Brennan Bennett - Raymond James

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

Norm Torre - Raymond James is a financial services firm based in Portage, MI, specializing in investment management and wealth planning for individuals and businesses. With a focus on personalized strategies and long-term financial goals, the company offers a range of services to help clients navigate the complexities of the financial markets. Generated from their business information

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy