TOP 30 Best Business finance advice in Portage, Michigan
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Zhang Financial
Zhang Financial is a highly respected finance institution located at 5931 Oakland Drive in Portage, Michigan, United States. Specializing in fee-only advisory services, Zhang Financial is a proud member of NAPFA, the National Association of Personal Financial Advisors. With a focus on quality practices, financial expertise, client service, and unbiased investment advice, Zhang Financial has been nationally recognized for its outstanding services. Led by Charles Zhang, CFP®, who has been ranked #1 on Barron's list of America's Top 100 Independent Wealth Advisors, Zhang Financial is dedicated to providing clients with a comprehensive, evidence-based investment philosophy aimed at achieving financial success. The institution is also committed to philanthropy within the local community and has been honored with the 2022 Better Business Bureau's Torch Award for Ethics.
Consumers Credit Union
Consumers Credit Union, located at 125 South Kalamazoo Mall in Kalamazoo, Michigan, is a trusted institution offering ATM and finance services. With convenient hours of operation from Monday to Friday, customers can easily access their banking needs. The downtown office at 125 South Kalamazoo Mall #104 provides additional amenities such as free coffee, Wi-Fi, and document shredding bins to enhance the banking experience. The branch is open until 7 p.m. on weekdays and also on Saturday mornings. Another branch is located at 3140 Oakland Drive in Kalamazoo, with standard banking hours. For those north of I-94, there is a branch at 4023 Portage Street, and another branch at 5018 West Main Street. Consumers Credit Union welcomes all individuals living, working, or studying in Michigan to become members. Visit their website for more information or stop by in person to open an account.
Consumers Credit Union
Consumers Credit Union is a finance institution located at 4023 Portage Street in Kalamazoo, Michigan, United States. With multiple locations in the area, including the Milwood office, the credit union offers a range of services such as free coffee, Wi-Fi, and complimentary document shredding bins to make banking a simple and hassle-free experience. Operating hours vary by location, with some branches open until 7 p.m. on weekdays and even open on Saturdays. Consumers Credit Union welcomes individuals who live, work, or are enrolled in post-secondary education in Michigan to become members. Visit their website or stop by in person to open an account and enjoy personalized service and convenient banking options.
Consumers Credit Union
Consumers Credit Union is a finance institution located at 6081 B Drive North in Battle Creek, Michigan. With convenient hours of operation from Monday to Friday, and even open on Saturdays in some locations, we strive to make banking easy and accessible for our members. Our Battle Creek office offers amenities such as free coffee, Wi-Fi, and document shredding bins to enhance your banking experience. With multiple locations in Kalamazoo and Portage as well, we are committed to serving the community and providing top-notch financial services. Whether you need to open an account or simply have a question, our friendly staff is here to assist you. Join us today and experience the benefits of being a member of Consumers Credit Union.
Consumers Credit Union
Consumers Credit Union is a finance institution located at 1511 West Centre Avenue in Portage, Michigan, United States. Our Centre office offers a range of amenities including free coffee, Wi-Fi, and complimentary document shredding bins to make banking a hassle-free experience. Our hours are Monday through Friday from 9 a.m. to 5 p.m. and Saturday from 9 a.m. to 1 p.m. We welcome all individuals who live, work, or are enrolled in post-secondary education in Michigan to become members. Visit us online or in person to open an account and experience our exceptional service. For additional assistance, visit our Connect & Support page.
House of Memories Estate Services
House of Memories Estate Services is a finance institution located at 9100 Douglas Avenue in Kalamazoo, Michigan, United States. At House of Memories, we believe in serving our community by connecting people with pieces of history through our estate services. We ensure that your family's memories and belongings are honored when passed along to new owners. Our services include estate sales, living estate sales, and business liquidations, providing a quick and worry-free solution for your specific situation. We handle every aspect of the sale for you, whether you are settling an estate, clearing out your own home, or liquidating a business. Check out our events calendar for upcoming sales and learn how we can also assist with your real estate needs. Serving Kalamazoo, Portage, and all surrounding counties, including Paw Paw, Battle Creek, Plainwell, Vicksburg, and Allegan. Website designed and maintained by Kallen Web Design. Contact us today for a seamless transition during your time of change.
H&R Block
H&R Block is a renowned accounting and finance institution located at 2005 West Centre Avenue in Portage, Michigan, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted partner for individuals and businesses alike. Their team of professionals are dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring their financial well-being. Whether you need assistance with tax filing, financial planning, or any other accounting services, H&R Block is committed to providing top-notch service and expertise to help you achieve your financial goals.
