Financial management in Kalamazoo, 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.

EFE Financial & Tax Service LLC is a reputable accounting and finance institution located at 2107 East Main Street in Kalamazoo, Michigan. With a focus on providing top-notch financial services to individuals and businesses, EFE Financial & Tax Service LLC offers a wide range of services including tax preparation, financial planning, and consulting. Their team of experienced professionals is dedicated to helping clients navigate the complexities of the financial world and achieve their financial goals. As a trusted local government office, EFE Financial & Tax Service LLC is committed to providing reliable and efficient services to the community.

Arbor Financial Credit Union, located at 5250 South Westnedge Avenue in Portage, Michigan, offers a range of financial services including banking, ATM access, and loans. With their mobile app and digital wallet, customers can easily manage their money and access over 30,000 surcharge-free ATMs. Whether you're looking for a home loan, auto loan, or business loan, Arbor Financial has options to suit your needs. They also offer convenient drive-thru hours and partner with Lighthouse Title Group for all your title needs. As a member of Arbor Financial, you can enjoy high-return savings accounts, low-interest loans, and expert financial advice. With a focus on helping members achieve their financial goals, Arbor Financial Credit Union is dedicated to providing valuable products and guidance for financial growth. Visit one of their 12 branches in Michigan or explore their online banking services to experience the benefits of banking with Arbor Financial.

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.

SMG Safe Harbor Management Group is an insurance agency located at 1300 West Centre Avenue in Portage, Michigan, United States. We specialize in providing a safe harbor for individuals and businesses seeking comprehensive insurance coverage. Our experienced team of professionals is dedicated to helping our clients navigate the complex world of insurance, offering personalized solutions tailored to their specific needs. Whether you are looking for auto, home, life, or business insurance, SMG Safe Harbor Management Group is here to guide you towards a secure future. Contact us today to learn more about how we can protect what matters most to you.

Worgess Insurance & Financial Services, located at 350 East Michigan Avenue in Kalamazoo, Michigan, is a trusted finance and insurance agency serving the Battle Creek and Kalamazoo communities. Our experienced team offers a wide range of insurance options, including home, auto, business, life, health, and more. We also provide comprehensive financial services to help protect and manage your assets. At Worgess Insurance & Financial Services, our mission is to protect our customers' assets and exceed their expectations with excellent insurance solutions. As an independent agency, we have strong relationships with major insurance carriers, allowing us to offer personalized insurance solutions tailored to your unique needs.

Modern Woodmen Fraternal Financial is a finance and insurance agency located at 2700 South Sprinkle Road in Kalamazoo, Michigan, United States. Since 1883, Modern Woodmen of America has been bringing people together, supporting families, and strengthening communities. As a financial representative, you can make a positive impact on your family and community by working with us. We offer a portfolio of high-quality financial products to help meet your current needs and achieve your future dreams. As a member of Modern Woodmen, you have access to fraternal member programs and the opportunity to impact your community. Our dedicated representatives have the knowledge and experience to help you make the right financial decisions. Visit our website to make payments, update your information, access account details, and learn more about our offerings. Join us in being part of something bigger than yourself and make a difference in your community with Modern Woodmen Fraternal Financial.

Kiss Financial Services is a leading financial institution located at 8765 Gull Road in Richland, Michigan, United States. We specialize in providing a wide range of financial services, including investment management, retirement planning, insurance, and more. 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, protect your assets, or plan for retirement, Kiss Financial Services is here to provide personalized solutions tailored to your unique needs. Contact us today to schedule a consultation and take the first step towards financial success.

Anders Bergh - Prudential Financial is a prominent finance and insurance agency located at 3018 Oakland Drive in Kalamazoo, Michigan, United States. With a strong reputation for providing top-notch financial services and insurance products, the institution is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Anders Bergh - Prudential Financial is committed to providing personalized solutions tailored to your specific needs. Visit their office today to learn more about how they can help you secure your financial future.

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.

Alkhamis Financial Group is a reputable finance and insurance agency located at 7900 Kirkland Court in Portage, Michigan, United States. With a commitment to providing top-notch financial services and insurance solutions, Alkhamis Financial Group is dedicated to helping clients achieve their financial goals and protect their assets. Our team of experienced professionals is ready to assist with a wide range of financial needs, from investment planning to insurance coverage. Trust Alkhamis Financial Group to provide personalized and comprehensive financial solutions to meet your individual 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.

Hurd's Tax is a reputable accounting and finance institution located at 137 North Park Street in Kalamazoo, Michigan. With offices in Suite 203 A & B, Hurd's Tax provides expert financial services to individuals and businesses in the Kalamazoo area. Their team of experienced professionals offers a wide range of services, including tax preparation, financial planning, and consulting. Trust Hurd's Tax to help you navigate the complexities of accounting and finance with precision and efficiency.

Edward Jones - Financial Advisor: Michael R Matteson, CFP®|AAMS™ is a trusted financial institution located at 5787 Stadium Drive in Kalamazoo, Michigan, United States. Michael R Matteson, a Certified Financial Planner and Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Michael R Matteson and his team are dedicated to providing expert guidance and support every step of the way.

