We guide you through every phase of your financial life with personalized strategies built around your goals.
From defining your ideal retirement lifestyle to building the income streams that sustain it, we create a roadmap tailored to your timeline, risk tolerance, and legacy goals.
We build diversified portfolios designed to grow and protect your wealth. Our independent approach means we select investments based solely on what serves your best interests.
Life insurance, long-term care, annuities — we evaluate your protection needs and integrate insurance solutions that safeguard your family and your financial plan.
We wear three hats for every client because your financial life demands more than a one-dimensional advisor.
We listen first. Understanding your fears, goals, and family dynamics shapes every recommendation we make.
We keep you disciplined when markets test your resolve and motivated when your goals feel far away.
We advocate fiercely for your interests. As independent fiduciaries, our loyalty is to you — always.
Dooley, Frattini, LaRocca, Taegel & Associates is an independent financial advisory firm rooted in Metro Detroit. We partner with Cambridge Investment Research — a 13-time Broker-Dealer of the Year — giving our clients access to institutional-grade resources with the personal attention of a local team.
Our fiduciary commitment means we always act in your best interest. We serve clients in Clinton Township, Troy, Warren, Grosse Pointe, and across 30+ states nationwide.
Experienced advisors dedicated to your financial well-being. Every team member holds a fiduciary obligation to you.
Meet Our TeamFour straightforward steps from where you are today to where you want to be.
A no-pressure meeting to understand your goals, concerns, and current financial picture.
We analyze your accounts, insurance, tax situation, and risk exposure to identify opportunities.
A personalized financial strategy addressing retirement income, growth, protection, and legacy.
Regular reviews, market updates, and plan adjustments as your life evolves. We are always here.
Real results for real people navigating retirement with confidence.
We were five years from retirement and honestly had no plan. The DFLT team sat with us, mapped everything out, and gave us a timeline we could actually trust. We retired on schedule and have not worried once about running out of money.
After my husband passed, I was overwhelmed by financial decisions I had never handled alone. DFLT treated me with patience and respect, walked me through every option, and helped me feel secure again. They are more than advisors — they are family.
I am an engineer — I wanted to see the numbers, stress-test the scenarios, and understand the logic behind every recommendation. The team delivered exactly that. Data-driven planning with a human touch. Could not ask for more.
Straightforward answers to the questions we hear most from Metro Detroit families.
Take the first step toward financial confidence. No obligations, no pressure — just a conversation about your future.