TOP 30 Financial advisor for investments in Niles, Michigan
18 results found
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Edward Jones - Financial Advisor: Becky Young
● ClosedEdward Jones - Financial Advisor: Becky Young is a trusted financial institution located at 3012 Niles Road in St. Joseph, Michigan, United States. As a dedicated financial advisor, Becky Young provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert guidance, Becky Young is committed to helping clients make informed decisions about their investments, retirement planning, and overall financial well-being. Whether you are looking to grow your wealth, save for the future, or plan for retirement, Edward Jones - Financial Advisor: Becky Young is here to help you every step of the way.
3012 Niles Rd Suite B, St Joseph, MI 49085, United States -
Jenna Mitchell Everett - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJenna Mitchell Everett is a Financial Advisor at Ameriprise Financial Services, LLC located at 2603 Niles Avenue, St. Joseph, Michigan, United States. Jenna Mitchell Everett holds several 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®. Jenna Mitchell Everett specializes in providing comprehensive financial planning services to individuals and businesses, with a focus on asset management, retirement planning, estate planning, and investment strategies. With a commitment to ethical practices and ongoing education, Jenna Mitchell Everett is dedicated to helping clients achieve their financial goals and secure their financial future. Contact Jenna Mitchell Everett at Ameriprise Financial Services, LLC for expert financial advice and personalized service.
2603 Niles Ave B, St Joseph, MI 49085, United States -
Edward Jones - Financial Advisor: Karla K McLean
● ClosedEdward Jones - Financial Advisor: Karla K McLean is a trusted financial institution located at 2525 Niles Avenue in St. Joseph, Michigan. As a dedicated financial advisor, Karla K McLean provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, Edward Jones is committed to helping individuals and families secure their financial future. Contact Karla K McLean today to start planning for a brighter tomorrow.
2525 Niles Ave Suite 120, St Joseph, MI 49085, United States -
Jim Everett - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJim Everett, a Financial Advisor at Ameriprise Financial Services, LLC, located at 2603 Niles Avenue in St. Joseph, Michigan, offers a range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jim Everett is equipped to provide expert advice on asset management, retirement planning, estate planning, and investment opportunities. Whether you are looking for assistance with portfolio management, insurance products, or retirement income planning, Jim Everett has the knowledge and experience to help you achieve your financial goals. Contact Jim Everett at Ameriprise Financial Services, LLC for personalized financial guidance tailored to your individual needs.
2603 Niles Ave B, St Joseph, MI 49085, United States -
Edward Jones - Financial Advisor: Brian Campbell
● OpenEdward Jones - Financial Advisor: Brian Campbell is a trusted finance institution located at 2525 Niles Avenue in St. Joseph, Michigan, United States. Brian Campbell is a highly experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to invest for the future, Brian Campbell can provide personalized financial advice and guidance to help you make informed decisions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Brian Campbell is committed to helping you secure your financial future.
2525 Niles Ave Suite 120, St Joseph, MI 49085, United States -
Gina Van Baren - Financial Advisor, Ameriprise Financial Services, LLC
● OpenGina Van Baren - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2603 Niles Avenue, St. Joseph, Michigan, United States. Gina Van Baren 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). These certifications reflect Gina Van Baren's expertise in asset management, investment strategies, estate planning, retirement planning, financial planning for domestic partners, and more. The institution provides comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Gina Van Baren is committed to upholding a code of ethics and providing clients with expert advice on a wide range of financial matters.
2603 Niles Ave B, St Joseph, MI 49085, United States -
Edward Jones - Financial Advisor: Becky Brown, CFP®|AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Becky Brown, CFP®|AAMS™|CRPC™ is a trusted financial institution located at 213 East Main Street in Niles, Michigan, United States. Becky Brown, a Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™), provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Becky Brown and the team at Edward Jones are dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Edward Jones - Financial Advisor: Becky Brown, CFP®|AAMS™|CRPC™ is committed to helping you secure a brighter financial future.
213 E Main St, Niles, MI 49120, United States -
Woods Financial Services, LLC
● ClosedWoods Financial Services, LLC is a reputable finance institution located at 1521 Orchard Lane in Niles, Michigan, United States. With a commitment to providing top-notch financial services, our team of experts is dedicated to helping our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Woods Financial Services, LLC is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
1521 Orchard Ln, Niles, MI 49120, United States -
Edward Jones - Financial Advisor: Jose A Ontiveros, CEPA®
● OpenEdward Jones - Financial Advisor: Jose A Ontiveros, CEPA® is a trusted financial institution located at 2726 South 11th Street in Niles, Michigan, United States. Specializing in finance, they offer personalized investment strategies and wealth management services to help clients achieve their financial goals. With a focus on integrity and professionalism, Jose A Ontiveros, CEPA® provides expert guidance and support to individuals and families looking to secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.
