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Important Disclaimer

This website is for informational purposes only and should not be considered financial, legal or tax advice. The materials presented herein are the opinions expressed herein are solely those of Southwest Michigan Financial, LLC and is not a solicitation or offer to sell financial advisory services. You should consult a financial professional as any ideas or strategies described may not be applicable to your situation. The information provided is believed to be from reliable sources, however Southwest Michigan Financial, LLC has not made any attempt to verify its accuracy or completeness. Advisory services are offered by Southwest Michigan Financial, LLC, a State of Michigan registered investment advisor. Insurance services are offered by Southwest Michigan Wealth Management, LLC, an affiliated limited liability company. Neither Southwest Michigan Financial, LLC, or Southwest Michigan Wealth Management, LLC are endorsed by or affiliated with the Social Security Administration or any other governmental agency. Nothing herein should be considered an endorsement or testimonial from any actual Southwest Michigan Financial, LLC client.

KALAMAZOO MI OFFICE:

Southwest Michigan Financial, LLC
4341 S Westnedge Ave, Ste. 1201
Kalamazoo, MI 49008
Phone: (269) 323-7964

MARSHALL MI OFFICE:

Southwest Michigan Financial, LLC
830 W Michigan Ave
Marshall, MI 49068
Phone: (269) 323-7964

Southwest Michigan Financial, LLC is a BBB Accredited Financial Service in Portage, MI

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DISCLAIMER | PRIVACY
Investment advisory services offered through Southwest Michigan Wealth Management, LLC, a Michigan-Registered Investment Adviser. Southwest Michigan Wealth Management, LLC is not a CPA or law firm and does not provide legal or tax advice. Please consult your tax preparer or attorney for any legal or tax questions. Additional investment advisory services may be offered through Foundations Investment Advisors, an SEC registered investment adviser. All insurance and annuity products are sold separately through Southwest Michigan Financial, LLC, an affiliate of Southwest Michigan Wealth Management, LLC. Securities transactions for Southwest Michigan Wealth Management, LLC clients are placed through Charles Schwab. Any opinions expressed by SWMWM or its employees on the SWMWM sites are as of the date of publication and are subject to change. Information that SWMWM posts on such Sites is taken from sources that SWMWM believes to be reliable but are not guaranteed by SWMWM for accuracy or completeness. All posts to SWMWM Sites are considered communications with the public and are archived and retained as required by SWMWM’s polices and certain Federal and State regulations. The Sites may contain links to articles or other information that are contained on a third-party website. SWMWM does not endorse or accept responsibility for the content, use, or reliability of the website. SWMWM assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on third-party pages. Any opinions or statements posted by third parties are their own and may not be representative of the experience of others or indicative of future performance or success.
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