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Unparalleled Client Experience

How We Serve Our Clients

At Great Lakes Wealth, we have developed a client experience model which strives to be unparalleled in our industry.

Each client is assigned an entire team!

Our service protocol enables us to schedule regular phone calls with each client and commits to a 24-hour response to any needs or issues that arise.

This proactive approach:

  • creates consistency
  • reduces investment chaos
  • increases the opportunity for our client’s success

We provide online account access and a mobile app
but we still prefer to use the telephone – where you can always expect an industry professional to personally assist you. You’re never left to fend for yourself online or via an automated phone service.

We look forward to hearing from you – call or email us today!

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