Haley & Summers Wealth Management, INC.

Haley & Summers Wealth Management provides personalized financial services and investment management. This includes determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Haley & Summers is a fee-only advisor and does not receive commissions. They manage investments in stocks, bonds, ETFs, and mutual funds, among other securities. Other professionals are engaged directly by the client as needed.