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Financial advisor in Portage, Michigan

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  • 5 54
    #1

    Clear Strategy - Brad Barnum - Medicare Health Plan Advisor

    ● Closed
    1209 E Milham Ave suite A, Portage, MI 49002, United States
    269-377-4731
    myclearstrategyins.com

    Clear Strategy - Brad Barnum - Medicare Health Plan Advisor is a health insurance agency located at 1209 East Milham Avenue, Portage, Michigan, United States.

    Photo of Clear Strategy - Brad Barnum - Medicare Health Plan Advisor - 1209 East Milham Avenue, Portage, MI 49002, USA Photo of Clear Strategy - Brad Barnum - Medicare Health Plan Advisor - 1209 East Milham Avenue, Portage, MI 49002, USA Photo of Clear Strategy - Brad Barnum - Medicare Health Plan Advisor - 1209 East Milham Avenue, Portage, MI 49002, USA
    Insurance Agency Medical Services
    Details
  • 5 23
    #2

    Sarah Thomas - Medicare & Health Insurance Advisor - Clear Strategy Insurance

    ● Open
    1209 E Milham Ave suite A, Portage, MI 49002, United States
    269-743-6711
    myclearstrategyins.com

    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.

    Photo of Sarah Thomas - Medicare & Health Insurance Advisor - Clear Strategy Insurance - 1209 East Milham Avenue, Portage, MI 49002, USA Photo of Sarah Thomas - Medicare & Health Insurance Advisor - Clear Strategy Insurance - 1209 East Milham Avenue, Portage, MI 49002, USA Photo of Sarah Thomas - Medicare & Health Insurance Advisor - Clear Strategy Insurance - 1209 East Milham Avenue, Portage, MI 49002, USA
    Insurance Agency Medical Services
    Details
  • 5 26
    #3

    Zhang Financial

    ● Closed
    5931 Oakland Dr, Portage, MI 49024, United States
    269-385-5888
    zhangfinancial.com

    Zhang Financial is a highly respected finance institution located at 5931 Oakland Drive in Portage, Michigan, United States.

    Photo of Zhang Financial - 5931 Oakland Drive, Portage, MI 49024, USA Photo of Zhang Financial - 5931 Oakland Drive, Portage, MI 49024, USA Photo of Zhang Financial - 5931 Oakland Drive, Portage, MI 49024, USA
    Financial Service
    Details
  • 4.5 57
    #4

    Block Advisors

    ● Closed
    5228 Lovers Ln Ste 100, Portage, MI 49002, United States
    269-388-2060
    blockadvisors.com

    Block Advisors is a trusted institution located at 5228 Lovers Lane in Portage, Michigan, United States.

    Photo of Block Advisors - 5228 Lovers Lane, Portage, MI 49002, USA Photo of Block Advisors - 5228 Lovers Lane, Portage, MI 49002, USA Photo of Block Advisors - 5228 Lovers Lane, Portage, MI 49002, USA
    Accounting Service Financial Service
    Details
  • 5 3
    #5

    Jason Klein - Financial Advisor, Ameriprise Financial Services, LLC

    ● Closed
    7130 S Westnedge Ave, Portage, MI 49002, United States
    269-321-5002
    ameripriseadvisors.com

    Jason Klein is a Financial Advisor at Ameriprise Financial Services, LLC located at 7130 South Westnedge Avenue in Portage, Michigan, United States.

    Photo of Jason Klein - Financial Advisor, Ameriprise Financial Services, LLC - 7130 South Westnedge Avenue, Portage, MI 49002, USA Photo of Jason Klein - Financial Advisor, Ameriprise Financial Services, LLC - 7130 South Westnedge Avenue, Portage, MI 49002, USA
    Financial Service
    Details
  • 5 2
    #6

    Kuipers Advisors

    ● Closed
    268 E Kilgore Rd, Portage, MI 49002, United States
    269-349-1432
    kuipersadvisors.com

    Kuipers Advisors is a reputable finance and insurance agency located at 268 East Kilgore Road in Portage, Michigan, United States.

