Brunner Financial
Brunner Financial, located in Okemos, MI, specializes in multigenerational financial planning by employing advanced fintech to tailor personalized investment strategies, ensuring clients have their money in the right place at the right time. With a commitment to independent advisory practices governed by fiduciary standards, their experienced team works collaboratively to develop and monitor unique financial plans that align with each client's individual goals and risk tolerance.
The firm promotes an optimistic approach to wealth management, focusing on maximizing financial growth for both current and future generations through comprehensive estate, tax, and investment planning. Their dedicated team, consisting of Accredited Investment Fiduciaries, leverages extensive experience to provide exceptional service and continuous support to over 900 families and institutions.
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