David J. Smolarek
Wealth Planning Services
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $50,000
Minimum client income required: No minimum required
Title: President
Offering advice since: 1987
Areas of expertise:
- Annuities
- Business planning
- Educational Planning
- Estate Planning/Wills
- Life Planning
- Portfolio Management
- Retirement Planning
Further information about David J. Smolarek:
I have been providing financial planning and asset management for over 21 years.
Compensation and Fee Structures:
Fees for AUM, commission on insurance and annuity products.
Licenses, Certifications & Affiliations:
Certified Financial Planner, Charter Mutual Fund Counselor, Hold a Life and Health License, Variable Annuities, Series 6,63, and 65.
Education:
Not specified
Will provide references upon request?
Yes
Further information about Wealth Planning Services:
(Size of firm: 0-9 advisors)
We are an independent advisory firm located in Troy, Michigan
Contact Information for David J. Smolarek
Phone: (248) 498-4821
Please support us by letting this advisor know you found them through Boomerater
Fax: (248) 498-4816
Address for David J. Smolarek:
Suite 900
2265 Livernois
Troy, MI, 48083
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