Michigan Coastal Credit Union - Muskegon (MI)

Hamzeh Alkanas Buhahi

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

Melodie Monahan Two years ago Arrowroot was recommended to me by a trusted friend, and Im so grateful for her suggestion. Dan Casey is generous with his time, trustworthy, kind, and clear. I couldnt ask for a better adviser regarding my investments.

Ali Saleh We came to see Hana (Hawraa Mazloum) at the Canton Bank of America branch around the beginning of August, and she was amazing from start to finish. She welcomed me and my wife right away into her office and helped us open a new account without any issues. Hana is very professional, friendly, and easy to talk to. Anytime I have a question, she responds quickly and communicates clearly. She made the whole process smooth and stress-free. I highly recommend asking for Hana if you come to this branch—she’s truly excellent at what she does!

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.