Northwestern Mutual - Shelby Township (MI)

Peter Langlois Rick gives solid advice from years of experience. Wouldnt go anywhere else.

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.

lauren matte On behalf of the Len & Nancy Kornoski -- thank you to everyone at the firm. Starting with my phone call with Carla, to my meeting with Dominic. What a great team! Thank you for all the years of your hard work and choices you have made for our accounts. We appreciate the team and their hard work!!

Bob F Sequoia (Guns & Hoses) has help me and my wife through a difficult medical time advising us without fees. We feel our team truly added in good faith during this time. We now looked to Sequoia for life time planning including tax advise and we could not be happier. You (Guns &Hoses) members this is where you should be. You should give them a call talk with Matt T. Matt will treat you professionally with respect and is very honest. RcF