Wealth Management in Livonia, MI

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List of Firms

Livonia, MI Wealth Management Firms

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Clear Financial Advisors
3 out of 5
Location 39111 Six Mile Rd, Livonia, MI 48152, USA
Phone (248) 677-1762
Language http://www.clear.financial/
Directions
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J Findling - Raymond James
Location 37727 Professional Center Dr, Livonia, MI 48154, USA
Phone (248) 427-1600
Language http://www.findlingfinancial.com/
Directions
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Concorde Investment Services
3 out of 5
Location 19500 Victor Pkwy #550, Livonia, MI 48152, USA
Phone (248) 824-6710
Language http://concordeis.com/
Directions
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Independent Financial Advisors
SEC File# 801-66460
CRD# 125758
Location 19575 Victor Pkwy, Livonia, MI 48152, USA
Phone (734) 542-8390
Language http://www.ifaadvisors.com/
Directions
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Senior Wealth Management
Location 39111 Six Mile Rd, Livonia, MI 48152, USA
Phone (734) 261-8289
Language http://www.gbmccray.com/
Directions
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White Pine Investment Company
Location 17199 N Laurel Park Dr # 209, Livonia, MI 48152, USA
Phone (734) 464-2532
Language https://www.wpinv.com/
Directions
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Jim Williams Financial
5 out of 5
Location 15431 Middlebelt Rd, Livonia, MI 48154, USA
Phone (734) 422-6127
Language http://www.jimwilliamsfinancial.com/
Directions
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Pinnacle Wealth Management Group, Inc.
SEC File# 801-113407
CRD# 281935
Location 849 Penniman Ave # 201, Plymouth, MI 48170, USA
Phone (734) 667-5581
Language http://www.pwmgi.com/
Directions
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Platinum Wealth Management Group, Inc.
Location 25882 Orchard Lake Rd, Farmington Hills, MI 48336, USA
Phone (586) 258-3830
Language http://www.myplatinumwealth.com/
Directions
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Roth/Vigh Wealth Management - UBS Financial Services Inc.
Location 730 Penniman Ave, Plymouth, MI 48170, USA
Phone (734) 416-1546
Language https://advisors.ubs.com/vighroth/?utm_source=Yext&utm_medium=GMB&utm_campaign=172528&y_source=1_MjAwOTY5NDEtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
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Ameriprise Financial
SEC File# 801-28543
CRD# 6363
Location 17199 N Laurel Park Dr Suite 25, Livonia, MI 48152, USA
Phone (734) 432-6444
Language https://www.ameripriseadvisors.com/michael.v.fitzsimmons/
Directions
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Merrill Lynch Wealth Management Advisor Peter Tenuta
Location 39001 W 12 Mile Rd, Farmington Hills, MI 48331, USA
Phone (248) 488-5410
Language https://fa.ml.com/michigan/farmington-hills/peter-tenuta
Directions
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Financial & Portfolio Advisors, Ltd.
5 out of 5
Location 15855 Farmington Rd, Livonia, MI 48154, USA
Phone (734) 261-4011
Language http://www.fipfinancial.com/
Directions
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DeSantis Wealth Management LLC
Location 31395 W Seven Mile Rd Suite A, Livonia, MI 48152, USA
Phone (734) 452-7990
Language http://www.desantiswealthmanagement.com/
Directions
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Independence Investment Associates & Services, Inc.
Location 15431 Middlebelt Rd, Livonia, MI 48154, USA
Phone (734) 421-7799
Language http://www.iias.us/
Directions
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Downey Wealth Management of Raymond James
Location 182 E Main St, Northville, MI 48167, USA
Phone (248) 349-3027
Language https://www.raymondjames.com/downeywealthmanagement/
Directions
Wealth Management in Livonia, MI

Where Wealth Management Advisors in Livonia, MI Serve

Livonia, MI is a vibrant city located in Wayne County, Michigan. It is home to a plethora of landmarks, including the Livonia City Hall, the Livonia Public Library, and the Livonia Community Recreation Center. The top employers in the area include Ford Motor Company, Trinity Health, and Schoolcraft College. Major highways, such as I-96 and I-275, run through the city, making it easily accessible to nearby communities. The city is divided into several neighborhoods, including Burton Hollow, Laurel Park South, and Newburgh Lake. Each neighborhood has its own unique character and charm, making Livonia a diverse and exciting place to live.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Livonia, MI can benefit from a bank in various ways. One of the most common ways is through financial assistance. Livonia, MI is a city that has a diverse population, including families, students, and retirees. A bank can help families by providing them with loans for their homes, cars, and other expenses. Students can benefit from education loans, which can help them pay for their tuition fees and books. Retirees can benefit from investment options that can help them grow their savings and ensure a comfortable retirement. Additionally, banks in Livonia, MI can provide residents with access to online banking services, which can help them manage their finances more efficiently. With the help of a bank, residents of Livonia, MI can achieve their financial goals and secure their future.

