Daniel Haines

Co-Founder and Advisor at SummitView Advisors - Grand Rapids, MI, US

Daniel Haines's Colleagues at SummitView Advisors
Jessica CFP

CERTIFIED FINANCIAL PLANNERTM, Vice President

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Kristina Paz

Executive Vice President - Financial Advisor

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Daniel Haines

Co-Founder and Advisor

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Ann Neal

Financial Advisor

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Kristen Lynn

Office Manager

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Jeff Belmonte

Co-Founder and Advisor

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Daniel Haines's Contact Details
Email (Verified)
***@wmich.edu
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
Kalamazoo,Michigan,United States
Company
SummitView Advisors
Daniel Haines's Company Details
SummitView Advisors logo, SummitView Advisors contact details

SummitView Advisors

Grand Rapids, MI, US • 10 - 19 Employees
Financial Services

SummitView Advisors is an independent, fee-only wealth management firm that provides financial planning and investment management services for individuals and families.The firm was founded on the principles of deep relationships, forward-thinking portfolio management and the use of technology to help our clients achieve their goals.We act as fiduciaries for our clients, meaning we are obligated to put their best interests first. As fee-only advisors, we do not receive any commissions or kickbacks and are only compensated through the fee paid to us by our clients. We believe this approach aligns us with our clients and allows us to avoid conflicts of interest.

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Frequently Asked Questions about Daniel Haines
Daniel Haines currently works for SummitView Advisors.
Daniel Haines's role at SummitView Advisors is Co-Founder and Advisor.
Daniel Haines's email address is ***@wmich.edu. To view Daniel Haines's full email address, please signup to ConnectPlex.
Daniel Haines works in the Financial Services industry.
Daniel Haines's colleagues at SummitView Advisors are Jessica CFP, Kristina Paz, Daniel Haines, Ann Neal, Kristen Lynn, Jeff Belmonte and others.
Daniel Haines's phone number is N/A
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