Your place for comprehensive wealth management.

Your place for comprehensive wealth management.

626 Financial is a community of talented, motivated people who are inspired by success. Through a collective effort to increase knowledge, solve problems, invest wisely, and build relationships we strive to intentionally create a better life for our clients.

626 Financial is a community of talented, motivated people who are inspired by success. Through a collective effort to increase knowledge, solve problems, invest wisely, and build relationships we strive to intentionally create a better life for our clients.

626 Financial is a community of talented, motivated people who are inspired by success. Through a collective effort to increase knowledge, solve problems, invest wisely, and build relationships we strive to intentionally create a better life for our clients.

What We Do

What We Do

Financial Freedom, Built with Heart

Financial Freedom, Built with Heart

Financial Freedom, Built with Heart

From humble beginnings to a family-focused dream, we’ve always believed in keeping it simple and personal. At 626 Financial, we offer more than just life insurance; we provide peace of mind tailored to your family’s future. Grounded in trust, and connected through community, we’re here for your financial journey, every step of the way.

From humble beginnings to a family-focused dream, we’ve always believed in keeping it simple and personal. At 626 Financial, we offer more than just life insurance; we provide peace of mind tailored to your family’s future. Grounded in trust, and connected through community, we’re here for your financial journey, every step of the way.

Customized Portfolio Management

Customized Portfolio Management

Comprehensive Tax Strategies

Education and Retirement Planning

Blind Spotting

Blind Spotting

Blind Spotting

Leveraging the community’s experience.

Perspective

Wisdom

Judgement

Disciplined Action

Disciplined Action

Disciplined Action

In depth planning and dynamic advice.

Increase Knowledge

Solve Problems

Invest Wisely

Extending Community

Extending Community

Extending Community

We treat each relationship like family.

Considerate

Generous

Compassionate

Fax: (269) 585-6059

7950 Moorsbridge Road
Suite 104
Portage, MI 49024

Info@626financial.com

Copyright © 2024 FMG Suite. All Rights Reserved

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Fax: (269) 585-6059

7950 Moorsbridge Road
Suite 104
Portage, MI 49024

Info@626financial.com

Copyright © 2024 FMG Suite. All Rights Reserved

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Fax: (269) 585-6059

7950 Moorsbridge Road
Suite 104
Portage, MI 49024

Info@626financial.com

Copyright © 2024 FMG Suite. All Rights Reserved

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Fax: (269) 585-6059

7950 Moorsbridge Road
Suite 104
Portage, MI 49024

Info@626financial.com

Copyright © 2024 FMG Suite. All Rights Reserved

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.