Jonathan Vargo, Financial Advisor located in Kalamazoo, MI

Financial Advisor
Jonathan M Vargo

CFP®, ChFC®, CIMA®, CRPC™
4798 Campus Drive Suite 111, Kalamazoo, MI 49008opens in a new window
Serving clients with $250,000
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Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Employee Stock Options

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CIMA®

    Certified Investment Management Analyst®

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Traveling
  • Golfing
  • Hockey
  • Personal Fitness

Team Members

  • Kara Granke
    Branch Office Administrator
  • Meagan Smith
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(269) 888-2509

Fax

(855) 828-1399

Office Address

4798 Campus Drive Suite 111
Kalamazoo, MI 49008opens in a new window

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