Scott Williams, AGT - Sanford Financial Service

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

Credent Wealth Management is a comprehensive financial advisory firm with a focus on providing personalized services such as retirement planning, investment management, tax minimization strategies, and risk management. Their experienced advisors aim to help clients achieve financial freedom and make informed decisions to secure their financial future. With multiple office locations across the United States, Credent Wealth Management offers a range of services including charitable giving, multigenerational estate planning, and business planning to cater to the diverse needs of individuals and high-net-worth investors. Clients can benefit from their transparent fee structure and access resources such as a blog and financial planning tools to support their financial goals.Generated from the website

Ameriprise Financial Advisors - Knowlton, Johnston, Kehoe in Portage, MI, is dedicated to helping clients achieve their financial goals through personalized advice and tailored investment strategies. With a vast network of over 10,000 advisors, they focus on understanding individual needs and providing comprehensive financial planning services. The firm emphasizes one-on-one consultations, offering regular meetings to review clients' goals, progress, and investments. Ameriprise Financial's advisors hold various prestigious designations, ensuring they are equipped with the necessary knowledge and ethics to guide clients through their financial journeys. Generated from the website