Daniel L Putman Cfp

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. Generated from the website

Family Life Financial Services, located in Okemos, MI, has dedicated the past 30 years to building strong relationships with federal employees, providing them with comprehensive insights into their government benefits. The firm specializes in assisting individuals nearing retirement by offering trusted guidance to help them plan for their financial futures. With a personalized approach, Family Life Financial Services is committed to meeting clients where they are to develop long-term financial plans tailored to their unique needs. Their independent advisory services ensure that clients receive the support necessary for effective financial planning and management. Generated from the website

Mark E Carter CHFC is a financial services firm based in Okemos, MI, specializing in comprehensive financial planning and wealth management services. With a focus on helping clients achieve their long-term financial goals, the firm offers personalized strategies tailored to individual needs and objectives. Generated from their business information