Sanford Advisory Employee Directory

Financial ServicesMichigan, United States11-50 Employees

Sanford Advisory Services has built a team of dedicated, well-rounded individuals who each serve a critical role in the success of our clients and business. Our team varies in specialty and experience, which fosters a holistic approach in managing our clients' finances, including financial planning, corporate employee benefits, and asset management.

Find Sanford Advisory employees' phone numbers or email addresses

Sanford Advisory Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Sanford Advisory's Leadership

  • Stylized image of a person
    L. B.
    Cfp® And Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    S. W.
    Partner
    Phone icon
  • Stylized image of a person
    T. L.
    Director Of Client Services
    Phone icon
  • Stylized image of a person
    J. B.
    Investment Advisor Representative
    Phone icon

Sanford Advisory Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Entrepreneurship
  • Legal
  • Accounting
  • Other
  • Administrative
  • Analytics

Contact profiles from Sanford Advisory

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. B.
    Cfp® And Chief Compliance Officer
    Phone icon
    United StatesMichigan
    Oct 18, 2025
  • Stylized image of a person
    S. W.
    Partner
    Phone icon
    United StatesTennessee
    Oct 17, 2024
  • Stylized image of a person
    T. L.
    Director Of Client Services
    Phone icon
    United StatesMichigan
    Nov 13, 2025
  • Stylized image of a person
    J. B.
    Investment Advisor Representative
    Phone icon
    United StatesMichigan
    May 11, 2025

Frequently Asked Questions

What is Sanford Advisory known for?

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Sanford Advisory was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 590 West Centre Avenue Portage, Michigan 49024 United States. Explore Sanford Advisory's company overview page for more information.

What is Sanford Advisory's most common email format?

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Sanford Advisory employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sanford Advisory email formats with LeadIQ.

How many employees does Sanford Advisory have currently?

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Sanford Advisory has approximately 14 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Sanford Advisory's key employees and leadership?

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As of December 2025, Sanford Advisory's key employees include:

  • Cfp® And Chief Compliance Officer: L. B.
  • Partner: S. W.
  • Director Of Client Services: T. L.
  • Investment Advisor Representative: J. B.

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