Modern Wealth Management - Troy - Troy (MI)

5 /5 Cari Olekszyk: Pete has been tremendous helping us confidently prepare for our retirement. His knowledge and advice are so valuable especially navigating through uncertainty. We couldn’t be more satisfied with our Modern Wealth Management experience.

5 /5 Simone P: Modern Wealth Management has been instrumental in helping us navigate our financial and retirement planning with clarity and confidence. Kyle and Kade dedicated significant time to thoroughly explain our options, using advanced planning tools to ensure we had a strategy tailored to our specific goals. Their professionalism, thoughtful guidance, and deep expertise gave us peace of mind throughout the process. We are extremely grateful for their support and would recommend Modern Wealth Management to anyone seeking trusted financial advice.

5 /5 Doug Butcher: Great office to work with. All the staff are knowledgeable, professional and make the wealth management process fun. We have been with them for several years, including our transition from full time employment to full retirement. Their advice has helped us lead a comfortable retired lifestyle and achieve many of the things we wanted from this great chapter in life. Thoroughly recommend them for all things wealth management related.

5 /5 Carl Rizzi: We love the MWM team! They are very knowledgeable, kind, supportive, and the perfect advisors. Pete not only handles our concerns, but also suggests aspects of planning we wouldn’t have thought about.