Advisor at Haley & Summers Wealth Management, Inc.
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Firm
Haley & Summers Wealth Management, Inc.
Location
Fort Wayne, IN
Credentials
Series 63, Series 65
Industry experience
25 years
Jeffrey Haley is a financial advisor with Haley & Summers Wealth Management, Inc. in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been associated with The O.N. Equity Sales Company since 1998 and Summers Financial Services Inc. since 1997, where he serves as Vice President. Haley & Summers Wealth Management provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm delivers discretionary, actively managed investment services tailored to clients’ risk profiles and life stages, using both fundamental and technical analysis across a range of securities.
Based on Haley & Summers Wealth Management, Inc.
Based on Haley & Summers Wealth Management, Inc.
1% annually with a $5,000 minimum annual fee
Account minimum: $500,000 Minimum fee: Minimum annual fee of $5,000, non-negotiable Fee-only: Firm is strictly fee-only, no commissions accepted
Fort Wayne, IN
Indiana
The O.N. Equity Sales Company
1998 - Present (28 years)
Summers Financial Services Inc.
1997 - Present (29 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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