Brass Ring Wealth Management Inc.

More Info

It's not what you earn but what you keep that matters!

Email

Email Business

Extra Phones

2489132320: (855) 272-7779

Services/Products

Retirement Services* IRA's, Roth' IRA's, Rollover's, Simple's and Stretch IRA's Retirement Income / Distribution Planning 401(k) Management /Advisory Services Retirement Income Planning Education Funding* 529 Plans Coverdell Savings Accounts UTMA/UGMA's Investments and Advisory Services* Stocks, Bonds, and ETF's Mutual Funds: Open and Closed End REIT's, Equipment Leasing Unit Investment Trusts Equity Linked CD's Fee-Based Platforms (stock/Mutual Fund/ETF) - UMA | SMA | Managed Accounts Annuities Fixed Equity Indexed Immediate Variable* Insurance Life, (Term, Whole, Universal, Variable, Equity Indexed) Health (PPO, HMO, Health Savings Accounts) Disability Long-Term Care Wealth Transfer / Estate Planning / Charitable Small Business Services* Retirement Plans 401(k) - 403(b) - 457 | SEP | Simple | Safe Harbor 401(k) | Single Person Roth 401(k) Business Succession Planning - Buy Sell Agreements Non-Qualified Compensation Plans 457(F) Plans

Payment method

financing available, check

Location

7300 Dixie Hwy Ste 800 Clarkston MI 48346 One mile south of Exit 93 on I-75 on the east /north side of the road. First Building. Parking in rear.

Amenities

Online householding and access to your portfolio and personal accounts; Investment Selection and Portfolio Management; Estate planning and Wealth transfer Services; College Savings and Long Term Care Services; IRA, Roth IRA, 401k/403b Investment and Management

Associations

BBB,CFP,FPA

Other Link

http://www.brassringwealth.com

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Insurance Consultants & Analysts, Retirement Planning Services

Other Information

Parking: Lot

Reviews

Details

Phone: (248) 913-2321

Address: 7300 Dixie Hwy, Clarkston, MI 48346

Website: http://www.brassringwealth.com