TOP 30 Best Financial institution services in Portage, Michigan

Zhang Financial is a highly respected finance institution located at 5931 Oakland Drive in Portage, Michigan, United States. Specializing in fee-only advisory services, Zhang Financial is a proud member of NAPFA, the National Association of Personal Financial Advisors. With a focus on quality practices, financial expertise, client service, and unbiased investment advice, Zhang Financial has been nationally recognized for its outstanding services. Led by Charles Zhang, CFP®, who has been ranked #1 on Barron's list of America's Top 100 Independent Wealth Advisors, Zhang Financial is dedicated to providing clients with a comprehensive, evidence-based investment philosophy aimed at achieving financial success. The institution is also committed to philanthropy within the local community and has been honored with the 2022 Better Business Bureau's Torch Award for Ethics.

BlueOx Credit Union in Portage is a trusted financial institution located at 3070 West Centre Avenue in Portage, Michigan, United States. As a full-service credit union, BlueOx offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Whether you're looking to open a new account, apply for a loan, or simply withdraw cash from the ATM, BlueOx Credit Union in Portage is here to help you achieve your financial goals. Visit us today and experience the personalized service and competitive rates that have made us a preferred choice for banking in the Portage area.

Honor Credit Union in Portage, Michigan, offers a full-service banking experience at their Member Center located at 2340 East Centre Avenue. The team at this institution provides solutions for financial success, including various loan options, checking and savings accounts, and certificates of deposit. Their Video Teller machines allow for face-to-face service through video technology, making transactions convenient for members. The institution also supports local businesses, schools, and charitable organizations in the community. With their Zero Down Payment mortgage offer, they aim to simplify the home buying process for their members. Visit Honor Credit Union in Portage for all your financial needs and to support your local community.

Jason 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.

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. As a trusted financial institution, we specialize in providing personalized insurance solutions and financial services to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and families secure their financial future through a range of insurance products and investment options. Whether you are looking for life insurance, retirement planning, or investment guidance, we are here to help you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and start planning for a secure financial future.

626 Financial is a leading finance institution located at 7950 Moorsbridge Road in Portage, Michigan, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or simply need assistance with managing your finances, 626 Financial is here to help. Contact us today to learn more about how we can assist you with your financial needs.

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. With a team of experienced professionals, they provide expert advice and personalized solutions to help their clients achieve their financial goals. Whether you are looking for banking services, investment opportunities, or insurance products, Wings Financial Group is dedicated to providing top-notch service and support to meet your needs. Visit their office in Portage today to learn more about how they can help you secure your financial future.

Face 2 Face Financial Planning is a reputable finance institution located at 7950 Moorsbridge Road in Portage, Michigan, United States. With a focus on personalized financial planning services, our experienced advisors work closely with clients to create tailored strategies for their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, Face 2 Face Financial Planning is dedicated to providing expert guidance and support in a face-to-face setting. Contact us today to schedule a consultation and take the first step towards securing your financial future.

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. Our services include comprehensive financial planning, retirement planning, investments, tax strategies, estate planning, and more. We believe in a personalized approach to help you manage your finances and your life. When you contact us, you will be greeted by a friendly staff member ready to assist you with any questions or concerns. Our goal is to create a warm and welcoming atmosphere for our clients, and our success is based on our commitment to your financial well-being.

Edward 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.

Edward Jones - Financial Advisor: Matt Semelbauer, CFP®|CEPA® is a reputable financial institution located at 6784 South Westnedge Avenue in Portage, Michigan, United States. As a Certified Financial Planner (CFP) and Certified Exit Planning Advisor (CEPA), Matt Semelbauer provides expert financial advice and planning services to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or prepare for a business exit strategy, Matt Semelbauer has the knowledge and experience to guide you towards financial success. Contact Edward Jones - Financial Advisor: Matt Semelbauer, CFP®|CEPA® today to schedule a consultation and start building a secure financial future.

