Farmington Financial Planners

in Farmington, MI

117
Financial Planners are
in Farmington

11
Financial Planners in Farmington
are top rated

A
Rated by
George H.
"Pat
(owner) and
De
met with my wife and I initially for for almost two hours to get to know us and understand" our financials needs and objectives. I am close to retirement (my wife will retire in 3 years), and we wanted to find an investment advisor that would get to know us personally and work our whole financial plan, not just offer stocks and bonds advice. We had our
and investment accounts at one of the huge brokerage firms and found that we were a small fish in an large
. Plus, our investments were under performing the
enough that we needed to find another solution.
is the solution for us. They are a small company that provides personal service. They are all CPA's in addition to being financial planners, which made us more confident. Pat
has been in the financial management business for 25+ years, and has a mission to provide holistic financial planning tailored to an individual's needs, not just stock picking advice. They have helped us understand approaches and strategies for life insurance, social security, retirement cash flow, 401(k)'s,
's and regular investments. They created a comprehensive financial plan for us, explained it in great detail, outlined the risks, and showed us what our financial future would look like. We are so happy that we found an advisory firm that really cares about us and takes the time and interest to get to know us, our risk tolerance, and our needs. I would not hesitate to refer any of my family or friends to
.
A
Rated by
Elizabeth L.
"In our first meeting with
, he described the process and the expected outcome and we left with a list of information we needed to bring to the next meeting." We thought we brought all the requested info to the next meeting but as
systematically walked through our assets, workplace benefits,and liabilities, we discovered a few things we had forgotten we had. Those forgotten assets more than covered the cost of the service! Also, as
reviewed our documents, he gave us a better idea of exactly what we had and how the benefits worked while giving us advice along the way of how to maximize those benefits. After all the information was collected,
built a plan based on our answers to questions about our goals and risk tolerance.
walked through a great tool where you can change assumptions and see your expected outcome and probability of success. We even had access to that tool after our meetings with
were finished which we found really helpful. At the last meeting,
summarized what we had discussed in the previous meetings and repeated the advice he shared along the way. He then walked us through various investments and insurance products and explained the pros and cons of each. We were very pleased with our interactions with
. He was personable and knowledgeable. We never felt rushed and
patiently answered all our questions even though we had paid a flat fee so he should have wanted to cut our meetings short! We feel like we learned a lot and were glad we spent the time and money. We would enthusiastically recommend
.
A
Rated by
JOSEPH C.
"A few years ago, we were probably a financial adviser's worst nightmare. We could only answer about half of
's questions as far as where all our money" was (many items had been moved, plus we had just physically moved houses and misplaced many documents in the process).
patiently walked us through establishing a baseline for what a healthy financial plan looks like today, and what we needed to to to prepare for our future. Within a few weeks, we went from only knowing where about 75% of our money was and should be, to knowing where every penny was and watched our portfolio grow. He's very versed in the myriad of options available, and was able to provide
advice for not only managing our own finances, but how to do that in the context of owning our own small business. He is always professional, unbiased, and responsive to inquiries.

Farmington Financial Advising Articles

Financial Advising reviews in Farmington

A

Rating
I have worked with
Farmington Financial Planners Provider Name Locked
for over 10 years. He looks at your entire financial picture in order to design a comprehensive financial plan that meets your unique needs. He is well educated and has earned a lot of credentials, he makes financial planning easy to understand, he's thorough and provides detailed analysis reports.
Farmington Financial Planners Provider Name Locked
is very professional, he has always gotten me a great return on my investments and I would highly recommend him.
- Susan R.
A

Rating
Farmington Financial Planners Provider Name Locked
was very easy to work with. His office is a long distance from my home so we handled everything via phone and email.
Farmington Financial Planners Provider Name Locked
provided the information I sought in a detailed manner and responded exactly when he said he would. I would be happy to use his services again in the future.
- Ryan W.
F

