Best Financial Advisors in Livonia, MI

24 firms listed · 17 in Livonia · 4 open weekends · 17 rated 4.5+ · 3 show a license

Data verified October 21, 2026

Greenline Retirement

Greenline Retirement

(50)
  • Product
  • Annuity
  • Investment
“I met Mark Zayti 4 years and was impressed with his professionalism, his knowledge of the financial market, and his ability to break down complex laws relating to short and long-term investment options.”
In Business Since 2023
Licensed
17199 N Laurel Park Dr, Livonia, MI
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Jeffrey R. Saunders

Jeffrey R. Saunders

(49)
  • Happy
  • Meeting
  • Trust
“We worked through this with Jeffrey over the last few months and now once again have peace of mind that my mother's estate is well positioned for the future.”
In Business Since 2003
39111 Six Mile Rd #102, Livonia, MI
i
EZ TAX

EZ TAX

(6)
“Good service!”
In Business Since 2007
30832 Industrial Rd, Livonia, MI
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Dennis F De Santis

Dennis F De Santis

(1)
“We really like this accounting firm!”
In Business Since 2010
31395 W Seven Mile Rd # A, Livonia, MI
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Numerico

Numerico

(1)
“Highly recommended for all of your normal accounting needs plus higher level planning and advisory functions!”
In Business Since 1984
Accepts Debit, Cash
17199 N Laurel Park Dr Ste 41, Livonia, MI
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McKague Financial

McKague Financial

(1)
“They are wise and helpful for what works best for you not for them!”
In Business Since 2013
28289 Five Mile Rd, Livonia, MI
i

The 24 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 24 firms we list here, 17 are in Livonia itself and 7 come from towns including Dearborn (2, 10 mi), Troy (2, 17 mi) and Farmington Hills (1, 6 mi). 17 of the firms on this page have a rating, from 4.8 to 5.0 across 726 reviews; 6 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (86%) and quality (74%). 4 are open on Saturdays. The services the firms on this page list most often on their websites are bookkeeping (4), tax planning (4), business tax returns (3), business valuations (3) and financial planning (3). 3 show a license on their websites and 3 have a BBB rating of A or A+. 19 have ten or more years of experience, the longest 42 years. 1 offers a free initial consultation. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 14 list a public email and 1 takes bookings online. 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?

17 of the 24 firms are located in Livonia. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

LMR & Associates

LMR & Associates

(10)
  • Questions
“Not only do they manage my accounting superbly, but they take the time to answer any questions, provide resources, and assist you in making some of the more complex decisions that can come with personal or business taxes.”
In Business Since 1997
33300 Five Mile Rd #200, Livonia, MI
i
Financial & Portfolio Advisors

Financial & Portfolio Advisors

(2)
“At the very least, you should spend time with them and do a full review of your investments.”
In Business Since 1987
Accepts All Major Credit Cards
15855 Farmington Rd, Livonia, MI
i
Knepp Financial Group

Knepp Financial Group

(1)
“I appreciate the clear communication, and willingness to answer questions I may have with out making me feel dumb.”
In Business Since 1990
Licensed
Accepts All Major Credit Cards
16801 Newburgh Rd # 103, Livonia, MI
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McEachran Financial

McEachran Financial

In Business Since 2021
Free Initial Consultation
17199 N Laurel Park Dr #210, Livonia, MI
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Wojcik Financial Services

Wojcik Financial Services

(2)
“He has been doing my taxes for the last 5 years and has always looked out for me.”
15223 Farmington Rd # 2, Livonia, MI
i
Neville Financial Group

Neville Financial Group

In Business Since 2001
Accepts Cash
37687 Pembroke Ave, Livonia, MI
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Zimco Capital

Zimco Capital

In Business Since 2014
Accepts All Major Credit Cards
37617 Pembroke Ave, Livonia, MI
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Insignia Financial Company

Insignia Financial Company

In Business Since 2013
17199 N Laurel Park Dr #300m, Livonia, MI
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White Pine Investment Company

White Pine Investment Company

In Business Since 2000
17199 N Laurel Park Dr #220, Livonia, MI
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Independent Financial Advisors

Independent Financial Advisors

In Business Since 1999
19575 Victor Pkwy, Livonia, MI
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Colloquium Asset Management

Colloquium Asset Management

In Business Since 2019
39111 Six Mile Rd, Livonia, MI
i
Beals, Caruana & McVety

Beals, Caruana & McVety

(48)
  • Individual
  • Confidence
  • Tax Return
“Their help with the cost segregation study allowed us to accelerate our building's depreciation deductions and to navigate the R&D tax deductions for our dental business.”
In Business Since 2016
BBB Rating: A+
Troy, MI · 17 mi from Livonia
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Orfin & Associates

Orfin & Associates

(36)
  • Fees
  • Questions
  • Retirement
“We have never felt pressured to make a decision and Dan has always answered our questions patiently and thoroughly while giving us the benefit of his knowledge of annuities and other investment opportunities to help us grow our retirement nest egg.”
In Business Since 2004
Licensed
Troy, MI · 17 mi from Livonia
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Blue Chip Partners

Blue Chip Partners

(49)
  • Goals
  • Philosophy
  • Team
“We have had Blue Chip Partners as our financial advisors for quite a number of years and couldn't be happier with their professionalism and in-depth knowledge of making appropriate investment recommendations.”
In Business Since 2013
Accepts All Major Credit Cards
Farmington Hills, MI · 6 mi from Livonia
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Sapphire Accounting & Tax Solutions

Sapphire Accounting & Tax Solutions

(49)
  • Job
  • Responsive
  • Questions
“They answer questions and did my tax in no time and not wasted my time, usually tax time is headache but Adnan know how to make it easy and he know what he is doing.”
In Business Since 2012
Dearborn, MI · 10 mi from Livonia
i
H & B Bookkeeping & Tax Service

H & B Bookkeeping & Tax Service

(48)
  • Team
  • Accountant
  • Questions
“Belynda and crew at H&B Bookkeeping have been doing my accounting work for 6 years now: I highly recommend them, as they are competent, punctual, and reasonably priced.”
In Business Since 1996
Accepts Cash, All Major Credit Cards
Ypsilanti, MI · 16 mi from Livonia
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Nagi CPA

Nagi CPA

(22)
  • Questions
“This is the third year I filed at Naji CPA and all I could say is they are very professional and also very knowledgeable they take the time to explain things to you and their workplace is clean and kept up as a Business should be ...”
In Business Since 2009
BBB Rating: A+
Dearborn, MI · 10 mi from Livonia
i
C. U. M. Accounting Services

C. U. M. Accounting Services

(24)
“M Accounting Services cares about clients very knowledgeable and take personal time with each and every person regardless of what service you choose to use.”
In Business Since 2020
Detroit, MI · 14 mi from Livonia
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Retirement Planning and Investment Management Services in Livonia, MI Cost Estimates

Minimum cost
$1153
Maximum cost
$9798
National Average
$3458
Avg Per Hour Rates
$346
$2306
$6340
Fair price range is based on 335 cost profiles
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Average Cost $3458
Minimum cost $1153
Maximum cost $9798
Avg Per Hour Rates $346

Fair range $2306 to $6340 is based on 335 cost profiles.

Why these companies made our list

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