CoverProfile

Neil Brown

CPA, CFP®, Financial Consultant

Burkett Financial Services LLC

United States, South Carolina, Lexington

About Me

I advise clients on various personal financial planning issues including distribution, retirement, income tax, insurance, education, investment and estate tax as a fee-only comprehensive financial planner. I am a member of the American Institute of CPAs, the South Carolina Association of CPAs, the Columbia Estate Planning Council, the Columbia Tax Study Group, the Financial Planning Association and the past member and officer of the National Association of Personal Financial Advisors. Specialties: Distribution, retirement, income tax, insurance, education, investment and estate tax planning

Profile Information

CPA, CFP®, Financial Consultant

Burkett Financial Services LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Lexington

South Carolina

United States

Sep 18, 2024

More profiles to browse

LM
Lem Mitchum
Financial Consultant, RIA
JM
Jana Morrison
CPA/CFP®, Financial Consultant

You Might Like

KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
RD
Russ Degitz
Principal
Huntington University
BH
Bob Helmer
President Emeritus
Baldwin Wallace University