Customized financial consulting services in Kalamazoo, Michigan

Worgess Insurance & Financial Services, located at 350 East Michigan Avenue in Kalamazoo, Michigan, is a trusted finance and insurance agency serving the Battle Creek and Kalamazoo communities. Our experienced team offers a wide range of insurance options, including home, auto, business, life, health, and more. We also provide comprehensive financial services to help protect and manage your assets. At Worgess Insurance & Financial Services, our mission is to protect our customers' assets and exceed their expectations with excellent insurance solutions. As an independent agency, we have strong relationships with major insurance carriers, allowing us to offer personalized insurance solutions tailored to your unique needs.

Modern 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.

Arbor Financial Credit Union, located at 5991 Gull Road in Kalamazoo, Michigan, offers a range of financial services including banking, ATM access, and mortgage options. With their mobile app and digital wallet, customers can easily manage their money and access over 30,000 surcharge-free ATMs. Whether you need a home loan, auto loan, or business loan, Arbor Financial is there to help. Their friendly team at 12 branches across Michigan can assist with opening accounts, applying for loans, and utilizing electronic services like online banking and mobile deposit. Members can also take advantage of discounts, expert financial advice, and a range of free features including online bill pay. Arbor Financial Credit Union is committed to helping members achieve their financial goals with personalized solutions and support. From savings accounts and credit cards to auto loans and mortgages, Arbor Financial is dedicated to helping you build a strong financial future. Visit one of their branches or explore their online services to see how Arbor Financial can help you achieve financial growth.

Arbor Financial Credit Union, located at 1551 South 9th Street in Kalamazoo, Michigan, is a trusted institution offering a range of financial services including banking, ATM access, and loans. With their mobile app and access to over 30,000 surcharge-free ATMs, Arbor Financial provides convenient options for managing your money. Whether you're looking for a home loan, auto loan, or business loan, their friendly team at 12 branches across Michigan is ready to assist you. Members can also take advantage of electronic services such as mobile banking and online bill pay. With a focus on financial growth and customer satisfaction, Arbor Financial Credit Union is dedicated to helping individuals and businesses achieve their financial goals.

Kalamazoo Mortgage is a finance institution located at 2425 South 11th Street in Kalamazoo, Michigan, United States. Our mortgage professionals provide personalized attention and treat you like a neighbor, not a number. When you make the decision to buy a home, we make a commitment to you. Our team will meet with you in person, present options, and provide all the information needed to make the best financial decision for your home mortgage. Clients have praised our painless and efficient service, excellent communication, and helpful staff. We have a reputation for creating homeowners and prioritizing customer service. Let Kalamazoo Mortgage help you close on your dream house and make the process of buying your first home easier than you ever thought possible.

T Henderson Services is a reputable institution located at 1615 Royce Avenue in Kalamazoo, Michigan, United States. We strive to provide top-notch services to our clients in various fields such as business consulting, financial planning, and legal services. Our team of experienced professionals is dedicated to helping our clients achieve their goals and navigate through any challenges they may face. With a commitment to excellence and customer satisfaction, T Henderson Services is the go-to institution for all your service needs.

MainStreet Financial is a finance institution located at 2632 South 11th Street, Kalamazoo, Michigan, United States. Our team of professionals is dedicated to providing financial clarity, confidence, and conviction to our clients through customized plans. We offer a range of services including asset allocation, risk management, performance tracking, retirement planning, tax efficiency analysis, and more. Our relational approach helps clients navigate their financial world and align their finances with their values. We also offer Family Wealth Counseling services through Kardia Midwest Family Wealth Counseling, LLC. Securities are offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, and advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Please note that our services are only available to individuals residing in certain states. Visit our website for more information.

Applied Asset Management Consultants, located at 2015 Stevens Avenue in Kalamazoo, Michigan, is a consulting firm specializing in aligning infrastructure with community goals through the discipline of Asset Management. They work with both private and public organizations to inspire, transform, and apply Asset Management principles to physical infrastructure. The team at Applied Asset Management Consultants personally works with clients to implement Asset Management strategies, recognizing that infrastructure assets are generational and require ongoing maintenance. They believe that organizations already possess the building blocks for Asset Management, and their role is to help organize these pieces into coordinated activities that maximize asset value.

