© 2016 by Sanford Financial Services

-Todd Sanford was named to Barron's list of “The Top 1,000 Advisors” in the country in 2010. The list, published February 22, ranked 1,000 advisors from all 50 states and the District of Columbia. Sanford ranked 11th overall in the state of Michigan. This list of distinguished advisors was produced by Barron's, after conducting extensive research, surveys and interviews and weighing factors such as advisors' assets under management, revenue generated, quality of service and regulatory records. Past performance is not indicative of future results. Individual experiences may vary. 
-Sanford Financial Services is an Independent Firm. 590 W. Centre Avenue, Portage, MI 49024.  269.488.6900
Securities offered through Raymond James Financial Services, Inc. Member FINRA (www.FINRA.org) / SIPC. (www.SIPC.org) Investment advisory services offered through Raymond James Financial Services Advisors, Inc and Sanford Advisory Services. Sanford Financial Services and Sanfond Advisory Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. https://brokercheck.finra.org/
-Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information ability. Subject to risk, may lose value.
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Listen  ·  Plan  ·  Execute  ·  Support
OUR FIRM
 

We are a full service wealth management practice with over 200 years of collective experience.  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.  We believe that investment products are a means to an end and not the other way around. Therefore, our approach is to be consultative in nature with our clients. Check our background on FINRA's BrokerCheck.

OUR TEAM
 

We’re not big on fancy titles. Instead, we’ve 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 SERVICES
 

We are a full service wealth management practice.  As such, we offer financial, investment, estate, and tax planning for families.  

 

Businesses and institutions rely on our team of specialists working with retirement plans (401k, 403b, 457b, SIMPLE IRA, and SEP IRA).

 
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 $500 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.