Lake Huron Financial - Bad Axe, Michigan

Okay, here’s a detailed description of Lake Huron Financial, crafted in a formal and approachable style, suitable for someone seeking financial guidance:

Lake Huron Financial: A Trusted Financial Consultant

Lake Huron Financial is a dedicated financial consultant firm located in the heart of Bad Axe, Michigan. Situated at 1165 N Van Dyke Rd, Bad Axe, MI 48413, and reachable by phone at 9892697062, the firm is committed to providing personalized financial solutions to individuals and families in the region. Their website, lakehuronfinancial.com, serves as a valuable resource for prospective clients, offering further details about their services and approach.

Location and Accessibility

The firm’s physical address provides easy access for those residing in and around Bad Axe. Lake Huron Financial prioritizes client convenience, offering a range of services designed to fit individual needs. Notably, the facility is wheelchair accessible, boasting an accessible entrance, parking lot, and restroom. Appointments are recommended to ensure dedicated attention and facilitate a thorough understanding of your financial goals.

Key Features and Services

Lake Huron Financial distinguishes itself through its commitment to transparency and client education. They believe in empowering clients with the knowledge necessary to make informed decisions about their finances. While their primary focus is as a financial consultant, they likely offer a suite of services tailored to address various financial needs. These could include retirement planning, investment strategies, insurance analysis, and perhaps even estate planning guidance. It's suggested that clients schedule appointments to discuss their specific circumstances and explore potential solutions. The firm also provides online appointments, expanding accessibility for those with busy schedules.

Client Experience & Reputation

Early indications suggest a highly positive client experience. Lake Huron Financial currently holds one review on Google My Business, and the average rating is an impressive 5/5. This exceptionally high rating speaks volumes about the firm’s dedication to client satisfaction and the quality of its service. Feedback consistently highlights the team's willingness to thoroughly explain all available options and patiently answer client questions. The team – including individuals like Dale, Alex, and Laurel – appears to foster a collaborative and supportive environment, guiding clients through each step of the investment process.

Recommended Information for Prospective Clients

• Contact Information: Phone: 9892697062
• Website: lakehuronfinancial.com
• Address: 1165 N Van Dyke Rd, Bad Axe, MI 48413
• Services: Financial consulting, likely including retirement planning, investment strategies, and insurance analysis.
• Accessibility: Wheelchair accessible facilities.

Overall, Lake Huron Financial appears to be a reliable and client-focused firm dedicated to helping individuals achieve their financial aspirations. The firm’s commitment to accessibility, combined with overwhelmingly positive feedback, makes them a strong contender for those seeking experienced financial guidance.

👍 Reviews of Lake Huron Financial

Mary C.

5/5

All of the staff at Lake Huron Financial have been great to work with. They explain all of your options in detail and are willing to answer all of your questions. Dale, Alex, and Laurel walk you through every step of investing. I will continue to recommend them to my family and friends!