Investor Access

Dedicated to doing what’s right – for you.

After all, it’s the unique goals of our clients that drive us. Committed to knowing what drives you, we create a trusted partnership that goes beyond money management to tailor retirement and investment planning strategies for each stage of your life. As your personal financial guides, we’ll be standing by you every step of the way.


Giving Back

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We treasure our community and believe in supporting organizations in the Kalamazoo area.

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Ladies First

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Ladies First

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Stacy Caudill shares her unique perspective and commentary on timely financial topics.

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Who We Serve

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A financial partner by your side to help you plan and prepare for every stage of life.

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By acting honestly, fairly and with our clients' interests at heart, we know we can earn their trust and give them the best possible advice.

– Clifford J. Mulder | Senior Vice President, Investments

Contact Us

Portage Branch 7995 Moorsbridge Road Portage, MI 49024

D: 269.775.3163 TF: 866.754.3675 F: 269.216.4674 Map & Directions

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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