Farmington Financial Planners

in Farmington, MI

117
Financial Planners are
in Farmington

13
Financial Planners in Farmington
are top rated

N
Rated by
Lauren B.
"When you look for help managing your estate, you want to feel safe in sharing financial information.
and Kaeri of
, are honest and have" only your best interest at heart. They guide you step-by-step through the pitfalls of passing wealth to the next generation. They communicate on a regular basis, informing you of income tax changes that may affect you, they advise you of more beneficial investment vehicles to save/grow your hard earned dollars, and ways of handling IRAs and 401K withdrawals. They've saved us money in income tax fees and have given us a feeling of security which is priceless.
A
Rated by
Ken H.
"I've had other investment advisers before but her knowledge exceeded any of them that I had before. I have a little bit of knowledge of it myself but hers was very good. The price" was great. I'm already scheduling another appointment with them.
N
Rated by
Caesar E.
"They walked me through the whole process. First meeting and gathering information Completing all documents, making corrections if needed Filing all documents Keeping me fully updated" on dates or any changes The are the firm I would go to first as well as refer any family or friends to
Firm's incredible team.

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Financial Advising reviews in Farmington

A

Rating
He has done our taxes and we are thinking of him doing our financial planning. He does a really good job. He listens to you and he is friendly. He is conscientious. If you do not get your taxes in by a certain day then it can be done by April 15th. It concided with people who send in docuemts in the last minutes. I like him and I can always rely on him to do what he says he is going to do.
- Sharon J.
N

Rating
They were very professional and helpful explaining every step of the way.I'm so happy with the whole
Farmington Financial Planners Provider Name Locked
team that they now do all of my bookkeeping for my company and handle my taxes. I highly recommend them.
- casey S.
N

Rating
Many initial meetings to gather financial information. They also sell annuity and insurance products just like most financial consultants. They want to sell you something. All follow up meetings and reports are charged on an hourly basis and can cost over $1,000 a year if you have quarterly meetings which can get quite expensive.
- Patricia B.
F

Rating
Never put request in expedited request and then tried to put in second request. They refused. Would NEVER use again. Asked for name of office manager and was told that they did not have information. Called back and was given manager's name. don't trust them with your money if they can't handle request to send statements!
- Laurie S.
A

Rating
Pat
Farmington Financial Planners Provider Name Locked
(owner) and
Farmington Financial Planners Provider Name Locked
De
Farmington Financial Planners Provider Name Locked
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
Farmington Financial Planners Provider Name Locked
and investment accounts at one of the huge brokerage firms and found that we were a small fish in an large
Farmington Financial Planners Provider Name Locked
. Plus, our investments were under performing the
Farmington Financial Planners Provider Name Locked
enough that we needed to find another solution.
Farmington Financial Planners Provider Name Locked
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
Farmington Financial Planners Provider Name Locked
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,
Farmington Financial Planners Provider Name Locked
'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
Farmington Financial Planners Provider Name Locked
.
- George H.
A

Rating
In our first meeting with
Farmington Financial Planners Provider Name Locked
, 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
Farmington Financial Planners Provider Name Locked
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
Farmington Financial Planners Provider Name Locked
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,
Farmington Financial Planners Provider Name Locked
built a plan based on our answers to questions about our goals and risk tolerance.
Farmington Financial Planners Provider Name Locked
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
Farmington Financial Planners Provider Name Locked
were finished which we found really helpful. At the last meeting,
Farmington Financial Planners Provider Name Locked
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
Farmington Financial Planners Provider Name Locked
. He was personable and knowledgeable. We never felt rushed and
Farmington Financial Planners Provider Name Locked
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
Farmington Financial Planners Provider Name Locked
.
- Elizabeth L.
A

Rating
A few years ago, we were probably a financial adviser's worst nightmare. We could only answer about half of
Farmington Financial Planners Provider Name Locked
'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).
Farmington Financial Planners Provider Name Locked
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
Farmington Financial Planners Provider Name Locked
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.
- JOSEPH C.

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

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

Great Lakes Mortgage Brokers, LLC

18877 W 10 Mile Road
Southfield

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

2025 Delaware Ave

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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