Rating
In early November 2013 I began looking into a Cash Balance plan to enhance my office’s profit sharing and 401k plans. I was using the Third Party Administrator (TPA) Great Lakes Pension for my 401k and I looked at two other companies The Benefit Advantage (TBA) and The Retirement Advantage (TRA). Each of the three companies gave proposals for costs associated with setting up the Cash Balance plans (CBO) and ongoing annual costs associated with running the plans. Upon receiving the quotes, it appeared that TRA was the lowest. We had numerous email correspondences about the process and on November 13th I signed a contract to proceed to set up the plans using TRA. The front page of the contract showed that I would us be executing this agreement with TRA, through their agent
Farmington Financial Planners Provider Name Locked
,
Farmington Financial Planners Provider Name Locked
the financial advisor and Great West, the fund management company.
However, on November 18 (15 days after I signed the contract),
Farmington Financial Planners Provider Name Locked
wrote that he was unable to get back with me sooner because he was traveling, but he needed to inform me that the fee structure that was quoted would be different than what was presented. My apologies for the lack of immediate feedback. I’m traveling this week in the UP. I understand the concern with the difference in cost between the standard and custom design. I did not present the custom pricing based on the conversations surrounding the $100k contribution goal Dr.
Farmington Financial Planners Provider Name Locked
expressed. I do not want anyone to think that I purposely did not disclose the fees associated with the custom plan design. With that said, I have reached out to actuarial partner,
Farmington Financial Planners Provider Name Locked
, Inc. to discuss the reasons surrounding fees and if there is anything we can do to accommodate Dr.
Farmington Financial Planners Provider Name Locked
. Please see his email below and the attached marketing piece that discusses Standard v. Custom designs. I will follow up with a revised proposal that illustrates the $3000 set up and annuals of $4200. I hope the decision is to continue to partner with The Retirement Advantage and Great West. If I can be of further assistance or additional information is required, please do not hesitate to contact me directly.

Regards,

Farmington Financial Planners Provider Name Locked


He attempted to explain that their actuarial partner,
Farmington Financial Planners Provider Name Locked
set their fees differently for different types of plans. I had my office manager tell
Farmington Financial Planners Provider Name Locked
to hold off on processing our plans through TRA until we had more clarity about what appeared to be a Bait and Switch. Then, in early December
Farmington Financial Planners Provider Name Locked
notified me that since
Farmington Financial Planners Provider Name Locked
would be calculating the actuary tables, they would also have to manage the funds within their own proprietary funds. That is, we would not be able to use Great West. Understand that the fees associated with
Farmington Financial Planners Provider Name Locked
funds are exorbitant and the company is poorly rated. So, we would have to pay more to have the plan managed as well as pay more for each fund within the plan and endure much higher risks.

I would think that since the original contract is signed between a specific set of parties, and that one of those parties, namely Great West was disqualified by TRA, the original contract, dated November 3rd would be
Farmington Financial Planners Provider Name Locked
and void.
Regardless, TRA sent me to collections to obtain $3,500 for their services even though they will not be handing any of my moneys.


- Michael F.
A

Rating
My husband was arrested for having drugs in the car with him. He was arrested and taken to the Van Nuys City Jail in the Valley. I called the Jail to find out what it took to get him out of jail before he had to go to work in the morning. When the jail employee told me the bail bond was $20,000 I almost cried. Then I did some research and called
Farmington Financial Planners Provider Name Locked
across the street from the Van Nuys city jail. And a very kind bail agent was able to calm me down and walk me through the entire bail bonds process. She was patient and very understanding. She was able to inform me that just because the bail bonds is set at $20,000 does not mean that is my only option. The bondsmen told me that they would be able to get him out of jail within 4 hours, and he would make it to work. But in order to do that I would need to pay the bail bonds company 10% of the set bail. In my case the 10% fee was $2,000. I agreed to go ahead and start the application and get my husband out of this nasty jail house thanks to
Farmington Financial Planners Provider Name Locked
agents.
- Gayane K.
A

Rating
It went well. He put me in a couple of different reputable financial products. I invested some with an annuity for long term goals and in a gas/oil product for my short term goals. I'm very pleased with his knowledge and ability to call back.
- Abraham O.
N

Rating
Farmington Financial Planners Provider Name Locked
. (
Farmington Financial Planners Provider Name Locked
) has managed, counseled and advised my wife,
Farmington Financial Planners Provider Name Locked
and I in all facets of our
financial planning since about 10 years before my retirement in 1998, at age 62.
We retired to a lovely 55+ community in southern Arizona, and continue to utilize their guidance.

