Financial education in Portage, MI
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Jason Klein - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJason Klein is a Financial Advisor at Ameriprise Financial Services, LLC located at 7130 South Westnedge Avenue in Portage, Michigan, United States. Jason 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®. These certifications demonstrate Jason's expertise in asset management, estate planning, retirement planning, investment strategies, and various other financial services. As a Certified Military Financial Advisor®, Jason is also trained to serve veterans and active duty personnel. With a commitment to ethical practices and continuous education, Jason Klein is dedicated to providing comprehensive financial planning services to his clients.
7130 S Westnedge Ave, Portage, MI 49002, United States -
Arbor Financial Credit Union
● ClosedArbor Financial Credit Union, located at 2019 West Centre Avenue in Portage, Michigan, offers a range of financial services including banking, ATM access, and loans. With their mobile app and digital wallet, you can easily manage your money on the go and access over 30,000 surcharge-free ATMs. Whether you're looking for a home loan, mortgage, auto loan, or business loan, Arbor Financial is here to help. Their friendly team at 12 branches across Michigan can assist with opening accounts, applying for loans, and providing expert financial advice. Members aged 13-24 can benefit from the Volt Account, which combines savings and checking with special perks. Arbor Financial also offers low-rate auto loans, mortgage options, credit cards, and Certificate of Deposit accounts to help you achieve your financial goals. Federally insured by the NCUA, Arbor Financial Credit Union is committed to providing valuable financial products and guidance for individuals and businesses throughout Michigan. Visit one of their branches or access their services online or through their mobile app to start your journey towards financial growth and stability.
2019 W Centre Ave, Portage, MI 49024, United States -
Edward Jones - Financial Advisor: Luke Johnson, CFP®
● ClosedEdward Jones - Financial Advisor: Luke Johnson, CFP® is a reputable finance institution located at 5827 Oakland Drive in Portage, Michigan. As a Certified Financial Planner, Luke Johnson provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or building wealth for the future, Luke Johnson is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact Edward Jones - Financial Advisor: Luke Johnson, CFP® today to schedule a consultation and start planning for a secure financial future.
5827 Oakland Dr Suite B, Portage, MI 49024, United States -
Edward Jones - Financial Advisor: Mike Toner
● ClosedEdward Jones - Financial Advisor: Mike Toner is a reputable finance institution located at 5827 Oakland Drive in Portage, Michigan, United States. As a trusted financial advisor, Mike Toner provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Mike Toner is dedicated to helping clients secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Mike Toner offers expert guidance and tailored solutions to meet your individual needs. Contact Edward Jones - Financial Advisor: Mike Toner today to start your journey towards financial success.
5827 Oakland Dr Suite B, Portage, MI 49024, United States -
Edward Jones - Financial Advisor: John A Fiore
● ClosedEdward Jones - Financial Advisor: John A Fiore is a trusted financial institution located at 2317 East Centre Avenue in Portage, Michigan. Specializing in personalized financial planning and investment services, John A Fiore is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on providing expert advice and tailored solutions, Edward Jones - Financial Advisor: John A Fiore is committed to delivering top-notch financial services to individuals and families in the Portage area. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, John A Fiore is here to provide the guidance and support you need to make informed financial decisions. Contact Edward Jones - Financial Advisor: John A Fiore today to schedule a consultation and start planning for a brighter financial future.
2317 E Centre Ave, Portage, MI 49002, United States -
Edward Jones - Financial Advisor: Gregory A Feltner
● ClosedEdward Jones - Financial Advisor: Gregory A Feltner is a reputable finance institution located at 950 Trade Centre Way in Portage, Michigan, United States. As a trusted financial advisor, Gregory A Feltner offers personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on integrity and client satisfaction, Edward Jones - Financial Advisor: Gregory A Feltner is dedicated to providing top-notch financial advice and guidance to individuals and families in the Portage area. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Gregory A Feltner can help you navigate the complex world of finance with confidence.
950 Trade Centre Way Suite 145, Portage, MI 49002, United States -
Gogebic Community College
● OpenGogebic Community College is a reputable educational institution located in Portage charter Township, Michigan, United States. As a community college, it offers a wide range of academic programs and courses to help students achieve their educational and career goals. The college boasts a dedicated faculty, state-of-the-art facilities, and a supportive learning environment to ensure students receive a quality education. Whether you are looking to earn a degree, improve your skills, or transfer to a four-year university, Gogebic Community College is committed to helping you succeed.
