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


Todd Carless

Investment Advisor


Jeff Carless

Investment Advisor


Amber Howes

Director, Retirement & Group Benefits


Brandee Lemanski

Financial Services – CSR


Contact us

Burnham & Flower Insurance Group
Phone: 269.381.1173
Toll Free: 800.748.0554

315 South Kalamazoo Mall
Kalamazoo, MI 49007

Get in touch

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