2726 S 11th St, Niles, MI 49120, United States -
LPL Financial
● OpenLPL Financial is a reputable finance institution located at 10 North 3rd Street in Niles, Michigan, United States. They offer a wide range of financial services including investment advice, retirement planning, and wealth management. With a team of experienced financial advisors, LPL Financial is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, LPL Financial is committed to providing personalized and professional financial guidance to meet your needs.
10 N 3rd St B, Niles, MI 49120, United States -
Edward Jones - Financial Advisor: Gregory A Surber, AAMS™
● ClosedEdward Jones - Financial Advisor: Gregory A Surber, AAMS™ is a trusted financial institution located at 2010 South 11th Street in Niles, Michigan, United States. As a certified Accredited Asset Management Specialist, Gregory A Surber offers personalized financial advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides a wide range of financial services including retirement planning, investment management, and insurance solutions. Contact Gregory A Surber today to start planning for a secure financial future.
2010 S 11th St Ste 140, Niles, MI 49120, United States -
Edward Jones - Financial Advisor: Jennifer R Salmon, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Jennifer R Salmon, CFP®|AAMS™ is a reputable finance institution located at 719 East Main Street in Niles, Michigan, United States. With a focus on providing personalized financial planning services, Jennifer R Salmon, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Edward Jones is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
719 E Main St, Niles, MI 49120, United States -
Honor Investment Services
● ClosedHonor Investment Services, located at 2340 East Centre Avenue in Portage, Michigan, is a finance institution dedicated to helping clients create personalized wealth management plans to achieve their financial goals. Our team of professionals offers a wide range of services, products, and strategies to meet your needs. We believe in a teamwork approach that provides a broader perspective and increased benefits to our clients. Our team serves various areas in Michigan, including Allegan, Allendale, Coldwater, Kalamazoo, Paw Paw, Plainwell, Portage, and more. We also cater to clients in Baroda, Benton Harbor, Niles, South Haven, St. Joseph, and other surrounding areas.
2340 E Centre Ave, Portage, MI 49002, United States -
Jason Topp - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenWelcome 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.
2603 Niles Avenue, St. Joseph, Michigan 49085, United States -
Jon Veersma - State Farm Insurance Agent
● ClosedJon Veersma - State Farm Insurance Agent is a trusted insurance agency located at 2600 Niles Avenue in St. Joseph, Michigan, United States. We offer a range of insurance products to help protect you and your assets. Our driving tips can help you stay safe on the road, whether you're dealing with heavy traffic or trying to avoid the dangers of drunk driving. We prioritize your security and privacy, so please refrain from sharing sensitive personal information online. If you need assistance with our website, feel free to call us at (269) 983-7171. State Farm Life Insurance Company provides life insurance and annuities, while U.S. Bank National Association offers deposit products and credit cards. Remember, investing involves risk, and it's important to consult a tax or legal advisor for personalized advice. Trust Jon Veersma - State Farm Insurance Agent to help you navigate the complexities of insurance and financial planning.
2600 Niles Ave, St Joseph, MI 49085, United States -
Great River Federal Credit Union
● ClosedGreat River Federal Credit Union is a trusted financial institution located at 1012 South 11th Street in Niles, Michigan. As a full-service credit union, we offer a wide range of banking and financial services to our members. Whether you need to deposit funds, withdraw cash, apply for a loan, or manage your finances, our friendly and knowledgeable staff is here to assist you. Visit us today and experience the difference of banking with Great River Federal Credit Union.
1012 S 11th St, Niles, MI 49120, United States -
Scarpone James F
● OpenScarpone James F is a finance institution located at 21 North 2nd Street in Niles, Michigan, United States. With a strong reputation for providing expert financial services, Scarpone James F offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced professionals at Scarpone James F are here to help. Visit us today to see how we can help you achieve your financial goals.
21 N 2nd St, Niles, MI 49120, United States -
Flagstar Bank
● ClosedFlagstar Bank is a reputable financial institution located at 2829 Niles Avenue in St. Joseph, Michigan, United States. As a full-service bank, Flagstar offers a wide range of banking and financial services, including checking and savings accounts, loans, mortgages, and investment options. With a focus on personalized customer service and innovative financial solutions, Flagstar Bank is committed to helping individuals and businesses achieve their financial goals. Additionally, Flagstar Bank provides convenient ATM services for easy access to cash and account management. Visit Flagstar Bank today to experience top-notch banking services in the heart of St. Joseph.
2829 Niles Ave, St Joseph, MI 49085, United States
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