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Patricia Wellman, CFP®

Phase Four

17515 W Nine Mile Rd
Ste 250
Southfield, MI 48075
Phone: (248) 559-6980
Fax: (248) 559-0932

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Annuities
  • Asset Allocation
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Long-term Care

 

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