    Financial Service Insurance Agency
    Details
  • 5 1
    #7

    Nicholas Sellen, Bankers Life Agent and Bankers Life Securities Financial Representative

    ● Closed
    950 Trade Centre Way Ste 325, Portage, MI 49002, United States
    269-343-8541
    agents.bankerslife.com

    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.

    Photo of Nicholas Sellen, Bankers Life Agent and Bankers Life Securities Financial Representative - 950 Trade Centre Way, Portage, MI 49002, USA
    Insurance Agency
    Details
  • 5 2
    #8

    626 Financial

    ● Open
    7950 Moorsbridge Rd # 104, Portage, MI 49024, United States
    269-321-5040
    626financial.com

    626 Financial is a leading finance institution located at 7950 Moorsbridge Road in Portage, Michigan, United States.

    Financial Service
    Details
  • 5 1
    #9

    Alkhamis Financial Group

    ● Closed
    7900 Kirkland Ct, Portage, MI 49024, United States
    269-978-0238
    alkhamisfinancial.com

    Alkhamis Financial Group is a reputable finance and insurance agency located at 7900 Kirkland Court in Portage, Michigan, United States.

    Photo of Alkhamis Financial Group - 7900 Kirkland Court, Portage, MI 49024, USA Photo of Alkhamis Financial Group - 7900 Kirkland Court, Portage, MI 49024, USA Photo of Alkhamis Financial Group - 7900 Kirkland Court, Portage, MI 49024, USA
    Financial Service Insurance Agency
    Details
  • 5 1
    #10

    Chad Visser, Bankers Life Agent and Bankers Life Securities Financial Representative

    ● Closed
    950 Trade Centre Way Ste 325, Portage, MI 49002, United States
    269-343-8541
    agents.bankerslife.com

    Chad Visser, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 950 Trade Centre Way in Portage, Michigan, offers a wide range of insurance options from core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company.

    Insurance Agency
    Details
  • 5 1
    #11

    Wings Financial Group

    ● Closed
    8225 Moorsbridge Rd #101, Portage, MI 49024, United States
    269-978-5511
    wingsfinancialgroup.com

    Wings Financial Group is a finance institution located at 8225 Moorsbridge Road in Portage, Michigan, United States. As a leading financial institution, Wings Financial Group offers a wide range of financial services to individuals and businesses.

    Photo of Wings Financial Group - 8225 Moorsbridge Road, Portage, MI 49024, USA
    Financial Service
    Details
  • 5 3
    #12

    Face 2 Face Financial Planning

    ● Open
    4420, 7950 Moorsbridge Rd ste. 203, Portage, MI 49024, United States
    269-389-0422

    Face 2 Face Financial Planning is a reputable finance institution located at 7950 Moorsbridge Road in Portage, Michigan, United States.

    Photo of Face 2 Face Financial Planning - 7950 Moorsbridge Road, Portage, MI 49024, USA
    Financial Service
    Details
  • 5 1
    #13

    Bright Financial Advisors

    ● Closed
    450 W Centre Ave # C, Portage, MI 49024, United States
    269-373-2700
    brightfinancialadvisors.com

    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.

    Photo of Bright Financial Advisors - 450 West Centre Avenue, Portage, MI 49024, USA Photo of Bright Financial Advisors - 450 West Centre Avenue, Portage, MI 49024, USA
    Financial Service
    Details
  • 5 6
    #14

    Mercer Advisors Wealth Management

    ● Closed
    590 W Centre Ave, Portage, MI 49024, United States
    269-488-6900
    merceradvisors.com

    Mercer Advisors Wealth Management, located at 590 West Centre Avenue in Portage, Michigan, is a finance institution that offers a different approach to wealth management.

    Photo of Mercer Advisors Wealth Management - 590 West Centre Avenue, Portage, MI 49024, USA Photo of Mercer Advisors Wealth Management - 590 West Centre Avenue, Portage, MI 49024, USA Photo of Mercer Advisors Wealth Management - 590 West Centre Avenue, Portage, MI 49024, USA
    Financial Service
    Details
  • 5 1
    #15

    Wells Fargo Advisors

    ● Open
    7900 Moorsbridge Rd, Portage, MI 49024, United States
    269-323-4800
    home.wellsfargoadvisors.com

    Wells Fargo Advisors is a leading financial institution located at 7900 Moorsbridge Road in Portage, Michigan, United States.

