TOP 30 Customized financial planning for families in St. Joseph, Michigan

12 results found

Brittison Financial Group, Inc. is a finance institution located at 505 Pleasant Street, St. Joseph, Michigan, United States. Led by Philip Ellis, a fiduciary investment advisor, the institution focuses on providing cutting-edge financial strategies to inspire confidence as individuals navigate their retirement path. Services offered include income planning, tax planning, investment planning, legacy planning, and health care planning. The goal is to help clients achieve financial success in retirement by understanding their personal circumstances, goals, and risk tolerance. Joining Philip Ellis is Griffin Beaudette, a junior partner with a background in sales, customer relations, and account management. Griffin assists in teaching classes on various financial topics and meeting with clients to help them create custom financial plans that align with their long-term goals. Rhonda, the office manager, ensures smooth operations and compliance with regulations, drawing on her background in title work and management.

Edward Jones - Financial Advisor: David W McNabb, CFP® is a reputable finance institution located at 809 Lester Avenue in St. Joseph, Michigan, United States. As a Certified Financial Planner®, David W McNabb offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a strong commitment to integrity and professionalism, Edward Jones provides a range of financial services to individuals, families, and businesses. Trust Edward Jones - Financial Advisor: David W McNabb, CFP® for sound financial guidance and reliable investment solutions.

Gina Van Baren - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2603 Niles Avenue, St. Joseph, Michigan, United States. Gina Van Baren 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). These certifications reflect Gina Van Baren's expertise in asset management, investment strategies, estate planning, retirement planning, financial planning for domestic partners, and more. The institution provides comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Gina Van Baren is committed to upholding a code of ethics and providing clients with expert advice on a wide range of financial matters.

Welcome to John Bare - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 505 Pleasant Street, St. Joseph, Michigan. Our mission is to provide personalized financial advice to help you achieve your financial goals. John Bare is committed to guiding you through every stage of your financial journey, offering expertise in a wide range of financial services. As a dedicated professional, John holds numerous prestigious certifications that underscore his commitment to excellence and ethical standards in financial advising. These include the AAMS™ (Accredited Asset Management Specialist™), ADPA™ (Accredited Domestic Partnership Advisor™), and AEP® (Accredited Estate Planner®), among others. Each of these certifications equips John with the knowledge and skills necessary to address diverse financial needs, from asset management and retirement planning to estate planning and investment strategies.

Welcome to Jason Topp - Private Wealth Advisor at Ameriprise Financial Services, LLC, your trusted partner for comprehensive financial planning and wealth management located in the heart of St. Joseph, Michigan. Situated at 2603 Niles Avenue, our firm is dedicated to providing personalized financial advice tailored to meet the unique needs of each client. With a strong commitment to ethical practices and continued professional development, Jason Topp holds multiple prestigious designations, including AAMS™ (Accredited Asset Management Specialist™), ADPA™ (Accredited Domestic Partnership Advisor™), AEP® (Accredited Estate Planner®), AIF® (Accredited Investment Fiduciary®), APMA™ (Accredited Portfolio Management Advisor™), and many more. Each certification represents a deep understanding of complex financial concepts and a dedication to helping clients achieve their financial goals through strategic planning and informed decision-making.

IMS Insurance is a trusted insurance agency located at 501 Main Street in St. Joseph, Michigan. We are dedicated to providing comprehensive insurance solutions for individuals, families, and businesses throughout Michigan and surrounding states. With convenient locations in St. Joseph and Niles, Michigan, we offer a wide range of insurance products from many different companies to ensure that you receive the best value and personalized options. Our team of experienced agents is committed to helping you find the right insurance coverage to protect what matters most to you. Whether you need insurance for your home, automobile, business, or personal belongings, we can create customized solutions to meet your needs. We also offer health insurance options, including medical, life, and disability coverage, to ensure that you and your family are protected.

Red Arrow Insurance is a reputable insurance agency located at 2907 Division Street in St. Joseph, Michigan, United States. Our dedicated team of insurance professionals provides personalized coverage options for individuals and businesses, ensuring peace of mind and financial security. With a commitment to exceptional customer service and a wide range of insurance products, Red Arrow Insurance is your trusted partner in protecting what matters most. Contact us today to discuss your insurance needs and receive a customized quote.

Jaden Gebbink - State Farm Insurance Agent is an insurance agency located at 500 Renaissance Drive in St. Joseph, Michigan. Situated in the Edgewater Business district of North Saint Joseph, we are dedicated to protecting your family's assets and helping you navigate through life's uncertainties. Our knowledgeable team is committed to providing personalized service to customers in the Berrien County area and throughout Michigan. We offer a range of insurance services including auto, life, homeowner's, renter's, and business insurance. Our goal is to help you manage risks, recover from unexpected events, and achieve your dreams. Whether you need coverage for your car, home, or business, we are here to assist you every step of the way.

1st Source Bank Wealth Advisory Services, located at 500 Renaissance Drive in St. Joseph, Michigan, is a finance institution dedicated to helping you secure your future and achieve your unique financial goals. Our team of seasoned financial experts is committed to understanding your aspirations and creating a personalized wealth management strategy tailored to your needs. With transparent fee structures, regular performance reviews, and clear communication, we strive to provide exceptional service and build lasting relationships based on trust and transparency. Our services range from crafting investment strategies and retirement plans to estate and succession planning. Whether you're an individual, family, corporation, non-profit organization, or municipality, we offer portfolios designed to meet your specific investment needs. Our experienced financial planners will work closely with you to create a customized roadmap for your financial future, ensuring that your legacy is protected and your assets are distributed according to your wishes.

Tri-County Bookkeepers & CPAs is a reputable accounting and finance institution located at 2525 Lake Pine Drive in St. Joseph, Michigan, United States. Our team of experienced professionals provides top-notch bookkeeping and CPA services to individuals and businesses in the tri-county area. With a commitment to accuracy and integrity, we strive to help our clients achieve financial success and peace of mind. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Welcome to Avis Car Rental in St. Joseph, Michigan, conveniently located at 4026 Red Arrow Highway. Whether you're a local resident or a visitor exploring the beauty of Michigan, our car rental service offers a wide range of vehicles to meet your travel needs. From intermediate cars to full-size four-door models, we have the perfect ride for your journey. Special Offer: Enjoy one day free of the daily time and mileage charges on rentals of intermediate (group C) through full-size four-door (group E) cars. This offer is valid on a minimum three-day rental and cannot be combined with other promotions. Please note that taxes, fees, and optional items like LDW are extra. Make sure to book in advance and provide the coupon's profile number to avail of this offer. Terms and conditions apply, so check for blackout periods and ensure your rental starts before 12/31/24.

Welcome to Farmers Insurance - Daniel Omodio, your trusted local insurance agency located at 505 Pleasant Street, St. Joseph, Michigan. With deep roots in Southeast Michigan, Daniel Omodio is proud to serve the community with a commitment to education and hometown hospitality. At the Omodio Agency, we understand the importance of protecting what matters most to you, and we're honored to offer personalized insurance solutions tailored to your unique needs. With over 19 years of experience as a Financial Advisor, Daniel Omodio brings a wealth of knowledge to help you navigate the complexities of insurance. Whether you're looking for commercial, home, auto, life, or recreational insurance, our team is here to provide clear, straightforward advice and cost-effective options. We aim to demystify the insurance process, ensuring you understand your coverage options and feel confident in your decisions.