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Best Financial Advisors in Dearborn

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24800 Denso Drive, Suite 300, Southfield, MI 48033
Southfield, MI 48033
  • Tax Planning

The Center for Financial Planning, Inc., has been serving Dearborn residents since 1985. It guides clients in achieving their financial goals by providing them with compassionate wealth and investment management advice. Its advisors work with clients in developing plans that focus on improving their quality of life. The company has been recognized by the Financial Times as one of the 300 Top RIAs from 2015 to 2018. Some of its CFPs were also recognized by Forbes as Best-in-State Wealth Advisors.

24800 Denso Drive, Suite 300, Southfield, MI 48033
Southfield, MI 48033

Website(248) 948-7900

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

330 Town Center Drive, Suite 328, Dearborn, MI 48126
Dearborn, MI 48126
  • Certified Financial Planner (CFP)

Dale P. Robinson is a wealth advisor and sole practitioner of LPL Financial. He offers services to Dearborn clients, including assessing their financial situations and goals, the preparation of financial plans, and the development of investment strategies. Robinson has been in the industry since 1979. He holds the Certified Financial Planner and Chartered Life Underwriter designations. He is also a member of the Institute of Certified Financial Planners, the Financial Planning Association, and the Financial Planning Association—Michigan Chapter.

330 Town Center Drive, Suite 328, Dearborn, MI 48126
Dearborn, MI 48126

Website(313) 908-4517

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

15855 Farmington Rd, Livonia, MI 48154
Livonia, MI 48154
  • Finance Planning

For more than 30 years, Financial & Portfolio Advisors has been serving the residents of Dearborn and the surrounding communities. It helps clients protect themselves financially and secure their future by providing them with a broad range of financial services, including investment advisory; investment management; and financial, tax, insurance, estate, and retirement planning. Daniel S. MacIver, the president of the firm, has obtained the ATP and CFP designations and serves on the executive board of directors for the Clarenceville Education Foundation.

15855 Farmington Rd, Livonia, MI 48154
Livonia, MI 48154

Website(734) 261-4011

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

17957 Hall Rd, Macomb, MI 48044
Macomb, MI 48044
  • Financial Planning

Firma Financial Planning is a wealth management firm that serves clients in Dearborn. It focuses on providing personalized financial solutions to individuals, families, and businesses. The firm's financial advisors assist clients in understanding and implementing strategies to improve and secure their assets and finances. They are equipped to handle investment management, retirement planning, budgeting, and tax planning matters. Firma Financial Planning uses a virtual portal where clients can conveniently access various documents, such as progress reports.

17957 Hall Rd, Macomb, MI 48044
Macomb, MI 48044

Website(586) 263-3700

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

28 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

7321 Park Avenue, Allen Park, MI 48101
Allen Park, MI 48101
  • Certified Financial Planner (CFP)
  • Financial Planning

Harvest Partners Financial serves families and businesses in Dearborn and the surrounding areas. It provides financial advice in areas like retirement planning, college funding, portfolio management, and tax planning. In addition to assisting clients with their financial plans and investments, the firm supports the community by working with organizations such as Forgotten Harvest and The National Forest Foundation. One of its partners, Gregory Genter, is an Accredited Investment Fiduciary who has been providing financial services since 2002.

7321 Park Avenue, Allen Park, MI 48101
Allen Park, MI 48101

Website(313) 388-6000

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.3 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

5455 Corporate Drive, Suite 210, Troy, MI 48098
Troy, MI 48098
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Financial Planning

Horizon Advisers helps individuals, families, and businesses in Dearborn and surrounding communities with their financial planning and wealth management needs. Among the services that the financial advisory firm provides its clients are tax, estate, and income planning, as well as asset and risk management. The firm was founded in 2012 as Horizon Wealth Management. It later merged with a local accounting firm to complete its range of financial services. Its managing director, Alexander Dinser, is a Certified Financial Planner and a Chartered Financial Consultant.

5455 Corporate Drive, Suite 210, Troy, MI 48098
Troy, MI 48098

Website(248) 265-6662

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

990 North Main Street, Royal Oak, MI 48067
Royal Oak, MI 48067

M3 Investment Services provides financial solutions to clients in Dearborn. Its advisors work with individuals to create personalized financial plans according to their goals, concerns, and expectations. They handle investment options, retirement accounts portfolio management, college saving plans, and insurance products. As an independent company, M3 Investment Services offers a broad range of products fit for its clients' situations. President Michael J. Pesendorfer is a 2015 Fred Neuburger Memorial and 2015 Steve Hitchcock Service awardee.

990 North Main Street, Royal Oak, MI 48067
Royal Oak, MI 48067

Website(248) 543-3400

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

12 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

3000 Town Center, Suite 3100, Southfield, MI 48075
Southfield, MI 48075
Instagram
  • Retirement Planning
  • Wealth Management

MassMutual Great Lakes is a financial planning and investment management company that assists clients in Dearborn. It advises individuals and families in creating investment portfolios that are suitable for their circumstances. It helps clients find insurance that protects them from the effects of serious illness, accidents, loss of loved ones, or immediate financial needs of children with special needs. In addition to life insurance, it offers disability income insurance, long-term care assistance, mutual funds, and trust services.

