Great Lakes Wealth Management - UBS Financial Services Inc. - Troy (MI)

April Wynn Dean is adept in managing any investment portfolio and is honest in his communication regarding market fluctuations and risk. After the financial crisis in 2008, my mother had lost more than half of her retirement. Dean helped her manage what was left so she could still retire comfortably. Dean, is a kind hearted person who takes a genuine interest in every client. He is someone I trust with my assets.

Becky Ostaff Great Lakes Funding Center was extremely knowledgeable and professional in obtaining ERTC credits/refunds. Received credits about 5 months after submittal to IRS. Highly recommend!

Andrea Wallace Came into the branch to initiation a wire transaction for the first time. Corey was extremely patient and helpful walking me through the process for the first time. Great experience and made banking easy.

Sana Reesee I was having a hard time finding the perfect car to fit my needs and my budget. I have gone to multiple dealerships and no one could help me, they didn’t even take the time to try. When I stepped into platinum auto sales, I was greeted by the friendliest staff I have ever encountered at a dealership. The man who helped me I believe was the sales manager, his name is Yusef. Yusef was incredibly kind and patient with me and he helped me find the perfect car for my needs and situation! Thank you for your help!

Danielle Ortega Its so refreshing to work with someone who understands my needs and is willing to help answer all of my questions when it comes to retirement planning. Jenna is always so knowledgeable and helps me think through what options are best for me. I also love the fact RPI is women owned! Highly recommend!

Michelle Rousselo I was having a horrible issue with my new debit card constantly being declined even though there was money in my account. The wonderful woman at the counter knew exactly who to call to figure out what was going on. She got the issue figured out, got me a new card ordered, everything has been working great since. Im really very thankful.

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.