Family business finance in Portage, Michigan
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Globe Life Family Heritage Division: Skip Smith
Globe Life Family Heritage Division: Skip Smith is an insurance agency located at 650 Trade Centre Way in Portage, Michigan, United States. Our dedicated team, led by Skip Smith, is committed to providing personalized insurance solutions to protect you and your family's financial future. With a focus on family values and customer service, we strive to build long-lasting relationships with our clients. Contact us today to learn more about our insurance products and how we can help you secure your family's legacy.
Family Dollar
Family Dollar is a one-stop shop located at 1261 Portage Street in Kalamazoo, Michigan, United States. Our institution offers a variety of products including clothing, food, groceries, liquor, and more. Please note that when purchasing individual units of a product, a handling fee will be applied to each unit. To avoid these fees, consider upgrading to a case.
Whitaker Muller Insurance Agency
Whitaker Muller Insurance Agency is a reputable health insurance agency located at 2176 East Centre Avenue in Portage, Michigan. Our dedicated team of professionals is committed to helping individuals and families find the best insurance coverage to meet their healthcare needs. With personalized service and a wide range of insurance options, we strive to ensure that our clients receive the protection and peace of mind they deserve. Contact us today to learn more about how we can assist you with all your health insurance needs.
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.
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.
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.
Great Start to Quality Southwest Resource Center
Great Start to Quality Southwest Resource Center, located at 268 East Kilgore Road in Portage, Michigan, is dedicated to helping families in Allegan, Barry, Berrien, Calhoun, Cass, Kalamazoo, St. Joseph, and Van Buren counties find quality child care. With over 40 years of experience, our center works to ensure that children in Southwest Michigan have access to safe and inspiring care. We provide support to both unlicensed, subsidized providers and registered/licensed home-based providers in Kalamazoo County, thanks to funding from the Michigan Department of Education-Office of Great Start. Our Race to the Top-Early Learning Challenge grant allows us to offer training and technical support to improve the quality of care offered by providers in our region.
Consumers Credit Union
Consumers Credit Union is a finance institution located at 1511 West Centre Avenue in Portage, Michigan, United States. Our Centre office offers a range of amenities including free coffee, Wi-Fi, and complimentary document shredding bins to make banking a hassle-free experience. Our hours are Monday through Friday from 9 a.m. to 5 p.m. and Saturday from 9 a.m. to 1 p.m. We welcome all individuals who live, work, or are enrolled in post-secondary education in Michigan to become members. Visit us online or in person to open an account and experience our exceptional service. For additional assistance, visit our Connect & Support page.
Kalsee Credit Union
Kalsee Credit Union is a trusted financial institution located at 7225 South Westnedge Avenue in Portage, Michigan, United States. As a credit union, Kalsee offers a wide range of financial services to its members, including savings accounts, loans, and ATM access. With a focus on community and customer service, Kalsee Credit Union is dedicated to helping individuals and families achieve their financial goals.
Dividend Mortgage
Dividend Mortgage is a reputable finance institution located at 6204 Lovers Lane in Portage, Michigan, United States. Specializing in mortgage services, they provide personalized solutions to help individuals and families achieve their dream of homeownership. With a team of experienced professionals, Dividend Mortgage offers competitive rates and flexible terms to suit the needs of their clients. Whether you are a first-time homebuyer or looking to refinance, Dividend Mortgage is committed to providing exceptional service and guidance throughout the loan process.
Kreis, Enderle, Hudgins & Borsos P.C.
Kreis, Enderle, Hudgins & Borsos P.C. is a reputable law firm located at 750 Trade Centre Way in Portage, Michigan, United States. With a team of experienced lawyers, they specialize in providing a wide range of legal services to their clients. Whether you are in need of assistance with business law, estate planning, real estate transactions, or litigation, the skilled attorneys at Kreis, Enderle, Hudgins & Borsos P.C. are dedicated to providing top-notch legal representation and guidance. Contact them today for professional and reliable legal services.
Bauckham, Thall, Seeber, Kaufman, & Koches P.C.
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.
United Bay Community Credit Union
United Bay Community Credit Union is a trusted financial institution located at 233 West Centre Avenue in Portage, Michigan, United States. As a credit union, we provide a range of financial services to our members, including ATM access and various financial products to help individuals and families achieve their financial goals. Our dedicated team is committed to providing personalized service and helping our members make informed decisions about their finances. Visit us today to experience the difference of banking with a community-focused credit union.
Kalsee Credit Union
Kalsee Credit Union is a trusted financial institution located at 3121 Portage Street in Kalamazoo, Michigan. As a credit union, Kalsee offers a wide range of financial services to its members, including savings accounts, loans, and online banking. With a strong focus on community involvement and member satisfaction, Kalsee Credit Union is dedicated to helping individuals and families achieve their financial goals. Visit us today to experience the personalized service and competitive rates that set us apart from traditional banks.
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.
Williams Capital Management of Raymond James
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.
