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Confer Financial Services

505 Pleasant St.
St. Joseph, MI 49085
Phone:
  • (269) 983-3030
Fax:
  • (269) 983-5619

Empowering Clients To Pursue Their Dreams
Investment Strategies Using Modern Portfolio Theory *

 A Wealth Management Firm for Today's Investor

Specializing In:

Fee-Based Planning  

Retirement Planning

Investment Management

Portfolio Income-Distribution Strategies

 

 

 

 

Kay J. Confer
 Certified Financial Planner™

 

The Cycle Of Market Emotions  - Don't let the emotions of investing cause you to make hasty, short-term decisions that can compromise your long-term financial future.

 *Asset allocation is subject to market risk.

Click here to learn more
 

 

Flipbooks

You can review interesting Flipbooks on my site.

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Calculators

You can review interesting calculators on my site.

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Videos

We have interesting videos for you to watch on my site.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck