Confer Financial Services

CONNECT

Address:

505 Pleasant St.
St. Joseph, MI 49085

Phone:

(269) 983-3030

Fax/Other:

(269) 983-5619

Investment Philosophy

Our investment philosophy is an academically based, risk-managed approach designed to benefit our client and help them achieve their goals.  We believe that focusing on risk/reward, portfolio rebalancing, client-specific support and  advanced investment market research are the foundation of a sound investment structure.

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