Comprehensive retirement solutions in Kalamazoo, MI
19 results found
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Navia Benefit Solutions
● ClosedNavia Benefit Solutions is a leading health insurance agency located at 612 South Park Street in Kalamazoo, Michigan, United States. With a commitment to providing top-notch benefits solutions to individuals and businesses, Navia offers a wide range of health insurance options to meet the diverse needs of their clients. Their team of experts is dedicated to helping customers navigate the complex world of insurance to find the best coverage at the most competitive rates. Whether you are looking for individual health insurance or group benefits for your employees, Navia Benefit Solutions is here to help you every step of the way.
612 S Park St, Kalamazoo, MI 49007, United States -
Modern Woodmen Fraternal Financial
● ClosedModern Woodmen Fraternal Financial is a finance and insurance agency located at 2700 South Sprinkle Road in Kalamazoo, Michigan, United States. Since 1883, Modern Woodmen of America has been bringing people together, supporting families, and strengthening communities. As a financial representative, you can make a positive impact on your family and community by working with us. We offer a portfolio of high-quality financial products to help meet your current needs and achieve your future dreams. As a member of Modern Woodmen, you have access to fraternal member programs and the opportunity to impact your community. Our dedicated representatives have the knowledge and experience to help you make the right financial decisions. Visit our website to make payments, update your information, access account details, and learn more about our offerings. Join us in being part of something bigger than yourself and make a difference in your community with Modern Woodmen Fraternal Financial.
2700 S Sprinkle Rd, Kalamazoo, MI 49001, United States -
Steve Dekoning: Primerica - Financial Services
● OpenSteve Dekoning: Primerica - Financial Services is a reputable finance and insurance agency located at 6376 Quail Run Drive in Kalamazoo, Michigan, United States. With a focus on providing comprehensive financial solutions to individuals and families, Steve Dekoning and his team offer a range of services including investment planning, retirement planning, insurance coverage, and more. Whether you are looking to secure your financial future or protect your assets, Steve Dekoning: Primerica - Financial Services is dedicated to helping you achieve your goals. Contact them today to schedule a consultation and start planning for a brighter financial future.
6376 Quail Run Dr A, Kalamazoo, MI 49009, United States -
Loleta Smith, Bankers Life Agent
● OpenLoleta Smith, Bankers Life Agent is an insurance agency located at 4341 South Westnedge Avenue in Kalamazoo, Michigan. As a trusted agent for Bankers Life, they offer a wide range of insurance products and services to meet the needs of individuals and families. With a focus on providing personalized and comprehensive coverage, Loleta Smith is dedicated to helping clients protect their financial future. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other insurance solutions, Loleta Smith, Bankers Life Agent is committed to providing expert guidance and exceptional customer service. Visit their office today to discuss your insurance needs and create a customized plan that fits your budget and goals.
4341 S Westnedge Ave Ste 1112, Kalamazoo, MI 49008, United States -
Connor Frailey, Bankers Life Agent
● ClosedConnor Frailey, Bankers Life Agent is an insurance agency located at 4341 South Westnedge Avenue in Kalamazoo, Michigan, United States. As a Bankers Life Agent, Connor Frailey offers a range of insurance products and services to help individuals and families protect their financial future. With a focus on personalized service and tailored solutions, Connor Frailey is dedicated to helping clients find the right insurance coverage for their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Connor Frailey, Bankers Life Agent is committed to providing expert guidance and support every step of the way. Contact them today to learn more about how they can help you secure your financial well-being.
4341 S Westnedge Ave Ste 1112, Kalamazoo, MI 49008, United States -
Richard Andre, Bankers Life Agent
● OpenRichard Andre, Bankers Life Agent is an insurance agency located at 4341 South Westnedge Avenue in Kalamazoo, Michigan. Specializing in life insurance and financial planning, Richard Andre and his team are dedicated to helping individuals and families protect their futures. With a focus on personalized service and tailored solutions, they work closely with clients to assess their needs and provide comprehensive insurance coverage. Whether you are looking to secure your family's financial stability or plan for retirement, Richard Andre, Bankers Life Agent is committed to helping you achieve your goals.
