Michael  Hoffman

Michael T. Hoffman
Financial Advisor Truist Investment Services, Inc

Office

33 Bull St,

3rd Floor,

Savannah, GA 31401-3316

About me

Background

I’m a Senior Vice President and Financial Advisor with Truist Wealth, offering clients more than 20 years of investment experience and specializing in managing customized investment portfolios, financial planning, and retirement income planning. I work with individuals, business owners, and affluent families to help them develop and implement investment strategies to meet their immediate needs and long-term goals. By my side for the last seven years has been Kassidy Griner, Registered Client Services Associate, who focuses on providing exceptional client experiences and delivering prompt, attentive service.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Business Administration
Georgia Southern University 1996 2000

Personal interests

I live in Savannah, GA, with my wife, Rebekah, and four children, Helen, Hayden, Will, and Sims. My family and I  are active members of Compassion Christian Church. In my free time, I enjoy playing golf, traveling, and attending my children’s various sporting events.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
Loading location info... Loading the directions...

Location data unavailable at this time. We apologize for the inconvenience.

Map

Office hours

{5}

Phone {3}
Fax {4}

{0} {1}
{0} {2} {3} {1} miles