credit Union ONE has the most, 336 reviews, and ranks #3. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside New Baltimore count in this ranking?

Yes, if they are within 25 mi of the New Baltimore city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in New Baltimore ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in New Baltimore a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for New Baltimore

  1. November 2026: RFA Scores recalculated for 187 financial advisors serving New Baltimore.
  2. November 2026: 3 duplicate listings merged.

More financial advisors and New Baltimore pages