Peak Wealth Management, LLC - Plymouth (MI)

Jon Dymond Always accomadating and very friendly

Megan Lyonnais I went in to have a document notarized and the manager, Kelly Day was able to get me right in and notarize the documents with both the seal and stamp (my documents needed both) quickly and efficiently. I had my children with me and Kelly gave them sunglasses and lollipops, they still love to wear their sunglasses from Ms Kelly! Not only did Kelly take her time to actually talk and get to know us, but so did her staff! Everyone made us feel so welcome and like we were family.

Migliore Family Frank Cherniawski of the Wealth Management Institute has been our financial advisor for over ten years now. Frank is honest, trustworthy, objective, and personable. He has guided us through numerous financial challenges (investment decisions, paying for college, starting a new business, tax situations, etc.) and has been instrumental in our retirement planning. I also appreciate the fact that Frank is independent and does not advocate for or represent a specific financial services company. We continue to refer Frank to our friends and family seeking assistance with their financial matters. I would highly recommend Frank to those looking for objective, independent, and thoughtful assistance with their financial planning and wealth management challenges.