Estate planning advice in Portage, Michigan

House of Memories Estate Services is a finance institution located at 9100 Douglas Avenue in Kalamazoo, Michigan, United States. At House of Memories, we believe in serving our community by connecting people with pieces of history through our estate services. We ensure that your family's memories and belongings are honored when passed along to new owners. Our services include estate sales, living estate sales, and business liquidations, providing a quick and worry-free solution for your specific situation. We handle every aspect of the sale for you, whether you are settling an estate, clearing out your own home, or liquidating a business. Check out our events calendar for upcoming sales and learn how we can also assist with your real estate needs. Serving Kalamazoo, Portage, and all surrounding counties, including Paw Paw, Battle Creek, Plainwell, Vicksburg, and Allegan. Website designed and maintained by Kallen Web Design. Contact us today for a seamless transition during your time of change.

Face 2 Face Financial Planning is a reputable finance institution located at 7950 Moorsbridge Road in Portage, Michigan, United States. With a focus on personalized financial planning services, our experienced advisors work closely with clients to create tailored strategies for their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, Face 2 Face Financial Planning is dedicated to providing expert guidance and support in a face-to-face setting. Contact us today to schedule a consultation and take the first step towards securing your 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.

Sarah Thomas - Medicare & Health Insurance Advisor at Clear Strategy Insurance, located at 1209 East Milham Avenue, Portage, Michigan, is your go-to institution for all your health insurance needs. Our independent positioning allows us to provide you with personalized and unbiased advice on a variety of insurance options, ensuring that your specific needs are met. Our licensed and certified agents are highly trained in the products they offer, including Medicare Supplements, Medicare Part D Prescription Drug Plans, Medicare Advantage (Part C), Individual & Family Health Insurance, Short Term Medical, Dental Vision, Hospital Indemnity, and Life Insurance. We have strong relationships with top-rated insurance companies, giving us access to the best products for you.

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.

Giffels Law Office PLLC is a trusted legal institution located at 410 East Centre Avenue in Portage, Michigan. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing high-quality legal services to our clients. Whether you are in need of assistance with real estate transactions, estate planning, or business law matters, we are here to help. With a commitment to excellence and personalized attention, Giffels Law Office PLLC is your go-to destination for all your legal needs. Contact us today to schedule a consultation.

Jaqua Realtors, located at 414 West Milham Avenue in Portage, Michigan, is a premier real estate institution dedicated to helping clients buy and sell homes in the area. If you are considering selling your home, Jaqua Realtors offers a complimentary estimate of your home's worth, along with expert advice on the best options for your lifestyle and budget. Their agents provide in-depth market analysis tools, personalized marketing plans, and a strong internet presence to give your property maximum exposure. With thorough communication methods, Jaqua Realtors ensures that every step of the selling process is smooth and stress-free for their clients. Trust Jaqua Realtors to help you achieve your real estate goals with professionalism and expertise.

Carrier Law is a reputable law firm located at 3275 Cooley Drive in Portage, Michigan, United States. Specializing in various areas of law, including personal injury, family law, estate planning, and more, the experienced lawyers at Carrier Law are dedicated to providing top-notch legal representation and guidance to their clients. With a commitment to professionalism, integrity, and client satisfaction, Carrier Law is a trusted institution in the legal community. Contact them today for expert legal assistance.

Kuipers Advisors is a reputable finance and insurance agency located at 268 East Kilgore Road in Portage, Michigan, United States. Our experienced team of professionals provides expert financial advice and insurance solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or insurance coverage, Kuipers Advisors is dedicated to providing personalized service and tailored solutions to meet your needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Frederick J Taylor Law Offices is a reputable law firm located at 1350 West Centre Avenue in Portage, Michigan, United States. Specializing in various legal matters, the experienced team of lawyers at this institution provides expert advice and representation to clients in need. With a commitment to professionalism and client satisfaction, Frederick J Taylor Law Offices is dedicated to serving the legal needs of individuals and businesses in the Portage area. Whether you are in need of legal guidance for personal injury, family law, or criminal defense cases, you can trust the skilled attorneys at this institution to provide you with the support and representation you deserve.

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.

D. Glenn Smith, Jr. Attorney at Law is a reputable law firm located at 1591 West Centre Avenue in Portage, Michigan. Specializing in various legal matters, D. Glenn Smith, Jr. offers expert legal services to clients in need of professional representation. With a focus on providing personalized attention and tailored solutions, this firm is dedicated to achieving the best possible outcomes for their clients. Whether you are facing a criminal charge, need assistance with a family law matter, or require legal advice for your business, D. Glenn Smith, Jr. Attorney at Law is committed to providing top-notch legal representation.

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.

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.

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.

