Business succession planning in Portage, Michigan

Honor Credit Union in Portage, Michigan, offers a full-service banking experience at their Member Center located at 2340 East Centre Avenue. The team at this institution provides solutions for financial success, including various loan options, checking and savings accounts, and certificates of deposit. Their Video Teller machines allow for face-to-face service through video technology, making transactions convenient for members. The institution also supports local businesses, schools, and charitable organizations in the community. With their Zero Down Payment mortgage offer, they aim to simplify the home buying process for their members. Visit Honor Credit Union in Portage for all your financial needs and to support your local community.

Beyond Financial Planning is a leading finance and insurance agency located at 700 Mall Drive in Portage, Michigan, United States. Our team of experienced professionals is dedicated to providing comprehensive financial planning services that go beyond just managing your money. We work with our clients to create customized strategies to help them achieve their financial goals and secure their future. With a focus on personalized service and a commitment to excellence, Beyond Financial Planning is your trusted partner in building a secure financial future.

Strategic Tax & Planning is a reputable accounting and finance institution located at 1300 West Centre Avenue in Portage, Michigan, United States. Our team of experts specializes in providing strategic tax planning services to individuals and businesses, helping them navigate the complex world of taxes and financial planning. With a focus on maximizing savings and minimizing liabilities, we are dedicated to helping our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can help you plan for a successful financial future.

Food Street is a vibrant and bustling restaurant located at 6384 South Westnedge Avenue in Portage, Michigan. This popular eatery offers a diverse menu of delicious dishes from around the world, creating a culinary experience that is sure to satisfy any palate. Whether you're in the mood for classic American comfort food, exotic Asian cuisine, or savory Mediterranean dishes, Food Street has something for everyone. With its cozy atmosphere and friendly staff, this institution is the perfect place to enjoy a meal with family and friends. Come visit Food Street and indulge in a delightful dining experience that will leave you craving more.

The Kalamazoo County Farm Bureau is an insurance agency located at 5950 Portage Road in Portage, Michigan, United States. They specialize in providing insurance coverage for farmers and agricultural businesses in the Kalamazoo County area. With a focus on protecting the livelihoods of those in the farming industry, they offer a range of insurance products tailored to the unique needs of their clients. The Kalamazoo County Farm Bureau is dedicated to providing personalized service and comprehensive coverage to ensure the security and success of their policyholders.

626 Financial is a leading finance institution located at 7950 Moorsbridge Road in Portage, Michigan, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or simply need assistance with managing your finances, 626 Financial is here to help. Contact us today to learn more about how we can assist you with your financial needs.

Northwestern Mutual is a reputable finance and insurance agency located at 950 Trade Centre Way in Portage, Michigan, United States. With a strong focus on helping individuals and businesses achieve financial security and success, Northwestern Mutual offers a wide range of insurance and investment products tailored to meet the unique needs of each client. Their team of experienced financial advisors and insurance professionals are dedicated to providing top-notch service and guidance to help clients plan for the future and protect what matters most. Whether you're looking for life insurance, retirement planning, or investment solutions, Northwestern Mutual is committed to helping you reach your financial goals.

Sappanos Donald L is a reputable law firm located at 1595 West Centre Avenue in Portage, Michigan, United States. Specializing in various areas of law, the experienced team at Sappanos Donald L provides expert legal services to clients in need of professional representation. With a commitment to excellence and a track record of successful cases, Sappanos Donald L is dedicated to serving the legal needs of individuals and businesses in the Portage area. Contact them today for reliable and trustworthy legal assistance.

Koning & Jilek P.C. is a reputable law firm located at 8080 Moorsbridge Road in Portage, Michigan. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Specializing in various areas of law, including personal injury, family law, estate planning, and more, we strive to deliver personalized and effective legal solutions to meet our clients' needs. With a commitment to excellence and a track record of success, Koning & Jilek P.C. is the go-to firm for all your legal needs in the Portage area.

Shinar Law, PLC, located in Portage, Michigan, is a reputable law firm founded by Jim Shinar with over 30 years of experience in the legal field. Jim is dedicated to providing sound advice and effective advocacy for his clients, ensuring they achieve the best possible result and the justice they deserve. With a focus on honesty, integrity, and professionalism, Jim has built a successful practice based on referrals from satisfied clients, attorneys, judges, and community leaders. Known for his strategic thinking and effectiveness in the courtroom, Jim is a skilled litigator and trial lawyer who is committed to providing his clients with the guidance, support, and representation they need during legal disputes. Whether it's negotiation, settlement, or aggressive legal action, Jim is prepared to handle each case with expertise and dedication. Clients can trust Shinar Law, PLC to provide practical advice, zealous representation, and the support needed to navigate the legal process efficiently and cost-effectively.

Sinas Dramis Law Firm is a reputable law firm located at 4000 Portage Street in Kalamazoo, Michigan, United States. Specializing in various areas of law, their team of experienced lawyers provides expert legal advice and representation to clients in need. With a strong commitment to client satisfaction and a track record of success, Sinas Dramis Law Firm is dedicated to serving the legal needs of individuals and businesses in the Kalamazoo area. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a civil litigation matter, you can trust Sinas Dramis Law Firm to provide you with the highest level of professional legal services.

William R. Wieringa, P.C. is a reputable law firm located at 1112 East Centre Avenue in Portage, Michigan, United States. Specializing in various areas of law, including personal injury, criminal defense, family law, and estate planning, the skilled team at William R. Wieringa, P.C. is dedicated to providing top-notch legal services to clients in need. With a strong commitment to integrity, professionalism, and client satisfaction, this firm is known for its excellent reputation and successful track record. Whether you are facing a legal dispute or need assistance with estate planning, William R. Wieringa, P.C. is here to help.

Mc Whorter Law Office is a reputable law firm located at 576 Romence Road in Portage, Michigan. Specializing in various legal areas, our team of experienced lawyers is dedicated to providing top-notch legal representation and advice to our clients. Whether you are facing a personal injury case, need help with estate planning, or require assistance with a criminal matter, Mc Whorter Law Office is here to help. With a proven track record of success and a commitment to client satisfaction, you can trust us to handle your legal needs with professionalism and care. Contact us today to schedule a consultation and see how we can assist you with your legal matters.

Mequio & Peterson PLC is a reputable law firm located at 1595 West Centre Avenue in Portage, Michigan, United States. Specializing in various legal matters, their team of experienced lawyers provides expert guidance and representation to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice for a business matter, Mequio & Peterson PLC is dedicated to providing top-notch legal services tailored to meet your specific needs. With a commitment to excellence and a track record of success, this law firm is a trusted partner for individuals and businesses seeking reliable legal representation.

James Hemenway - Raymond James is a reputable financial institution located at 7995 Moorsbridge Road in Portage, Michigan, United States. With a focus on providing personalized financial services, our team of experienced advisors is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we offer a wide range of financial solutions tailored to meet your individual needs. Trust in James Hemenway - Raymond James for expert guidance and support in navigating the complexities of the financial world.

Commonwealth Financial Network, located at 1624 West Centre Avenue in Portage, Michigan, is a leading finance institution that prioritizes the success and growth of independent financial advisors. With a focus on providing sophisticated solutions, specialized consulting, and intuitive tools, Commonwealth Financial Network has achieved remarkable results, including recruiting $15.9 billion in assets in 2023. As the economy and markets continue to evolve, Commonwealth Financial Network offers insights and strategies in their 2024 Outlook to help advisors navigate potential inflection points and drive future growth. Whether you are looking to expand an existing practice, transition to a fee-only model, or explore independence for the first time, Commonwealth Financial Network offers innovative strategies to give you a competitive advantage.

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 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.

SPC Consulting is a leading consulting firm located at 2624 Tattersall Road in Portage, Michigan. With a team of experienced professionals, we provide expert advice and solutions to help businesses achieve their goals and overcome challenges. Our services range from strategic planning and project management to financial analysis and marketing strategies. We are dedicated to delivering high-quality, customized solutions that drive success for our clients. Contact us today to learn more about how SPC Consulting can help your business thrive.