4341 S Westnedge Ave Ste 1112, Kalamazoo, MI 49008, United States -
Cody Fortner, Bankers Life Agent
● OpenCody Fortner, Bankers Life Agent is an insurance agency located at 4341 South Westnedge Avenue in Kalamazoo, Michigan. As a trusted agent for Bankers Life, Cody Fortner offers a range of insurance products and services to help individuals and families protect their financial future. Whether you're looking for life insurance, retirement planning, long-term care coverage, or other insurance solutions, Cody Fortner is dedicated to providing personalized guidance and support. With a commitment to excellence and customer satisfaction, Cody Fortner, Bankers Life Agent is here to help you navigate the complexities of insurance and secure the coverage you need.
4341 S Westnedge Ave Ste 1112, Kalamazoo, MI 49008, United States -
Q Elder Law
● OpenQ Elder Law is a reputable law firm specializing in elder law located at 1125 East Milham Avenue in Portage, Michigan. Serving Kalamazoo County and surrounding areas including Allegan, Berrien, Calhoun, Cass, St. Joseph, and Van Buren, our team of experienced attorneys is dedicated to providing comprehensive legal services for seniors and their families. Whether you need assistance with estate planning, Medicaid planning, long-term care planning, or guardianship matters, Q Elder Law is here to help. Contact us at (269) 343-2272 or email us at info@qelderlaw.com to schedule a consultation.
1125 E Milham Ave, Portage, MI 49002, United States -
Treasured Home Estate Services
● OpenTreasured Home Estate Services is a reputable finance institution located at 9291 Owen Drive in Kalamazoo, Michigan. We specialize in providing comprehensive financial services to assist individuals and families in managing their estate planning needs. Our experienced team of professionals is dedicated to helping clients protect and grow their assets for future generations. Whether you are looking for assistance with wills, trusts, investments, or retirement planning, Treasured Home Estate Services is here to provide personalized solutions tailored to your unique financial goals. Trust us to help you secure a prosperous future for your loved ones and safeguard your treasured home.
9291 Owen Dr, Kalamazoo, MI 49009, United States -
Edward Jones - Financial Advisor: Michael R Matteson, CFP®|AAMS™
● OpenEdward Jones - Financial Advisor: Michael R Matteson, CFP®|AAMS™ is a trusted financial institution located at 5787 Stadium Drive in Kalamazoo, Michigan, United States. Michael R Matteson, a Certified Financial Planner and Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Michael R Matteson and his team are dedicated to providing expert guidance and support every step of the way.
5787 Stadium Dr Suite A, Kalamazoo, MI 49009, United States -
Neal Miedema - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedNeal Miedema is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 5991 Venture Park Drive in Kalamazoo, Michigan, United States. Neal Miedema holds various certifications such as 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®. These certifications demonstrate Neal Miedema's expertise in asset management, estate planning, retirement planning, investment strategies, and more. As a Private Wealth Advisor, Neal Miedema provides comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial advice such as military personnel and families with special needs. With a commitment to ethics and ongoing education, Neal Miedema is dedicated to providing clients with personalized, strategic financial solutions to help them achieve their financial goals.
5991 Venture Park Dr, Kalamazoo, MI 49009, United States -
Edward Jones - Financial Advisor: Barbara M Hammond
● ClosedEdward Jones - Financial Advisor: Barbara M Hammond is a renowned financial institution located at 4798 Campus Drive in Kalamazoo, Michigan, United States. Specializing in finance, this institution offers personalized financial advice and services to help clients achieve their financial goals. With Barbara M Hammond at the helm, clients can expect expert guidance and tailored solutions to navigate the complex world of investments, retirement planning, and wealth management. Trust Edward Jones - Financial Advisor: Barbara M Hammond to provide top-notch financial services with a personal touch.
