Top 15 Financial Advisors in Livonia, MI

Zaenger Doyle This "Playhouse" location is great. Jim helped my partner and me open a joint account, and helped us make sure we are getting the most out of our money based on our needs. They have great artwork and some games to distract anybody who has to wait while you do your banking. Ive been with CFCU for as long as I can remember, and they have always been great to me - good loans rates and leniency when I couldnt afford payments.

Winnia Ingram Thank you for a wonderful event. The extra things you do are so nice. We are fortunate to be part of the Dodson Family. Peter and his staff are amazing and so easy to work with. They are very accommodating and have helped us understand what we need to do heading into retirement. Thank you for taking great care of our Financial Planning needs.

D Samhat Find him to be excellent in his monitoring and follow up. Always ethical and honest.

Carrie Higgins McKague Financial can help with retirement and income planning. They are wise and helpful for what works best for you not for them!

John Henry I just started but I really like this firm. I appreciate the clear communication, and willingness to answer questions I may have with out making me feel dumb. Im in it for the long haul so a bit early for me talk about returns.

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.

Donna Crechiolo Best Financial Adviser I have ever had!

Bill Joyner Knowledgeable and very open about how and why they are making recommendations. Appreciate their unique perspective. Would recommend them to others.

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.

Alex Rodnick Brian is a great guy. Hes very professional and was very welcoming when I joined the Livonia Chamber.

Delia Rios Ms. Cole is the most professional financial advisor. She is sincere, honest helpful and always willing to go beyond what I needed.

Park Digwig The best financial advisor we’ve had yet. Really pays attention to your goals and assists you with making decisions. We’ve only made money since switching over to Dan.

Alex Senko You’ll never get a hold of a customer service rep, it’s all automated. There’s not even an option for you to request to speak to a real person. They don’t send out any of those payment booklets that every other financial institution does. God forbid you need to skip a payment, you’ll never reach anyone to get the approval on that. Accidentally paid twice for one month and need the money back? Sorry, you’re just gonna have to deal with it bc you can’t reach anyone. Worst loan company ever, I wanted to rate 0 stars, but obvi that’s not possible. Based off the other reviews, they don’t care to remedy any of these issues either.