Estate planning advice in Michigan

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.

Welcome to MidCoast Wealth Advisors - Ameriprise Financial Services, LLC, your trusted partner in navigating the complexities of financial planning. Conveniently located at 2603 Niles Avenue, St. Joseph, Michigan, we are committed to helping you achieve your financial goals with personalized advice and comprehensive planning strategies. At MidCoast Wealth Advisors, we understand that each client's financial journey is unique. Our initial consultation provides an insightful overview of financial planning concepts tailored to your needs. While this session does not include written analysis or recommendations, it sets the foundation for a collaborative relationship focused on what matters most to you.

Welcome to Thrivent Financial, located at 8821 Cornelia Road, Baroda, Michigan. We are a dedicated financial services organization committed to helping you achieve financial confidence and clarity. At Thrivent, we believe everyone deserves a financial plan tailored to their unique needs and aspirations. Our approach begins with understanding your personal situation and goals. From there, our expert financial advisors work with you to identify strategies and solutions designed to help you reach your objectives. Whether you’re just starting out, building a strong financial foundation, or planning for retirement, we’re here to guide you through the opportunities and challenges that life presents.

Welcome to the Mason Oceana Manistee Board of REALTORS®, your trusted partner in real estate, located at 503 South Rath Avenue, Ludington, Michigan. As a premier real estate agency, we are dedicated to promoting Diversity, Equity, Inclusion, and REALTOR® professionalism. Our mission is to equip our members with the tools and technology necessary to enhance their profitability while effectively communicating REALTOR® viewpoints on real estate and private property issues. We strive to highlight the value of REALTORS® to the public and assist consumers in fulfilling their real estate needs in compliance with local, state, and federal laws, as well as the REALTOR® Code of Ethics. At the Mason Oceana Manistee Board of REALTORS®, we are committed to supporting our community. We proudly contribute to the Lakeshore Children’s Advocacy Center, providing essential services to child abuse victims. Recently, we donated two $1000 grants to the center to support child survivors of abuse. Additionally, we made a $1,000 donation to the Hart Veterans of Foreign Wars Post 1329 to aid local veterans with medical support and counseling services.

Welcome to Wells Fargo Advisors, your trusted partner in financial planning and investment management, conveniently located at 500 Momany Drive, St. Joseph, Michigan. As a leading financial services firm, we are committed to helping you achieve your financial goals with personalized strategies tailored to your unique needs. Our team of experienced advisors provides a comprehensive range of services, including investment advisory, retirement planning, wealth management, and more. Whether you're planning for retirement, saving for a child's education, or looking to grow your wealth, we are here to guide you every step of the way.

Welcome to Huntington Private Bank, located at 720 Pleasant Street, St. Joseph, Michigan. As a premier financial institution, we are committed to providing a comprehensive suite of wealth and financial services tailored to meet your unique needs. Our expert team of Private Bankers delivers premium banking solutions, while our Wealth and Investment Management professionals offer trust and estate administration, along with portfolio management services. Huntington Private Bank is a distinguished part of The Huntington National Bank, supported by licensed investment representatives from The Huntington Investment Company. We are proud to offer securities and investment advisory services, ensuring that your financial future is in capable hands. Our affiliation with Huntington Financial Advisors allows us to provide a broad range of securities and insurance products through our registered broker-dealer and investment advisor, complying with all regulatory standards set by FINRA and the SEC.

Welcome to Trey Schuiteman - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 121 East Ludington Avenue, Ludington, Michigan. Our mission is to help you navigate your financial journey with confidence. We offer personalized financial advice tailored to your unique needs and goals. During our initial consultation, we will explore key financial planning concepts to guide your financial decision-making process. Please note that this session will not include written analysis or recommendations. At Ameriprise, while we strive to provide the best guidance, future financial results cannot be guaranteed.

Welcome to Zoe Wilbur - Financial Advisor at Ameriprise Financial Services, LLC, located at 121 East Ludington Avenue in Ludington, Michigan. We are dedicated to providing exceptional financial guidance tailored to your unique needs. Our expertise spans a wide range of financial planning areas, ensuring that we can help you achieve your financial goals with confidence. At our practice, we prioritize ethical standards and comprehensive knowledge in all aspects of financial advising. Zoe Wilbur holds several prestigious certifications that underscore her commitment to professionalism and expertise. These include the AAMS™ (Accredited Asset Management Specialist), ADPA™ (Accredited Domestic Partnership Advisor), AEP® (Accredited Estate Planner), AIF® (Accredited Investment Fiduciary), and APMA™ (Accredited Portfolio Management Advisor).

Welcome to Benton Harbor Connect Up, your trusted partner in financial solutions located in the heart of Benton Harbor, Michigan. Situated at 185 East Main Street, our experienced team is dedicated to helping you navigate the complexities of the financial world with ease and confidence. We offer a comprehensive range of services tailored to meet the unique needs of individuals and businesses alike. Whether you're seeking expert advice on investments, retirement planning, or need support with tax preparation and accounting, Benton Harbor Connect Up is here to provide personalized and professional assistance every step of the way. Our commitment to customer satisfaction and financial empowerment ensures that each client receives the attention and expertise they deserve. Visit us today and discover how we can help you achieve your financial goals.