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Joseph R. Hamo, CFP®, CDFA

Wells Fargo Advisors

2401 S Linden Rd
Flint, MI 48532
Phone: (810) 733-4069
Fax: (810) 733-6649

Toll-free: (800) 633-6332

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Household Income Minimum: $0
Investable Asset Minimum: $75,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Banking
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.