Welcome to Kellogg Investment Group

As financial advisors, we work with our clients, their other professional advisors, and their extended families. Our multi-generational focus and in-depth understanding of our client's values allows us to offer comprehensive and creative financial solutions. One of the key strengths of our team is the blended perspective of two generations. The professionals at Kellogg Investment Group offer clients thirty plus years of knowledge as well as the fresh eyes of a new generation. With the addition of Loretta Mayo to our team, the planning process adds complementary viewpoints that create a blended perspective in an ever-changing financial landscape. Our team also offers continuity and assurance that a trusted advisor who understands your unique concerns will be with you throughout your journey.

Our mission is to furnish financial services of value to our clients. We act as their consultants, putting their interests first. We are confident that if we do our jobs well and give value for what we charge, we will develop mutual trust and respect.

This is a great time of year to be thinking about charitable giving. One idea is a Donor Advised Fund. Check out the video to learn more about DAF's.

DONOR ADVISED FUNDS