How to Avoid Holiday Money Mistakes – GLW CEO Dewey D. Steffen on
Автор: Great Lakes Wealth
Загружено: 2025-12-07
Просмотров: 97
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Our CEO & Chief Investment Officer, Dewey D. Steffen joined Priya Mann and Jay Scott Smith on @ClickOnDetroitLocal4WDIV to share practical tips on sticking to your holiday budget—without losing the joy of giving.
If you’re looking to enjoy the season and protect your financial future, this segment will help you shop smarter, avoid costly money mistakes, and start the new year on stronger footing.
Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies.
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