Welcome to Financial & Portfolio Advisors, Ltd.
For over 30 years, Financial & Portfolio Advisors, Ltd. has been serving clients in Livonia, Michigan, throughout the Western Metro Detroit Area, and nationally with premier investment advisory and financial planning services. We are an independent, fee-based investment advisor committed to helping our community and to forming personal relationships with our clients.
Financial & Portfolio Advisors offers a wide variety of financial services. Whether you are looking for investment, tax or retirement planning, our demographics-based approach provides a solid foundation for your financial success. We also assist our clients in deciding whether a comprehensive or modular style is more appropriate.
Professional Financial Services
Through relationships built on trust, Financial & Portfolio Advisors is able to provide customized financial investment advice and solutions. As an Accredited Investment Fiduciary (AIF®), we apply a fiduciary standard of care, so you can be certain that any investment advice we give is in your best interest. Our experienced team, time-tested programs and dedication to excellence reflect our unwavering commitment to the highest levels of client satisfaction.
At Financial & Portfolio Advisors, we treat our clients like family. We not only get to know you, but we treat your financial circumstances with the utmost importance. Most of all, we are always here to lend a helping hand when you need it.
For more information about our services or to schedule a FREE second opinion,
call us today at (734) 261-4011.