Expertise.com

2024

Last updated:

Best Financial Advisors in Westland

Our Recommended Top 14

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Westland Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

32Reviewed

24Curated

14Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

Westland, MI
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Westland, MI

Why choose this provider?

Need help contacting a Financial Advisor in Westland? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (5)
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
4.9
Google
4.9 / 5 (31)
Facebook
5.0 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
4.2
Google
4.2 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (13)
Google
5.0 / 5 (10)

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What does federal deposit insurance cover in Westland?

    If you have FDIC insurance in Westland, your coverage depends on whether your bank is FDIC-insured and whether the financial product you've chosen is a deposit product. Coverage includes savings and checking accounts, time deposits, negotiable order of withdrawal (NOW) accounts, and other official items issued by a bank. What isn't covered are life insurance policies, mutual funds, bond investments, and annuities.

  • Which is better for self-employed Westland residents: Solo 401(k) plans or SEP IRAs?

    The decision between solo 401(k) plans and SEP IRA accounts in Westland is influenced by a number of factors. Solo 401(k) plans are more appropriate if you are self-employed, have no workers, and have several contribution sources for retirement savings. Meanwhile, SEP IRA accounts are better suited for self-employed residents with workers.

  • What are the pros of retiring late in Westland?

    Retiring late in Westland offers advantages in terms of how much you will receive from your retirement benefits. While you can receive Social Security benefits at any time after age 62, deferring it until age 70 will result in a higher benefit amount because of the delayed retirement credit you will get.

  • When building an investment portfolio in Westland, should one choose stocks over bonds?

    When it comes to deciding between stocks and bonds as you construct your investment portfolio in Westland, there is no single correct answer. While bonds provide a smaller return on investment than stocks, they are the safer option. Stocks, on the other hand, provide a bigger return on investment but are riskier to invest in. Of course, you can have both to diversify your portfolio even further.

  • When making investments in Westland, should you invest in NFTs?

    While NFTs are an option for investing in Westland, some considerations must be made. Anyone looking to enter the financial industry can use NFTs because they are blockchain-secured. They are, however, exceedingly energy-intensive, and trademark rights may not extend to this type of resource. Before investing in NFTs, it is critical to think carefully.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.