Dynamic Wealth Solutions, LLC - Southfield (MI)

Lise Mike Anderson and his staff simply could not be more attentive and caring. I feel so blessed being taken care of by them and the Stifel group

Allison Wickens I had an amazing experience at Community Choice! Chelsea was nothing but amazing! She made me feel welcomed and excited to know my money will be safe in their hands! I definitely cannot recommend them enough. Coming from a different bank who did NOT care or show effort in caring for, it was definitely a breath of fresh air! 10/10

L T Tanya Hoffman was ABSOLUTELY FANTASTIC in helping me out with a car loan and line of credit recently! She went above and beyond to make sure all of the proper paperwork was taken care of, doing a lot of it herself even. This process was such a breeze and so very simple with Tanya at the reins! Genisys has always been great with all of my banking needs, and no wonder with such employees behind their operations! Could not recommend them, and specifically Tanya Hoffman, more!!!!

Gregg Yeomans We met with Matt Clauser to review and consolidate our policies now that my wife and I are retired. Matt was very knowledgeable of the particulars of our policies and a pleasure to meet with. His follow-up was prompt and answered all of our outstanding questions.

TodaysBEST Best loan experience ever! Julie @ Service 1 FCU Shell, Knob truly knows the process and made it so smooth. She is so kind and knowledgeable about all things banking. Stop in and enjoy some popcorn and the wonderful staff. Congratulations to them all for making this a great day!

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.

Dan Kaczanowski I’ve shopped many financial advisors in Grand Rapids. Zhang is no nonsense, straightforward, and no hidden fees. They take the time to explain, treat you like a unique person with your own level of risk tolerance and needs, and keep you informed. This is the way all financial advisors should operate.

Damien OCamb I worked with Rob as my loan officer for buying a car. Really great and transparent, reliable communication. Couldn’t have had anyone better.