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Find Retirement Advisors for Retirement Planning in Livonia, Michigan

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

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Finding the Best Retirement Planners in Livonia, Michigan

Last Updated - April 25, 2025

Livonia has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Livonia, Michigan have an average of 12 years of experience.

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List of Qualified Retirement Planning Advisors in Livonia, Michigan

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Joseph Dallo
AIF®
Dallo Financial

Qualifications
CRD# 6920688
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Robert Lamm
CRPC®
Prudential

Qualifications
CRD# 6160636
Firm CRD# 8733
Series 7, 65

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

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advisor
vector.svg VERIFIED

Todd Perry
CFP®, CPWA®, RMA, CIMA®
EP Wealth Advisors

Qualifications
CRD# 5795799
Firm CRD# 111147

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

Top 3 Retirement Planning firms in Livonia, Michigan (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

17199 Laurel Park Dr North, Suite 220
Livonia, MI, 48152
$405,191,92610706
A percentage of AUM
2

17199 N Laurel Park Dr, Ste 311
Livonia, MI, 48152-7904
$175,969,7102213
A percentage of AUM
3

33762 Schoolcraft Rd, 2nd Floor
Livonia, MI, 48150
$154,400,0001904
A percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Livonia, Michigan

QualificationsFirm CRD# 111556

Assets Under Management $405,191,926

No. Of Clients1070

Clients Per Financial Advisor178

WHITE PINE INVESTMENT CO is a financial advisory firm situated in Livonia, Michigan. With a nearly $405M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1070 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 109960

Assets Under Management $175,969,710

No. Of Clients221

Clients Per Financial Advisor74

MEADOWBROOK INVESTMENT ADVISORS LLC is a financial advisory firm situated in Livonia, Michigan. With a nearly $176M assets under management, the firm specializes in crafting personalized retirement planning solutions for 221 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 110180

Assets Under Management $154,400,000

No. Of Clients190

Clients Per Financial Advisor48

CND FINANCIAL is a financial advisory firm situated in Livonia, Michigan. With a nearly $154M assets under management, the firm specializes in crafting personalized retirement planning solutions for 190 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other (FINANCIAL PLANNING-CONSULTING)
View Full Profile

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