Our Areas of Focus
 

Planning

Investment
Retirement
Social Security
Estate Planning Strategies
Charitable Gifts
College

 

Investment Products

Dividend Stocks
Growth Stocks
Tax-advantaged Municipal Bonds
Government & Corporate Bonds
Mutual Funds
ETFs

             
Our Team
 

David H. Kinney
Senior Vice President/Investments

Michael A. Kinney
Vice President/Investments

Debbie Kinney
Client Service Associate

Cynthia Ahearn
Client Service Associate

 

It’s no secret that markets move in cycles. We’ve been through our share of bull and bear markets, and we want to assist you in navigating the complex world of investments.  Let us help you try to improve and simplify your portfolio, so you can focus on the areas of your life that bring you true joy!

If you’re not yet a client, we invite you to experience the personal service and dedication of the Kinney Wealth Advisory Group at Stifel.  When you're ready to talk further, please call to schedule a free confidential appointment. We look forward to getting to know you!

 

 

Visit us at:

4035 Hollywood Road
St. Joseph, Michigan 49085

Our stand-alone building is on Hollywood Road directly in front of Roger's Foodland and across the street from the Lakeland Outpatient Center.