Beth Lappin - Private Wealth Advisor, Ameriprise Financial Services, LLC - Troy (MI)

Steve Gussan Love this location very nice staff and they helped me out in every way they can my only problem is not in this location is with mortgage center they did not keep their promise Im having easy access to payments through the app and also not being able to check the payments through Zeal credit Union or knowing how much if it changed or when is it due or any other information that needed at the time it is very irritating every time I have to make the payment. I hope this problem gets resolved very soon

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.

Anthony Michalak Kevin was amazing very friendly helped explain everything really well even when I got declined forna loan he still helped me till I got accepted. Thank you kevin

John Ferguson Professional, very knowledgeable and always helpful.

Nadeem Khan Michelle, our dedicated assistant branch leader, has provided exceptional service with utmost convenience and friendliness. She has taken great care of this place, ensuring that all your needs are met.

John Barrett The service was great walked in and was waited on right away. I really like it when they ask is there anything we can do for you.