Small Balance Account Solutions

“Simple, straight-forward options for small accounts"

Individual investors have individual needs. We are here to help.

A simple solution for investors with smaller account balances

We provide cost effective options for accounts that may not fit the traditional investment advisory account mold. If you are looking for investment options for your personal accounts or preparing to roll over your employer sponsored retirement plan, request more information from our investment advisory team today!

Our Financial Services Team

Carrie Desjardins

Investment Advisor
cdesjardins@bfgroup.com

269-341-4858

Todd Carless

Investment Advisor
tcarless@bfgroup.com

269-341-4825

Jeff Carless

Investment Advisor
jcarless@bfgroup.com

269-341-4857

Amber Howes

Director, Retirement & Group Benefits
ahowes@bfgroup.com

269-341-4835

Barb Hamilton

Financial Services – CSR
bhamilton@bfgroup.com

269-341-4859

Contact us

Burnham & Flower Insurance Group
Phone: 269.381.1173
Toll Free: 800.748.0554
info@bfgroup.com

HOME OFFICE
315 South Kalamazoo Mall
Kalamazoo, MI 49007

Get in touch

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