Welcome to Sanford Financial Services. We know that talking about money and financial goals can be a stressful topic, so we aim to make our environment very peaceful, almost like a place for refuge. We continually invest in our building, equipment, and staff to make the time you spend with us as productive and enjoyable as possible.
2019: Honored by Barron on the Top 1,200 Financial Advisor list*****
2018: Honored by Barron on the Top 1,200 Financial Advisor list*****
2017: Honored by Forbes on the Best-In-State Wealth Advisor's list
2016: Completed office renovation
2015: Collected and donated 96,785 food items for Twelve Baskets Food Pantry to celebrate our 15th year in business
2015: Honored by Financial Times as Top 400 Advisor*
2013: Honored by Financial Times as Top 400 Advisor*
2012: Crossed $500 million in client assets under advisement
2010: Honored by Barron’s as a Top 1,000 advisor in America**
2009: Acquired Sledrunner Financial Services and brought on Tom Gauntlett’s team of professional staff
2008: Honored by Registered Rep Magazine as a Top 100 Independent Advisor***
2006: Acquired Warren Fritz’s Raymond James branch
2006: SFS crossed $100 million in assets under advisement
2006: We were first honored with the Raymond James Chairman’s Council****
2004: Brent Kerstetter joined the team
2001: Scott Williams and Tami Leffingwell joined our group
2000: SFS was founded by Todd Sanford
*The formula the FT uses to grade advisers is based on six broad factors and calculates a numeric score for each adviser. Areas of consideration include assets under management, asset growth, years of experience, industry certification, Financial Industry Regulatory Authority (Finra) compliance record and online accessibility. FT presents the 400 as an elite group, not a competitive ranking. They acknowledge that ranking the industry’s top advisers from 1 to 400 would be a futile exercise, since each takes different approaches to their practice and has different specialisations. The FT methodology aims to be both quantifiable and objective.
**The criteria for this award is based on assets under management, revenues generated by advisors for their firms, and quality of practices. Barron’s examines regulatory records, internal company documents, and extensive questionnaires filled out by the advisors themselves. Investment performance isn’t explicitly a criterion, because the advisors pursue a wide range of investment goals for their clients. In assembling the rankings, they included more advisors for the larger states than for the smaller ones, in proportion to state populations.
***In the annual Registered Rep. Top 100 IBD financial advisor list, a proprietary methodology for ranking FINRA registered representatives was used. In this list, the advisors were ranked by assets under management using the Discovery-RR database system. Discovery maintains data on the registered rep universe then validates the ranking via direct survey.
****Raymond James’ Chairman’s Council follows a point system for annual qualification. Points are accumulated as follows: Each $ of Production = 1 point. Each $ Million of assets under management (AUM) = 2,000 points. Competency points are granted for designations such as CFP, CFA, CIMA and MBA, or can be awarded by attending specific professional educational sessions offered by Raymond James. Minimum points required in FY15 to qualify for Chairman’s Council are 1,850,000.
***** Barron’s “Top 1,200 Financial Advisors - Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.
We are proud to work and live in Kalamazoo County. It is a special place in so many ways and we desire to do our part to keep it that way. Therefore, we make every attempt to be good stewards of the community we serve. Our entire staff is actively involved in community activities throughout West Michigan. We participate on the boards of non-profit organizations and volunteer our time for many charities. We believe that as good stewards, we must give back to the community that supports our business efforts. Below is a list of organizations we actively support. Please contact us anytime if you would be interested in collaborating efforts to support these worthy causes or to suggest new organizations that we should consider supporting.