Estate planning near me in Portage, Michigan
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House of Memories Estate Services
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
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.
Beyond Financial Planning
Beyond Financial Planning is a leading finance and insurance agency located at 700 Mall Drive in Portage, Michigan, United States. Our team of experienced professionals is dedicated to providing comprehensive financial planning services that go beyond just managing your money. We work with our clients to create customized strategies to help them achieve their financial goals and secure their future. With a focus on personalized service and a commitment to excellence, Beyond Financial Planning is your trusted partner in building a secure financial future.
Strategic Tax & Planning
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.
Jason Klein - Financial Advisor, Ameriprise Financial Services, LLC
Jason Klein is a Financial Advisor at Ameriprise Financial Services, LLC located at 7130 South Westnedge Avenue in Portage, Michigan, United States. Jason 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®. These certifications demonstrate Jason's expertise in asset management, estate planning, retirement planning, investment strategies, and various other financial services. As a Certified Military Financial Advisor®, Jason is also trained to serve veterans and active duty personnel. With a commitment to ethical practices and continuous education, Jason Klein is dedicated to providing comprehensive financial planning services to his clients.
Sarah Thomas - Medicare & Health Insurance Advisor - Clear Strategy Insurance
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.
Kuipers Advisors
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.
Carl Holmgren II: Primerica - Financial Services
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.
Sabrina Pritchett-Evans - State Farm Insurance Agent
Sabrina Pritchett-Evans - State Farm Insurance Agent is a trusted insurance agency located at 2618 Portage Street in Kalamazoo, Michigan. As a State Farm agent, Sabrina Pritchett-Evans provides a wide range of insurance products and services to meet the needs of individuals and families in the Kalamazoo area. With a focus on personalized customer service and a commitment to helping clients protect what matters most, Sabrina Pritchett-Evans is dedicated to helping her clients find the right insurance solutions for their unique needs. Whether you are looking for auto, home, life, or business insurance, Sabrina Pritchett-Evans is here to help you navigate the complexities of the insurance world and find the coverage that is right for you. Visit Sabrina Pritchett-Evans - State Farm Insurance Agent today to learn more about how she can help you protect your future.
American Income Life - Chris Jordan
American Income Life - Chris Jordan is an insurance agency located at 1125 East Milham Avenue in Portage, Michigan. Specializing in providing a range of insurance products and services, the institution is dedicated to helping individuals and families protect their financial future. With a focus on personalized service and tailored solutions, American Income Life - Chris Jordan strives to ensure that their clients have the coverage they need to safeguard their assets and loved ones. Whether it's life insurance, disability insurance, or supplemental health coverage, the dedicated team at this agency is committed to helping clients find the right insurance solutions for their unique needs.
Prudential|Jinks Clary|Life Insurance & Financial Services
Prudential|Jinks Clary|Life Insurance & Financial Services is a trusted finance and insurance agency located at 325 Trade Centre Way in Portage, Michigan, United States. With a focus on providing top-notch life insurance and financial services, our experienced team is dedicated to helping clients secure their financial future. Whether you are looking for life insurance coverage or need assistance with financial planning, our professionals are here to guide you every step of the way. Contact us today to learn more about how we can help you achieve your financial goals.
Anna Hawkins, Bankers Life Agent
Anna Hawkins, Bankers Life Agent is a reputable insurance agency located at 950 Trade Centre Way in Portage, Michigan, United States. Specializing in providing top-notch insurance products and services, Anna Hawkins and her team are dedicated to helping clients protect their financial future. With a focus on personalized customer service and a commitment to finding the best insurance solutions for each individual, Anna Hawkins, Bankers Life Agent is a trusted partner in ensuring peace of mind and security for all clients. Contact them today to learn more about their offerings and how they can help you plan for the unexpected.
Nicholas Sellen, Bankers Life Agent and Bankers Life Securities Financial Representative
Nicholas Sellen, Bankers Life Agent and Bankers Life Securities Financial Representative is an insurance agency located at 950 Trade Centre Way in Portage, Michigan, United States. As a trusted financial institution, we specialize in providing personalized insurance solutions and financial services to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and families secure their financial future through a range of insurance products and investment options. Whether you are looking for life insurance, retirement planning, or investment guidance, we are here to help you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and start planning for a secure financial future.
Treyvanna Brown, Bankers Life Agent
Treyvanna Brown, Bankers Life Agent in Portage, Michigan, offers a wide range of insurance options including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As an insurance sales representative, Treyvanna Brown can help you navigate the complexities of Medicare Advantage plans and assist you in finding the right coverage for your needs. With the rising costs of healthcare and the increasing importance of long-term care planning, Treyvanna Brown is here to help you prepare for the future and have important discussions with your loved ones. Visit our office at 950 Trade Centre Way in Portage, MI to start planning your next steps towards financial security and peace of mind.
Robert Gerren, Bankers Life Agent
Robert Gerren is an Insurance Sales Representative located in Portage, Michigan. Our agency offers a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage for their needs. Medicare Advantage is an all-in-one alternative to Original Medicare, offering similar coverage with the option for prescription drug coverage. Our plans include an annual maximum out of pocket limit, with some plans offering premiums as low as $0 per month. With the rising costs of healthcare, long-term care planning is essential. Let us help you start planning for the future and have important discussions with your loved ones. Visit us at 950 Trade Centre Way in Portage to learn more about how we can assist you in preparing for what lies ahead.
