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TOP 30 Benefits advisor in Portage, MI
10 results found
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Clear Strategy - Brad Barnum - Medicare Health Plan Advisor
Clear Strategy - Brad Barnum - Medicare Health Plan Advisor is a health insurance agency located at 1209 East Milham Avenue, Portage, Michigan, United States. We specialize in helping individuals find the right health insurance plan that meets their specific needs. Our independent positioning allows us to provide personalized education on insurance options, ensuring that our clients are well-informed when making decisions. Our licensed and certified agents are highly trained in the products they offer and are dedicated to understanding each client's unique requirements in order to tailor a plan that works best for them. We offer a range of insurance products including Medicare Supplements, Medicare Part D Prescription Drug Plans, Medicare Advantage (Part C), Individual & Family Health Insurance, Short Term Medical, Dental Vision, Hospital Indemnity, and Life Insurance.
Sarah Thomas - Medicare & Health Insurance Advisor - Clear Strategy Insurance
Sarah Thomas - Medicare & Health Insurance Advisor at Clear Strategy Insurance, located at 1209 East Milham Avenue, Portage, Michigan, is your go-to institution for all your health insurance needs. Our independent positioning allows us to provide you with personalized and unbiased advice on a variety of insurance options, ensuring that your specific needs are met. Our licensed and certified agents are highly trained in the products they offer, including Medicare Supplements, Medicare Part D Prescription Drug Plans, Medicare Advantage (Part C), Individual & Family Health Insurance, Short Term Medical, Dental Vision, Hospital Indemnity, and Life Insurance. We have strong relationships with top-rated insurance companies, giving us access to the best products for you.
Freeland Insurance Solutions
Freeland Insurance Solutions is a trusted health insurance agency located at 724 West Centre Avenue in Portage, Michigan. Specializing in Kalamazoo-area Individual Health Insurance Plans, Medicare, and Group Benefits, this institution is dedicated to providing personalized and comprehensive coverage options for individuals and businesses. Led by Dawn Freeland, a knowledgeable and experienced agent, advisor, and advocate, Freeland Insurance Solutions is committed to helping clients navigate the complex world of insurance with ease. Dawn's priority is always the best interest of her clients, ensuring they are matched with the right health care coverage and benefits at a price they appreciate.
Ryan Smeader - State Farm Insurance Agent
Ryan Smeader - State Farm Insurance Agent is a reputable insurance agency located at 7117 South Westnedge Avenue in Portage, Michigan. Situated across from Texas Roadhouse at the entrance to Sams Club, our office takes pride in helping customers in the Portage, Texas Corners, and Mattawan areas understand Michigan’s insurance coverage options. As a top 100 new agent within State Farm multiple times, we have helped Kalamazoo residents save money on their car insurance, homeowners insurance, and life insurance. Our experienced team has been serving the Texas Corners & Portage area for the last 5 years, ensuring that the community receives the best insurance coverage possible.
Chad Visser, Bankers Life Agent and Bankers Life Securities Financial Representative
Chad Visser, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 950 Trade Centre Way in Portage, Michigan, offers a wide range of insurance options from core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a licensed financial advisor, Chad Visser can assist you in comparing Medicare Advantage plans to find the right coverage for your needs. With Medicare Advantage, you can enjoy all-in-one coverage that includes prescription drug benefits and an annual maximum out-of-pocket limit. Planning for long-term care is essential in today's world of rising healthcare costs, and Chad Visser is here to help you start preparing for the future. Contact Chad Visser today to discuss your insurance and financial planning needs.
Richard Ingber, Bankers Life Agent and Bankers Life Securities Financial Representative
Richard Ingber, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 950 Trade Centre Way in Portage, Michigan, offers a wide range of insurance options from leading companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a financial advisor, Richard Ingber can help you navigate through different Medicare Advantage plans to find the coverage that best suits your needs. With Medicare Advantage, you can enjoy similar coverage to Original Medicare with the added benefit of prescription drug coverage and an annual maximum out-of-pocket limit. Planning for long-term care is essential in today's world, and Richard Ingber is here to help you start that conversation and prepare for the future. Contact Richard Ingber today to start planning your next steps towards a secure financial future.
Arbor Financial Credit Union
Arbor Financial Credit Union, located at 2019 West Centre Avenue in Portage, Michigan, offers a range of financial services including banking, ATM access, and loans. With their mobile app and digital wallet, you can easily manage your money on the go and access over 30,000 surcharge-free ATMs. Whether you're looking for a home loan, mortgage, auto loan, or business loan, Arbor Financial is here to help. Their friendly team at 12 branches across Michigan can assist with opening accounts, applying for loans, and providing expert financial advice. Members aged 13-24 can benefit from the Volt Account, which combines savings and checking with special perks. Arbor Financial also offers low-rate auto loans, mortgage options, credit cards, and Certificate of Deposit accounts to help you achieve your financial goals. Federally insured by the NCUA, Arbor Financial Credit Union is committed to providing valuable financial products and guidance for individuals and businesses throughout Michigan. Visit one of their branches or access their services online or through their mobile app to start your journey towards financial growth and stability.
McAfee & Associates PC
McAfee & Associates, P.C. is a reputable accounting firm located in Portage, Michigan, United States. Specializing in accounting, finance, and legal services, we cater to individuals and small businesses with a focus on income tax planning, estate planning, and business tax compliance. Our team is dedicated to providing personalized services for a wide range of professions, including medical, legal, and business executives. We offer a variety of services for small businesses, including entity selection, business startup assistance, and ongoing planning and compliance. Additionally, we provide personalized employee benefit and pension planning to help businesses thrive.
KCFCU Investment Services
Located at 499 Romence Road in Portage, Michigan, KCFCU Investment Services is a finance and insurance agency dedicated to providing smart and objective answers for retirement planning. Headed by Jerry Pawlowicz, who holds an MBA with honors from DePaul University and maintains series 7 and series 66 registrations through LPL Financial, the institution serves the areas of Kalamazoo, Battle Creek, and Marshall. Jerry Pawlowicz and his team offer consultations to help individuals and businesses navigate financial decisions, whether it's planning for retirement, exploring insurance strategies, or charitable giving. With a focus on personalized service and a holistic approach to financial solutions, KCFCU Investment Services aims to provide value and help clients achieve their financial goals.
Honor Investment Services
Honor Investment Services, located at 2340 East Centre Avenue in Portage, Michigan, is a finance institution dedicated to helping clients create personalized wealth management plans to achieve their financial goals. Our team of professionals offers a wide range of services, products, and strategies to meet your needs. We believe in a teamwork approach that provides a broader perspective and increased benefits to our clients. Our team serves various areas in Michigan, including Allegan, Allendale, Coldwater, Kalamazoo, Paw Paw, Plainwell, Portage, and more. We also cater to clients in Baroda, Benton Harbor, Niles, South Haven, St. Joseph, and other surrounding areas.
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