Investment Services Kalamazoo

Brandt Wealth Advisors

Investment Services Kalamazoo
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Place
Kalamazoo, MI  
Landline
(269) 321-5102
Fax
(269) 854-8620
E-Mail
sbrandt@brandt-wealth-advisors.com
Website
www.brandt-wealth-advisors.com

Description

Philip Brandt, Senior Advisor at Brandt Wealth Advisors: My fee-based advisory services place me on the same side of the table as my clients and I take my fiduciary role seriously by always putting my clients' needs first. I currently serve clients in Michigan, Indiana, Florida and Georgia. Shelly Brandt, Senior Associate: I have worked in financial services for more than 15 years. From my humble beginning as a bank teller to my current partnership in the firm, I have learned many things along the way. I currently hold insurance licenses in Michigan, Indiana, and Illinois.

Keywords Financial Consultant, Financial Planning, Financial Planner.

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Investment Services
(269)321-5102 (269)-321-5102 +12693215102