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Daniel E. Engelhardt, CFP®

Assured Financial Advisors,LLC

1600 Center Ave
Bay City, MI 48708
Phone: (989) 892-3953
Fax: (989) 895-5930

Household Income Minimum: $75,000
Investable Asset Minimum: $100,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges
N/A