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
Neil Brown
CPA, CFP®, Financial Consultant
Burkett Financial Services LLC
United States, South Carolina, Lexington
About Me
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
JM
Jana Morrison
CPA/CFP®, Financial Consultant
LM
Lem Mitchum
Financial Consultant, RIA
You Might Like
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BW
Bill Wood
Managing Member, Principal
Nova R Wealth