ALCARAZ TAX AND SERVICES LLC is a trusted accounting and finance institution located at 229 Idaho Avenue in Portage, Michigan, United States. We specialize in providing expert tax preparation, bookkeeping, and financial advisory services to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients navigate the complex world of finance with ease and confidence. Whether you need help with tax planning, budgeting, or investment strategies, ALCARAZ TAX AND SERVICES LLC is here to support you every step of the way. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

Preferred Financial Group, LLC is a finance institution located at 2725 Airview Boulevard in Portage, Michigan, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, save for retirement, or secure a loan, we are here to help. With a focus on customer service and a commitment to integrity, Preferred Financial Group, LLC is the preferred choice for all your financial needs.

OneMain Financial is a finance institution located at 137 West Centre Avenue in Portage, Michigan. They offer a variety of financial services including personal loans, debt consolidation, and credit insurance. With a focus on helping individuals achieve their financial goals, OneMain Financial provides personalized solutions and flexible repayment options. Their team of experienced professionals is dedicated to providing excellent customer service and guiding clients through the loan process. Whether you are looking to consolidate debt or fund a major purchase, OneMain Financial is committed to helping you achieve financial success.

Hovinga Tax Service is a reputable accounting and finance institution located at 8030 Shaver Road in Portage, Michigan, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses. Their expertise in tax preparation, planning, and consulting ensures that clients receive personalized and accurate financial solutions. Whether you are looking to maximize your tax savings or need assistance with financial planning, Hovinga Tax Service is dedicated to helping you achieve your financial goals.

Arbor Financial Credit Union, located at 8910 Portage Road in Portage, Michigan, is a trusted institution offering a range of financial services including banking, ATM access, and home loans. With a commitment to providing convenient access to your money, Arbor Financial offers a mobile app, digital wallet, and access to over 30,000 surcharge-free ATMs. Whether you're looking for a mortgage, auto loan, or business loan, our friendly team at 12 Michigan branches is here to help. We also offer electronic services like Mobile & Online Banking, Check Remote Deposit, and TellerPhone 24 for added convenience. As a member of Arbor Financial Credit Union, you can take advantage of high-return savings accounts, low-interest loans, and expert financial advice. Our Volt Account is specially designed for members aged 13-24, offering savings and checking with special perks to help you manage your money from a young age. From auto loans to mortgages, credit cards, and Certificate of Deposit options, Arbor Financial Credit Union is dedicated to helping you achieve your financial goals and grow your assets responsibly. Visit us today to explore our range of banking products and services and experience the personalized attention and support of our team. Federally insured by the NCUA, Arbor Financial Credit Union is committed to providing services to families and businesses throughout Michigan.

Edward 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.

Credent 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.

J K Financial Services is a reputable accounting and finance institution located at 2224 East Centre Avenue in Portage, Michigan, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Our goal is to help individuals and businesses achieve their financial goals through personalized and expert advice. Contact us today to learn more about how we can assist you with your financial needs.

Diversified Financial, Inc. is a leading accounting and finance institution located at 5217 Lovers Lane in Portage, Michigan, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. With a commitment to excellence and personalized service, Diversified Financial, Inc. is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you with your financial needs.

Diversified Financial: Eric Arnold is a finance institution located at 5217 Lovers Lane in Portage, Michigan, United States. Specializing in a wide range of financial services, Eric Arnold and his team provide expert advice and personalized solutions to help clients achieve their financial goals. With a focus on diversification and risk management, they offer comprehensive financial planning, investment management, retirement planning, and more. Whether you are planning for the future or navigating a major life event, Diversified Financial: Eric Arnold is committed to helping you secure your financial future.

AAA Tax Service Southwest MI, LLC is a professional accounting and finance institution located at 7296 Sandpiper Street in Portage, Michigan. With a team of experienced tax professionals, they provide a wide range of services including tax preparation, bookkeeping, payroll services, and financial planning. Whether you are an individual or a business owner, AAA Tax Service Southwest MI, LLC is dedicated to helping you navigate the complex world of taxes and finances with ease. Contact them today to schedule a consultation and see how they can assist you in achieving your financial goals.

