find place the Financial & Portfolio Advisors, Ltd.?
15855 Farmington Rd, Livonia, MI 48154
find phone number Financial & Portfolio Advisors, Ltd. 📱?
(734) 261-4011
What Clients Are Saying Financial & Portfolio Advisors, Ltd. (GG)
5 /5 Bill Joyner: Knowledgeable and very open about how and why they are making recommendations. Appreciate their unique perspective. Would recommend them to others.
5 /5 Davis Larry “ld”: Outstanding people to work with. All I can say about Dan is that, well, hes the best. Very knowledgeable, great listening skills and truly cares about people. At the very least, you should spend time with them and do a full review of your investments.
Rebecca Cruz This loan process was executed in a very timely manner. Cynthia and her team addressed each issue head-on and focused on the end result. They really put all their efforts together to expedite my loan. Awesome company!
Santo Lupo Dominic has been an amazing sounding board for all aspects of finance. Extremely knowledgeable, always helpful, and his expertise in the field is very quickly evident. Have seen consistent growth in my portfolio since he has become my financial advisor. Have recommended all my family and friends to him, and will continue to do so!
Marc Therrien Ron VanSurksum at AAM has been helping us for over five years. He is very knowledgeable in his profession. He has been helpful in providing solutions for some of the unpleasant surprises that have come up in our lives and has created realistic strategies for us to retire comfortably. He has recommended to us a good attorney and a CPA whom we work with to cover all bases for financial decisions. Ron is easy to work with and is available when you need help. I highly recommend Ron.