4798 Campus Dr #111, Kalamazoo, MI 49008, United States -
George Smojver - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedGeorge Smojver - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 6800 West Q Avenue in Kalamazoo, Michigan, is a finance institution specializing in providing comprehensive wealth management services to individuals. George Smojver holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and client suitability, George Smojver offers personalized financial advice tailored to each client's unique needs. Whether you are a retiree, small business owner, high net worth individual, or in need of domestic partnership planning, George Smojver has the knowledge and experience to help you achieve your financial goals. Contact George Smojver - Private Wealth Advisor, Ameriprise Financial Services, LLC, for expert guidance on your financial journey.
6800 W Q Ave, Kalamazoo, MI 49009, United States -
Ameriprise Financial
● ClosedAmeriprise Financial is a leading financial institution located at 1090 10th Street North in Kalamazoo, Michigan, United States. Specializing in providing comprehensive financial planning services, investment management, and retirement planning, Ameriprise Financial is dedicated to helping individuals and families achieve their financial goals. With a team of experienced financial advisors, Ameriprise Financial offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Ameriprise Financial is committed to helping you secure a sound financial future.
1090 10th St N, Kalamazoo, MI 49009, United States -
Jeffrey L Davis & Associates
● ClosedJeffrey L Davis & Associates is a reputable finance institution located at 166 South Kalamazoo Mall in Kalamazoo, Michigan, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need assistance with investment planning, retirement savings, or wealth management, Jeffrey L Davis & Associates is dedicated to helping you achieve your financial goals. Trustworthy and reliable, this institution is committed to providing personalized solutions tailored to your specific needs.
166 S Kalamazoo Mall # B, Kalamazoo, MI 49007, United States -
Integrated Financial Planning -- Ross Pollard
● ClosedIntegrated Financial Planning -- Ross Pollard is a renowned finance institution located at 251 North Rose Street in Kalamazoo, Michigan, United States. With a focus on providing comprehensive financial planning services, Ross Pollard and his team offer personalized solutions to help individuals and businesses achieve their financial goals. From retirement planning to investment management, their expertise and dedication ensure that clients receive the guidance and support they need to secure their financial future. Trust Integrated Financial Planning -- Ross Pollard to help you navigate the complexities of the financial world with confidence and peace of mind.
251 N Rose St Suite 200, Kalamazoo, MI 49007, United States -
Brigitte Romanelli - Morgan Stanley
● OpenBrigitte Romanelli - Morgan Stanley is a finance institution located at 277 South Rose Street in Kalamazoo, Michigan, United States. Our team of experienced professionals provides a wide range of financial services, including investment management, wealth planning, and retirement solutions. With a focus on personalized service and strategic guidance, we help our clients navigate the complexities of the financial world to achieve their goals and secure their financial future. Contact us today to learn more about how we can assist you in reaching your financial objectives.
277 S Rose St, Kalamazoo, MI 49007, United States -
Sterling and Stein Financial Services LLC
● OpenSterling and Stein Financial Services LLC is a reputable accounting and finance institution located at 2031 Rambling Road in Kalamazoo, Michigan, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Their commitment to excellence and personalized approach make them a trusted partner in helping clients achieve their financial goals.
2031 Rambling Rd, Kalamazoo, MI 49008, United States -
Yeo & Yeo CPAs & Advisors
● ClosedYeo & Yeo CPAs & Advisors is a renowned institution located at 710 East Milham Avenue in Kalamazoo, Michigan, United States. Specializing in accounting and finance, we have over a century of experience in providing expert services to a wide range of industries, from healthcare and education to construction and small businesses. Our team of experienced professionals is dedicated to helping you achieve your unique goals, whether it's through financial management, technology solutions, or medical billing services. With a holistic approach to wealth management, we take a 360-degree view of your financial situation to help you reach your future goals. Our clients have relied on us for nearly 20 years, praising our accounting and tax services for their farming operations and financial management needs. From consulting to medical billing, our team at Yeo & Yeo is committed to optimizing and elevating your practices.
710 E Milham Ave, Kalamazoo, MI 49002, United States
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