Best Superannuation Consultant Lansing Near Me

Jeff Eusebio: I'd describe WMI (and Frank in particular) as:- "CFO for you" (home and business)- Macro manager- Overall financial advice (not a money manager)- Help with overall organization & strategic thinking about anything to do with finance or protection- The process to follow rather than the exact investments- A coach to help us keep on top of thingsHe has helped us with everything from strategies for our aging parents to our finances, tax strategies, small business feedback & contact ideas, to the right moves to make with my retirement funds given the state of the economy and the uncertainties ahead. Honestly, I would be lost right now without him.

Dan Woodford: We've been working with Frank and his team for over eight years now and I strongly recommend them. They help us with everything from investment strategies, tactics to save money on taxes and strategic planning to help ensure we are spending wisely. I love their process. It gives us peace of mind knowing that they are always available to help. They are the best!

Migliore Family: Frank Cherniawski of the Wealth Management Institute has been our financial advisor for over ten years now. Frank is honest, trustworthy, objective, and personable. He has guided us through numerous financial challenges (investment decisions, paying for college, starting a new business, tax situations, etc.) and has been instrumental in our retirement planning. I also appreciate the fact that Frank is independent and does not advocate for or represent a specific financial services company. We continue to refer Frank to our friends and family seeking assistance with their financial matters. I would highly recommend Frank to those looking for objective, independent, and thoughtful assistance with their financial planning and wealth management challenges.