Underhill David S

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id: 39332424
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1894 11 Mile Rd
Berkley, MI 48072

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(248) 284-4962
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Underhill David S - Berkley, MI
Underhill David S - Berkley, MI
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Estate Planning Since 1985 - Retirement & Investment Advisor

Owner Message
  • David S. Underhill is an insurance agent and investment advisor representative at Underhill Investments LLC, located in Berkley, Michigan. His areas of specialization are financial planning services, especially retirement planning and estate planning. As an attorney at law, David is an expert in services such as living trust, trust funding, tax minimization, tax free planning, wealth transfers, and powers of attorney. Services provided under the of umbrella of Underhill Wealth Management _include term life insurance, long term care strategies, cash value life insurance, and fixed indexed annuities. David S. Underhill did his education at Cum Laude Graduate of Thomas M. Cooley Law School, Lansing, Michigan; Cum Laude Graduate of Adrian College, Adrian, Michigan; and Mason High School. He mastered in accounting, political science, economics, and business administration.. David Underhill-Living Trusts-Powers of Attorney-Trust Funding-Estate Plans-Wealth Transfers-Tax Free Planning-Tax Minimization-Underhill Wealth Management -Term Life Insurance-Cash Value Life Insurance-Fixed Indexed Annuitities-Long Term Care Strategies

Additional information
  • Hours: Mon - Fri 9:00 am - 5:00 pm
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