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Southwest Michigan Financial Financial Consulting

Southwest Michigan Financial, LLC is committed to providing our Kalamazoo and Battle Creek area clients who are retired or approaching retirement with comprehensive financial planning services. Working with our clients, we strive to make the transition from the workforce to retirement as comfortable, easy, and rewarding as possible. Our number one priority is to make sure you have the retirement income for your chosen lifestyle. We aim to preserve, generate, and transfer the wealth of our clients to future generations via sound and conservative techniques that meet our strict fiduciary guidelines. Building a solid retirement is one of the greatest efforts people undertake, and we want our clients to enjoy their retirement years worry free.

Website: southwestmichiganfinancial.com

Phone: (269) 323-7964

Interested in our services?

Closed now

  • Fri 10:00 AM - 2:00 PM

4341 S Westnedge Ave, Ste 1201 Kalamazoo, MI 49008 ·437.35 mi

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