Family wealth planning in Kalamazoo, MI
19 results found
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Credent Wealth Management - Kalamazoo Fee-Only Financial Planner
● OpenCredent Wealth Management is a fee-only financial planning institution located in Kalamazoo, Michigan. Our dedicated team of financial planners is committed to helping clients achieve their financial goals through personalized and comprehensive financial planning services. We specialize in providing unbiased advice and guidance to individuals and families, offering a range of services including retirement planning, investment management, tax planning, and estate planning. Located at 721 West Centre Avenue in Portage, Michigan, Credent Wealth Management is dedicated to helping clients navigate their financial future with confidence and peace of mind.
721 W Centre Ave, Portage, MI 49024, United States -
Neal Miedema - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenNeal Miedema is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 5991 Venture Park Drive in Kalamazoo, Michigan, United States. Neal Miedema 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®, 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 Neal Miedema's expertise in asset management, estate planning, retirement planning, investment strategies, and more. As a Private Wealth Advisor, Neal Miedema provides comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial advice such as military personnel and families with special needs. With a commitment to ethics and ongoing education, Neal Miedema is dedicated to providing clients with personalized, strategic financial solutions to help them achieve their financial goals.
5991 Venture Park Dr, Kalamazoo, MI 49009, United States -
George Smojver - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenGeorge Smojver - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 6800 West Q Avenue in Kalamazoo, Michigan, is a finance institution specializing in providing comprehensive wealth management services to individuals. George Smojver holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and client suitability, George Smojver offers personalized financial advice tailored to each client's unique needs. Whether you are a retiree, small business owner, high net worth individual, or in need of domestic partnership planning, George Smojver has the knowledge and experience to help you achieve your financial goals. Contact George Smojver - Private Wealth Advisor, Ameriprise Financial Services, LLC, for expert guidance on your financial journey.
6800 W Q Ave, Kalamazoo, MI 49009, United States -
Integrated Financial Planning -- Ross Pollard
● OpenIntegrated Financial Planning -- Ross Pollard is a renowned finance institution located at 251 North Rose Street in Kalamazoo, Michigan, United States. With a focus on providing comprehensive financial planning services, Ross Pollard and his team offer personalized solutions to help individuals and businesses achieve their financial goals. From retirement planning to investment management, their expertise and dedication ensure that clients receive the guidance and support they need to secure their financial future. Trust Integrated Financial Planning -- Ross Pollard to help you navigate the complexities of the financial world with confidence and peace of mind.
251 N Rose St Suite 200, Kalamazoo, MI 49007, United States -
Modern Woodmen Fraternal Financial
● OpenModern Woodmen Fraternal Financial is a finance and insurance agency located at 2700 South Sprinkle Road in Kalamazoo, Michigan, United States. Since 1883, Modern Woodmen of America has been bringing people together, supporting families, and strengthening communities. As a financial representative, you can make a positive impact on your family and community by working with us. We offer a portfolio of high-quality financial products to help meet your current needs and achieve your future dreams. As a member of Modern Woodmen, you have access to fraternal member programs and the opportunity to impact your community. Our dedicated representatives have the knowledge and experience to help you make the right financial decisions. Visit our website to make payments, update your information, access account details, and learn more about our offerings. Join us in being part of something bigger than yourself and make a difference in your community with Modern Woodmen Fraternal Financial.
2700 S Sprinkle Rd, Kalamazoo, MI 49001, United States -
Cody Fortner, Bankers Life Agent
● OpenCody Fortner, Bankers Life Agent is an insurance agency located at 4341 South Westnedge Avenue in Kalamazoo, Michigan. As a trusted agent for Bankers Life, Cody Fortner offers a range of insurance products and services to help individuals and families protect their financial future. Whether you're looking for life insurance, retirement planning, long-term care coverage, or other insurance solutions, Cody Fortner is dedicated to providing personalized guidance and support. With a commitment to excellence and customer satisfaction, Cody Fortner, Bankers Life Agent is here to help you navigate the complexities of insurance and secure the coverage you need.
