Sterling Financial Planning - Clinton Township (MI)

Steve George Some of the nicest, most competent and honest people we’ve ever dealt with. They take the time to understand what YOU want to do and not what just fits into a general investor profile. They stay in touch, help make investment decisions and yes grow our investment accounts. Highly recommend getting in touch to see if they match up with your interests.

Cheryl Daly I have referred clients to Donna over the years, especially when they have retirement planning issues related to social security and/or tax planning. Very friendly and professional.

Mike Sullivan I have been with Great Lakes Wealth for many years, and Dewey and his entire team have consistently done an outstanding job managing my investment account. Their expertise and swift responses ensure I always feel confident in my financial future. The communication is top-notch, and they truly go above and beyond with both their professional service and personal touch. I couldn’t recommend them more highly for anyone seeking a knowledgeable, trustworthy, and responsive wealth management team.

Kevin Service is fast and professional.

Heidi W Kent and his whole team are fantastic. Financial planning can be overwhelming and confusing but they explain things in an easy to understand fashion. They treat you like family, not just a regular client.

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!