AMERIPRISE FINANCIAL

Sanford Advisory Services, now a part of Mercer Advisors, offers comprehensive wealth management services in Portage, MI. Their team of investment professionals assists clients with financial planning, investment strategies, tax planning, retirement planning, estate planning, and corporate trustee services. With a focus on enhancing the client experience, Sanford Advisory Services, operating under Mercer Global Advisors Inc., provides personalized solutions to help individuals and businesses achieve economic freedom through tailored financial guidance and expert advice.Generated from the website

Albion Financial Group, founded in 1982 by Toby Levitt and John Bird, is a nationally recognized fee-only Registered Investment Advisor committed to prioritizing clients' best interests over product sales. With a focus on creating tailored investment strategies, Albion has received accolades such as ranking on CNBC's Top 100 Financial Advisory Firms for four consecutive years. The firm emphasizes a collaborative approach, particularly through its Women of Albion initiative, which supports women at various life stages in understanding and managing their financial lives. By fostering an environment of informed decision-making, Albion aims to guide clients toward a lifetime of sound financial choices. Generated from the website

Ameriprise Financial Advisors in Portage, MI, is committed to helping clients achieve their financial goals through personalized, one-on-one financial advice tailored to individual needs. With a network of over 10,000 advisors, clients can explore a variety of expertise and approaches to find the right fit for their financial journey. The firm prioritizes regular meetings to review progress and investments, while providing clients with access to digital tools for better financial management. Ameriprise Financial has received multiple recognitions for understanding client values and delivering exceptional service, ensuring clients feel more confident and in control of their financial lives. Generated from the website