Jeffrey R. Saunders, J.D., CFP
“Jeff listened carefully, answered my questions, and clearly explained how “restating” my trust would keep it consistent with my wishes and current law.”
Best Financial Advisors in Livonia, MI
15 firms listed · 14 in Livonia · 2 open weekends · 9 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
EZ TAX
“Been going to this tax guy since 2008.”
Numerico
“Highly recommended for all of your normal accounting needs plus higher level planning and advisory functions!”
LMR & Associates
“The CPAs there are excellent, worked with me to get my accounting books in order, and have been very communicative throughout the process.”
McKague Financial
“They are wise and helpful for what works best for you not for them!”
Financial & Portfolio Advisors
“Knowledgeable and very open about how and why they are making recommendations.”
The 15 firms listed for Livonia, MI provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Livonia, MI
Of the 15 firms we list here, 14 are in Livonia itself and 1 comes from Westland (5 mi). 9 of the firms on this page have a rating, from 4.9 to 5.0 across 217 reviews; 2 have 50 or more reviews. 2 are open on Saturdays. 1 shows a license on its website. 13 have ten or more years of experience, the longest 42 years. 1 offers a free initial consultation. We have a website on file for 14 of the firms on this page; 12 publish a contact page and 8 list a public email. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Livonia listed here?
14 of the 15 firms are located in Livonia. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Knepp Financial Group
“Jon Jon listens, does not rush & explains in terms we understand & is very detailed then always asks if we have any questions.”
McEachran Financial
Wojcik Financial Services
“He has been doing my taxes for the last 5 years and has always looked out for me.”
Insignia Financial Company
Neville Financial Group
Zimco Capital
White Pine Investment Company
Independent Financial Advisors
Singh Tax & Accounting Services
“I have been getting my self-employed taxes done by Mr Singh from last 19 years, his services are fast and very accurate, Mr Sing is very knowledgeable, I would recommend Mr Singh's Tax Accounting services for businesses and personal.”
Why these companies made our list
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