Jeff Grant

Client Services Manager, Registered Principal

Jeff has been a retirement investment professional for over nineteen years, specializing in helping families with retirement goal planning, income planning, social security and Medicare.

Jeff researches and implements new programs and models essential to financial planning and office development. As a Registered Securities Principal, Jeff oversees the rapid and compliant placement of client assets and plans. Jeff has instructed retirement planning and insurance courses for over 13 years in schools systems, community education programs and retirement centers.

Prior to working in the financial service industry, Jeff was a soldier in the United States Army. Jeff and his wife Christy reside in Kalamazoo, MI with their feline family.


Phone 269-552-4200
Fax 269-552-4295
Mobile Phone 269-377-0300