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Best Financial Advisors in Westland

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340 N. Main Street Suite 207, Plymouth, MI 48170
Plymouth, MI 48170
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Financial Planning

Autumn Financial Advisors, LLC is an independent advisory firm serving Westland. It offers a range of personalized services, including college, retirement, and tax planning, and investment management. It assesses clients’ financial information and uses the data in developing plans to help them achieve their financial goals, such as college funding, reducing debts, maximizing wealth, or preparing for retirement. It reviews these strategies regularly to improve performance or accommodate life changes. In addition, it assists clients in constructing investment portfolios.

340 N. Main Street Suite 207, Plymouth, MI 48170
Plymouth, MI 48170

Website(248) 716-8307

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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+

32674 Woodbrook Dr., Wayne, MI 48184
Wayne, MI 48184
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Bespoke Planning is a financial advisory firm that serves individuals and families in Westland. Its scope of work ranges from helping families plan for higher education for younger members to assisting senior citizens with retirement and estate planning. It offers a proprietary financial online dashboard that displays data from a client's various financial accounts. Founder John Losen has worked as a financial advisor since 2013 and holds the Certified Financial Planner designation from the CFP Board.

32674 Woodbrook Dr., Wayne, MI 48184
Wayne, MI 48184

Website(313) 530-2858

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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:

9 (Good)

Score Consistency:

Consistent (Best)

418 N. Main St. Suite 200, Royal Oak, MI 48067
Royal Oak, MI 48067
  • Certified Financial Planner (CFP)

Deller Wealth Management is a firm that has been providing advisory services to individuals and families in Westland and surrounding areas since 2018. Adopting a holistic view, it offers financial advice in areas such as estate planning and financial planning. It also assists clients in understanding risk tolerance, determining their financial goals, and selecting suitable investments. Its owner, David Deller, is a Certified Financial Planner and is a member of the National Association of Personal Financial Advisors.

418 N. Main St. Suite 200, Royal Oak, MI 48067
Royal Oak, MI 48067

Website(248) 565-3777

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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:

2 (Better)

Average Review Score:

4.7 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

15855 Farmington Rd., Livonia, MI 48154
Livonia, MI 48154
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Financial & Portfolio Advisors, Ltd., serves the Westland area. The firm has over 30 years of experience assisting its clients in achieving their financial objectives. Its advisers provide financial planning and investment management services, using a process that maintains customers' portfolios. In constructing customers' portfolios, they allocate risk tolerance and investment assets. The company also provides general counseling and estate, retirement, life, and tax insurance planning. Daniel S. MacIver, the firm's president, is an Accredited Tax Preparer, an Accredited Investment Fiduciary, and a Certified Financial Planner.

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+

41000 W. Seven Mile Rd Suite 211, Northville, MI 48167
Northville, MI 48167
Instagram
  • Certified Financial Planner (CFP)

Financial Strategies Group, Inc. is a registered investment advisory firm that serves clients in the Westland area. It provides financial consulting and advice to help clients properly manage their finances and achieve their long-term plans with proper guidance. Its team is skilled in estate, retirement, insurance, and tax-strategy planning. The company works with retirees, young professionals, families, and business owners. It gives back to the community by supporting charitable organizations such as the Redford Interfaith Relief and the Child and Family Charities.

41000 W. Seven Mile Rd Suite 211, Northville, MI 48167
Northville, MI 48167

InstagramWebsite(800) 804-0420

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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:

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+

16801 Newburgh Road, Suite 103, Livonia, MI 48154
Livonia, MI 48154
  • Certified Financial Planner (CFP)
  • Financial Planning

Knepp Financial Group, LLC, is a team that provides securities and investment advisory services to individuals and families in Westland. Its financial specialists are knowledgeable about various products including stocks, bonds, government securities, mutual funds, and variable annuities. They offer guidance regarding insurances ranging from whole, term, and universal life coverage. The firm has partners and employees that provide estate tax planning and preparation, asset management, and brokerage services. Founding principal Jason Davis is a member of the National Association of Tax Professionals.

16801 Newburgh Road, Suite 103, Livonia, MI 48154
Livonia, MI 48154

Website(734) 953-9252

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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:

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+

41011 Ann Arbor Road, Plymouth, MI 48170
Plymouth, MI 48170
  • Investment Management

Peak Wealth Management is a Plymouth-based company serving clients throughout Westland. This company provides clients with financial planning services, assisting them in understanding their risk tolerance for investments, managing their estate, preserving their wealth, and developing insurance strategies. The company also guides clients in understanding tax strategies and making financial strategies and budgets. Nick Hopwood, president and founder of the company, has been managing over $160 million in client portfolios for over 20 years. The company has been featured in various publications, including Business Insider.