LPL Financial is a leading finance institution located at 5228 Lovers Lane in Portage, Michigan, United States. With a strong reputation for providing comprehensive financial services, LPL Financial offers a wide range of investment options and personalized financial planning solutions to help clients achieve their financial goals. Their team of experienced financial advisors and wealth management professionals are dedicated to providing top-notch service and guidance to clients seeking to grow and protect their assets. Whether you are looking to invest for the future, plan for retirement, or protect your wealth, LPL Financial is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Niffler Bookkeeping Services is a reputable accounting and finance institution located at 126 East Kilgore Road in Portage, Michigan, United States. Our team of experienced professionals is dedicated to providing top-notch bookkeeping services to businesses of all sizes. Whether you need help with payroll, tax preparation, or financial analysis, we are here to assist you every step of the way. Trust Niffler Bookkeeping Services to keep your finances in order and help your business thrive.

Commonwealth Financial Network, located at 1624 West Centre Avenue in Portage, Michigan, is a leading finance institution that prioritizes the success and growth of independent financial advisors. With a focus on providing sophisticated solutions, specialized consulting, and intuitive tools, Commonwealth Financial Network has achieved remarkable results, including recruiting $15.9 billion in assets in 2023. As the economy and markets continue to evolve, Commonwealth Financial Network offers insights and strategies in their 2024 Outlook to help advisors navigate potential inflection points and drive future growth. Whether you are looking to expand an existing practice, transition to a fee-only model, or explore independence for the first time, Commonwealth Financial Network offers innovative strategies to give you a competitive advantage.

Drake Financial Group is a leading finance institution located at 1302 West Milham Avenue in Portage, Michigan, United States. With a focus on providing personalized financial solutions, our experienced team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Drake Financial Group is committed to delivering expert guidance and support every step of the way. Contact us today to schedule a consultation and start securing your financial future.

Commonwealth Financial Network, Roger Finder is a trusted financial institution located at 1624 West Centre Avenue in Portage, Michigan, United States. Specializing in finance, this institution offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Commonwealth Financial Network, Roger Finder provides personalized solutions and expert guidance to clients. Whether you are looking to plan for retirement, invest in the stock market, or secure a loan, this institution is dedicated to helping you navigate the complexities of the financial world. Visit Commonwealth Financial Network, Roger Finder today to start building a secure financial future.

Jacobs Financial Services is a finance institution located at 4000 Portage Street, Kalamazoo, Michigan, United States. We specialize in providing effective retirement strategies for our clients, their families, and our community. Our personalized approach builds trust and confidence with each client, guiding them every step of the way towards financial peace in retirement. Our most rewarding moments come from hearing the success stories of our clients as they celebrate milestones and live out their dreams during their golden years. At Jacobs Financial Services, we believe in giving our clients the retirement they deserve. Our promise is to be by your side throughout your journey towards a stress-free retirement. We offer personalized income strategies designed to address the retirement crisis in America, ensuring that your money is safe regardless of market fluctuations. By reading our founder Tom Jacobs' book, "Retirement Domination: Play to Win With Your Retirement," you can learn how to dominate your post-work years and live out your dreams.

Merrill Lynch Financial Advisor Ryan D Hekman is a finance institution located at 750 Trade Centre Way in Portage, Michigan, United States. Our mission is to understand our clients and what matters most to them, in order to help them achieve their financial goals while managing investment risk. We provide personalized plans tailored to each individual's needs, with a focus on turning goals into reality. Our team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. We offer a range of services, including investment strategies, financial planning, and comprehensive financial solutions from Bank of America. Our goal is to help clients stay on track to achieve what's most important to them, by continuously revisiting and adjusting their financial approach as their life and goals change. With a focus on understanding each client's unique needs and priorities, we work together to create a financial approach that reflects their personality and helps them address fluctuations in the market. Let's work together to help you achieve your goals.

Lowe Financial - Northwestern Mutual is a reputable finance and insurance agency located at 950 Trade Centre Way in Portage, Michigan, United States. With a focus on helping individuals and businesses achieve their financial goals, this institution offers a wide range of services including financial planning, investment management, retirement planning, and insurance solutions. Their team of experienced professionals is dedicated to providing personalized guidance and tailored strategies to help clients secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Lowe Financial - Northwestern Mutual is committed to helping you navigate the complex world of finance and insurance. Contact them today to schedule a consultation and start building a solid financial foundation.