Financial planning advice in Niles, Michigan

Honor Credit Union in Niles, located at 1010 Moore Drive, offers a full-service banking experience for its members. Operating on Monday, Tuesday, and Thursday from 9:00 AM to 5:00 PM, the institution provides a range of financial solutions including auto, home, and personal loans, as well as various deposit options such as savings accounts, money markets, and certificates of deposit. Conveniently situated along South 11th Street, near U.S. 31, the Niles Member Center is easily accessible. Members can utilize the free coin counter machine at this location and also benefit from Video Teller machines for face-to-face service with Virtual Member Specialists.

Jenna 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.

Edward 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.

Ameriprise 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.

Jim 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.

Edward Jones - Financial Advisor: Brian Campbell is a trusted finance institution located at 2525 Niles Avenue in St. Joseph, Michigan, United States. Brian Campbell is a highly experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to invest for the future, Brian Campbell can provide personalized financial advice and guidance to help you make informed decisions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Brian Campbell is committed to helping you secure your financial future.

Scott 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.

Gina 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.

Edward 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.

Woods 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.

Edward 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.

LPL 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.

Edward 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.

Edward 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.

Edward 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.

Welcome 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.

Welcome 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.

IMS 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.

Jon Veersma - State Farm Insurance Agent is a trusted insurance agency located at 2600 Niles Avenue in St. Joseph, Michigan, United States. We offer a range of insurance products to help protect you and your assets. Our driving tips can help you stay safe on the road, whether you're dealing with heavy traffic or trying to avoid the dangers of drunk driving. We prioritize your security and privacy, so please refrain from sharing sensitive personal information online. If you need assistance with our website, feel free to call us at (269) 983-7171. State Farm Life Insurance Company provides life insurance and annuities, while U.S. Bank National Association offers deposit products and credit cards. Remember, investing involves risk, and it's important to consult a tax or legal advisor for personalized advice. Trust Jon Veersma - State Farm Insurance Agent to help you navigate the complexities of insurance and financial planning.

Located in St. Joseph, Michigan, the AAA Insurance Agency is dedicated to providing top-notch insurance services to the community. With a focus on customer satisfaction and personalized care, the agency offers a wide range of insurance products to meet the diverse needs of its clients. Whether you are looking for auto, home, life, or travel insurance, the experienced agents at the AAA Insurance Agency are here to help. Visit us at 2900 Niles Avenue to learn more about how we can protect what matters most to you.

Douglas 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.

Mike'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.

Circle Federal Credit Union is a trusted financial institution located at 507 East Main Street in Niles, Michigan. As a credit union, we are dedicated to providing exceptional banking and financial services to our members. With a focus on personalized service and competitive rates, we strive to help our members achieve their financial goals. Whether you need a savings account, loan, or financial advice, our team of experts is here to assist you every step of the way. Visit us today and experience the difference of banking with Circle Federal Credit Union.

1st Source Bank is a trusted financial institution located at 720 South 11th Street in Niles, Michigan, United States. As a full-service bank, 1st Source offers a wide range of banking and financial services to meet the needs of individuals and businesses. Whether you need to open a checking or savings account, apply for a loan, or access their convenient ATMs, 1st Source Bank is dedicated to providing exceptional customer service and helping you achieve your financial goals.

EliasEli 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.

Honor Credit Union - St. Joseph, located at 2712 Niles Avenue in St. Joseph, Michigan, offers a full-service banking experience for its members. The institution provides a range of financial solutions, including auto, home, and personal loans, as well as two free checking account options. Members can also take advantage of deposit solutions such as savings accounts, high-interest money markets, and certificates of deposit. Conveniently situated near St. Joseph High School and Lake Michigan, the modern member center features Video Teller machines that allow for face-to-face service through video technology. Members can use the coin counter machine service for free at this location. Outside of regular business hours, transactions can still be performed at a Video Teller, offering live assistance or standard ATM services.

Quality 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.

Dana F Cole & Co LLP is a reputable accounting and finance institution located at 325 Woodruff Street in Niles, Michigan, United States. Our firm is dedicated to providing timely and accurate financial information to our clients, offering a full range of cost-effective accounting services. We believe that proper planning is crucial for business growth and continuity, and our experienced staff can assist you in reaching your financial goals. At Dana F Cole & Co LLP, we specialize in providing financial statements at all three levels of reporting: audit, review, and compilation. Whether you are an individual, corporation, LLC, or partnership, we can develop tax strategies tailored to new tax laws and legislation. With offices in various communities and trade areas throughout the Midwest, we are able to truly understand your challenges and provide efficient and effective service.

Honor 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.

Scarpone James F is a finance institution located at 21 North 2nd Street in Niles, Michigan, United States. With a strong reputation for providing expert financial services, Scarpone James F offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced professionals at Scarpone James F are here to help. Visit us today to see how we can help you achieve your financial goals.