The Connable Office, A Cresset Company
Financial ServicesMichigan, United States11-50 Employees
The Connable Office, A Cresset Company, is a small- to mid-sized financial services firm based in Kalamazoo, Michigan. With a history spanning more than a century, it serves multi-generational families of wealth and focuses on helping preserve family legacies. Its services are delivered through an integrated set of offerings that includes investment management, estate planning and trust administration, personal and financial advisory, tax planning and compliance, foundation administration, and guidance on business and real estate matters, as well as individual retirement accounts. The firm targets families seeking to protect and transfer wealth across generations, addressing both current needs and long-term planning. In June 2024, The Connable Office was acquired by Cresset, marking a change in ownership and affiliation.
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