ABD Federal Credit Union - Warren (MI)

Jeff Selleck As a business that has worked closely with Great Lakes Wealth Planning, weve been consistently impressed by their dedication to their clients financial well-being and their comprehensive approach to wealth management. Their team of advisors is highly knowledgeable and experienced, providing personalized guidance tailored to each individuals unique circumstances and goals. Weve witnessed firsthand their commitment to building long-term relationships, taking the time to understand client needs and offering proactive solutions. Beyond their expertise, Great Lakes Wealth Planning operates with integrity and transparency, fostering trust and confidence. Theyre excellent communicators, keeping clients informed and empowered throughout the planning process. Their collaborative spirit and attention to detail make them a true partner in financial success. We highly recommend Great Lakes Wealth Planning to anyone seeking sound financial advice and a trusted advisor to help them navigate their financial future. Theyre a valuable asset to the community and a business were proud to work alongside.

SHERYl KNIGHT I just called trying to find my representative for my account and the gentleman that answered the phone was very rude telling me hes not my representative and hung up on me. WOW.

James Peacock My financial advisor joined Mosaic Wealth Management a number of years ago. Ive been with him for about 13 years. Hes been such a great help for myself and wife. The whole staff at Mosaic Wealth Management are very friendly from the time you open the door till the time you leave. Ill leave my financial advisors name here, so if you are interested in a visit to see him or another advisor, Id highly recommend it. My advisors name is, Jonathan Hayes. So if you are in the process of using a financial management service, check out Mosaic Wealth Management, you wont be disappointed.

anthony Belcher I’m a new customer and can’t say enough about the fantastic service they provide! Both times I was greeted immediately by Julie the Branch Manager, without an appointment and she was extremely helpful, even though she was busy. Very glad I moved over to Christian Financial. Keep up the good and it’s truly appreciated!

James Slayden I was afraid that I wouldnt be able to repay my online payday loan in advance for my home renovation. I was trying my best, but it was not enough. But I came across their agency and they helped me a lot in choosing the best loan according to my requirements. I am happy now that it all went well. Thanks to their amazing team