4341 S Westnedge Ave Ste 1112, Kalamazoo, MI 49008, United States -
PNC Private Bank
● OpenPNC Private Bank is a prestigious financial institution located at 245 North Rose Street in Kalamazoo, Michigan, United States. As a leading provider of private banking services, PNC Private Bank offers personalized financial solutions tailored to meet the unique needs of high-net-worth individuals and families. With a team of experienced wealth management professionals, PNC Private Bank provides comprehensive financial planning, investment management, and estate planning services to help clients achieve their financial goals. Visit us today to learn more about how PNC Private Bank can help you secure your financial future.
245 N Rose St, Kalamazoo, MI 49007, United States -
Bob Davidoff Attorney at Law
● OpenBob Davidoff Attorney at Law is a reputable law firm located at 535 South Burdick Street in Kalamazoo, Michigan. Specializing in various legal matters, Bob Davidoff has a wealth of experience and expertise in providing top-notch legal services to clients in need. Whether you are facing a criminal charge, dealing with a family law issue, or seeking assistance with estate planning, Bob Davidoff and his team are dedicated to providing personalized and effective legal representation. Trust Bob Davidoff Attorney at Law to handle your legal needs with professionalism and integrity.
535 S Burdick St, Kalamazoo, MI 49007, United States -
Edward Jones - Financial Advisor: Michael R Matteson, CFP®|AAMS™
● OpenEdward Jones - Financial Advisor: Michael R Matteson, CFP®|AAMS™ is a trusted financial institution located at 5787 Stadium Drive in Kalamazoo, Michigan, United States. Michael R Matteson, a Certified Financial Planner and Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Michael R Matteson and his team are dedicated to providing expert guidance and support every step of the way.
5787 Stadium Dr Suite A, Kalamazoo, MI 49009, United States -
MainStreet Financial
● OpenMainStreet Financial is a finance institution located at 2632 South 11th Street, Kalamazoo, Michigan, United States. Our team of professionals is dedicated to providing financial clarity, confidence, and conviction to our clients through customized plans. We offer a range of services including asset allocation, risk management, performance tracking, retirement planning, tax efficiency analysis, and more. Our relational approach helps clients navigate their financial world and align their finances with their values. We also offer Family Wealth Counseling services through Kardia Midwest Family Wealth Counseling, LLC. Securities are offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, and advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Please note that our services are only available to individuals residing in certain states. Visit our website for more information.
2632 S 11th St, Kalamazoo, MI 49009, United States -
Prudential Advisors
● OpenPrudential Advisors is a reputable financial institution located at 3018 Oakland Drive in Kalamazoo, Michigan, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies. With a focus on building long-term relationships and providing top-notch customer service, Prudential Advisors is committed to helping individuals and families secure their financial future. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, our team is here to provide expert guidance every step of the way. Contact us today to schedule a consultation and take the first step towards a more secure financial future.
3018 Oakland Dr Suite A, Kalamazoo, MI 49008, United States -
The Connable Office Inc
● OpenThe Connable Office Inc, located at 136 East Michigan Avenue in Kalamazoo, Michigan, is a finance institution dedicated to protecting and preserving family legacies through holistic planning and wealth management. With over 125 years of experience, The Connable Office serves client families by offering personalized services that encompass investment management, personal advisory, and fiduciary services. The institution prioritizes deep, personal relationships with clients and maintains the highest levels of confidentiality and trust. By taking a comprehensive approach to wealth management, The Connable Office ensures that each client family's needs are met with unparalleled service. Serving a limited number of client families in the United States and abroad, The Connable Office is committed to carrying forward family legacies across generations.
136 E Michigan Ave, Kalamazoo, MI 49007, United States -
Edward Jones - Financial Advisor: Barbara M Hammond
● OpenEdward Jones - Financial Advisor: Barbara M Hammond is a renowned financial institution located at 4798 Campus Drive in Kalamazoo, Michigan, United States. Specializing in finance, this institution offers personalized financial advice and services to help clients achieve their financial goals. With Barbara M Hammond at the helm, clients can expect expert guidance and tailored solutions to navigate the complex world of investments, retirement planning, and wealth management. Trust Edward Jones - Financial Advisor: Barbara M Hammond to provide top-notch financial services with a personal touch.
