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
Office: (269) 321-5040
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.
Office: (269) 321-5040
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.
Office: (269) 321-5040
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.
Office: (269) 321-5040
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.