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

Marie Jimenez Always come back to Dulce for the past 4 years. She’s amazing and always finds us the best prices and best refunds.

John Cote Snider Financial is a full service financial advisor with over 30+ years of experience in personal financial advising, business advising, insurance, and succession and estate planning, Very high integrity, trustworthy and professional. Highly recommended.

Szawala Kevin “Mr. Peace” They’re the best around when it comes to financial planning!! Great people with big hearts who truly care!!

Dawn Bruderick Steve has worked with us for decades. Professional, knowledgeable, responsive and his investments did everything he projected. I would highly recommend Steve.

Jason Reno Ive been working with Schultz & Associates for the past 2 years for both personal and business taxes & bookkeeping. It has been great to work with both Jeff and DJ. Their knowledge and communication has been wonderful. If you are looking for personal or business services I would highly recommend reaching out to them!