Best Financial Advisors in Livonia, MI

We did the hard work of finding trustworthy partners in Livonia, MI. Fill out the form to get connected.

Connect With a Financial Planner

As Seen In

List of Firms

Livonia, MI Fiduciary Financial Advisors

Financial & Portfolio Advisors, Ltd.
5 out of 5
Location 15855 Farmington Rd, Livonia, MI 48154, USA
Phone (734) 261-4011
Financial Advisors in Livonia, MI

Where Certified Financial Advisors in Livonia, MI Serve

Livonia, Michigan is a suburb of Detroit. It is located in Wayne County and has a population of 96,942 as of the 2010 census. Livonia is home to several landmarks, including the Henry Ford Estate and the Wonderland Village Shopping Center. The top employers in Livonia are Trinity Health, St. John Providence Health System, and Ford Motor Company. Major highways and streets in Livonia include I-96 and Eight Mile Road. The neighborhoods in Livonia include Burgundy Hills, Farmington Hills, and Westland.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Livonia, MI have a number of banking services available to them. Services include checking and savings accounts, loans, mortgages, and more. Residents can also take advantage of online banking and mobile banking options. Banks in Livonia offer a variety of products and services to cater to the needs of their customers.

Insurance Broker

Most people in Livonia, MI don't know that insurance brokers exist, let alone the services they offer. Insurance brokers can help Livonia residents by finding them the best rates on auto, home, and health insurance policies. They can also help residents file claims and navigate the complex world of insurance.

Retirement Planning

Financial advisors can help Livonia, MI residents with retirement planning in a variety of ways. They can help people to save for retirement, invest their money wisely, and plan for the future. In addition, financial advisors can provide valuable advice on taxes and estate planning.

Wealth Management

Livonia, MI residents have a number of options when it comes to their finances. They can choose to save and invest their money, or spend it frivolously. However, there is a third option that many people in Livonia may not be aware of: wealth management. Wealth management is a service that helps individuals and families grow and protect their wealth. It involves working with an expert who will help you make smart financial decisions and plan for your future.

Estate Planning Lawyer

Estate planning lawyers can help Livonia, MI residents protect their assets and plan for the future. By creating a will or trust, estate planning lawyers can help ensure that your property is distributed according to your wishes after you die. They can also help you set up powers of attorney and healthcare directives, which will allow someone you trust to make decisions on your behalf if you are unable to do so yourself.

Mortgage Loan Officer

Mortgage loan officers in Livonia, MI can help residents by providing them with the best mortgage rates and products available. By working with a loan officer, residents can rest assured that they are getting the best deal possible on their mortgage. Loan officers can also provide guidance and advice to residents who are unsure of what type of mortgage product is right for them.

Tax Services

Tax accountants can help Livonia, MI residents minimize their taxable income. By claiming all available deductions and credits, tax accountants can help residents keep more of their hard-earned money. In addition, tax accountants can help businesses in Livonia, MI reduce their taxes and maximize their profits. As a result, taxpayers in Livonia, MI can benefit from the expertise of tax accountants.


FAQs About Personal Financial Advisors in Livonia, MI