SANFORD

FINANCIAL
SERVICES

A Full-Service Wealth Management Practice with over 200 years of collective experience.

Listen     Plan     Execute     Support

Our Firm

Each of us brings varying specialties and experience to the practice which allows us to deliver a holistic approach to managing our clients' finances.  Our focuses are family financial planning, corporate employee benefits, and asset management.  

Our Services

Businesses and institutions rely on our team of specialists working with retirement plans (401k, 403b, 457b, SIMPLE IRA, and SEP IRA).
We work with individuals and families on financial planning, investment management, estate, and tax planning for families.  

OUR TEAM

Sanford Financial has built a team of individuals who each serve a critical role in the success of our clients and business. As with any team, each person brings a unique skill set, perspective, and personality to the table. Just like our families at Thanksgiving dinner, we may not all agree on politics, but at the end of the day we love working with each other and things just aren’t the same when one of our teammates is missing.  Our goal is to have this supportive family environment translate to our client relationships.  

Our Broker-Dealer

We have chosen to offer securities through Raymond James Financial Services (RJFS) as our broker-dealer. RJFS  is headquartered in St. Petersburg, FL and manages approximately $796 billion in client assets.  They have a rich history dating back to their inception in 1962 and have been recognized nationally for community support and corporate philanthropy. 

Office Hours

 

Monday - Friday

8:30am to 5:00pm

Contact Us

Phone: 269.488.6900   

Fax: 269.488.6100

Email: Info@AdvisoryServices.com

To Learn more about this investment professional, visit FINRA's Brokercheck

© 2019 by Sanford Financial Services

The Sanford Center at Western Michigan University is not affiliated with or is not endorsed by Raymond James Financial Services. 

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Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. www.FINRA.org / www.SIPC.org Investment advisory services offered through Raymond James Financial Services Advisors, Inc and Sanford Advisory Services. Sanford Financial Services and Sanford Advisory Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

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