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Team Covert
Team Covert Financial & Tax Planning Group provides a team approach to retirement and financial planning. They emphasize personalized service, innovative...
Overview
Team Covert Financial & Tax Planning Group provides a team approach to retirement and financial planning. They emphasize personalized service, innovative solutions, and proactive advice, with a focus on delighting clients. As an independent firm, they help develop custom financial strategies including retirement income, wealth management, tax-efficient strategies, and related services.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Auburn Hills
Principals
Jeffrey V Covert
CFP®, CPA
Sarah Fletcher
Wealth Team
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