Stellar Financial Services, LLC - Troy (MI)

Tanisha FOSTER I was with Jackson Hewitt for 8 years. I decided to try someone else. Tax shield had me in and out with no problem customer service was A1 in Elie understood everything I needed help with. Will be returning next year

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.

bly bylsma We appreciate the sound advice from our advisor. She gave advice that was molded to my desires and level of risk. No pressure and regular attentive communication.

Bruce Geffen Jim and his parents and all who help out at NHC are the BEST! You cant get better service for your taxes or any of your financial/accounting needs. They are the very true definition of a mom and pop operation that delivers personalized customer service and outstanding benefits. You would be very hard pressed to find anyone better in the entire area.

Jennifer Maker Top notch professional! He takes the time to get to know your situation, allow you to ask questions and help with your current AND long-term goals. I highly recommend David.