TOP 30 Best Financial planning company near me in Portage, Michigan

Clear 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.

Climax Insurance is a local insurance agency located in Portage, Michigan, specializing in health insurance. Our dedicated team at 2725 Airview Boulevard is committed to providing personalized insurance solutions to meet the unique needs of our clients. With a focus on customer service and expertise in the insurance industry, we strive to ensure that our clients have the coverage they need to protect their health and well-being. Contact us today to learn more about our insurance options and how we can help you secure the coverage you need.

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.

Chad Visser, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 950 Trade Centre Way in Portage, Michigan, offers a wide range of insurance options from core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a licensed financial advisor, Chad Visser can assist you in comparing Medicare Advantage plans to find the right coverage for your needs. With Medicare Advantage, you can enjoy all-in-one coverage that includes prescription drug benefits and an annual maximum out-of-pocket limit. Planning for long-term care is essential in today's world of rising healthcare costs, and Chad Visser is here to help you start preparing for the future. Contact Chad Visser today to discuss your insurance and financial planning needs.

Clear Strategy is a trusted Medicare insurance advisor and retirement planning institution located at 1209 East Milham Avenue in Portage, Michigan. Our dedicated team of experts is committed to helping individuals navigate the complex world of healthcare and insurance to ensure they have the coverage they need for a secure and comfortable retirement. Whether you are looking for guidance on Medicare options, supplemental insurance, or retirement planning strategies, Clear Strategy is here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards securing your future.

Carl Holmgren II: Primerica - Financial Services is a reputable finance and insurance agency located at 1595 West Centre Avenue in Portage, Michigan, United States. With a focus on providing personalized financial solutions to individuals and families, Carl Holmgren II and his team offer a range of services including investment planning, retirement planning, and insurance coverage. Clients can expect professional guidance and expert advice to help them achieve their financial goals and secure their future. Whether you are looking to build wealth, protect your assets, or plan for retirement, Carl Holmgren II: Primerica - Financial Services is dedicated to helping you navigate the complexities of the financial world.

Dan Hartley: Primerica - Financial Services is a reputable finance and insurance agency located at 950 Trade Centre Way in Portage, Michigan, United States. With a focus on providing quality financial services to individuals and families, Dan Hartley and his team at Primerica strive to help clients achieve their financial goals and secure their future. Whether you are looking for assistance with investments, retirement planning, or insurance coverage, you can trust Dan Hartley: Primerica - Financial Services to provide expert guidance and personalized solutions tailored to your specific needs. Contact them today to learn more about how they can help you build a strong financial foundation for the years to come.

Chakra Financial and Insurance Services is an independent insurance agency located at 1324 West Milham Avenue in Portage, Michigan. Our dedicated team is committed to providing personalized service to address all of your insurance needs. We offer a wide range of personal insurance coverages, including auto, homeowners, condo, renters, and boat insurance. For businesses, we offer commercial insurance coverages such as business owners policy, commercial auto, contractors, general liability, and professional liability. Contact us today to see how we can help you save money on your insurance in Michigan.

LIG Insurance & Financial Group is a reputable insurance agency located at 1611 West Centre Avenue in Portage, Michigan, United States. With a strong commitment to providing top-notch insurance and financial services, our experienced team is dedicated to helping individuals and businesses find the best coverage options tailored to their specific needs. Whether you are looking for auto, home, life, or business insurance, our knowledgeable agents are here to guide you every step of the way. Trust LIG Insurance & Financial Group for all your insurance needs.

Zerbe Financial is a leading insurance agency located at 2725 Airview Boulevard in Portage, Michigan, United States. With a team of experienced professionals, Zerbe Financial offers a wide range of insurance products and services to meet the needs of individuals and businesses alike. From auto and home insurance to life and health insurance, Zerbe Financial is dedicated to providing personalized solutions to protect what matters most to their clients. With a commitment to excellence and customer satisfaction, Zerbe Financial is a trusted partner for all insurance needs.

Prudential|Jinks Clary|Life Insurance & Financial Services is a trusted finance and insurance agency located at 325 Trade Centre Way in Portage, Michigan, United States. With a focus on providing top-notch life insurance and financial services, our experienced team is dedicated to helping clients secure their financial future. Whether you are looking for life insurance coverage or need assistance with financial planning, our professionals are here to guide you every step of the way. Contact us today to learn more about how we can help you achieve your financial goals.

