Precise Financial Services LLC - Southfield (MI)

Tina Have been coming to Bob for 2 years now and have had great service.

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.

Danielle Ortega Its so refreshing to work with someone who understands my needs and is willing to help answer all of my questions when it comes to retirement planning. Jenna is always so knowledgeable and helps me think through what options are best for me. I also love the fact RPI is women owned! Highly recommend!

Park Digwig The best financial advisor we’ve had yet. Really pays attention to your goals and assists you with making decisions. We’ve only made money since switching over to Dan.

RAJKUMAR JANAKIRAMAN Best Tax Service & Bookkeeping Service Provider in Market

Joseph Earl Hines II Amazing company and I’m glad I stopped in today!

Silliver Banks Everyone here is very friendly and professional, from the receptionist to the financial/tax advisors. My taxes were prepared in a very thorough and timely manner. I would definitely recommend Key Financial Solutions to my family and friends.

Stacey Journell Informative, professional, and the owner is super sweet!! Highly recommend!!