ROUTING NUMBER: 307070050
Understanding Risk
We’ll help you understand the level of risk you are comfortable taking and align it with appropriate investment strategies in an effort to make your money work as hard as you do.
Why Diversify
Having the right mix of investments may help reduce your risk as they work toward your goals. We can help you determine the right mix of investments to properly diversify your portfolio.
The Right Approach
It’s all about balance. You can’t grow without taking risk, but taking too much risk could derail your plans. Since every situation and every family is different, we take a personalized approach to helping you find your balance.
“There is no guarantee that a diversified portfolio will enhance overall returns outperform a non-diversified portfolio. Diversification does not protect against market risk. Investing involves risks, including the loss of principal.”
Come See Us!
Insurance Protection
You’ve worked hard for your nest egg. Protect it while you’re working and secure it for future generations with the right insurance.
Life Insurance
Protect what matters most and ensure your family will be taken care of in the event of an unexpected death.
Long-Term Care Insurance
Long-term care insurance can cover nursing facilities and other long-term care options to help minimize the impact on your financial goals.
Disability Insurance
Disability insurance can help provide continuous income in the event you are unable to work due to injury or sickness.
Our Services
No matter what stage of life you’re in or what kind of advice you need, clients of Kirtland Financial Services also receive:
Personalized Account Evaluations
Tax and Recordkeeping Advice*
Coordination of Third-Party Advisors
Facilitation of Family Financial Meetings
24-Hour Account Access
Educational Events
Start Today
Our Wealth Management Advisors are standing by to answer your questions and help you work toward your financial future.
In Person
Let’s sit down, and start planning together.
Over The Phone
Give us a call, Monday through Friday.
