HAVILAND & SAMS

We are an independent financial planning and financial advisory firm dedicated to the preservation, protection, and growth of our clients' wealth... We are a long-established, financial planning and advisory firm that provides hands -on financial affairs planning and management for our clients. Our clients wish to maximize their financial efficiency and to protect, grow, enjoy, and perpetuate their personal wealth. We maintain close and continual contact with our clients and serve as advisory partners in their long-term financial thinking... Our clients pay separate fees for our advice and/or our investment advisory services. We are not paid sales commissions or referral fees by anyone. We are determined to reduce conflicts of interest to its lowest possible level. Accordingly, all fees are clearly identified, agreed to, and regularly reviewed with our clients.

Also known as: Haviland & Sams, LLC

Primary location: Farmington United States