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

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 and availability

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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.

Raymond James Privacy Notice: https://www.raymondjames.com/privacy-security-and-account-protection/privacy-notice  

Personal Financial Planning Resources

Understanding your current financial situation and goals allows us to create the most accurate Financial Plan.

 Financial Tools are a great way to stay accountable to achieve your goals.    

Budget Worksheet

A monthly budget will help you understand where your money is going.  This tool may also help you find additional savings opportunities

Personal Financial Statement

The Personal Financial Statement (PFS)  creates a full picture of your net worth.  This will help us build a customized financial plan to fit your goals.

Introduce Us

We would love to help your friends and family achieve the same success you have through financial planning.

Owner's Manual

The Owner's Manual is an introduction to Sanford Financial Services and the services we provide.