Pollock Investment Advisors, LLC - Ann Arbor (MI)

David Munoz I think the name of the person that helped me was Rossell. She was a sweetheart helping me with everything I needed today. Ive had problems with this bank before but I feel like I can comfortably bank here now. We even had a nice conversation about New York.

Randall Chioini As an attorney I deal with many financial advisors, however, Annie is one of the finest in the industry. If I need a client to get good advice and an excellent snapshot of their financials, I recommend; Annie.

David VanderVeen We have been with Brian and his colleagues for 18 years. They are all very proficient in what they do. There advise and their management of our investment portfolio has been stellar. We enjoy reviewing our investments with them because they are friendly, professional and caring. Great group!

Julie Cooper The women who work here are phenomenal. I recently opened up a business checking account here and shortly after ran into a few road bumps along the way with the IRS and merchant services which led to much confusion and overwhelm on my part. Bonnie, Lisa, and Kathy were extremely helpful, kind, and patient with me- helping me understand the process and how to correct the issue. It’s rare to find people in the customer service industry who genuinely care about others in this way. I feel grateful that I came here for my banking services. 10/10 recommend them.

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.