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Executive Wealth Management
- Finance
- Brighton, MI
About this business
Location details
135 W North St, Brighton, MI, 48116, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Trust is everything when it comes to wealth management — and that’s exactly why I feel good about EP Wealth Advisors. After getting to know their team, what stands out most is the level of professionalism and depth of expertise they bring to the table. They’re thoughtful, strategic, and truly focused on long-term planning — not quick conversations or surface-level advice. They take the time to understand goals, family dynamics, and the bigger picture. That kind of intentional approach matters. I’m proud to partner with advis... read more
I’ve been working with Robert Larsen for about a year prior to my retirement and he has been outstanding with providing guidance and assurance on my financial outlook. His involvement was beyond my expectations such as participating in calls with company’s retirement counselor and providing a detailed financial outlook. In addition he has been a great coach in my many retirement questions. This was paramount in firming up my retirement date. Robert is very professional in his approach, knowledge on all aspects of financial p... read more
We have been working with Andrew for just a few years, and he has always been very personally engaging and complete in his processes with us,explaining each detail. We aren't working with a great amount of money by any means, but he does treat us as if he is vested in helping us with a successful plan.
Andrew Szewc and the EP staff are great to work with; honest, experienced, and personable. Building a long term relationship based on solid financial principles.
My wife and I always look forward to our quarterly visits with Andrew. Andrew has more than met our expectations as a financial advisor. He even listens with interest to my stories that I think are funny (as my wife kicks me from underneath the table). As we have gotten to know Andrew over the last few years, we consider him as a friend, that we can call at anytime for advice on anything. I would highly recommend Andrew as a financial adviser to anyone looking for good advice in handling their finances. Steve and Karen Mille... read more
Frequently asked questions about Executive Wealth Management
How is Executive Wealth Management rated?
Executive Wealth Management has a 4.4 star rating with 30 reviews.
When is Executive Wealth Management open?
Executive Wealth Management is closed now. It will open tomorrow at 8:30 a.m.
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