Office Hours

 

Monday- Friday

8:30am to 5:00pm

Contact Us

Phone: 269.488.6900   

Fax: 269.488.6100

Email: Info@SanfordFinancialServices.com

Office Location

 

590 W. Centre Ave

Portage, MI 49024

Click Here to Find Us

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

© 2019 by Sanford 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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Business & Institutional Financial Management

Comprehensive Retirement Benefit Programs

Custom Retirement Plans using a variety of Qualified and Non-Qualified Plans

Custom Education

&

Investment Polices

Understanding Your Business

We understand the commitment, time and resources you have invested in your company and employees.  Your Retirement plan should reflect those sentiments.  Sanford Advisory Services offers an unparalleled combination of plan design expertise and wealth management.  This combination creates attractive retirement planning opportunities for both the owners and their employees. 

 

Fully Engaged Retirement-Focused Team

 

Our team focuses solely on meeting the goals and objectives of our clients’ retirement plan programs. We can tailor an education program to create an effective communication tool in order to accommodate the diversity of our clients’ employees. The SAS team is experienced in specialty designs such as defined benefit plans, nonqualified plans, and ESOPs to meet the individual needs of our clients.

Independent Consultants

We provide an unbiased needs assessment and plan evaluation for clients and prospects. Having no proprietary products to sell or software obligations ensures our ability to recommend personalized investment choices, technologies and cost-effective solutions to our clients. We also look for any and every opportunity to improve the services provided to our clients such as non-discrimination testing compliance, plan design and fiduciary process support.

Check our background on FINRA's BrokerCheck.  

 

Brent, a Financial Advisor and Partner of the firm, explains our passion for the retirement plans.

Jane, a Financial Advisor and  Director of Retirement Plans of the firm, explains educational value for the employees & business Owners.