Top 15 Financial Advisors in Novi, MI

Becca Flores So delighted we went to this office to meet an advisor via zoom and in person! We worked with Ted Campbell who kindly shared his extensive experience and spent considerable time with us. I’ve been with Fidelity for years and l still learned so much! Ted is truly a valuable resource for anyone who is trying to leverage all Fidelity has to offer its clients. I recommend to anyone who is considering a new advisor to visit this location and ask for Ted!!

Jennifer Sabina Long term relationship with Scott and Bryan. Very trustworthy and has their clients best interest at heart! Its hard to find this nowadays. So I feel grateful for this trusted relationship!

Dorothy Najat Zaya is professional, prompt and friendly. She went over everything concerning my loan with me in great detail. Nothing was hidden. Najat made my loan process easy and short. Thank you Najat and CFCU.

stephen smith 25 years of providing excellent service.

Fred Grant Jen Bessen has been very easy to work with. Always offering suggestions. Has been an asset to my core group of advisers that I rely on. Team Player.

Marilyn Wootton Stopped at this DFCU location to pick up my DFCU calendar for 2025. The staff was pleasant and helpful. Ive been with DFCU since 1978 and have no plans to change my banking.

Alana Jarl I am feeling very secure with C2 Private Wealth. After attending the retirement education course and having a few meetings with Jake, I felt very confident with the education I received and the plan of action for retirement. I highly recommend taking C2 educational class if you are thinking about retiring in the near/far future. It is very informative.

Nicolas Gumina Could not have asked for a better experience. Justin was extremely thoughtful, listened to our specific questions and financial plans and gave tremendous insight. I look forward to a long partnership with Nemes Rush

Larry Paulson Have been through a few financial advisors over the years and a decade and a half ago we found David. Always responsive to our needs and will explain "why" whenever you may ask. Makes personal visits if required and sometimes just to check in. We appreciate all David does and we recommend his excellent services with confidence.

Simone I cant express enough gratitude for the outstanding service provided by Patrick Yono. With his invaluable guidance and expertise, weve charted a path towards a secure financial future for my family. From the very first consultation, it was evident that Patrick was deeply committed to understanding our unique circumstances and goals. His personalized approach and attention to detail set him apart. Patrick took the time to thoroughly analyze our financial situation, patiently answering all our questions and concerns along the way. He presented comprehensive strategies tailored specifically to our needs, ensuring we felt empowered and informed at every step of the process. What truly impressed us was Patricks unwavering dedication to our long-term success. He didnt just offer quick fixes; instead, he crafted a holistic plan that accounts for both our immediate priorities and future aspirations. Through his insightful recommendations, weve been able to make informed decisions that align with our financial objectives, providing peace of mind for years to come. Moreover, Patrick demonstrated a remarkable level of professionalism and integrity throughout our interactions. He prioritized transparency and honesty, always putting our best interests first. Its clear that he genuinely cares about his clients well-being and goes above and beyond to ensure their financial security. Thanks to Patricks guidance, we now feel more confident about our financial outlook than ever before. I wholeheartedly recommend his services to anyone seeking expert financial advice and a trusted partner in securing their familys future. With Patrick by your side, youre not just investing in your finances; youre investing in peace of mind and prosperity.

JustinDanittza Bacon Working with John at AFI Financial was smooth and easy. This was the fifth house we have purchased and this was by far the best and most helpful experience we have had while going through the financial process. John was there to answer any question we had and was available when we needed to speak with him. The service and rates provided blew away any competition. I would definitely recommend their service to anyone looking for financing!

Susan key Jon Russell takes time to explain financial tools and plan for a successful retirement.

Aiden OConnor Very rude, cussed out by representative on the other line, wouldnt recommend. One person doesnt define their entire staff/service but it is definitely a bruise on them.

Pal Saini Very Helping. Best insurance rate. Profeaaional. Highly recommended.

Danielle M David is very attentive and always available to talk. He’s done a great job managing my funds, I’m very happy with his work. I would absolutely recommend working with him.