Great Lakes Wealth Management - UBS Financial Services Inc. - Troy (MI)

Sarah Pettenger We absolutely love working with Blumark! In our first few meetings, our Financial Advisers had us complete a financial portfolio and set financial goals for ourselves. They showed us that we could save more money each month then what we thought we could. Two years later, we had saved enough for a down payment on our dream home. Also, Blumark helped us with our estate planning. Its something we hope we never need but are so thankful to know that our loved ones will be taken care of, if something should happen. We loved working with Blumark so much, I referred my parents to them for help with their retirement planning.

Chris Hawkins Grateful for 8 Years of Guidance: Weve been with Kennedy Financial since 2017, and looking back, were genuinely grateful for the role theyve played in our financial journey. It wasnt just about investment returns - it was the peace of mind, the thoughtful advice, and the way they always made us feel cared for and never rushed. Steven in particular has been a steady voice throughout every question we had - and we had plenty! The trust we built with him and the team over the years gave us the confidence to eventually step into managing things on our own. That wasnt an easy decision - and honestly, thats a credit to how much we valued the relationship. We highly recommend Kennedy Financial to others and wont hesitate to return if we ever need someone in our corner again. Great people, solid guidance, and a team well always speak highly of. - Chris & Janan Hawkins

Nicholas Papasifakis As an estate planning attorney, I have been working with City Center Financials clients for over five (5) years. City Center is one of the best retirement planning firms in the industry, and our mutual clients have been very satisfied with their knowledge and expertise. City Centers staff is also very accommodating, pleasant and well-trained.

_paige_me Amazing and very informative! They have a real passion for helping others over stuffing their pockets! I’m in my early 30’s and not originally from Michigan and wish I knew this company when I made 100k in Tesla stock but I am guaranteed to choose this company when I am ready to plan my retirement!! Thank you all so much!

Bill Clutter Shaun’s ability to listen to your needs and help develop a strong financial plan is what truly makes him a great mentor and coach

Kristy Keller Great ongoing experience with LaMacchio Financial Group. Expert guidance delivered in an individualized, personable, effective, and timely manner. Look no further and confidently appreciate Solomons commitment to your specific dreams and priorities. Thanks to Solomon and the group for becoming our trusted partners!