Portage Charter Township, MI 49931, United States -
Clear Strategy - Brad Barnum - Medicare Health Plan Advisor
● ClosedClear Strategy - Brad Barnum - Medicare Health Plan Advisor is a health insurance agency located at 1209 East Milham Avenue, Portage, Michigan, United States. We specialize in helping individuals find the right health insurance plan that meets their specific needs. Our independent positioning allows us to provide personalized education on insurance options, ensuring that our clients are well-informed when making decisions. Our licensed and certified agents are highly trained in the products they offer and are dedicated to understanding each client's unique requirements in order to tailor a plan that works best for them. We offer a range of insurance products including Medicare Supplements, Medicare Part D Prescription Drug Plans, Medicare Advantage (Part C), Individual & Family Health Insurance, Short Term Medical, Dental Vision, Hospital Indemnity, and Life Insurance.
1209 E Milham Ave suite A, Portage, MI 49002, United States -
Consumers Credit Union
● ClosedConsumers 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.
1511 W Centre Ave, Portage, MI 49024, United States -
Consumers Credit Union
● ClosedConsumers Credit Union is a finance institution located at 1065 West Milham Avenue in Portage, Michigan, United States. Our Milham office offers a range of amenities such as free coffee, Wi-Fi, and document shredding bins to make banking a hassle-free experience. We are open Monday through Friday from 9 a.m. to 7 p.m. and on Saturdays from 9 a.m. to 1 p.m. We welcome 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. You can also find us at our other locations in Portage and Kalamazoo. For additional assistance, visit our Connect & Support page.
1065 W Milham Ave, Portage, MI 49024, United States -
Consumers Credit Union
● ClosedConsumers Credit Union is a finance institution located at 4023 Portage Street in Kalamazoo, Michigan, United States. With multiple locations in the area, including the Milwood office, the credit union offers a range of services such as free coffee, Wi-Fi, and complimentary document shredding bins to make banking a simple and hassle-free experience. Operating hours vary by location, with some branches open until 7 p.m. on weekdays and even open on Saturdays. Consumers Credit Union welcomes individuals who live, work, or are enrolled in post-secondary education in Michigan to become members. Visit their website or stop by in person to open an account and enjoy personalized service and convenient banking options.
4023 Portage Street, Kalamazoo, MI 49001, United States -
Parker James
● OpenParker James is a prestigious institution located at 1624 West Centre Avenue in Portage, Michigan, United States. Known for its commitment to excellence in education, Parker James offers a wide range of academic programs and resources to help students achieve their goals. With a dedicated faculty and state-of-the-art facilities, Parker James provides a supportive and enriching learning environment for students of all backgrounds. Whether you are looking to further your education or pursue a new career path, Parker James is the perfect place to start your journey towards success.
1624 W Centre Ave, Portage, MI 49024, United States -
Mercer Advisors Wealth Management
● ClosedMercer Advisors Wealth Management, located at 590 West Centre Avenue in Portage, Michigan, is a finance institution that offers a different approach to wealth management. They believe that there comes a point in life where the hardworking wealth-builder deserves to enjoy the fruits of their labor. With expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, Mercer Advisors aims to help clients protect and grow their wealth by overseeing and connecting all aspects of their financial life. Their team of talented wealth advisors in the Portage area, including Brent, Scott, Todd, Elizabeth, Nick, Josh, and Madeline, are dedicated to helping clients navigate the complexities of their financial journey. Whether it's tailoring retirement plans, planning for the unpredictable nature of life, or educating clients on financial literacy, the advisors at Mercer Advisors are committed to empowering clients to make informed decisions about their assets and future.
590 W Centre Ave, Portage, MI 49024, United States -
KCFCU Investment Services
● ClosedLocated at 499 Romence Road in Portage, Michigan, KCFCU Investment Services is a finance and insurance agency dedicated to providing smart and objective answers for retirement planning. Headed by Jerry Pawlowicz, who holds an MBA with honors from DePaul University and maintains series 7 and series 66 registrations through LPL Financial, the institution serves the areas of Kalamazoo, Battle Creek, and Marshall. Jerry Pawlowicz and his team offer consultations to help individuals and businesses navigate financial decisions, whether it's planning for retirement, exploring insurance strategies, or charitable giving. With a focus on personalized service and a holistic approach to financial solutions, KCFCU Investment Services aims to provide value and help clients achieve their financial goals.
499 Romence Rd, Portage, MI 49024, United States
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