Leslie E Joerke - Ameriprise Financial Services

At Great Lakes Financial Services Group, our mission is to be your safe harbor in a sea of uncertainty. In the ever-changing world we live in, predictability is not a luxury many of us have on our side. Luckily, Great Lakes Financial Services Group is here to ensure peace of mind, by protecting your personal finances from the unpredictability that life presents. We recognize that one of the greatest areas of uncertainty is personal finances, and while no one can predict the future with complete certainty, at Great Lakes Financial Services Group, we provide the tools and knowledge to make your financial future as stable as possible and provide complete financial peace of mind.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services: Wealth Strategies, Retirement Income Planning, Retirement Savings Planning, Education Planning, Insurance & Annuities, Long Term Care, and 401(k), 403(b), IRA, Roth IRA.

Alexander Dobbs is a Private Client Financial Advisor with Citizens Wealth Management based in Novi, Michigan. The firm provides a collaborative and comprehensive financial planning process tailored to individual needs, allowing clients to adjust their plans as their circumstances evolve. Citizens Wealth Management offers clients a dedicated advisory team, including a CERTIFIED FINANCIAL PLANNER™ and various specialists, to ensure personalized support throughout their financial journey. The firm also provides exclusive rewards and benefits, enhancing the overall experience of managing wealth and achieving financial goals. Generated from the website