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+

6840 N. Haggerty Road, Canton, MI 48187
Canton, MI 48187
  • Certified Financial Planner (CFP)

Radabaugh Financial Services serves clients in Westland and nearby areas. It offers a wide range of financial services that include wealth management, retirement planning, debt management, and cash flow management. The firm provides additional services, such as educational planning, estate planning, and family risk management. Managing member Donald A. Radabaugh is a CPA, who is a member of the Tax Section of the American Institute of Certified Public Accountants and the Michigan Association of Certified Public Accountants.

6840 N. Haggerty Road, Canton, MI 48187
Canton, MI 48187

Website(734) 404-6329

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:

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: --

21500 Haggerty Road Suite 160, Northville, MI 48167
Northville, MI 48167
  • Certified Financial Planner (CFP)

Raymond James Financial Services, Inc., is an investment advisory firm that caters to business owners, corporate executives, retirees, families, and women investors in Westland. It offers an array of services, including banking and lending solutions, financial and retirement planning, and investment management. Raymond James is comprised of a diverse team that focuses on distinct areas. For instance, firm president Nicolas E. Bonn is a Certified Financial Planner and Certified Plan Fiduciary Advisor who advises clients on matters involving wealth and retirement.

21500 Haggerty Road Suite 160, Northville, MI 48167
Northville, MI 48167

Website(248) 305-5278

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:

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+

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

RFC Financial Planners serves Westland residents going through various phases of life. Its scope of work ranges from helping couples develop financial plans for their children's higher education to assisting employees and senior citizens in ironing out details regarding their workplace retirement benefits and retirement income. The company also houses a team of accountants that perform tax planning services. Matthew Bowden, one of the company's financial advisors, holds the Chartered Financial Consultant from The American College of Financial Services.

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
  • Financial Planning

Richard W. Paul & Associates, LLC is a team with 80 years of collective experience in the financial services industry. The company assists individuals with retirement planning, wealth accumulation and management, insurance coverage, estate planning, and effective tax strategies. The company’s founder, Richard W. Paul, is a radio personality who has been educating residents in Oakland County and the Greater Detroit Michigan area on personal finance strategies for more than 25 years. The firm serves the residents of the Westland metro.

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

Website(248) 305-9911

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:

4.9 / 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+

22360 Garrison St., Dearborn, MI 48124
Dearborn, MI 48124
  • Business Formation

RWS Group Dearborn helps clients in the Westland metro manage their finances by giving advice. The family-owned firm employs customized strategies to help clients plan their wealth, secure their retirements, and manage their investments. The financial group engages clients through consultations involving performance analysis and risk assessment and offers advanced planning methods such as investment portfolio designs. It has been catering to both individuals and businesses since 1985, offering financial planning strategies including tax planning, estate planning, business solutions, and financial wellness.

22360 Garrison St., Dearborn, MI 48124
Dearborn, MI 48124

Website(313) 359-3333

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+

218 S. Main Street Suite A, Plymouth, MI 48170
Plymouth, MI 48170

Savant Wealth Management is an independent financial advisory firm that serves individuals, families, and businesses in Westland. The firm helps clients wherever they are on life's journey through legacy planning, preparing for retirement, and building wealth. It also assists employers in growing and scaling their business by creating company retirement plans and providing tax advisory and preparation services. Savant Wealth Management is a recipient of several national accolades, including Barron's Advisor Hall of Fame and Charles Schwab's Best-in-Business IMPACT Award.

218 S. Main Street Suite A, Plymouth, MI 48170
Plymouth, MI 48170

Website(734) 737-0866

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+

409 Plymouth Rd, Suite 206, Plymouth, MI 48170
Plymouth, MI 48170
  • Investment Management
  • Financial Planning

Serving the community of Westland, Telos Financial is a boutique firm that offers financial planning assistance. It helps individuals and families prepare for all stages of life and also serves investors, large corporation executives, and a diverse range of professionals. Its services include financial planning and tracking, asset location analysis, investment tax management, small business consulting, and wealth and asset management. Dennis LaVoy, the financial advisor from Telos Financial, has been providing professional financial advice since 2008. He is a Chartered Life Underwriter.

409 Plymouth Rd, Suite 206, Plymouth, MI 48170
Plymouth, MI 48170

Website(734) 468-3050

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:

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+

333 W 7th St, Royal Oak, MI 48067
Royal Oak, MI 48067
Instagram

The Financial Planning Company provides advice to Westland clients in terms of wealth building and retirement and estate planning. It also guides families in managing their finances for special needs and college education. The company also offers investment management services that include assets placements, tax-loss harvesting and conscience trading, and quarterly portfolio rebalancing. The firm is in compliance with SEC fiduciary regulations and it also has exposure to the small, medium, and large companies around the globe.

333 W 7th St, Royal Oak, MI 48067
Royal Oak, MI 48067

InstagramWebsite(248) 677-3550

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:

10 (Better)

Score Consistency:

Consistent (Best)

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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