CWS FINANCIAL ADVISORS

CWS Financial Advisors is a boutique provider of wealth management services to affluent households and families. Based in the Kalamazoo, Michigan community, we have established lasting relationships with clients near and far... CWS Financial Advisors is an independent, fee-only fiduciary that provides comprehensive financial planning and wealth management services to individuals, families, and business owners. We view our client relationships as an important investment. We invest our time in our clients as we learn what their personal and financial goals are, and then work to put them on the path to realize those goals. We listen with empathy and an open mind. Our collaborative communication approach leads to a trust-based relationship focused on understanding and commitment... CWS Financial Advisors has roots that date back to 1983 when Jerry Cross opened the Kalamazoo office for A.G. Edwards, a national broker/dealer firm. In 2018, our firm transitioned to become an independent..

Primary location: Kalamazoo United States