626 Financial
626 Financial is a leading finance institution located at 7950 Moorsbridge Road in Portage, Michigan, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or simply need assistance with managing your finances, 626 Financial is here to help. Contact us today to learn more about how we can assist you with your financial needs.
Alkhamis Financial Group
Alkhamis Financial Group is a reputable finance and insurance agency located at 7900 Kirkland Court in Portage, Michigan, United States. With a commitment to providing top-notch financial services and insurance solutions, Alkhamis Financial Group is dedicated to helping clients achieve their financial goals and protect their assets. Our team of experienced professionals is ready to assist with a wide range of financial needs, from investment planning to insurance coverage. Trust Alkhamis Financial Group to provide personalized and comprehensive financial solutions to meet your individual needs.
Northwestern Mutual
Northwestern Mutual is a reputable finance and insurance agency located at 950 Trade Centre Way in Portage, Michigan, United States. With a strong focus on helping individuals and businesses achieve financial security and success, Northwestern Mutual offers a wide range of insurance and investment products tailored to meet the unique needs of each client. Their team of experienced financial advisors and insurance professionals are dedicated to providing top-notch service and guidance to help clients plan for the future and protect what matters most. Whether you're looking for life insurance, retirement planning, or investment solutions, Northwestern Mutual is committed to helping you reach your financial goals.
Dan Hartley: Primerica - Financial Services
Dan Hartley: Primerica - Financial Services is a reputable finance and insurance agency located at 950 Trade Centre Way in Portage, Michigan, United States. With a focus on providing quality financial services to individuals and families, Dan Hartley and his team at Primerica strive to help clients achieve their financial goals and secure their future. Whether you are looking for assistance with investments, retirement planning, or insurance coverage, you can trust Dan Hartley: Primerica - Financial Services to provide expert guidance and personalized solutions tailored to your specific needs. Contact them today to learn more about how they can help you build a strong financial foundation for the years to come.
Carrier Law
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.
Hettinger & Hettinger, P.C.
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.
Walnut Trail Apartments
Walnut Trail Apartments is a premier real estate agency located at 601 Alfa Court in Portage, Michigan. Our apartments offer luxurious living in a convenient location, with easy access to shopping, dining, and entertainment options. Our beautifully designed apartments feature modern amenities and spacious floor plans to suit your lifestyle. Whether you're looking for a cozy one-bedroom or a spacious three-bedroom apartment, Walnut Trail Apartments has the perfect home for you. Our friendly staff is dedicated to providing exceptional service and making your living experience truly unforgettable. Come discover the perfect blend of comfort and convenience at Walnut Trail Apartments.
Spruce Creek Apartments
Spruce Creek Apartments is a premier real estate agency located at 7702 Kenmure Drive in Portage, Michigan, United States. Our apartments offer modern amenities, spacious floor plans, and a convenient location near shopping, dining, and entertainment options. With a variety of one, two, and three bedroom units to choose from, Spruce Creek Apartments is the perfect place to call home. Our professional staff is dedicated to providing exceptional customer service and ensuring that residents feel comfortable and satisfied. Experience luxury living at Spruce Creek Apartments today.
Diversified Financial: Eric Arnold
Diversified Financial: Eric Arnold is a finance institution located at 5217 Lovers Lane in Portage, Michigan, United States. Specializing in a wide range of financial services, Eric Arnold and his team provide expert advice and personalized solutions to help clients achieve their financial goals. With a focus on diversification and risk management, they offer comprehensive financial planning, investment management, retirement planning, and more. Whether you are planning for the future or navigating a major life event, Diversified Financial: Eric Arnold is committed to helping you secure your financial future.
Davidson Law Firm
Davidson Law Firm, located at 211 Portage Avenue in Three Rivers, Michigan, is a reputable general practice law firm with a long-standing history in St. Joseph County. With roots dating back to 1900, Davidson Law Office, P.C. is dedicated to providing professional legal services to clients in the community. Specializing in various areas of law, the firm is committed to delivering exceptional representation and personalized attention to each client. Trust Davidson Law Firm for all your legal needs.
O'Malley Law Office PC
O'Malley Law Office PC is a reputable law firm located at 801 Portage Avenue in Three Rivers, Michigan, United States. Specializing in various areas of law, their team of experienced lawyers provide expert legal representation and guidance to clients in need. With a commitment to excellence and a dedication to achieving positive outcomes for their clients, O'Malley Law Office PC is a trusted resource for all legal matters. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, their knowledgeable team is here to help. Contact O'Malley Law Office PC today for professional and reliable legal services.
Sappanos Donald L
Sappanos Donald L is a reputable law firm located at 1595 West Centre Avenue in Portage, Michigan, United States. Specializing in various areas of law, the experienced team at Sappanos Donald L provides expert legal services to clients in need of professional representation. With a commitment to excellence and a track record of successful cases, Sappanos Donald L is dedicated to serving the legal needs of individuals and businesses in the Portage area. Contact them today for reliable and trustworthy legal assistance.
Frederick J Taylor Law Offices
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.
Woznicki Law PLC
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.
Koning & Jilek P.C.
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.
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