We regard their firm as trustworthy, and committed to the financial success of their clients.
NOTE: Cost of services is
Farmington Financial Planners Provider Name Locked
based on their success in managing your portfolio.


- william B.
A

Rating
T.J. showed up on time in the morning, which is important to us. I would like to also point out, more specifically, he came TO US! We loved that personal touch and going out of his way to service his clients. Everyone else we have worked with in the past has made us come into their office. Insurance and retirement is not a terribly fun thing to discuss so we loved the fact that we get to be in the comfort of our home, T.J. comes in and caters to us and our needs, and we can be more efficient with OUR time and done quicker. We loved it. Service like when doctors used to make house calls. This is not done enough nowadays.
He was very knowledgeable about his business and our needs, clear, concise, and explained every thing in a language we could understand. We were shown multiple companies so we didn't feel like we were guided down a path that wasn't best for us.
They even helped us with retirement strategies and optimizing our retirement nest egg to better suit our needs!
Farmington Financial Planners Provider Name Locked
was a joy to work with and for any and all retirement/Life insurance/LongTermCare insurance needs I would highly recommend.
- Doris P.

All Financial Planners in Farmington, MI

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr

AAA - Allen Park

3177 Fairlane Dr
Allen Park

AAA - Detroit W

7910 W Outer Dr
Detroit

AAA - Downriver (Wyandotte)

2903 Fort St
Wyandotte

AAA Insurance

41830 Garfield Road
Clinton Township

Affable Debt Consolidation

615 Woodward Avenue

AFS Taxsavers Inc

37895 Ann Arbor Rd
Livonia

Allegiant Group Inc

189 W Clarkston Rd Ste 1
Lake Orion

Allsup Inc

300 Allsup Pl

AMERIPRISE FINANCIAL

31555 W FOURTEEN MILE RD
Farmington

AMG Legacy Planning

10100 W Sample Rd

Bailey's Bookkeeping Service LLC

3069 Carpenter Rd
Ypsilanti

Best Choice Business

27406 Sutherland St
Southfield

Bob Goldenthal

4000 Town Center Suite 1300
Southfield

Boost Credit 101

3773 E Cherry Creek N Dr

Brass Ring Wealth Management

7300 Dixie Hwy
Clarkston

BRENDA W SMITH & COMPANY

56330 GRAND RIVER AVE
New Hudson

Calvert Planning Corp

77 E Long Lake Rd
Bloomfield Hills

Capaldi Construction Company

5559 Farmington Road
West Bloomfield

choice Debt Consolidation

34776 Van Dyke Ave

Clear Strategy

3471 E Grand River Ave
Howell

Common Cents PC

8845 Ellis Rd
Clarkston

Credit Repair Detroit

1000 Woodward Ave

CVI Express Docs

24450 Evergreen St.
Southfield

David J. Blatt Vice President Origen Home Loans

6230 Orchard Lake Road, Suite 270
West Bloomfield

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Doyle & Associates PLLC

41800 W 11 Mile Rd
Novi

Dunlap Wealth Management Group

14074 Trade Center Dr

EDWARD JONES

33505 W 14 MILE RD
Farmington

EDWARD JONES

33312 Grand River Ave # 101
Farmington

EDWARD JONES

21892 FARMINGTON RD
Farmington

Elite Inventory, LLC

6219 Pinewood Drive
Clarkston

FIDELITY INVESTMENTS

30200 NORTHWESTERN HWY
Farmington

FIFTH THIRD BANK

7500 E MI SR 36
Hamburg

Financial Architects, Inc.

39395 W. 12 Mile Rd.
Farmington

FINANCIAL NETWORK INVESTMENT

30833 NORTHWESTERN HWY 125
Farmington

Foresight Capital Management Advisors Inc

1705 Woodland Drive E
Saline

FRANKLIN FINANCIAL INVESTMENTS

27555 Executive Dr Ste 175
Farmington

Franskoviak & Company P.C.

667 E Big Beaver Rd, Suite # 107
Troy

Freyman CPA, P.C.