HFG Financial Group LLC is a reputable financial services firm located at 5659 West Michigan Avenue in Kalamazoo, Michigan. Established in 1987, our institution is dedicated to building and maintaining trusted financial relationships with our clients. Our services include financial planning, wealth management, education planning, and life insurance services. Please note that Kelly Ann Durlach, Lorilee Russell, and Kathie Smith are not registered or affiliated with Osaic Wealth, Inc. Investing involves risk, and past performance is not indicative of future results. Contact us for personalized advice tailored to your individual situation.

Williams Capital Management of Raymond James is a leading financial institution located at 7995 Moorsbridge Road in Portage, Michigan, United States. As a trusted name in the finance industry, we specialize in providing expert investment and wealth management services to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and innovative solutions. With a commitment to excellence and a focus on building long-term relationships, Williams Capital Management of Raymond James is your trusted partner in financial success.

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.

Harvard Financial Advisors is a renowned finance institution located at 5765 Stadium Drive in Kalamazoo, Michigan, United States. Our team of experienced financial experts provides comprehensive financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our advisors are dedicated to helping you make informed decisions and secure your financial future. Trust Harvard Financial Advisors to guide you towards financial success.

Lake Effect Financial Consultants-Thrivent is a finance institution located at 2156 South 11th Street in Kalamazoo, Michigan, United States. We offer practical and knowledgeable services to help you achieve financial confidence, making your financial plan as relaxing as spending a day at the lake. Our passionate team is dedicated to creating lasting and meaningful relationships with our clients, providing a safe space for questions and empowering you to make confident decisions. We focus on protecting loved ones against the impact of extended care, death, and disability, offering sound financial guidance tailored to your needs to help you reach your financial goals. Schedule a meeting with us through the links provided or contact our office directly. Your first consultation is complimentary, and licensing information is available through your State Insurance Department’s website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit our website for more information on our services and financial advisors.

Daus Financial Group is a boutique financial planning firm located at 487 South Drake Road in Kalamazoo, Michigan. Our mission is to provide our clients with the financial clarity and confidence they need to live their best lives. We work closely with successful individuals and families who are looking for a partner to help them navigate their financial journey and make smart decisions for their future. Our team at Daus Financial Group is dedicated to providing thoughtful financial guidance and personal service to each of our clients. We act as your financial quarterback, collaborating with other experts and professionals as needed to ensure you have a comprehensive financial plan in place.

Buetow Asset Management is a leading financial institution located at 2632 South 11th Street in Kalamazoo, Michigan, United States. With a strong track record of success, our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking to grow your investments, plan for retirement, or manage your wealth, Buetow Asset Management is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you in 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.

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. 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.

CWS Financial Advisors, LLC is a finance institution located at 405 West Michigan Avenue in Kalamazoo, Michigan, United States. Our team of experienced financial advisors provides personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on integrity and transparency, we strive to build long-lasting relationships with our clients based on trust and professionalism. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Abakon Financial is a reputable finance institution located at 2920 Business One Drive in Kalamazoo, Michigan, United States. With a focus on providing top-quality financial services to individuals and businesses, Abakon Financial prides itself on its commitment to excellence and customer satisfaction. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, Abakon Financial has a team of experienced professionals ready to help you achieve your financial goals. Contact Abakon Financial today to learn more about how they can assist you with your financial needs.

JRK Financial Bookkeeping Services is a reputable institution located at 125 South Kalamazoo Mall in Kalamazoo, Michigan, United States. Specializing in accounting and finance, our team of experienced professionals is dedicated to providing top-notch bookkeeping services to businesses of all sizes. Whether you need assistance with financial statements, payroll processing, or budgeting, we are here to help you manage your finances efficiently and effectively. Trust JRK Financial Bookkeeping Services to handle all your financial needs with precision and expertise.

Stahrs of Kalamazoo LLC is a finance institution located at 250 North Kalamazoo Mall in Kalamazoo, Michigan, United States. We specialize in providing a wide range of financial services to our clients, including investment management, financial planning, and retirement planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you with your financial needs.

Edward Jones - Financial Advisor: Lori A Nay, CFP® is a reputable financial institution located at 9153 East D Avenue in Richland, Michigan, United States. Specializing in comprehensive financial planning and investment management, Lori A Nay, a Certified Financial Planner, provides personalized services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering top-notch customer service, Edward Jones - Financial Advisor: Lori A Nay, CFP® is a trusted partner for individuals and families seeking expert financial guidance.

Edward Jones - Financial Advisor: Matt McDonald is a reputable finance institution located at 3005 Oakland Drive in Kalamazoo, Michigan, United States. As a trusted financial advisor, Matt McDonald provides personalized investment strategies and 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: Matt McDonald is dedicated to helping individuals and families secure their financial future. Contact Matt McDonald today to schedule a consultation and start planning for a brighter financial tomorrow.