4798 Campus Dr #111, Kalamazoo, MI 49008, United States -
Edward Jones - Financial Advisor: Dan Coleman
● OpenEdward Jones - Financial Advisor: Dan Coleman is a trusted financial institution located at 6860 Stadium Drive in Kalamazoo, Michigan. As a finance institution, they provide expert financial advice and services to help individuals and families achieve their financial goals. With a focus on personalized service and tailored financial solutions, Dan Coleman and his team are dedicated to helping clients navigate the complexities of investing, retirement planning, and wealth management. Whether you are just starting to build your financial portfolio or looking to grow your investments, Edward Jones - Financial Advisor: Dan Coleman is committed to helping you secure a stable financial future.
6860 Stadium Dr Suite 102, Kalamazoo, MI 49009, United States -
Ameriprise Financial
● OpenAmeriprise Financial is a leading financial institution located at 1090 10th Street North in Kalamazoo, Michigan, United States. Specializing in providing comprehensive financial planning services, investment management, and retirement planning, Ameriprise Financial is dedicated to helping individuals and families achieve their financial goals. With a team of experienced financial advisors, Ameriprise Financial offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Ameriprise Financial is committed to helping you secure a sound financial future.
1090 10th St N, Kalamazoo, MI 49009, United States -
Jeffrey L Davis & Associates
● OpenJeffrey L Davis & Associates is a reputable finance institution located at 166 South Kalamazoo Mall in Kalamazoo, Michigan, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need assistance with investment planning, retirement savings, or wealth management, Jeffrey L Davis & Associates is dedicated to helping you achieve your financial goals. Trustworthy and reliable, this institution is committed to providing personalized solutions tailored to your specific needs.
166 S Kalamazoo Mall # B, Kalamazoo, MI 49007, United States -
Fifth Third Private Bank - Erin Kelly
● OpenFifth Third Private Bank - Erin Kelly is a prestigious financial institution located at 136 East Michigan Avenue in Kalamazoo, Michigan, United States. Led by the experienced and knowledgeable Erin Kelly, this private bank offers a wide range of personalized financial services to meet the unique needs of their clients. With a focus on building long-term relationships and providing expert financial guidance, Fifth Third Private Bank - Erin Kelly is dedicated to helping individuals and families achieve their financial goals. Whether you are looking for wealth management, investment advice, or estate planning services, you can trust the team at Fifth Third Private Bank - Erin Kelly to provide you with top-notch service and support.
136 E Michigan Ave, Kalamazoo, MI 49007, United States -
Greenleaf Trust
● OpenGreenleaf Trust is a reputable financial institution located at 211 South Rose Street in Kalamazoo, Michigan. As a trusted bank and finance company, Greenleaf Trust is committed to providing personalized wealth management services to clients in the United States. With a focus on building long-term relationships and delivering exceptional financial solutions, Greenleaf Trust is dedicated to helping individuals and families achieve their financial goals. Whether you are looking for investment advice, estate planning, or retirement planning services, Greenleaf Trust is here to help you navigate the complexities of the financial world with expertise and integrity.
211 S Rose St, Kalamazoo, MI 49007, United States -
Fifth Third Private Bank - Kristy Brady
● OpenFifth Third Private Bank - Kristy Brady is a prestigious financial institution located at 136 East Michigan Avenue in Kalamazoo, Michigan. As a private bank, they offer personalized financial services and expertise to high-net-worth individuals, families, and businesses. With a focus on building long-term relationships and providing tailored solutions, Fifth Third Private Bank - Kristy Brady is dedicated to helping clients achieve their financial goals and secure their financial futures. Visit them today to experience top-notch service and guidance from their team of experienced professionals.
136 E Michigan Ave, Kalamazoo, MI 49007, United States
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