40 Exchange Place

GBG

PO Box 2238

H&B Financial Group, Inc.

24255 W 13 Mile Rd
Franklin

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

Health Benefits USA

3896 Broken Oak
White Lake

HIA Financial

111 N Wing St
Northville

iBank

3090F Pullman St

Internal Tax Resolution of Michigan

39555 Orchard Hill Place, Suite # 600
Novi

IRS Tax Help Team

1201 S Beach Blvd

Janz & Knight

300 E Long Lake Road
Bloomfield Hills

John Potrzuski and Associates, LLC

47251 Josephine Ct
Shelby Township

Kennedy Financial Group

201 W Big Beaver Rd
Troy

Lakeshore Accounting & Tax Services

16030 Michigan Ave Ste 2
Dearborn

Levanto Financial

5755 New King Dr
Troy

LIBERTY BIDCO INVESTMENT CORP

28721 HIDDEN TRL
Farmington

Lifetime Insurance Services

47630 Van Dyke Ave #226
Shelby Township

LINSCO PRIVATE LEDGER FNCL SVC

23095 HAYDEN ST
Farmington

Lowell, Blake & Associates

141 Tremont Street

LPL Financial - Farmington Hills

31700 Middlebelt Rd
Farmington

Marchand & Co CPA's PC

2003 Southern Blvd SE

McDonald Retirement Services

2381 Fort Street
Wyandotte

McFawn Financial Services Group LLC

340 E Big Beaver Rd
Troy

McKim's IRS Tax Lawyers

114 East Washington Street
Ann Arbor

MDW INVESTMENTS LLC

29919 STANHURST RD
Farmington

Money Source Center

1328 South Main Street
Ann Arbor

Morgan Stanley Smith Barney

35055 West 12 Mile Rd
Farmington

Mos Group

101 West Big Beaver Rd., Suite 1400
Troy

Mr. Check/ Credit plus llc

24735 Van Dyke Ave
Center Line

MRPR Group

28411 Northwestern Highway
Southfield

MRPR Group

28411 Northwestern Highway
Southfield

Park Avenue Wealth Management, LLC

39209 Six Mile Rd
Livonia

PAULSON INVESTMENT CO INC

37034 ALDGATE CT
Farmington

Primerica Financial Services

28221 Beck Rd
Wixom

RAA Financial Services

18282 Westchester
Livonia

RAYMOND JAMES & ASSOC INC

31500 Northwestern Hwy Ste 150
Farmington

Raymond James Financial Services Inc

37525 Enterprise Ct
Farmington

RCR Development, LLC

PO Box 674
Keego Harbor

Reclaim Your Name FLT

19001 E. 8 Mile Road
Eastpointe

Romeo Accountants Inc

122 W Washington St
Romeo

S P Johnson Group

293 Mulberry St

Secure Retirement Quests

2000 Town Center
Southfield

Select Insurance Group

42199 Bradner Road
Northville

SHAH INVESTMENTS INC

35265 VALLEY FORGE DR
Farmington

Smart Tax Professional Services - CPA Firm

29200 Southfield Road Suite 112
Southfield

SMITH BARNEY

35055 W 12 MILE RD
Farmington

streamline Debt Consolidation

streamline Debt Consolidation

Tandem Federal Credit Union

21043 Mound Rd
Warren

Tellis & Company PLLC

15 E. Kirby Street
Detroit

The JW Team at Royal Securities Co.

4095 Chicago Dr SW Ste 120
Grandville

The Motor City IRS Tax Experts

2760 East Jefferson Avenue
Detroit

The Rutan Group

21 Kercheval Ave
Grosse Pointe

tip top Debt Consolidation

322 South State Street

United Gold Direct

2945 Townsgate Road

WACHOVIA SECURITIES

PO Box 9058
Farmington

Wm J. Cartwright, CPA

29193 Northwestern Hwy
Southfield

Wolf Tax Consultants

32440 Franklin Rd
Franklin

Yeo & Yeo CPAs & Business Consultants

455 E. Eisenhower Pkwy.
Ann Arbor

Yeo & Yeo CPAs & Business Consultants

691 N. Squirrel Rd.
Auburn Hills

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