Southwest Michigan Financial, LLC is a fiduciary institution located in Kalamazoo, Michigan, offering retirement planning services to clients in the Southwest Michigan area. Our team of financial educators and advisors believe in creating customized retirement investment and income plans for each client, rather than using a one-size-fits-all approach. We focus on educating clients on proper retirement planning and the importance of reliable income for life. Our philosophy, "Losses Hurt You More than Gains Help You™", drives our investment strategies to protect and grow our client's assets. In addition to offering personalized financial planning services, we provide free Retirement 101 classes at various universities and colleges in Southwest Michigan. Attendees of these classes receive a complimentary, in-depth retirement financial plan. Our hands-on approach to retirement financial planning includes live webinars and classes at local educational institutions.

Abakon Financial is a reputable finance institution located at 2920 Business One Drive in Kalamazoo, Michigan, United States. With a focus on providing top-quality financial services to individuals and businesses, Abakon Financial prides itself on its commitment to excellence and customer satisfaction. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, Abakon Financial has a team of experienced professionals ready to help you achieve your financial goals. Contact Abakon Financial today to learn more about how they can assist you with your financial needs.

Grayson Accounting Service is a reputable accounting and finance institution located at 251 North Rose Street in Kalamazoo, Michigan, United States. Our team of experienced professionals provides a wide range of accounting services to individuals and businesses, including tax preparation, bookkeeping, payroll processing, and financial planning. With a commitment to accuracy and reliability, we strive to help our clients achieve their financial goals and make informed decisions. Visit us today to see how Grayson Accounting Service can assist you with all your accounting needs.

Raymond James Financial Services is a reputable finance institution located at 3503 Greenleaf Boulevard in Kalamazoo, Michigan, United States. Specializing in a wide range of financial services, they offer expert advice and personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Raymond James Financial Services is committed to providing top-notch customer service and helping clients make informed decisions about their investments and financial planning. Whether you are looking for retirement planning, wealth management, or investment guidance, Raymond James Financial Services is dedicated to helping you secure a stable financial future.

Transamerica Financial Life Co is a finance institution located at 6100 Stadium Drive in Kalamazoo, Michigan, United States. They offer a range of financial services including insurance and investment products to help individuals and businesses achieve their financial goals. With a strong reputation for reliability and customer service, Transamerica Financial Life Co is a trusted partner for those looking to secure their financial future.

George 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.

Integrated 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.

Sterling 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.

Landon Kovacs - State Farm Insurance Agent is a trusted insurance agency located at 810 West Kilgore Road in Kalamazoo, Michigan, United States. With 16 years of experience, Landon Kovacs and his team are dedicated to providing the right protection for whatever life throws at you. Whether you need Auto, Home, Life, or Business Insurance, as well as Financial Services, they are here to help. Their local team is available 24/7 to assist you with all your insurance needs. The agency values community and taking care of one another, making sure that you have someone looking out for you. If you are moving to Michigan soon, they specialize in helping people relocate to the state. They also offer tips on home protection, auto insurance coverage, moisture resistance, breathing trouble, heat exhaustion, and more.

Northwestern Mutual is a reputable finance and insurance agency located at 415 West Michigan Avenue in Kalamazoo, Michigan, United States. With a strong commitment to helping individuals and businesses achieve financial security, Northwestern Mutual offers a wide range of insurance and investment products to meet the diverse needs of its clients. The agency's team of experienced professionals provides personalized financial planning services and expert advice to help clients reach their financial goals. Trusted by millions of customers nationwide, Northwestern Mutual is dedicated to providing reliable and innovative financial solutions to help secure a brighter future for all.

Whelan & Company is a reputable insurance agency located at 315 South Kalamazoo Street in Paw Paw, Michigan, United States. With a strong commitment to providing top-notch insurance services, they offer a wide range of coverage options to meet the needs of individuals, families, and businesses. Their knowledgeable and friendly staff are dedicated to helping clients navigate the complexities of insurance, ensuring they have the protection they need. Whether you're looking for auto, home, life, or business insurance, Whelan & Company is a trusted choice for reliable coverage and exceptional customer service.

Cody 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.

Fulford & Reed is a bustling transit station located in Kalamazoo, Michigan, United States. This convenient hub serves as a major transportation center for commuters and travelers alike, offering a range of services and amenities to ensure a smooth and efficient journey. Whether you're catching a bus, train, or other form of public transportation, Fulford & Reed is the go-to destination for all your transit needs. With its central location and top-notch facilities, this station is the perfect starting point for your next adventure.

