Farmington Financial Advisors

in Farmington, MI

114
Financial Planners are
in Farmington

10
Financial Planners in Farmington
are top rated

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.
A
Rated by
Susan R.
"I have worked with
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.
is very professional, he has always gotten me a great return on my investments and I would highly recommend him.
A
Rated by
Ryan W.
"
was very easy to work with. His office is a long distance from my home so we handled everything via phone and email.
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.

Farmington Financial Planners

Farmington, MI

114
Financial Plannersare in Farmington

10
Farmington Financial Planners are TOP RATED

Farmington Financial Advising Articles

Financial Advising reviews in Farmington

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.
A

Rating
GREAT!
Farmington Financial Planners Provider Name Locked
,
Farmington Financial Planners Provider Name Locked
provided me with as much information as possible. I was exceeding happy with the visit to his office. He is a very compassionate human being. We went through all documents and I felt comfortable with his suggestions about how to proceed on my financial plan. I am highly impressed with this man and his skills.
- MELBA W.
A

Rating
It went amazing. They were professional, helpful, and truly cared about my claim being paid. I would strong recommend
Farmington Financial Planners Provider Name Locked
to anyone who is looking for a top quality insurance broker.
- brian D.
110% Guaranteed Money Back

We think we're the best, and we can prove it.

Try an annual plan and if you want to cancel in your first year, we'll refund you 110%

Annual Plans Only

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
Irvine, CA

AAA - Allen Park

3177 Fairlane Dr
Allen Park, MI

AAA - Detroit W

7910 W Outer Dr
Detroit, MI

AAA - Downriver (Wyandotte)

2903 Fort St
Wyandotte, MI

AAA Insurance

41830 Garfield Road
Clinton Township, MI

Affable Debt Consolidation

615 Woodward Avenue
Detroit, Mi

AFS Taxsaver Inc

37895 Ann Arbor Rd
Livonia, MI

Allegiant Group Inc

189 W Clarkston Rd Ste 1
Lake Orion, MI

Allsup Inc

300 Allsup Pl
Belleville, IL

AMERICAN FEDERAL MORTGAGE CORP

1 LAUREL DR
Flanders, NJ

American General Financial

PO Box 3662
Evansville, IN

AMERIPRISE FINANCIAL

31555 W FOURTEEN MILE RD
Farmington, MI

AMG Legacy Planning

10100 W Sample Rd
Pompano Beach, FL

Bailey's Bookkeeping Service LLC

3069 Carpenter Rd
Ypsilanti, MI

Best Choice Business

27406 Sutherland St
Southfield, MI

Bob Goldenthal

4000 Town Center Suite 1300
Southfield, MI

Boost Credit 101

3773 E Cherry Creek North Dr
Denver, CO

Brass Ring Wealth Management

7300 Dixie Hwy
Clarkston, MI

BRENDA W SMITH & COMPANY

56330 GRAND RIVER AVE
New Hudson, MI

Calvert Planning Corp

77 E Long Lake Rd
Bloomfield Hills, MI

Capaldi Construction Company

5559 Farmington Road
West Bloomfield, MI

CareOne Debt Relief Services

8930 Stanford Blvd
Columbia, MD

choice Debt Consolidation

34776 Van Dyke Ave
Sterling Heights, Mi

Cindy Fletcher State Farm Insurance

9295 Lilley Rd
Plymouth, MI

Clear Strategy

3471 E Grand River Ave
Howell, MI

Common Cents PC

8845 Ellis Rd
Clarkston, MI

Common Wealth Investment LLC

PO Box 16010
Louisville, KY

Credit Repair Detroit

1000 Woodward Ave
Detroit, Mi

CVI Express Docs

24450 Evergreen St.
Southfield, MI

Doyle & Associates PLLC

41800 W 11 Mile Rd
Novi, MI

Dunlap Wealth Management Group

14074 Trade Center Dr
Fishers, IN

EDWARD JONES

33505 W 14 MILE RD
Farmington, MI

EDWARD JONES

33312 Grand River Ave # 101
Farmington, MI

EDWARD JONES

21892 FARMINGTON RD
Farmington, MI

Elite Inventory, LLC

6219 Pinewood Drive
Clarkston, MI

FIDELITY INVESTMENTS

30200 NORTHWESTERN HWY
Farmington, MI

FIFTH THIRD BANK

7500 E MI SR 36
Hamburg, MI

Financial Architects, Inc.

39395 W. 12 Mile Rd.
Farmington, MI

FINANCIAL NETWORK INVESTMENT

30833 NORTHWESTERN HWY 125
Farmington, MI

Foresight Capital Management Advisors Inc

1705 Woodland Drive E
Saline, MI

FRANKLIN FINANCIAL INVESTMENTS

27555 Executive Dr Ste 175
Farmington, MI

Franskoviak & Company P.C.

667 E Big Beaver Rd, Suite # 107
Troy, MI

GBG

PO Box 2238
Vacaville, CA

Great Lakes Property & Investments, INC

P.O. Box 705
Birmingham, MI

H&B Financial Group, Inc.

