Jeff K. Ross Financial Services, LLC

We believe people deserve:

We help people enhance and protect their "nest egg".
We provide investors with advice that is objective, truthful, and fair ... and do so with superb customer service that is both effective and compassionate

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 work toward desired results.

Our typical investor:

cares deeply about the meaningful relationships with the important people in their lives
enjoys the arts and nature
cares about improving the environment, both social and natural

From their portfolio they seek:

Our investors are good people, with whom we share common values, mutual respect and enjoy working together in team work.

In common with our clients, we share some guiding principles, such as:

Neither diversification nor rebalancing can ensure a profit or protection against a loss.

Office:	(269) 385-0001
Fax:	(269) 385-0088