    Financial Service
    Details
  • 5 2
    #16

    Edward Jones - Financial Advisor: Luke Johnson, CFP®

    ● Closed
    5827 Oakland Dr Suite B, Portage, MI 49024, United States
    269-443-5246
    edwardjones.com

    Edward Jones - Financial Advisor: Luke Johnson, CFP® is a reputable finance institution located at 5827 Oakland Drive in Portage, Michigan.

    Photo of Edward Jones - Financial Advisor: Luke Johnson, CFP® - 5827 Oakland Drive, Portage, MI 49024, USA
    Financial Service
    Details
  • 5 2
    #17

    Gregory J Chimner - Financial Advisor, Ameriprise Financial Services, LLC

    ● Closed
    7130 S Westnedge Ave, Portage, MI 49002, United States
    269-321-5002
    ameripriseadvisors.com

    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.

    Photo of Gregory J Chimner - Financial Advisor, Ameriprise Financial Services, LLC - 7130 South Westnedge Avenue, Portage, MI 49002, USA Photo of Gregory J Chimner - Financial Advisor, Ameriprise Financial Services, LLC - 7130 South Westnedge Avenue, Portage, MI 49002, USA
    Financial Service
    Details
  • 5 2
    #18

    AJ Srmek - Financial Advisor, Ameriprise Financial Services, LLC

    ● Closed
    7130 S Westnedge Ave, Portage, MI 49002, United States
    269-321-5002
    ameripriseadvisors.com

    AJ Srmek is a financial advisor at Ameriprise Financial Services, LLC located at 7130 South Westnedge Avenue, Portage, Michigan, United States.

    Photo of AJ Srmek - Financial Advisor, Ameriprise Financial Services, LLC - 7130 South Westnedge Avenue, Portage, MI 49002, USA Photo of AJ Srmek - Financial Advisor, Ameriprise Financial Services, LLC - 7130 South Westnedge Avenue, Portage, MI 49002, USA
    Financial Service
    Details
  • 5 1
    #19

    Edward Jones - Financial Advisor: Matt Semelbauer, CFP®|CEPA®

    ● Closed
    6784 S Westnedge Ave Suite D, Portage, MI 49002, United States
    269-321-7573
    edwardjones.com

    Edward Jones - Financial Advisor: Matt Semelbauer, CFP®|CEPA® is a reputable financial institution located at 6784 South Westnedge Avenue in Portage, Michigan, United States.

    Photo of Edward Jones - Financial Advisor: Matt Semelbauer, CFP®|CEPA® - 6784 South Westnedge Avenue, Portage, MI 49002, USA
    Financial Service
    Details
  • 4.8 13
    #20

    Clear Strategy - Medicare Insurance Advisor & Retirement Planning

    ● Closed
    1209 E Milham Ave, Portage, MI 49002, United States

    Clear Strategy is a trusted Medicare insurance advisor and retirement planning institution located at 1209 East Milham Avenue in Portage, Michigan.

    Photo of Clear Strategy - Medicare Insurance Advisor & Retirement Planning - 1209 East Milham Avenue, Portage, MI 49002, USA Photo of Clear Strategy - Medicare Insurance Advisor & Retirement Planning - 1209 East Milham Avenue, Portage, MI 49002, USA Photo of Clear Strategy - Medicare Insurance Advisor & Retirement Planning - 1209 East Milham Avenue, Portage, MI 49002, USA
    Insurance Agency Medical Services
    Details
  • 4.8 4
    #21

    Carl Holmgren II: Primerica - Financial Services

    ● Open
    1595 W Centre Ave #205, Portage, MI 49024, United States
    269-321-5025
    reps.primerica.com

    Carl Holmgren II: Primerica - Financial Services is a reputable finance and insurance agency located at 1595 West Centre Avenue in Portage, Michigan, United States.

    Financial Service Insurance Agency
    Details
  • 4.8 5
    #22

    Preferred Financial Group, LLC

    ● Closed
    2725 Airview Blvd Suite 204, Portage, MI 49002, United States
    269-978-6000
    preferredfinancialgrouppfg.com

    Preferred Financial Group, LLC is a finance institution located at 2725 Airview Boulevard in Portage, Michigan, United States.

