Imber Wealth Advisors, Inc. - Ann Arbor (MI)

Jack Plants My wife and I have depended on Brandon to help us navigate the intricacies of the Medicare minefield. Brandon walked us through the various options in Supplemental and Advantage plans and got us signed up for the best plan covering the medications that we take. Brandon did all the heavy lifting we have been very pleased with ongoing support and yearly review. Highly recommended.

Rich Nobody Paul My father left me the interest in a half million dollars unfortunately, he left it with Pollock who cant manage a 1.5% return. Now I am homeless. Really? Half a million dollars, he can generate a max of 6k/year. Great job jim!

Mr. Nice Guy I went into this Bank and was attended by a cashier who was sick as a dog. Now I am sick also. Thank you 5th 3rd. Stay home when youre sick.

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.