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

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Todd Sanford, CFP

CEO & President

Todd's Story

Todd started Sanford Financial Services in 2000 with one employee managing nearly $50 million in client assets. Today, he leads a team of 16 employees managing more than $800 million of client assets.

Prior to opening Sanford Financial Services, he worked for Investors Diversified Services/American Express Advisors and later became a partner and shareholder in Scott, Doerschler, Messner and Gauntlett, a well-known, highly regarded employee benefits and financial services company. 

Todd's Accomplishments 

  • Certified Financial Planner for over 30 years

  • Barron's Top Advisor List

  • Forbes Best-in-State Wealth Advisor (2017)

  • Published in the Financial Times

  • Top 10 Financial Advisor at Raymond James

  • Internal Strategic Planning committees for Raymond James

Personal Interests

Western Michigan University

  • Todd enjoys serving the community and has held positions on several nonprofit boards in Kalamazoo County, including treasurer of the Kalamazoo Valley Community College Foundation Board.

  • While Todd is not in the office, he enjoys spending time with his family and pursuing his passion for antique vehicles, WMU hockey, and the numerous non-profit organizations he works with around Kalamazoo. 

  • In 2011, Todd was honored by his Alma Mater WMU’s Haworth College of Business with the Outstanding Alumni Award, Department of Finance and Commercial Law.

  • He recently made a gift to the college to establish the Sanford Center for Financial Planning and Wellness, a center dedicated to providing a variety of services and impactful programs for members of the community.

Education, Licenses, and Designations

  • Bachelor of Science, Finance – Western Michigan University

  • CERTIFIED FINANCIAL PLANNER™

  • Series 7, 24, 51, and 63

  • Michigan Life, Accident and Health Insurance

Check Todd's background on FINRA's BrokerCheck.