Bright Financial Advisors is a finance institution located at 450 West Centre Avenue in Portage, Michigan, United States. Since 1958, we have been dedicated to building long-term, prudent financial advisory relationships with our clients. Our services include comprehensive financial planning, retirement planning, investments, tax strategies, estate planning, and more. We believe in a personalized approach to help you manage your finances and your life. When you contact us, you will be greeted by a friendly staff member ready to assist you with any questions or concerns. Our goal is to create a warm and welcoming atmosphere for our clients, and our success is based on our commitment to your financial well-being.

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.

Edward Jones - Financial Advisor: Luke Johnson, CFP® is a reputable finance institution located at 5827 Oakland Drive in Portage, Michigan. As a Certified Financial Planner, Luke Johnson provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or building wealth for the future, Luke Johnson is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact Edward Jones - Financial Advisor: Luke Johnson, CFP® today to schedule a consultation and start planning for a secure financial future.

PPS & V Asset Management Consultants is a leading financial institution located at 2750 Old Centre Road in Portage, Michigan, United States. With a team of experienced professionals, they offer a wide range of asset management services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, PPS & V Asset Management Consultants can provide personalized solutions to meet your needs. Their expertise and dedication to client satisfaction make them a trusted partner in financial planning and investment management. Contact them today to learn more about how they can help you secure your financial future.

Gregory J Chimner is a Financial Advisor at Ameriprise Financial Services, LLC located at 7130 South Westnedge Avenue, Portage, Michigan, United States. He holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications signify his expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products. Gregory is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, he helps clients make informed decisions to achieve their financial goals.

AJ Srmek is a financial advisor at Ameriprise Financial Services, LLC located at 7130 South Westnedge Avenue, Portage, Michigan, United States. Specializing in finance, AJ Srmek holds various 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®, 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®. AJ Srmek is dedicated to providing expert financial advice and planning services to clients, with a focus on asset management, retirement planning, estate planning, and investment opportunities.

Edward Jones - Financial Advisor: Matt Semelbauer, CFP®|CEPA® is a reputable financial institution located at 6784 South Westnedge Avenue in Portage, Michigan, United States. As a Certified Financial Planner (CFP) and Certified Exit Planning Advisor (CEPA), Matt Semelbauer provides expert financial advice and planning services to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or prepare for a business exit strategy, Matt Semelbauer has the knowledge and experience to guide you towards financial success. Contact Edward Jones - Financial Advisor: Matt Semelbauer, CFP®|CEPA® today to schedule a consultation and start building a secure financial future.

Carl Holmgren II: Primerica - Financial Services is a reputable finance and insurance agency located at 1595 West Centre Avenue in Portage, Michigan, United States. With a focus on providing personalized financial solutions to individuals and families, Carl Holmgren II and his team offer a range of services including investment planning, retirement planning, and insurance coverage. Clients can expect professional guidance and expert advice to help them achieve their financial goals and secure their future. Whether you are looking to build wealth, protect your assets, or plan for retirement, Carl Holmgren II: Primerica - Financial Services is dedicated to helping you navigate the complexities of the financial world.

Bauckham, Thall, Seeber, Kaufman, & Koches P.C. is a reputable law firm located at 470 West Centre Avenue in Portage, Michigan, United States. With a team of experienced and dedicated lawyers, this institution specializes in providing top-notch legal services in various areas of law. Whether you are in need of assistance with personal injury cases, family law matters, or business disputes, the professionals at Bauckham, Thall, Seeber, Kaufman, & Koches P.C. are committed to helping clients navigate the legal system with expertise and compassion. Contact them today for expert legal representation.

Preferred Financial Group, LLC is a finance institution located at 2725 Airview Boulevard in Portage, Michigan, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, save for retirement, or secure a loan, we are here to help. With a focus on customer service and a commitment to integrity, Preferred Financial Group, LLC is the preferred choice for all your financial needs.

Hettinger & Hettinger, P.C. is a well-established law firm located at 200 Admiral Avenue in Portage, Michigan, United States. With a team of experienced attorneys, they specialize in providing expert legal services in various areas of law including family law, estate planning, real estate law, and more. Their dedication to providing personalized and attentive service to each client sets them apart in the legal field. Whether you are seeking legal advice for a personal matter or a business issue, the professionals at Hettinger & Hettinger, P.C. are committed to helping you navigate the complexities of the legal system with ease.

Woznicki Law PLC is a reputable law firm located at 1918 West Milham Avenue in Portage, Michigan, United States. Specializing in various areas of law, including personal injury, family law, estate planning, and criminal defense, our experienced team of attorneys is dedicated to providing high-quality legal representation to our clients. With a commitment to excellence and a focus on achieving favorable outcomes for our clients, Woznicki Law PLC is here to help navigate the complexities of the legal system and advocate for your rights. Contact us today to schedule a consultation.

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.