Financial Investment Planners

read moreFor 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.

read moreThe professionals at Financial & Portfolio Advisors, Ltd. strive to assist our clients with any and all financial issues they are likely to encounter throughout their lives. You can count on us to be there through life's changes and challenges with our multidisciplinary approach to help you successfully handle any financial situation that comes your way. Dan joined the firm in 1995 and quickly became a valuable part of the organization. In 2019, he took on the role of President of the company. He earned his full Series 7 securities license in 2016 and Series 66 in 2017.

read moreAt Financial & Portfolio Advisors, Ltd. we aim to provide our clients with personalized customer service. Our Client Center is a feature we encourage clients to utilize to help maintain a transparent relationship, by allowing them to access their most recent account information. We are providing a link to the third party's website solely as a convenience to you and because we believe that this website may provide useful information regarding your account. We are not, by referring or linking to the third party website, incorporating its contents into our own website.