Oak Partners South Haven

Whiteford Wealth Management Inc. is a financial services firm based in South Haven, Michigan, that specializes in tax-efficient financial planning and supports small business owners with tailored services. The experienced team, led by owner Kevin S. Whiteford, is dedicated to helping clients achieve their financial goals, whether it be saving for a child's education or planning for retirement. In addition to comprehensive financial planning, Whiteford Wealth Management offers a range of services including investment assistance, retirement plans, and group life insurance. The firm places a strong emphasis on continual education and engagement with industry leaders to ensure the best strategies and insights are available to their clients. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy