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Brian M. Ursu, CFP®

Intentional Wealth Advisors

4110 Copper Ridge Dr
Ste 235
Traverse City, MI 49684
Phone: (231) 933-0846
Fax: (231) 933-0845

Toll-free: (877) 933-0846

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Career Change
  • Investment Management
  • Insurance
  • Retirement
  • Stocks & Bonds
  • 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.