Broker Check

Jeff K. Ross Financial Services

(269) 385-0001
service@jeffkrossfinancial.com

We believe people deserve:
• the pursuit of happiness
• a worry-free retirement
• to enjoy what is most important in their lives

Our work is accomplished with:
• a thorough discovery of values, dreams, goals, and concerns,
• efficient and personalized management of risks and concerns, and
• a management style of asset allocation, a balance of risk and performance.
• We can work with a fee-based cost structure, commission based cost structure or some combination of both (the large majority of our clients choose the fee-based).

We are open-minded and innovative in order to achieve desired results.