Retirement & Wealth Strategies (RWS Financial Group) - Livonia (MI)

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.

Timothy G. Wilson, Jr. I have utilized the Accounting Aid Society for the past five years, and without exception, they are a hidden treasure. I have been consistently amazed, humbled, and greatly served by their compassionate, highly professional staff, and exceptional services, rendered thus far. I will continue to seek their "valued services" which I have come to depend on, and am assured of, based on my experiences, that my taxes will be prepared, accurately, and in a timely manner by tax preparation specialists who provide an "invaluable" service to our community. Timothy G. Wilson, Jr. Staff Sergeant, Active Duty US Army Retired Retired Disabled US Federal Government Employee

Matthew Watson The staff was very friendly. The application process was quick and easy. I got the funds I needed within 24 hours. Great experience! Sherri was Awesome!

Christine Acob After taking the time to understand my unique financial situation and retirement goals, John Herbert and his team provided thoughtful, expert guidance in managing my portfolio and reducing risk. Thanks to their help, I’m enjoying the retirement I had always hoped for—with peace of mind and confidence in my financial future.

Jonathan Wilkinson Exceptional Customer Service with your familys best interest in mind always. Professionalism at its best, with deep roots to the community.

Roberto Cardenas CINDY D. was very kind and helpful getting my wife’s bills/account straightened out! She even went above and beyond and used the little Spanish she knew to help my wife understand everything clearly. I would definitely recommend CBM Services!

LaDonna Bow Billman We moved our investments to Imber Wealth Advisors many years ago and been very happy! Jon Imber and the entire team are responsive and attentive to our accounts, ensuring that our investments align with our personal financial goals. We appreciate their proactive approach in fine-tuning our portfolio. It’s reassuring to know that our investments are in trustworthy hands and being carefully managed at Imber Wealth. We highly recommend their services to anyone looking for knowledgeable and reliable financial advisors.