1894 11 Mile Rd
Berkley, MI 48072
(248) 548-2918
COMBINING AREAS OF EXPERIENCE TO PROVIDE
QUALITY FINANCIAL AND ESTATE PLANS


COMBINING AREAS OF EXPERIENCE TO PROVIDE
QUALITY FINANCIAL AND ESTATE PLANS
COMBINING AREAS OF EXPERIENCE TO PROVIDE
QUALITY FINANCIAL AND ESTATE PLANS

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David S. Underhill, Attorney at Law, Investment Advisor Representative, and Insurance Advisor, combines the areas of Estate Planning, Tax Planning, Investment Planning and Insurance Planning to provide quality, personalized, understandable strategies to help ensure that you:
  • Have a reasonable investment approach, based upon your retirement needs and objectives.
  • Efficiently use what you accumulate.
  • Efficiently transfer anything you don't use for your loved ones.
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Call Us Today At ♦ (248) 548-2918

All written content on this site is for information purposes only. Opinions expressed herein are solely those of UNDERHILL INVESTMENTS LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by UNDERHILL INVESTMENTS, a Registered Investment Advisor in the State of Michigan and Arizona. Insurance products and services are offered through UNDERHILL WEALTH MANAGEMENT Legal services are provided by DAVID S. UNDERHILL, Attorney at Law. UNDERHILL INVESTMENTS, LLC, UNDERHILL WEALTH MANAGEMENT, and DAVID S. UNDERHILL, Attorney at Law, are affiliated companies. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Michigan and Arizona or where otherwise legally permitted.
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