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TOP 30 Fiduciary financial advisor in Howell, MI
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Merrill Lynch Financial Advisor Brett A Howell
Merrill Lynch Financial Advisor Brett A Howell is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and the District of Columbia, we are dedicated to helping clients achieve the lives they desire. Our advisors offer a wide range of services, including brokerage, investment advisory, financial planning, insurance, and annuities. Please note that investing involves risk, and there is always the potential of losing money. We do not provide legal, tax, or accounting advice, so we recommend consulting your own advisors before making financial decisions. Merrill Lynch is a registered broker-dealer and investment adviser, and a wholly owned subsidiary of Bank of America Corporation. Trust and fiduciary services are provided by Bank of America Private Bank and U.S. Trust Company of Delaware. Banking products are offered by Bank of America, N.A. and its affiliates. Our goal is to provide you with information about products and services that may be of interest to you. Please keep in mind that you are leaving Bank of America's website if you are redirected to FINRA's BrokerCheck. Thank you for considering Merrill Lynch Financial Advisor Brett A Howell for your financial needs.
Summit Financial Planning, Jeffrey Hansen, CFP
Summit Financial Planning, led by Jeffrey Hansen, CFP, is a comprehensive financial services institution located at 100 Lucy Road in Howell, Michigan, United States. With a focus on providing all-inclusive financial services for clients in Southeast Michigan, the Wink Family has been assisting individual and corporate clients since 1987. As a family-owned business, Summit Financial Planning takes pride in their fiduciary responsibility to their clients, ensuring they always feel at home and well taken care of. With a strong emphasis on creating a comprehensive financial plan that considers current needs and plans for the future in a tax-efficient manner, Summit Financial Planning offers services such as financial planning, portfolio analysis, tax reduction, estate planning, and retirement income planning. The institution operates as a "One Stop Shop" with four business units onsite to cater to all aspects of their clients' financial needs.
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