Dotson Financial
About the Business
Dotson Financial is a finance institution located at 9424 Newburgh Road, Livonia, Michigan, United States. Our goal is to help retirees protect their hard-earned savings and provide potential income options for retirement. With over 15 years of experience, Pete Dotson, a licensed Insurance Agent and Series 65 Agent, leads our team in offering clear and simple strategies for long-term financial security.
We understand the importance of trust when it comes to your finances, which is why we take the time to educate our clients on their options. Our complimentary educational seminars provide valuable information on retirement strategies without any obligation to purchase products. We believe in providing a clear path to safety, simplicity, and a reasonable rate of return in retirement.
In a time of market uncertainty and limited traditional retirement income sources, we offer financial vehicles that can help you feel confident about your retirement savings strategies. Our products provide potential for accumulation, growth, and safety of principal, giving you peace of mind for your future.
Please note that the information provided on our website is for informational purposes only and should not be considered as a solicitation for any product or investment. We recommend consulting with a tax or legal professional for guidance on your individual situation. Our goal is to help you secure your financial future and protect your wealth and legacy.
Photos
Location & Phone number
9424 Newburgh Rd, Livonia, MI 48150, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
Closed
Saturday:
Closed
Sunday:
Closed
Reviews
"We have found everyone helpful, friendly, and professional. Pete is very patient and will kindly answer all of your questions. We believe their strategies for financial planning make a lot of sense."
"Pete is very personal and helpful. I have been with him for several years and have no regrets. He gets five stars from me. Thomas and Ina Llewellyn"
"Peter Dotson has been helping with 403bs for many years. Always has suggestions for changes to maximize returns at periodic reviews for my wife and myself individually. Helpful with fulfilling RMDs. Offers excellent products with best bonuses for adding to investments. Great honest, friendly, Good guy! Thanks for all you do ...(excellent staff, too)."
"Dotson Financial is a great place to invest your money. They are always having fun events for their clients. Thanks for the pumpkin pie! Happy Thanksgiving!"
"Pete is very knowledgeable and helpful when you ask questions. He takes the time to make sure you understand everything. I would recommend Dotson financial to anyone looking for a financial advisor. Pete’s staff is also very friendly and knowledgeable."
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