AFS Wealth Management

AFS Wealth Management

Financial Services Farmington Hills, Michigan, United States 4 employees
Employees
4
Contacts
3
Emails
3
Phones
2

AFS Wealth Management Overview

Headquarters
Farmington Hills, Michigan, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
4
Founded
1998
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About AFS Wealth Management

AFS Wealth Management specializes in financial planning for retirees and soon to be retirees. Our goal is to help educate our clients and provide them with the information and resources they need to take control of their financial future and have confidence and peace of mind in their retirement. At AFS Wealth Management, we'll help you create a comprehensive financial strategy that addresses all of your retirement needs including, but not limited to, low risk successful investment strategies, tax minimization, social security benefit planning, and even planning for the unexpected and the inevitable. Our Chief Investment Advisor, Phil Putney, is a CPA and a 23 year veteran of the industry. Phil has spent his career building a repertoire of skills that allow him to help protect his clients from the many pitfalls that face today’s seniors; from market volatility to taxes, social security and even IRA withdrawal strategies that can affect your quality of life during retirement. Phil publishes a weekly financial column that can be found on this page as well as on our website http://www.afswealthmgt.com/ Let us help you enjoy your retirement and to discover what it means to have security & peace of mind in your retirement. Call us today: (248) 888-7530 Securities and advisory services offered through Centaurus Financial, Inc., Member FINRA and SIPC, a Registered Investment Advisor. Centaurus Financial, Inc., and AFS Wealth Management, LLC are not affiliated Companies.

AFS Wealth Management Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage
Phone contacts
2
66.7% coverage

AFS Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Phillip P. Putney, Cpa, Pfs, Mst President, Afs Wealth Management, Llc
Email Phone
Erin Gordish Administrative Assistant at Afs Wealth Management
Email
Brandon Klemm Independent Health & Life Insurance Advisor
Email Phone

Employees by Management Level

Executive 1 profile
Individual contributor 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Healthcare 1 1 1
General 1 1 0

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