Commonwealth Financial Network, Roger Finder is a trusted financial institution located at 1624 West Centre Avenue in Portage, Michigan, United States. Specializing in finance, this institution offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Commonwealth Financial Network, Roger Finder provides personalized solutions and expert guidance to clients. Whether you are looking to plan for retirement, invest in the stock market, or secure a loan, this institution is dedicated to helping you navigate the complexities of the financial world. Visit Commonwealth Financial Network, Roger Finder today to start building a secure financial future.

Plante Moran, located at 750 Trade Centre Way in Portage, Michigan, is a trusted institution specializing in accounting and finance services. With a commitment to personalized service, Plante Moran understands that business success is not just about numbers, but also about building trust with clients, staff, customers, investors, and the community. With over 100 years of experience, their team of audit, tax, consulting, and wealth management professionals bring a unique perspective to help clients achieve their goals. Whether you're looking to grow your business, improve your tax position, or navigate new territories, Plante Moran is dedicated to delivering the personal approach you deserve from a professional advisor. They offer internship and career opportunities that can help you find a path that is both professionally fulfilling and personally satisfying. Visit Plante Moran to learn how you can count on their expertise to support your success.

Mazer Kevin Financial Advisor is a trusted institution located at 1624 West Centre Avenue in Portage, Michigan, United States. Specializing in financial advising and ATM services, Mazer Kevin Financial Advisor offers expert guidance and convenient access to funds for all your financial needs. With a commitment to excellence and personalized service, Mazer Kevin Financial Advisor is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to experience the difference our expertise can make in your financial success.

Kindred Financial Partners of Raymond James is a finance institution located at 7995 Moorsbridge Road in Portage, Michigan, United States. As a part of the Raymond James family, we are dedicated to providing personalized financial planning and investment services to our clients. Our team of experienced professionals is committed to helping individuals and families achieve their financial goals through tailored strategies and expert guidance. Whether you are planning for retirement, saving for college, or investing for the future, Kindred Financial Partners is here to support you every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

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.

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.

Raymond James & Associates is a finance institution located at 7995 Moorsbridge Road in Portage, Michigan, United States. With a strong reputation for providing personalized financial services, Raymond James & Associates offers a wide range of investment options and financial planning solutions to help individuals and businesses achieve their financial goals. Their team of experienced advisors is dedicated to providing expert guidance and support to clients, ensuring they make informed decisions to secure their financial future. Whether you are looking to invest for retirement, save for college, or grow your wealth, Raymond James & Associates is committed to helping you navigate the complexities of the financial world with confidence.

Daniel J Kasson is a Financial Advisor at Ameriprise Financial Services, LLC located at 4855 West Centre Avenue, Portage, Michigan, United States. With a range of 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, Daniel J Kasson offers expert financial advice and services to individuals and small business owners. With a focus on estate planning, retirement planning, investment strategies, and asset management, Daniel J Kasson is dedicated to helping clients achieve their financial goals.

Blue Star Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 1911 West Centre Avenue in Portage, Michigan, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and offer consultations to discuss financial planning concepts. While they cannot guarantee future financial results, they are committed to helping individuals achieve their financial goals. Users of the website are bound by Ameriprise Financial's rules and regulations, which prioritize privacy and security. The institution is a member of FINRA and SIPC, providing additional assurance to clients. Referrals are welcomed and will be contacted promptly to begin the financial planning process.

Cahill Wealth Management is a reputable finance institution located at 5831 Oakland Drive in Portage, Michigan, United States. With a dedicated team of financial experts, Cahill Wealth Management offers personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Cahill Wealth Management provides comprehensive financial solutions tailored to your individual needs. Trust in Cahill Wealth Management to guide you towards a secure financial future.

Edward Jones - Financial Advisor: Mike Toner is a reputable finance institution located at 5827 Oakland Drive in Portage, Michigan, United States. As a trusted financial advisor, Mike Toner provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Mike Toner is dedicated to helping clients secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Mike Toner offers expert guidance and tailored solutions to meet your individual needs. Contact Edward Jones - Financial Advisor: Mike Toner today to start your journey towards financial success.