Wealth Management Institute - Lansing (MI)

5 /5 Migliore Family: Frank Cherniawski of the Wealth Management Institute has been our financial advisor for over ten years now. Frank is honest, trustworthy, objective, and personable. He has guided us through numerous financial challenges (investment decisions, paying for college, starting a new business, tax situations, etc.) and has been instrumental in our retirement planning. I also appreciate the fact that Frank is independent and does not advocate for or represent a specific financial services company. We continue to refer Frank to our friends and family seeking assistance with their financial matters. I would highly recommend Frank to those looking for objective, independent, and thoughtful assistance with their financial planning and wealth management challenges.

5 /5 Lance Docken: Thank you Frank for the financial planning and counsel you have brought to our family, which has helped guide us through numerous life events. You truly care about the people you serve and we have been recipients of your great advice for years! You have earned our trust and I will continue to recommend your financial management services to my friends, family, and colleagues. Lance D

5 /5 Jeff Eusebio: Id describe WMI (and Frank in particular) as: - "CFO for you" (home and business) - Macro manager - Overall financial advice (not a money manager) - Help with overall organization & strategic thinking about anything to do with finance or protection - The process to follow rather than the exact investments - A coach to help us keep on top of things He has helped us with everything from strategies for our aging parents to our finances, tax strategies, small business feedback & contact ideas, to the right moves to make with my retirement funds given the state of the economy and the uncertainties ahead. Honestly, I would be lost right now without him.