Drake Financial Services, LLC - Troy (MI)

Laura Van Heest Very helpful. Good listener. Also, very patient explaining things.

Sonya Kirkland Morgan is amazing! She helped us with all of our needs. We are an older couple, that really are not use to dealing with banks or credit unions. She was so patient with us and our lack of knowledge. She makes you feel like you are the most important person in the building. You can just tell that she loves her job, and loves working with the public. Thank you Morgan!

Mike Sullivan I have been with Great Lakes Wealth for many years, and Dewey and his entire team have consistently done an outstanding job managing my investment account. Their expertise and swift responses ensure I always feel confident in my financial future. The communication is top-notch, and they truly go above and beyond with both their professional service and personal touch. I couldn’t recommend them more highly for anyone seeking a knowledgeable, trustworthy, and responsive wealth management team.

Joseph Brock These people were our former financial partners. One of their advisors saw fit to insert herself into my divorce by not only picking sides, but actually hooked my wife up with a lawyer and hosted the consultation call. Grand Rapids office. Not good people.

Mary Jo Boruta I am very impressed with Bespoke Financial Planning. John has helped us define our financial goals and given us tangible ways to achieve these goals. He is organized and detail oriented. I also appreciate that he is able and willing to explain relatively complex issues to me in a way that I feel comfortable with the various strategies.

Paul Durkee Great people!! I sought out help from Mike and Jeff nearly 20 years ago as I was in the planning stages of retirement. They met with me numerous times to evaluate my financial position and needs for the future. The ability to match products to my tolerances combined with their detail oriented personal style put me at ease with my decisions. After many years of retirement- I continue to feel secure. Knowledgeable and trustworthy individuals!!!!!!

Tricia Bailey Great practice! They have helped me to help my clients numerous times!