Block Advisors
Block Advisors is a trusted institution located at 5228 Lovers Lane in Portage, Michigan, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing personalized financial solutions to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Block Advisors is here to help you navigate the complexities of the financial world. With a commitment to excellence and customer satisfaction, you can trust Block Advisors to help you achieve your financial goals.
H&R Block
H&R Block is a trusted accounting and finance institution located at 5220 South Westnedge Avenue in Portage, Michigan, United States. With a team of knowledgeable professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and assistance to help you achieve your financial goals.
Arbor Financial Credit Union
Arbor Financial Credit Union, located at 5250 South Westnedge Avenue in Portage, Michigan, offers a range of financial services including banking, ATM access, and loans. With their mobile app and digital wallet, customers can easily manage their money and access over 30,000 surcharge-free ATMs. Whether you're looking for a home loan, auto loan, or business loan, Arbor Financial has options to suit your needs. They also offer convenient drive-thru hours and partner with Lighthouse Title Group for all your title needs. As a member of Arbor Financial, you can enjoy high-return savings accounts, low-interest loans, and expert financial advice. With a focus on helping members achieve their financial goals, Arbor Financial Credit Union is dedicated to providing valuable products and guidance for financial growth. Visit one of their 12 branches in Michigan or explore their online banking services to experience the benefits of banking with Arbor Financial.
LMCU
LMCU (Lake Michigan Credit Union) is a trusted financial institution located at 4084 West Centre Avenue in Portage, Michigan, United States. As a credit union, LMCU offers a wide range of financial services to its members, including savings accounts, loans, mortgages, and more. With a focus on providing personalized service and competitive rates, LMCU is dedicated to helping its members achieve their financial goals. Visit LMCU today to see how they can help you with your financial needs.
Kuipers Advisors
Kuipers Advisors is a reputable finance and insurance agency located at 268 East Kilgore Road in Portage, Michigan, United States. Our experienced team of professionals provides expert financial advice and insurance solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or insurance coverage, Kuipers Advisors is dedicated to providing personalized service and tailored solutions to meet your needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Consumers Credit Union
Consumers Credit Union, located at 3140 Oakland Drive in Kalamazoo, Michigan, is a finance institution dedicated to providing a hassle-free banking experience. With convenient hours from Monday to Friday, including extended hours on Mondays and Saturdays, we offer a range of services to meet your financial needs. Our Woods Lake office offers amenities such as free coffee, Wi-Fi, and document shredding bins to make your banking experience more comfortable. Whether you want to open an account online or visit us in person, our friendly staff is ready to assist you.
Wings Financial Group
Wings Financial Group is a finance institution located at 8225 Moorsbridge Road in Portage, Michigan, United States. As a leading financial institution, Wings Financial Group offers a wide range of financial services to individuals and businesses. With a team of experienced professionals, they provide expert advice and personalized solutions to help their clients achieve their financial goals. Whether you are looking for banking services, investment opportunities, or insurance products, Wings Financial Group is dedicated to providing top-notch service and support to meet your needs. Visit their office in Portage today to learn more about how they can help you secure your financial future.
Infinity Advisory Group
Infinity Advisory Group is a leading finance institution located at 8105 Valleywood Lane in Portage, Michigan. We specialize in providing expert financial advice and solutions to individuals and businesses. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, retirement planning, or estate planning, Infinity Advisory Group is here to help. Contact us today to schedule a consultation and start on the path towards financial success.
Williams Capital Management of Raymond James
Williams Capital Management of Raymond James is a leading financial institution located at 7995 Moorsbridge Road in Portage, Michigan, United States. As a trusted name in the finance industry, we specialize in providing expert investment and wealth management services to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and innovative solutions. With a commitment to excellence and a focus on building long-term relationships, Williams Capital Management of Raymond James is your trusted partner in financial success.
Face 2 Face Financial Planning
Face 2 Face Financial Planning is a reputable finance institution located at 7950 Moorsbridge Road in Portage, Michigan, United States. With a focus on personalized financial planning services, our experienced advisors work closely with clients to create tailored strategies for their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, Face 2 Face Financial Planning is dedicated to providing expert guidance and support in a face-to-face setting. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Wells Fargo Advisors
Wells Fargo Advisors is a leading financial institution located at 7900 Moorsbridge Road in Portage, Michigan, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of financial services and investment solutions to help clients achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Wells Fargo Advisors is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind.
Gregory J Chimner - Financial Advisor, Ameriprise Financial Services, LLC
Gregory J Chimner is a Financial Advisor at Ameriprise Financial Services, LLC located at 7130 South Westnedge Avenue, Portage, Michigan, United States. He holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications signify his expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products. Gregory is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, he helps clients make informed decisions to achieve their financial goals.
