Helping out the community
Kevin, Scott, Tom, Mary and Reese from Whiteford Wealth Management, Inc. had a great time volunteering at the Casco Ultimate Mud Challenge yesterday morning.
We helped sponsor it as well.
Congratulations to all of the athletes who ran this fun 5k race!
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About Us
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.
Recent Training
In September 2023, Kevin and the team went to Orlando, FL to connect with the leading financial professionals from Cambridge Investment Research, Inc. Here the team obtained their continuing educations credits, and review data for industry leaders from all over the country.
In June 2023, Kevin went to Colorado Springs, CO to connect with the leading financial professionals from Cambridge Investment Research, Inc. At the conference he reviewed some educations, shared ideas with other professionals, and reviewed 2023 outlooks.
Facbook Updates
Contact Info
404 Broadway Street, South Haven, MI 49090
Phone:
269-637-4400
269-637-4407
Email:
kevin@whitefordwealth.com
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
AL, AZ, CA, CO, FL, GA, IA, ID, IL, IN, LA, MI, MN, OH, PA, SC, TX, TN, UT, WI
Cambridge’s Form CRS (Customer Relationship Summary)
Fixed Insurance offered through Kevin S. Whiteford. Whiteford Wealth Management, Inc. and Whiteford Tax and Financial Services are not affiliated with Cambridge. Cambridge Does not offer tax or legal services.
Tom Sharwarko, Scott Whiteford and Ken Whiteford perform administrative functions and do not offer securities or advisory services.
No offers may be made or accepted from any resident outside the specific states referenced.