Haven Financial Solutions, Inc.
Haven Financial Solutions, Inc. (CRD# 156422) is a financial advisory firm headquartered in , . They manage $1,354,740 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$677,370
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Danielle Schultz (CRD# 5889189) is an Investment Advisor Representative working at Haven Financial Solutions, Inc. in Evanston, IL and has over 5 years of experience in the finance industry.