Norm Torre - 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

Brennan Bennett - Raymond James is a financial services firm based in Battle Creek, MI, specializing in investment management and financial planning. With a focus on personalized strategies and client-centered approach, the firm aims to help individuals and businesses achieve their financial goals through a range of services and solutions. Generated from their business information

Located in Elkhart, IN, Edward Jones Investments stands out as a financial services firm dedicated to assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Their approach revolves around delivering personalized guidance, with a keen focus on tailored solutions spanning investment management, retirement and estate planning, and education savings programs. At Edward Jones, clients benefit from the expertise of committed financial advisors spread across the country, ensuring a strong emphasis on nurturing enduring advisor-client connections through consultations and continuous assistance as clients navigate life's diverse phases. What sets Edward Jones apart is its unwavering dedication to individualized client support, emphasizing the creation of bespoke strategies rather than a one-size-fits-all, transactional approach. By making meticulous planning accessible to a wide range of investors, the firm ensures that thoughtful financial decision-making becomes a cornerstone of every client interaction, fostering a culture of proactive and tailored financial management. Generated using this brand's available information