Insurance Broker

Residents of Livonia, MI could greatly benefit from the services of an insurance broker for a variety of reasons. For one, Livonia is a city with a large population of middle-class families, many of whom have unique insurance needs that require a personalized approach. An insurance broker can help these families navigate the complex world of insurance and find policies that meet their specific needs and budget. Additionally, Livonia is home to several large employers, including Ford Motor Company and St. Mary Mercy Hospital, which means many residents have employer-sponsored insurance plans. An insurance broker can help these individuals understand their coverage options, including deductibles, copays, and out-of-pocket expenses. Finally, Livonia is located in Michigan, which means residents are required by law to carry certain types of insurance, such as auto insurance. An insurance broker can help residents find the best policies to meet these legal requirements while also providing adequate coverage.

Retirement Planning

Residents of Livonia, MI can greatly benefit from the services of a retirement planner. With a population of over 93,000 people, Livonia has a diverse community with various financial needs. A retirement planner can assist in creating a personalized retirement plan that takes into account the specific needs and goals of each individual. For example, Livonia is home to a large number of retirees who may require assistance in managing their retirement income and investments. Additionally, with the cost of healthcare continuing to rise, a retirement planner can help residents navigate the complex world of Medicare and long-term care insurance. Furthermore, a retirement planner can provide guidance on estate planning and tax strategies, which can be particularly helpful for Livonia residents who own businesses or have complex financial situations. With the help of a retirement planner, Livonia residents can feel confident in their financial future and enjoy their retirement years to the fullest.

Financial Advisor

Residents of Livonia, MI can benefit greatly from the expertise of a financial advisor. With its diverse population and thriving economy, Livonia presents unique financial challenges to its residents. A financial advisor can help residents navigate the complex tax laws and regulations specific to Michigan, as well as provide guidance on investment strategies and retirement planning. Additionally, with Livonia's proximity to Detroit and its many automotive companies, a financial advisor can assist residents in managing their employee stock options and other company benefits. Overall, a financial advisor can help Livonia residents achieve their financial goals and secure a stable financial future in this dynamic and fast-paced community.

Mortgage Loan Officer

Residents of Livonia, MI can greatly benefit from the expertise of a mortgage loan officer. With the city's population of over 94,000 people, many individuals may be in need of assistance when it comes to purchasing a home. The loan officer can help residents navigate the complex process of obtaining a mortgage loan, which can be especially challenging in a competitive housing market like Livonia's. Additionally, the loan officer can provide guidance on the specific programs and incentives available to Livonia residents, such as the Livonia Homebuyer Assistance Program, which offers financial assistance to first-time homebuyers. Overall, a mortgage loan officer can be a valuable resource for Livonia residents looking to achieve their dream of homeownership.

Tax Services

Residents of Livonia, MI could benefit greatly from the expertise of a tax advisor. With the city's strong economy and thriving business community, there are a plethora of opportunities to save on taxes. A knowledgeable tax advisor can help residents navigate the complexities of the tax code and identify deductions and credits that can reduce their tax burden. Additionally, Livonia has a large population of retirees who may need assistance with tax planning for their retirement income. A tax advisor can help these individuals maximize their Social Security benefits and minimize taxes on their retirement savings. Furthermore, Livonia is home to many small business owners who could benefit from the guidance of a tax advisor in setting up tax-efficient structures and managing their tax obligations throughout the year. Overall, a tax advisor can provide invaluable assistance to residents of Livonia, helping them save money and achieve their financial goals.

Estate Planning Lawyer

Residents of Livonia, MI can benefit greatly from the expertise of an estate planning lawyer. With its strong economy and growing population, Livonia is a bustling community that requires careful planning for the future. An estate planning lawyer can assist with tasks such as drafting wills, creating trusts, and establishing powers of attorney. Additionally, they can help residents navigate the complexities of probate court and ensure that their assets are distributed according to their wishes. For residents with unique circumstances, such as blended families or business ownership, an estate planning lawyer can offer tailored solutions that meet their specific needs. With the help of an estate planning lawyer, Livonia residents can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Livonia, MI can offer a wide range of wealth management services to help individuals manage their finances and achieve their financial goals. These services may include investment management, retirement planning, tax planning, estate planning, and risk management. Specifically, in Livonia, MI, a wealth manager may focus on helping clients navigate the unique challenges and opportunities of the local economy, which is largely driven by the healthcare and automotive industries. This may involve developing investment strategies that take into account the performance of local companies and industries, as well as the potential impact of economic trends on local businesses and individuals. Additionally, a wealth manager in Livonia, MI may work closely with clients to help them navigate the complex tax laws and regulations that apply to residents of the state, ensuring that they are able to maximize their tax savings and minimize their financial risks. Overall, a wealth manager in Livonia, MI can provide valuable guidance and support to help individuals achieve their financial goals and build a secure financial future.

Livonia, MI is a prime location to seek out a wealth manager due to its thriving economy and diverse range of financial institutions. The city boasts a plethora of top-notch financial institutions, including banks, credit unions, and investment firms, making it easy to find a wealth manager that suits your specific needs. Additionally, Livonia has a rich history of entrepreneurship and innovation, with many successful businesses calling the city home. This entrepreneurial spirit has fostered a community of individuals who understand the importance of financial planning and investment, making it an ideal place to seek out a wealth manager who can help you achieve your financial goals. With its bustling economy and vibrant financial sector, Livonia, MI is undoubtedly the best place to find a wealth manager who can provide you with the expert guidance and support you need to secure your financial future.