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-Whiteford Wealth Management, Inc
Meet the team at Whiteford Wealth Management, Inc. Each team member is focused on meeting your needs whether they be they your child’s college savings or your retirement portfolio.
Kevin S. Whiteford is currently the owner and operator of Whiteford Wealth Management, Inc, and Whiteford Tax &
Financial Services, Ltd., located in South Haven, Michigan.
In February 2019, Kevin Whiteford & Ken Whiteford were invited to attend the Premier Club Conference. They met with the top agents in the country at Dana Point, California. Here they discussed the status and the outlook of the economy across the globe. They also reviewed new technologies that are available in the industry to provide an enhanced client experience.
In October 2018, Kevin Whiteford, Scott Whiteford, Tom Sharwarko and Ken Whiteford Went to Indianapolis. Here they complete their continuing education. They met with the top advisors in the nation to share ideas. They discussed new laws in the industry as well as market conditions.
June 2018, Kevin Whiteford went to Florida to meet with some of the most knowledgeable tax preparers in the country. They discussed the recent tax changes, and their implications. In addition, he took classes for his continuing education.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA/SIPC.
Advisory Services offered through Cambridge Investment Research Advisors, Inc. a Registered investment Advisor.
Cambridge and 360 Financial Group are not affiliated.
This communication is strictly intended for individuals residing in the states of
AZ, CA, IA, NC, FL, PA, SC, CO, IL, IN, MI, TX, WI, UT, LA, OH, AL,NY, AR, MS
No offers may be made or accepted from any resident outside the specific states referenced.