Keywords: establishment,finance,point_of_interest

Financial & Portfolio Advisors, Ltd. - Livonia (MI)

Address: 🏡 15855 Farmington Rd, Livonia, MI 48154
Phone : +1 (734) 261-4011

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJqekk26uzJIgRzNDl9pjly_A

Others Near Livonia,MI

  • Top 15 Financial Advisors in Livonia, MI

    09-2025 Financial & Portfolio Advisors, Ltd. in Top 15 Financial Advisors in Livonia, MI
    • Christian Financial Credit Union - Livonia
    Gail L. Smith: I have been going to CFCU for over five (5) years. The tellers as well as management have always been pleasant, professional, and notice if they havent seen me in a while... they make me feel special! More banking institutions should follow their lead!! Thanks Yall!!
    OneMain Financial - Livonia
    Gerald P: Scam company that should not be on lending tree. I was approved on their website but when I called I wasnt approved anymore. Do not recommend. Garbage company.
    Clear Financial Advisors - Livonia
    Kimberly Hooper: I inherited an IRA annuity and sought advice from Robert on what to do next. Rather than doing a fee-only service, it was set up for him to be my financial adviser. He encouraged me to move another inherited IRA account, which he also managed. Less than a year later he...quit. Took himself off the accounts. I had asked him in email to explain what was happening in the market because the accounts had been losing money, and rather than give me an explanation, he just quit. I had only met with him a few times, and there werent phone calls, or much email contact, so I know I didnt take up too much of his time. I have no explanation for why a financial adviser would choose to quit rather than answer questions. I would not recommend him, especially since the adviser on the account he encouraged me to move DID answer any questions I had, which is what I thought an adviser was supposed to do.
    Wojcik Financial Services - Livonia
    Allison Cracchiolo: Mark Wojcik of Wojcik Finacial Services is very professional and timely. He has been doing my taxes for the last 5 years and has always looked out for me. I definitely recommend him to others.
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    Thomas V Valade - Financial Advisor, Ameriprise Financial Services, LLC - Livonia
    Gail Krasity: Unethical, favored my husband in a divorce. Accounts were not split equitably.
    Waldo Wealth Partners - Northville
    Austin Waldo: I’ve worked with Ian and the Waldo Wealth Partners team for years now, and I couldn’t recommend him more highly. Theyre incredibly knowledgeable, responsible, and truly have their clients’ best interests at heart. Ian’s integrity and trustworthiness set him apart, and I have total respect for the way he handles financial planning. If you’re looking for someone who genuinely cares and delivers sound financial guidance, WWP is the firm to call.
    GreenLine Retirement - Livonia
    Halsey Werlein: Mark and Paige are the best! We host events for Greenline Retirement at Texas de Brazil in Ann Arbor and always look forward to seeing this group! They are very polite and interested in helping everyone achieve their retirement dreams! Highly recommend!