    Photo of Preferred Financial Group, LLC - 2725 Airview Boulevard, Portage, MI 49002, USA Photo of Preferred Financial Group, LLC - 2725 Airview Boulevard, Portage, MI 49002, USA Photo of Preferred Financial Group, LLC - 2725 Airview Boulevard, Portage, MI 49002, USA
    Financial Service
    Details
  • 4.4 12
    #23

    Arbor Financial Credit Union

    ● Closed
    2019 W Centre Ave, Portage, MI 49024, United States
    269-375-6702
    arborfcu.org

    Arbor Financial Credit Union, located at 2019 West Centre Avenue in Portage, Michigan, offers a range of financial services including banking, ATM access, and loans.

    Photo of Arbor Financial Credit Union - 2019 West Centre Avenue, Portage, MI 49024, USA Photo of Arbor Financial Credit Union - 2019 West Centre Avenue, Portage, MI 49024, USA Photo of Arbor Financial Credit Union - 2019 West Centre Avenue, Portage, MI 49024, USA
    Automated Teller Bank, Credit Union Financial Service
    Details
  • 4 1
    #24

    Edward Jones - Financial Advisor: Mike Toner

    ● Closed
    5827 Oakland Dr Suite B, Portage, MI 49024, United States
    269-443-5246
    edwardjones.com

    Edward Jones - Financial Advisor: Mike Toner is a reputable finance institution located at 5827 Oakland Drive in Portage, Michigan, United States.

    Photo of Edward Jones - Financial Advisor: Mike Toner - 5827 Oakland Drive, Portage, MI 49024, USA
    Financial Service
    Details
  • 3.8 4
    #25

    Credent Wealth Management - Kalamazoo Fee-Only Financial Planner

    ● Closed
    721 W Centre Ave, Portage, MI 49024, United States
    269-532-1901
    credentwealth.com

    Credent Wealth Management is a fee-only financial planning institution located in Kalamazoo, Michigan.

    Photo of Credent Wealth Management - Kalamazoo Fee-Only Financial Planner - 721 West Centre Avenue, Portage, MI 49024, USA Photo of Credent Wealth Management - Kalamazoo Fee-Only Financial Planner - 721 West Centre Avenue, Portage, MI 49024, USA Photo of Credent Wealth Management - Kalamazoo Fee-Only Financial Planner - 721 West Centre Avenue, Portage, MI 49024, USA
    Financial Service
    Details
  • 3.3 7
    #26

    J K Financial Services

    ● Closed
    2224 E Centre Ave, Portage, MI 49002, United States
    269-323-8960
    jkfinancialservice.com

    J K Financial Services is a reputable accounting and finance institution located at 2224 East Centre Avenue in Portage, Michigan, United States.

    Accounting Service Financial Service
    Details
  • 3 2
    #27

    Dan Hartley: Primerica - Financial Services

    ● Open
    950 Trade Centre Way STE 303, Portage, MI 49002, United States
    269-323-3529
    reps.primerica.com

    Dan Hartley: Primerica - Financial Services is a reputable finance and insurance agency located at 950 Trade Centre Way in Portage, Michigan, United States.

    Financial Service Insurance Agency
    Details
  • 2.7 10
    #28

    Diversified Financial, Inc.

    ● Closed
    5217 Lovers Ln, Portage, MI 49002, United States
    269-383-1040
    dfikazoo.com

    Diversified Financial, Inc. is a leading accounting and finance institution located at 5217 Lovers Lane in Portage, Michigan, United States.

    Accounting Service Financial Service
    Details
  • 2 4
    #29

    Diversified Financial: Eric Arnold

    ● Open
    5217 Lovers Ln, Portage, MI 49002, United States
    269-383-1040
    dfikazoo.com

    Diversified Financial: Eric Arnold is a finance institution located at 5217 Lovers Lane in Portage, Michigan, United States.

    Financial Service
    Details
  • 1 1
    #30

    LPL Financial

    ● Open
    5228 Lovers Ln, Portage, MI 49002, United States
    269-978-0108

    LPL Financial is a leading finance institution located at 5228 Lovers Lane in Portage, Michigan, United States.

    Financial Service
    Details
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