(248) 822-9010
1800 W. Big Beaver Rd | Suite 100
Troy, MI 48084-3531



  • Construction and Contractors
  • Dealerships
  • Food Service/Restaurants
  • Golf/Country Clubs
  • Professional Service Firms
  • Manufacturing
  • Medical Practices
  • Not-for-Profit Organizations
  • Oil and Gas
  • Real Estate
  • Retailers and Wholesalers
  • Retirement and Employee Benefit Plans
  • Service Industries
  • Technologies

Financial Planning

One of the biggest mistakes you can make regarding your financial future is failing to plan adequately for your retirement. Everyone has different long-term goals in life, and with so many investment options available concerning your retirement, it is more important than ever to consult a professional to guide you in the right direction.
Our talented and dedicated financial professionals at Metzler Locricchio Serra & Co. P.C. can help you establish a financial plan that helps you reduce taxes, enhance your cash flow, and increase your investment potential. We have a strong track record of helping our clients achieve their maximum potential and reach their financial goals.
We can help you make the most effective decisions to manage your wealth by assisting you in the following areas:

  • College planning
  • Medicare/assisted living planning
  • Retirement planning and tax considerations
  • Divorce/separation planning
  • Estate and gift planning
  • Business succession planning
  • Investment management and risk analysis