Financial consultant services in Niles, MI
46 results found
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Korhorn Financial Group, Inc.
● ClosedKorhorn Financial Group, Inc. is a reputable accounting, finance, and insurance agency located at 2028 South 11th Street in Niles, Michigan, United States. With a dedicated team of professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax planning, investment management, or insurance coverage, Korhorn Financial Group, Inc. offers personalized solutions to meet your specific needs. Trustworthy and reliable, they are committed to helping you achieve your financial goals.
2028 S 11th St, Niles, MI 49120, United States -
Mike's Tax Service
● OpenMike's Tax Service is a trusted accounting and finance institution located at 1020 Topinabee Road in Niles, Michigan, United States. With a team of experienced professionals, we offer a wide range of tax services to help individuals and businesses navigate the complexities of tax laws and maximize their financial returns. Whether you need help with tax preparation, planning, or audit representation, our dedicated staff is here to provide personalized and reliable assistance. Trust Mike's Tax Service for all your accounting and finance needs.
1020 Topinabee Rd, Niles, MI 49120, United States -
Balanced Accounting & Tax Services
● ClosedBalanced Accounting & Tax Services is a reputable institution located at 2325 South 11th Street in Niles, Michigan, United States. Specializing in accounting and finance, they provide expert services to individuals and businesses alike. With a focus on accuracy and efficiency, their team of professionals is dedicated to helping clients achieve financial success. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Balanced Accounting & Tax Services is the go-to destination for all your financial needs. Visit them today to experience their top-notch services and personalized approach to accounting.
2325 S 11th St, Niles, MI 49120, United States -
EliasEli Tax Services
● ClosedEliasEli Tax Services is a trusted accounting and finance institution located at 409 South 15th Street in Niles, Michigan, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to help you navigate the complexities of the tax system and ensure your financial success. Contact us today to schedule a consultation and see how EliasEli Tax Services can assist you with all of your accounting and finance needs.
409 S 15th St, Niles, MI 49120, United States -
Quality Tax Service
● ClosedQuality Tax Service is a reputable institution specializing in accounting and finance services. Located at 1935 South 11th Street in Niles, Michigan, United States, our team of experts is dedicated to providing top-notch tax services for individuals and businesses. With a focus on accuracy, professionalism, and personalized attention, we strive to help our clients navigate the complex world of taxes with ease. Whether you need assistance with tax preparation, planning, or IRS representation, Quality Tax Service is here to help you achieve your financial goals. Trust us to deliver quality service that exceeds your expectations.
1935 S 11th St, Niles, MI 49120, United States -
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 -
Ameriprise Financial
● OpenAmeriprise Financial, located at 2603 Niles Avenue in St. Joseph, Michigan, is a finance institution that offers personalized financial planning services. Each Ameriprise advisor has their own "Top areas of focus," allowing clients to find an advisor that aligns best with their financial goals. Clients can review the backgrounds, credentials, and experience of the advisors before filling out a "Request consultation" form to connect with their desired advisor. The advisor will then reach out to schedule a complimentary initial consultation to discuss and create a customized financial plan.
2603 Niles Ave B, 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 -
Scott Schalk - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenScott Schalk is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2603 Niles Avenue in St. Joseph, Michigan, United States. Scott Schalk holds multiple 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 Scott Schalk's expertise in various aspects of finance including asset management, retirement planning, estate planning, investment management, risk management, and more. Scott Schalk is dedicated to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients.
2603 Niles Ave B, 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 -
Honor Investment Services
● ClosedHonor Investment Services, located at 2712 Niles Avenue in St. Joseph, 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 assist you on your financial journey. We provide personalized guidance and access to online financial resources to help you make informed decisions. Our team believes in a teamwork approach that adds a broader perspective to our services, ultimately benefiting our clients. We serve various areas in Michigan, including Allegan, Kalamazoo, Paw Paw, Benton Harbor, Niles, and more. Our goal is to help you navigate your financial future with confidence.
2712 Niles Ave, 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: Shane R Shidler, CFP®|AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Shane R Shidler, CFP®|AAMS™|CRPC™ is a reputable financial institution located at 2726 South 11th Street in Niles, Michigan, United States. Specializing in providing comprehensive financial planning services, Shane R Shidler holds prestigious certifications including Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™). With a strong commitment to helping clients achieve their financial goals, Edward Jones - Financial Advisor: Shane R Shidler is dedicated to providing personalized and professional financial advice.
