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Great Lakes Wealth Planning, LLC.

26107 Harper Avenue
St. Clair Shores, MI 48081
Phone:
  • Office: (586) 773-6800
  • Toll-Free: (877) 726-8368
Fax:
  • (586) 773-6801

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Welcome to Great Lakes Wealth Planning, LLC.

Great Lakes Wealth Planning, LLC. was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability and confidence for each of our clients. Great Lakes Wealth Planning provides the objective advice and personalized attention that you should expect from a local independent firm. Our clients also receive the benefits of working with LPL, one of the the nation's largest independent broker/dealer. We use LPL Financial for securities transactions as well as their extensive research.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (586) 773-6800.