Welcome to the new website for Worgess Insurance & Financial Services! Please Contact Us with any questions you may have.

Financial Services

At Worgess Insurance & Financial Services, our professionals deliver customized financial planning and investment advisory solutions tailored to your individual needs.  Since we are fully independent, we can design a plan that fits you.  We are committed to putting our client’s interest first.

Some of the services we provide:

  • Investment Management – IRA’s (Roth & Traditional), Brokerage Accounts, Annuities
  • Retirement Planning – helping pre and post retirees with planning to maintain or enhance lifestyle
  • Estate Planning – working with your attorney on estate preservation and wealth transfer strategies
  • Education Planning – working with parents and grandparents to help fund college costs
  • Corporate Retirement Plans – 401(k), 403(b), SIMPLE IRA, SEP IRA, Cash Balance Pension Plans

Call us today for a complimentary consultation.

Investor Account Access

Wealthscape Investor

  • Account Balances & Positions
  • Statements & Tax Documents
  • Market Data

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Albridge Wealth Reporting

  • Consolidated Performance Reports

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Battle Creek Office

2 W Michigan Ave, Battle Creek, MI 49017

Phone: (269) 965-3221

Fax: (269) 965-8853

Kalamazoo Office

350 East Michigan Ave Kalamazoo, MI 49007

Phone: (269) 488-3221

Fax: (269) 965-8853

Hours

Mon-Thurs 8 AM-5PM
Friday 8AM-4PM
Sat-Sun Closed

Check the background of this financial professional on FINRA’s BrokerCheck

*Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Kestra IS nor Kestra AS are affiliated with Worgess Insurance & Financial Services nor any other entity referenced herein. Neither Kestra IS nor its affiliates provide legal or tax advice and are not Certified Public Accounting firms. Investor Disclosures: https://bit.ly/KF-Disclosures

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at (844) 553-7872.

The above links are provided for your information only. As they are provided by third parties, Kestra Investment Services, LLC does not endorse, nor accept any responsibility for the content. Kestra IS does not independently verify this information, nor do we guarantee its accuracy or completeness.

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