2726 S 11th St, 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 -
Quality Tax Services
● ClosedQuality Tax Services is a reputable institution located at 103 East Main Street in Niles, Michigan, United States. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch tax services to individuals and businesses alike. With years of experience and a commitment to excellence, we strive to help our clients navigate the complexities of tax laws and regulations with ease. Whether you need assistance with tax preparation, planning, or representation, you can trust Quality Tax Services to deliver professional and reliable solutions tailored to your specific needs. Contact us today to schedule a consultation and let us help you achieve financial peace of mind.
103 E Main St, Niles, MI 49120, United States -
Daniel Snow Tax Service
● ClosedDaniel Snow Tax Service is a reputable accounting and finance institution located at 2245 North 5th Street in Niles, Michigan, United States. With a team of experienced professionals, they specialize in providing top-notch tax services to individuals and businesses. From tax preparation to financial planning, their experts are dedicated to helping clients navigate the complexities of the tax system and achieve their financial goals. Trust Daniel Snow Tax Service for all your accounting and finance needs.
2245 N 5th St, Niles, MI 49120, United States -
Hoosier Bookkeeper & Tax Services
● OpenHoosier Bookkeeper & Tax Services is a trusted accounting and finance institution located at 2211 South 11th Street in Niles, Michigan, United States. Our team of experienced professionals is dedicated to providing top-notch bookkeeping and tax services to individuals and businesses alike. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of financial management with ease. Whether you need assistance with tax preparation, payroll services, or general accounting support, Hoosier Bookkeeper & Tax Services is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you with your accounting needs.
2211 S 11th St, Niles, MI 49120, United States -
Manta-Miller Tax Service
● OpenManta-Miller Tax Service is a reputable accounting and finance institution located at 33035 Lake Forest Court in Niles, Michigan, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. Whether you need assistance with tax preparation, planning, or resolution, Manta-Miller Tax Service is dedicated to providing personalized solutions to meet your financial needs. Trustworthy, reliable, and knowledgeable, they strive to help clients navigate the complexities of the tax system with ease and confidence.
33035 Lake Forest Ct, Niles, MI 49120, 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 -
MidCoast Wealth Advisors - Ameriprise Financial Services, LLC
● ClosedWelcome to MidCoast Wealth Advisors - Ameriprise Financial Services, LLC, your trusted partner in navigating the complexities of financial planning. Conveniently located at 2603 Niles Avenue, St. Joseph, Michigan, we are committed to helping you achieve your financial goals with personalized advice and comprehensive planning strategies. At MidCoast Wealth Advisors, we understand that each client's financial journey is unique. Our initial consultation provides an insightful overview of financial planning concepts tailored to your needs. While this session does not include written analysis or recommendations, it sets the foundation for a collaborative relationship focused on what matters most to you.
2603 Niles Avenue, St. Joseph, Michigan 49085, United States -
IMS Insurance
● ClosedIMS Insurance is a trusted insurance agency located at 501 Main Street in St. Joseph, Michigan. We are dedicated to providing comprehensive insurance solutions for individuals, families, and businesses throughout Michigan and surrounding states. With convenient locations in St. Joseph and Niles, Michigan, we offer a wide range of insurance products from many different companies to ensure that you receive the best value and personalized options. Our team of experienced agents is committed to helping you find the right insurance coverage to protect what matters most to you. Whether you need insurance for your home, automobile, business, or personal belongings, we can create customized solutions to meet your needs. We also offer health insurance options, including medical, life, and disability coverage, to ensure that you and your family are protected.
501 Main St, St Joseph, MI 49085, United States -
Tom Rasler Agent, L.L.C. AAA Insurance
● ClosedTom Rasler Agent, L.L.C. AAA Insurance is a trusted insurance agency located at 1914 South 11th Street in Niles, Michigan. Specializing in finance, health, and insurance services, our dedicated team is committed to providing top-notch coverage and personalized support to our clients. With a focus on customer satisfaction and comprehensive insurance solutions, we strive to help individuals and businesses protect what matters most. Contact us today to learn more about our services and how we can help you secure your financial future.
1914 S 11th St, Niles, MI 49120, United States -
Douglas Johansen
● OpenDouglas Johansen is a reputable dentist located at 3012 Niles Road in St. Joseph, Michigan, United States. Specializing in providing high-quality dental care, Dr. Johansen and his team offer a wide range of services to help patients achieve optimal oral health. With a focus on patient comfort and satisfaction, this institution is dedicated to providing personalized care in a welcoming and friendly environment. Whether you are in need of a routine check-up or more complex dental treatment, Douglas Johansen is committed to helping you maintain a healthy and beautiful smile.
3012 Niles Rd, St Joseph, MI 49085, United States
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