Reviews for Black Walnut Wealth Management - Traverse City Financial Advisor
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Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 4PM
Saturday: ClosedSunday: Closed
Location
13919 S W Bay Shore Dr #104, Traverse City
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We are older clients and we find a peace of mind working with Erick and his team. We feel that they are/have been looking after our assets so we can live comfortably now in our senior years. We find them to be attentive to our indiviual needs and always looking out for our well being. We were blessed to have found Erick a long time ago when he was not out of college very long. Erick and our investments have grown together as time has passed. Thank you Black Walnut Team!
Working with the Black Walnut Wealth Management Team is always a positive experience. Every person in the office is kind and thoughtful, and their services are always delivered with consummate professionalism. I feel comfortable asking questions, and my concerns are always heard. It truly feels like I become a member of the team every time I come to the office or answer a phone call.
Exceptional in every regard, Eric has the clients interest in planning and developing a financial plan for the future and we know this from having him as our financial planner for over twenty years.