SummitView Advisors
SummitView Advisors, located at 7950 Moorsbridge Road in Portage, Michigan, is a finance institution with offices in Grand Rapids and Kalamazoo. Serving clients across Michigan and nationwide, we prioritize your goals and needs above all else. Our sound advice helps you maximize your assets and make progress towards your long-term goals, guiding you through life's different seasons. Specializing in financial planning and investment management, SummitView Advisors helps you achieve the life you desire without the need to become a financial expert yourself. Our trusted financial partners work with you to stay on track, adapt to changes, and reach your goals. With expert advice and guidance, we create a custom financial path tailored to your unique vision of the future. Don't miss the opportunity to plan for the life you want - let SummitView Advisors help you accelerate your journey towards your goals.
Drake Financial Group
Drake Financial Group is a leading finance institution located at 1302 West Milham Avenue in Portage, Michigan, United States. With a focus on providing personalized financial solutions, our experienced team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Drake Financial Group is committed to delivering expert guidance and support every step of the way. Contact us today to schedule a consultation and start securing your financial future.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 750 Trade Centre Way in Portage, Michigan, United States, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide financial strategies based on years of combined knowledge and expertise in wealth management. In addition to traditional investments and retirement income planning, Merrill Lynch Wealth Management offers access to Bank of America's estate planning services. The branch is dedicated to client service and satisfaction, working closely with clients to identify their personal and professional goals. Advisors use industry analysts and specialists to fully understand each client's financial situation and create strategies designed to meet long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which it operates.
Davis & Associates
Davis & Associates is a trusted accounting and finance institution located at 9835 Portage Road in Portage, Michigan, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, we are committed to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
Kindred Financial Partners of Raymond James
Kindred Financial Partners of Raymond James is a finance institution located at 7995 Moorsbridge Road in Portage, Michigan, United States. As a part of the Raymond James family, we are dedicated to providing personalized financial planning and investment services to our clients. Our team of experienced professionals is committed to helping individuals and families achieve their financial goals through tailored strategies and expert guidance. Whether you are planning for retirement, saving for college, or investing for the future, Kindred Financial Partners is here to support you every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.
Raymond James & Associates
Raymond James & Associates is a finance institution located at 7995 Moorsbridge Road in Portage, Michigan, United States. With a strong reputation for providing personalized financial services, Raymond James & Associates offers a wide range of investment options and financial planning solutions to help individuals and businesses achieve their financial goals. Their team of experienced advisors is dedicated to providing expert guidance and support to clients, ensuring they make informed decisions to secure their financial future. Whether you are looking to invest for retirement, save for college, or grow your wealth, Raymond James & Associates is committed to helping you navigate the complexities of the financial world with confidence.
Daniel J Kasson - Financial Advisor, Ameriprise Financial Services, LLC
Daniel J Kasson is a Financial Advisor at Ameriprise Financial Services, LLC located at 4855 West Centre Avenue, Portage, Michigan, United States. With a range of 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, Daniel J Kasson offers expert financial advice and services to individuals and small business owners. With a focus on estate planning, retirement planning, investment strategies, and asset management, Daniel J Kasson is dedicated to helping clients achieve their financial goals.
Blue Star Financial Group - Ameriprise Financial Services, LLC
Blue Star Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 1911 West Centre Avenue in Portage, Michigan, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and offer consultations to discuss financial planning concepts. While they cannot guarantee future financial results, they are committed to helping individuals achieve their financial goals. Users of the website are bound by Ameriprise Financial's rules and regulations, which prioritize privacy and security. The institution is a member of FINRA and SIPC, providing additional assurance to clients. Referrals are welcomed and will be contacted promptly to begin the financial planning process.
LVM Capital Management
LVM Capital Management is a leading finance institution located at 7840 Moorsbridge Road in Portage, Michigan, United States. With a strong focus on providing comprehensive financial solutions, LVM Capital Management offers a wide range of services including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how LVM Capital Management can help you reach your financial objectives.
Cahill Wealth Management
Cahill Wealth Management is a reputable finance institution located at 5831 Oakland Drive in Portage, Michigan, United States. With a dedicated team of financial experts, Cahill Wealth Management offers personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Cahill Wealth Management provides comprehensive financial solutions tailored to your individual needs. Trust in Cahill Wealth Management to guide you towards a secure financial future.
Ameriprise Financial
Ameriprise Financial is a finance institution located at 8175 Creekside Drive, Portage, Michigan, United States. They offer a variety of certifications and designations for financial professionals to enhance their knowledge and expertise in areas such as asset management, retirement planning, estate planning, and investment strategies. Some of the certifications offered include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications require candidates to complete coursework, pass examinations, and adhere to a code of ethics. Ameriprise Financial also offers specialized programs such as the Certified Divorce Financial Analyst, Certified Exit Planning Advisor®, and Chartered Financial Analyst®. Overall, Ameriprise Financial is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.
AJ Srmek - Financial Advisor, Ameriprise Financial Services, LLC
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.
Haverdink Financial Management
Haverdink Financial Management is a reputable finance institution located at 440 West Centre Avenue in Portage, Michigan, United States. With a team of experienced financial advisors, we specialize in providing personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our dedicated team is here to provide expert guidance and support every step of the way. Trust Haverdink Financial Management to help you navigate the complexities of the financial world and secure a prosperous future.
Edward Jones - Financial Advisor: Matt Semelbauer, CFP®|CEPA®
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.
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