OnTrack Wealth Management - Canton Township (MI)

5 /5 Nan Fichtenbaum: Jeremy (havent met Jim) is a fiduciary planner whom you feel you can trust from your first meeting. He is confident in his ability to meet your goals. He is a focused listener who asks insightful questions as he builds relationships within a very comfortable and fun environment.

5 /5 Bob Craigmile: Jim and Jeremy are great to work with at OnTrack. They are very knowledgeable and personable. From our initial meeting, I knew I had chosen the right firm and people to manage my investments and provide strategies for dealing with taxes. They are always there for you and willing to answer any question you might have. I can highly recommend them as financial planners and have to family and friends.

5 /5 Ruth Gingell: I have had the pleasure of working with Jim and Jeremy for the last few years and their professionalism and knowledge has benefited me greatly. I very unexpectedly became a widow and the care and compassion in which they treated me was above and beyond anything I could have expected. They made me feel like family. I highly trust and recommend OnTrack Wealth Management for all your financial needs.

5 /5 Eric Spencer: Have been working with Jim and Jeremy for a couple years now and really appreciate their approach - they listen to my goals and dont make me feel like a cog in the wheel. They are really flexible with my life/career changes and always willing to give advice. Would recommend if youre looking for investing and financial planning that feels personal.

5 /5 Suzanne Cordovado: We found OnTrack Wealth Management after our financial planner passed away. Jeremy came highly recommended by my brother so we decided to check them out. It has truly been a transformative experience. He did a deep dive into our financial situation as well as our short and long term goals and devised a customized plan while honoring our wishes. Recently we were thrown a curve ball and Jeremy walked us through our options and helped us work through strategies. When we were done, we realized it was not really as bad as we thought. It is great having such a talented team in our corner.