Investment Advisory Services

"Taking a holistic approach to your portfolio management"

Investment plans and portfolios that fit your needs while you’re still working, transitioning to retirement or already enjoying retirement.

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

Carrie Desjardins

Investment Advisor
[email protected]

269-341-4858

Todd Carless

Investment Advisor
[email protected]

269-341-4825

Jeff Carless

Investment Advisor
[email protected]

269-341-4857

Amber Howes

Director, Retirement & Group Benefits
[email protected]

269-341-4835

Brandee Lemanski

Financial Services – CSR
[email protected]

269-341-9747

Contact us

Burnham & Flower Insurance Group
Phone: 269.381.1173
Toll Free: 800.748.0554
[email protected]

HOME OFFICE
315 South Kalamazoo Mall
Kalamazoo, MI 49007

Get in touch

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