Xpress Capital is a finance institution located at 6387 Technology Avenue in Kalamazoo, Michigan, United States. Specializing in insurance billing and servicing solutions for the insurance industry, Xpress Capital caters to insurance carriers, brokers, MGA’s, and agencies. They offer a range of insurance premium billing and payment plans, including direct bill, agency bill, installment bill, binder bill, and variable premium billing. In addition, Xpress Capital provides premium financing, integrated payroll processing, and premium reporting services. With a focus on efficiency and customer satisfaction, Xpress Capital is a trusted partner in the insurance industry.

Liberty Tax is a finance institution located at 4026 South Westnedge Avenue in Kalamazoo, Michigan. They offer a wide range of tax services to individuals and businesses, including tax preparation, filing, and planning. Their team of experienced professionals is dedicated to helping clients navigate the complexities of the tax system and maximize their refunds. With a commitment to integrity and customer service, Liberty Tax is a trusted partner for all your tax needs.

Knibbe Paul is a reputable finance institution located at 2555 South 11th Street in Kalamazoo, Michigan, United States. With a strong focus on providing top-notch financial services to individuals and businesses, Knibbe Paul prides itself on its commitment to excellence and customer satisfaction. Whether you are looking for assistance with investments, loans, or financial planning, the knowledgeable team at Knibbe Paul is dedicated to helping you achieve your financial goals. Trust Knibbe Paul for all your financial needs in Kalamazoo.

Prudential Advisors is a reputable financial institution located at 3018 Oakland Drive in Kalamazoo, Michigan, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies. With a focus on building long-term relationships and providing top-notch customer service, Prudential Advisors is committed to helping individuals and families secure their financial future. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, our team is here to provide expert guidance every step of the way. Contact us today to schedule a consultation and take the first step towards a more secure financial future.

Valley Oak is a reputable accounting and finance institution located at 6011 Stadium Drive in Kalamazoo, Michigan, United States. With a focus on providing top-notch financial services to individuals and businesses, Valley Oak is known for its expertise in tax preparation, financial planning, and investment management. The institution prides itself on its experienced team of professionals who are dedicated to helping clients achieve their financial goals. Whether you need assistance with tax filing or want to create a comprehensive financial plan, Valley Oak is the go-to destination for all your accounting and finance needs.

Lockwood Tax Center Inc. is a trusted accounting and finance institution located at 5659 West Michigan Avenue in Kalamazoo, Michigan, United States. Specializing in affordable tax preparation services, our professional team is dedicated to helping the West Michigan community with their tax filing needs. With tax laws constantly changing and personal situations affecting deductions and credits, our experts are here to ensure you get the most out of your tax return. In addition to tax services, we offer accounting and bookkeeping services for small businesses and independent contractors. Our year-round availability ensures that we can assist with any tax problems that may arise. Our loyal customers appreciate the personalized attention they receive and the peace of mind knowing that their taxes are in good hands.

Jeanne Case - Raymond James is a finance institution located at 125 South Kalamazoo Mall in Kalamazoo, Michigan, United States. With a focus on providing personalized financial services, Jeanne Case - Raymond James offers a range of investment and wealth management solutions to help clients achieve their financial goals. The institution prides itself on its commitment to integrity, expertise, and exceptional customer service, making it a trusted partner for individuals and businesses seeking financial guidance and support.

BDO, located at 211 East Water Street in Kalamazoo, Michigan, is a leading institution in the fields of accounting and finance. At BDO, you can learn about emerging trends, regulatory updates, and the latest headlines to help your business thrive in today's competitive landscape. Our comprehensive AI Strategy Playbook and purpose-driven strategy give participating employees a shared stake in the firm's success. Our Kalamazoo office provides valuable insight and assessment to clients throughout southwest Michigan, helping businesses in various industries navigate risks and opportunities. We offer a wide range of assurance, tax, and advisory services, utilizing the resources of a global accounting and advisory firm.

Fifth Third Preferred - Jacob Mysliwiec is a finance institution located at 6210 Kalamazoo Avenue Southeast in Kentwood, Michigan, United States. As a preferred banking institution, we offer personalized financial services tailored to meet the unique needs of our clients. Our experienced team, led by Jacob Mysliwiec, is dedicated to providing top-notch customer service and expert financial advice. Whether you are looking to invest, save, or plan for the future, Fifth Third Preferred - Jacob Mysliwiec is here to help you achieve your financial goals.