Financial & Portfolio Advisors, Ltd. - Livonia (MI)

Thomas K I’ve had a great experience with Family Financial Credit. The team is always professional, helpful, and easy to work with. A special thank you to Barbara—she’s been incredibly kind, knowledgeable, and supportive throughout the process. I truly appreciate the excellent service!

kristina rehfus Jason is someone you can trust with your Financial planning and retirement goals. Everytime I have had a question or need assistance with my 401K, he was there explaining options. It’s nice to know you have options explained on how I see my future. Maria has done my and my husbands taxes for the last few years and I won’t go anywhere else. It’s nice to know my financial needs are in good hands. Highly recommend Thank you to the entire team!

Joseph Lanz I met Dan Haines after interviewing several advisors, including some big name providers, when I was contemplating retirement over three years ago. Dan’s review, analysis and guidance convinced me the time was right and that I could enjoy a comfortable retirement. Since retiring Dan’s ongoing support has been invaluable. Dan’s recommendations to secure my assets during recent market turbulence proved to be exactly the right choices. A recent meeting with Dan and Doug Voisard specifically addressed my concerns about meeting increased medical costs as I age. Dan and Doug provided a thoughtful and fact-based analysis which reassured both me, and my children, that I’m well prepared for that future. I trust Dan implicitly.

Mz. Cash Was waiting to use the atm at this location because the outside location was not accepting cash. As I proceed to walk in I was met by a young lady who asked me if I could give her 2 minutes because her co- worker some tall Caucasian women had to come in so they could open up. I’m leaving this review at 8:58, I was at the location at approximately 8:30ish this would not have been a problem had I not exited my car before the “coworker” did to enter the bank. Very unprofessional and nasty.

Kay Harris I absolutely loved working with Dorethia Kelly! She knows her stuff and does a great job of helping you understand the financial information and lessons, why you need to change and HOW to implement the changes needed. All the information in the world doesnt mean anything if you don’t know how to apply it to your situation and benefit from it. For me, Dorethia did a good job of giving the information and making it applicable. She is very down-to-earth, and transparent which makes her relatable. Dorethia was very encouraging even during the hard conversations, which was so helpful and appreciated. I’m thankful to Dorethia for giving me the tools and the encouragement to help me on my financial journey, and even though Im not quite there yet, because of working with her and participating in her *MoneyChat Masterclass, I now know where I want to be and what I need to do to get there. Working with Dorethia was a great investment in myself and my financial future and I highly recommend her for anyone that needs coaching or help with their finances or their business.

Luke_Max_ It Just Works