Investment Plans Built With Your Needs in Mind
Our wealth advisors take a holistic approach to financial planning and have knowledge of mutual funds, stocks, bonds, alternative investment options, social security, tax planning, college planning and budgeting.
Fees
The advisory fee model puts us on the same side of the table and keeps your best interest in front of every decision we make.
Technology
We utilize the latest and best analytical technology tools to provide our clients with the highest quality portfolio design.
Meetings
Our wealth clients benefit from constant monitoring and maintenance of their portfolio and semi-annual or annual face to face meetings.
Service
We have a dedicated client service team which means you’ll speak to the same person each time you interact with our back office.
Experience
Our team has over 60 years of combined experience working with investors like you.
Our Financial Services Team
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