24255 W 13 Mile Rd
Franklin, MI

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.
Elkhorn, NE

Health Benefits USA

3896 Broken Oak
White Lake, MI

HIA Financial

111 N Wing St
Northville, MI

iBank

3090F Pullman St
Costa Mesa, CA

Internal Tax Resolution of Michigan

39555 Orchard Hill Place, Suite # 600
Novi, MI

IRS Tax Help Team

1201 S Beach Blvd
La Habra, CA

J Mlynarek Agency - Allstate Agent

52811 Hayes Rd
Macomb, MI

Janz & Knight

300 E Long Lake Road
Bloomfield Hills, MI

Jeffery Torrice Allstate Agency

19603 Mack Ave
Grosse Pointe, Mi

John Potrzuski and Associates, LLC

47251 Josephine Ct
Shelby Township, MI

Justice and Associates LLC

6655 W Sahara Ave
Las Vegas, NV

Kennedy Financial Group

201 W Big Beaver Rd
Troy, MI

Lakeshore Accounting & Tax Services

16030 Michigan Ave Ste 2
Dearborn, MI

Levanto Financial

5755 New King Dr
Troy, MI

LIBERTY BIDCO INVESTMENT CORP

28721 HIDDEN TRL
Farmington, MI

Lifetime Insurance Services

47630 Van Dyke Ave #226
Shelby Township, MI

LINSCO PRIVATE LEDGER FNCL SVC

23095 HAYDEN ST
Farmington, MI

Lowell, Blake & Associates

141 Tremont Street
Boston, MA

LPL Financial - Farmington Hills

31700 Middlebelt Rd
Farmington, MI

Marchand & Co CPA's PC

2003 Southern Blvd SE
Rio Rancho, NM

McDonald Retirement Services

2381 Fort Street
Wyandotte, MI

McFawn Financial Services Group LLC

340 E Big Beaver Rd
Troy, MI

McKim's IRS Tax Lawyers

114 East Washington Street
Ann Arbor, MI

MDW INVESTMENTS LLC

29919 STANHURST RD
Farmington, MI

Money Source Center

1328 South Main Street
Ann Arbor, MI

Morgan Stanley Smith Barney

35055 West 12 Mile Rd
Farmington, MI

Mos Group

101 West Big Beaver Rd., Suite 1400
Troy, MI

Mr. Check/ Credit plus llc

24735 Van Dyke Ave
Center Line, MI

MRPR Group

28411 Northwestern Highway
Southfield, MI

MRPR Group

28411 Northwestern Highway
Southfield, MI

Palouse Credit Consulting

801 Ringo Rd.
Palouse, WA

Park Avenue Wealth Management, LLC

39209 Six Mile Rd
Livonia, MI

Parker Financial Services, LLC & Retire on Time

3830 Packard, S260
Ann Arbor, MI

PAULSON INVESTMENT CO INC

37034 ALDGATE CT
Farmington, MI

Primerica Financial Services

28221 Beck Rd
Wixom, MI

RAA Financial Services

18282 Westchester
Livonia, MI

RAYMOND JAMES & ASSOC INC

31500 Northwestern Hwy Ste 150
Farmington, MI

Raymond James Financial Services Inc

37525 Enterprise Ct
Farmington, MI

RCR Development, LLC

PO Box 674
Keego Harbor, MI

Reclaim Your Name FLT

19001 E. 8 Mile Road
Eastpointe, MI

Romeo Accountants Inc

122 W Washington St
Romeo, MI

S P Johnson Group

293 Mulberry St
Buffalo, NY

Secure Retirement Quests

2000 Town Center
Southfield, MI

Select Insurance Group

42199 Bradner Road
Northville, MI

SHAH INVESTMENTS INC

35265 VALLEY FORGE DR
Farmington, MI

Smart Tax Professional Services - CPA Firm

29200 Southfield Road Suite 112
Southfield, MI

SMITH BARNEY

35055 W 12 MILE RD
Farmington, MI

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota, FL

streamline Debt Consolidation

streamline Debt Consolidation
Warren, Mi

Tandem Federal Credit Union

21043 Mound Rd
Warren, MI

Tellis & Company PLLC

15 E. Kirby Street
Detroit, MI

The JW Team at Royal Securities Co.

4095 Chicago Dr SW Ste 120
Grandville, MI

The Motor City IRS Tax Experts

2760 East Jefferson Avenue
Detroit, MI

The Rutan Group

21 Kercheval Ave
Grosse Pointe, MI

tip top Debt Consolidation

322 South State Street
Ann Arbor, Mi

United Gold Direct

2945 Townsgate Road
Westlake Village, CA

WACHOVIA SECURITIES

PO Box 9058
Farmington, MI

Wm J. Cartwright, CPA

29193 Northwestern Hwy
Southfield, MI

Wolf Tax Consultants

32440 Franklin Rd
Franklin, MI

Yeo & Yeo CPAs & Business Consultants

455 E. Eisenhower Pkwy.
Ann Arbor, MI

Yeo & Yeo CPAs & Business Consultants

691 N. Squirrel Rd.
Auburn Hills, MI

Join Angie's List to get the best local reviews in Farmington.

What Does My Membership Include?
  • Instant access to reviews for 700+ services
  • Exclusive service discounts - up to 70 percent off!
  • Top-notch support from our live call center
How does Angie's List work?
1. Say you need a Financial Planner
2. Angie's List has tons of detailed, local reviews.
3. Find a winner, and book them.
4. Angie's List is there to resolve any issues.
CBS
Good Morning America
Fox News
USA Today
The Wall Street Journal
MSN money