Wfafn is a financial services firm located in Troy, MI, specializing in investment planning, portfolio management, retirement planning, and wealth management. With a team of experienced professionals, they provide customized investment strategies to help individuals and companies preserve and grow their financial resources. Their mission is to assist clients in developing long-term investment strategies and avoiding the pitfalls of short-term market fluctuations.
Led by Michael P. Finkelstein, a Chartered Financial Analyst, Wfafn offers a range of services including charitable planning, education planning, estate planning, and insurance risk management. With a focus on small and mid-cap equity investments, they leverage their extensive experience managing assets for corporations, pension plans, and endowments to benefit their clients. Located in West Bloomfield, Michigan, Wfafn is committed to providing personalized financial solutions to help clients achieve their financial goals.
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