AJ Srmek - Financial Advisor, Ameriprise Financial Services, LLC
AJ Srmek is a financial advisor at Ameriprise Financial Services, LLC located at 7130 South Westnedge Avenue, Portage, Michigan, United States. Specializing in finance, AJ Srmek holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. AJ Srmek is dedicated to providing expert financial advice and planning services to clients, with a focus on asset management, retirement planning, estate planning, and investment opportunities.
Edward Jones - Financial Advisor: Matt Semelbauer, CFP®|CEPA®
Edward Jones - Financial Advisor: Matt Semelbauer, CFP®|CEPA® is a reputable financial institution located at 6784 South Westnedge Avenue in Portage, Michigan, United States. As a Certified Financial Planner (CFP) and Certified Exit Planning Advisor (CEPA), Matt Semelbauer provides expert financial advice and planning services to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or prepare for a business exit strategy, Matt Semelbauer has the knowledge and experience to guide you towards financial success. Contact Edward Jones - Financial Advisor: Matt Semelbauer, CFP®|CEPA® today to schedule a consultation and start building a secure financial future.
T M Edel Inc
T M Edel Inc is a reputable accounting and finance institution located at 576 Romence Road in Portage, Michigan, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, T M Edel Inc can provide personalized solutions to help you achieve your financial goals. Trustworthy and reliable, they are dedicated to providing top-notch service to their clients.
Eplee Douglas S CPA
Eplee Douglas S CPA is a well-established accounting and finance institution located at 3027 Portage Street in Kalamazoo, Michigan. With a team of experienced and knowledgeable CPAs, they provide a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, Eplee Douglas S CPA is dedicated to providing top-notch service and expert advice to help you achieve your financial goals. Visit their office today to see how they can help you with your accounting and finance needs.
Carl Holmgren II: Primerica - Financial Services
Carl Holmgren II: Primerica - Financial Services is a reputable finance and insurance agency located at 1595 West Centre Avenue in Portage, Michigan, United States. With a focus on providing personalized financial solutions to individuals and families, Carl Holmgren II and his team offer a range of services including investment planning, retirement planning, and insurance coverage. Clients can expect professional guidance and expert advice to help them achieve their financial goals and secure their future. Whether you are looking to build wealth, protect your assets, or plan for retirement, Carl Holmgren II: Primerica - Financial Services is dedicated to helping you navigate the complexities of the financial world.
Bauckham, Thall, Seeber, Kaufman, & Koches P.C.
Bauckham, Thall, Seeber, Kaufman, & Koches P.C. is a reputable law firm located at 470 West Centre Avenue in Portage, Michigan, United States. With a team of experienced and dedicated lawyers, this institution specializes in providing top-notch legal services in various areas of law. Whether you are in need of assistance with personal injury cases, family law matters, or business disputes, the professionals at Bauckham, Thall, Seeber, Kaufman, & Koches P.C. are committed to helping clients navigate the legal system with expertise and compassion. Contact them today for expert legal representation.
United Bay Community Credit Union
United Bay Community Credit Union is a trusted financial institution located at 233 West Centre Avenue in Portage, Michigan, United States. As a credit union, we provide a range of financial services to our members, including ATM access and various financial products to help individuals and families achieve their financial goals. Our dedicated team is committed to providing personalized service and helping our members make informed decisions about their finances. Visit us today to experience the difference of banking with a community-focused credit union.
Preferred Financial Group, LLC
Preferred Financial Group, LLC is a finance institution located at 2725 Airview Boulevard in Portage, Michigan, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, save for retirement, or secure a loan, we are here to help. With a focus on customer service and a commitment to integrity, Preferred Financial Group, LLC is the preferred choice for all your financial needs.
Kalsee Credit Union
Kalsee Credit Union is a trusted financial institution located at 7225 South Westnedge Avenue in Portage, Michigan, United States. As a credit union, Kalsee offers a wide range of financial services to its members, including savings accounts, loans, and ATM access. With a focus on community and customer service, Kalsee Credit Union is dedicated to helping individuals and families achieve their financial goals.
Davis & Associates
Davis & Associates is a trusted accounting and finance institution located at 9835 Portage Road in Portage, Michigan, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, we are committed to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
Hovinga Tax Service
Hovinga Tax Service is a reputable accounting and finance institution located at 8030 Shaver Road in Portage, Michigan, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses. Their expertise in tax preparation, planning, and consulting ensures that clients receive personalized and accurate financial solutions. Whether you are looking to maximize your tax savings or need assistance with financial planning, Hovinga Tax Service is dedicated to helping you achieve your financial goals.
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