Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
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.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Joseph Dallo
AIF®
Dallo Financial
Qualifications
CRD# 6920688
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$0
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
Fee-Based, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Robert Lamm
CRPC®
Prudential
Qualifications
CRD# 6160636
Firm CRD# 8733
Series 7, 65
Minimum Assets Required
Not Specified
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
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Todd Perry
CFP®, CPWA®, RMA, CIMA®
EP Wealth Advisors
Qualifications
CRD# 5795799
Firm CRD# 111147
Minimum Assets Required
$500,000
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
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 17199 Laurel Park Dr North, Suite 220 Livonia, MI, 48152 | $405,191,926 | 1070 | 6 | A percentage of AUM |
2 | 17199 N Laurel Park Dr, Ste 311 Livonia, MI, 48152-7904 | $175,969,710 | 221 | 3 | A percentage of AUM |
3 | 33762 Schoolcraft Rd, 2nd Floor Livonia, MI, 48150 | $154,400,000 | 190 | 4 | A percentage of AUM, Hourly charges |
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.
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.
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.
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