Best Financial Advisors in Dearborn

2022

Center for Financial Planning, Inc.

• 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.

Dale P. Robinson

• 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.

Financial & Portfolio Advisors

• 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.

Firma Financial Planning

• 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.

Harvest Partners Financial

• Financial Planning
• Certified Financial Planner (CFP)

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.

Horizon Advisers

• Estate Planning
• Financial Planning
• Certified Financial Planner (CFP)

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.

M3 Investment Services

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.

MassMutual Great Lakes

• Wealth Management
• Retirement Planning

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.

Peak Wealth Management

• Wealth Management
• Financial Planning
• Certified Financial Planner (CFP)

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.

RFC Financial Planners

• Estate Planning
• Financial Planning
• Retirement Planning
• Certified Financial Planner (CFP)

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.

Richard W. Paul & Associates, LLC

• 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.

Senior Planning Advisors

• Financial Planning
• Retirement Planning
• Tax 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.

Sequoia Financial Group

• 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.

Unity Financial Advisors

• 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.

Wealth Strategies Financial Group

• Financial Planning
• Retirement 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.