3000 Town Center, Suite 3100, Southfield, MI 48075
Southfield, MI 48075

InstagramWebsite(248) 357-7600

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.7 / 5 ( Best)

Total Reviews:

12 (Better)

Score Consistency:

Consistent (Best)

41011 Ann Arbor Road, Plymouth, MI 48170
Plymouth, MI 48170
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Peak Wealth Management is an investment advisory firm located in Plymouth that extends its services to Dearborn residents. It helps prepare clients for retirement by providing financial advice and executing plans to achieve their financial goals. It assists them with budgeting, life insurance needs analysis, investment portfolio review, retirement projections, and Social Security assessment. It offers a program called Peak Income 360, which helps provide multiple passive income streams during retirement. It utilizes the UMAX platform to access over a hundred strategists and offer different types of investments.

41011 Ann Arbor Road, Plymouth, MI 48170
Plymouth, MI 48170

Website(734) 681-7575

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

5263 Plymouth Rd., Ann Arbor, MI 48105
Ann Arbor, MI 48105
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

RFC Financial Planners helps clients residing in Dearborn to live more balanced, orderly, and simple financial lives. It comprises financial advisors who assist individuals and businesses in discovering their own definition of true wealth through developing a strategy to reach financial goals. They offer independent financial planning services that focus on assessment, personal cash flow-based planning, social security analysis, and risk management planning. Additional services are investment management, college planning, value-based investing, and retirement planning.

5263 Plymouth Rd., Ann Arbor, MI 48105
Ann Arbor, MI 48105

Website(734) 272-4224

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

39555 Orchard Hill Place, Suite 100, Novi, MI 48375
Novi, MI 48375
  • Retirement Planning

Richard W. Paul & Associates, LLC is a financial advisory firm that works exclusively with pre-retirees and retirees in Dearborn and the surrounding areas. It builds custom retirement plans that focus on five key areas: income, investment, tax, healthcare, and legacy planning. Its services cover wealth accumulations, long-term care, life insurance, asset protection, and retirement income strategies. Richard W. Paul & Associates, LLC is a family-owned and -operated firm that has 80 years of collective industry experience.

39555 Orchard Hill Place, Suite 100, Novi, MI 48375
Novi, MI 48375

Website(248) 305-9911

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

33 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: A+

38695 W. Seven Mile Road, Suite 125, Livonia, MI 48152
Livonia, MI 48152
  • Tax Planning
  • Retirement Planning
  • Financial Planning

Senior Planning Advisors has been working with individuals and families in Dearborn for more than 20 years, helping them meet their financial goals. It assists its clients in creating retirement and estate plans that include tax strategy, money management, and legal planning. The firm has been featured on various media outlets such as ABC, CBS, NBC, Fox, and CNN. It has also partnered with the Retirement Education Foundation to teach retirement planning, investment strategies, and income planning at local universities.

38695 W. Seven Mile Road, Suite 125, Livonia, MI 48152
Livonia, MI 48152

Website(866) 211-1904

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

5480 Corporate Dr. Suite 100, Troy, MI 48098
Troy, MI 48098
  • Estate Planning

Sequoia Financial Group assists clients in Dearborn in accomplishing their wealth objectives. It helps individuals develop a strategic plan tailored to their needs. The firm aids in developing strategies for allocating and distributing assets throughout one's retirement. The company's advisors provide guidance in making tax-efficient plans for transferring estate and wealth to family members, charities, and other beneficiaries. Sequoia Financial Group was included in the Barrons' List of the Top 100 RIA Firms in 2021.

5480 Corporate Dr. Suite 100, Troy, MI 48098
Troy, MI 48098

Website(248) 641-7400

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

30400 Telegraph Road Suite 461, Bingham Farms, MI 48025
Bingham Farms, MI 48025
  • Certified Financial Planner (CFP)

Unity Financial Advisors is a firm serving Dearborn residents. Its financial planning services cater to people in retirement or nearing retirement. It assists clients in formulating wealth management plans that address their needs, including coordinating their income sources, pension and Social Security benefits, investments, and tax strategies. The company's professionals also help construct personalized portfolios. Founder Jaime Cowper is an Amazon national bestselling author and has been quoted in news outlets, such as U.S. News and World and NY Daily News.

30400 Telegraph Road Suite 461, Bingham Farms, MI 48025
Bingham Farms, MI 48025

Website(248) 885-8176

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2000 Town Center Suite 1600, 16th Floor, Southfield, MI 48075
Southfield, MI 48075
  • Retirement Planning
  • Financial Planning

For over 100 years, Wealth Strategies Financial Group has been guiding individuals and businesses in Dearborn and neighboring areas through wealth building and management matters. Its team of financial advisors helps them in investment strategies, monetary risks assessment, tax minimization strategies, and insurance plans. The firm has been featured on Bloomberg, CBS Detroit, and Crain's Detroit Business. Managing partner Mike Amine has 26 years of industry experience and is an active board member of the National Association of Insurance and Financial Advisors-Greater Detroit.

2000 Town Center Suite 1600, 16th Floor, Southfield, MI 48075
Southfield, MI 48075

Website(248) 509-0709

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

18 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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