The Northwestern Mutual Life Insurance Company: Schma J Peter is a finance and insurance agency located at 950 Trade Centre Way, Portage, Michigan, United States. Our financial advisors are dedicated to helping you protect your family and achieve your goals with personalized insurance plans that provide financial flexibility and income protection. With top ratings from major agencies and recognition for exceptional customer experience, we offer a wide range of financial options, including investments and insurance, tailored to your specific needs. Our advisors will create a comprehensive plan that balances your current priorities with your future goals, ensuring that you have the confidence to live the life you've always wanted. Whether you're planning for college, buying a house, getting married, or retiring, our team is here to guide you through every step. Connect with us today to start working towards your financial dreams.

Richard Ingber, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 950 Trade Centre Way in Portage, Michigan, offers a wide range of insurance options from leading companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a financial advisor, Richard Ingber can help you navigate through different Medicare Advantage plans to find the coverage that best suits your needs. With Medicare Advantage, you can enjoy similar coverage to Original Medicare with the added benefit of prescription drug coverage and an annual maximum out-of-pocket limit. Planning for long-term care is essential in today's world, and Richard Ingber is here to help you start that conversation and prepare for the future. Contact Richard Ingber today to start planning your next steps towards a secure financial future.

Welcome to UP Health System Home Care & Hospice Portage, where we take pride in being not just healthcare professionals, but integral members of the Michigan community. Located at 901 West Sharon Avenue in Houghton, Michigan, our mission is to provide quality service by connecting with our patients on a personal level. We understand the unique needs of those we serve and offer tailored healthcare solutions to ensure the best possible journey for our patients. At UP Health System Home Care & Hospice, we are committed to enhancing healthcare every day through clinical excellence and superior service quality. Our dedicated clinicians and staff are empowered to build strong relationships within the communities they serve, as we believe that the best care comes from understanding and trust.

Ryan Smeader - State Farm Insurance Agent is a reputable insurance agency located at 7117 South Westnedge Avenue in Portage, Michigan. Situated across from Texas Roadhouse at the entrance to Sams Club, our office takes pride in helping customers in the Portage, Texas Corners, and Mattawan areas understand Michigan’s insurance coverage options. As a top 100 new agent within State Farm multiple times, we have helped Kalamazoo residents save money on their car insurance, homeowners insurance, and life insurance. Our experienced team has been serving the Texas Corners & Portage area for the last 5 years, ensuring that the community receives the best insurance coverage possible.

Sarah Thomas - Medicare & Health Insurance Advisor at Clear Strategy Insurance, located at 1209 East Milham Avenue, Portage, Michigan, is your go-to institution for all your health insurance needs. Our independent positioning allows us to provide you with personalized and unbiased advice on a variety of insurance options, ensuring that your specific needs are met. Our licensed and certified agents are highly trained in the products they offer, 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. We have strong relationships with top-rated insurance companies, giving us access to the best products for you.

Ken Rose - State Farm Insurance Agent is a trusted insurance agency located at 2054 West Centre Avenue in Portage, Michigan, United States. With 29 years of experience with State Farm, Ken Rose and his team are dedicated to providing top-notch insurance and financial products to customers in the Southwest Michigan area. Specializing in auto, home, life, and health insurance, as well as annuities and banking services, the agency offers personalized solutions to meet each individual's needs. Whether you are relocating to Michigan or simply looking to protect your assets, Ken Rose and his team are here to help. With a focus on building long-term relationships and providing exceptional customer service, the agency strives to make insurance planning simple and effective. Give them a call today to get a personalized quote and join the State Farm family!

Hackenberg-Schreiber Insurance Agency is a trusted insurance agency located at 122 Portage Avenue in Three Rivers, Michigan. With a commitment to providing personalized and reliable insurance solutions, our experienced agents work closely with clients to find the best coverage options for their individual needs. Whether you are looking for auto, home, life, or business insurance, we strive to offer competitive rates and exceptional customer service. Contact us today to learn more about how we can protect what matters most to you.

Sabrina Pritchett-Evans - State Farm Insurance Agent is a trusted insurance agency located at 2618 Portage Street in Kalamazoo, Michigan. As a State Farm agent, Sabrina Pritchett-Evans provides a wide range of insurance products and services to meet the needs of individuals and families in the Kalamazoo area. With a focus on personalized customer service and a commitment to helping clients protect what matters most, Sabrina Pritchett-Evans is dedicated to helping her clients find the right insurance solutions for their unique needs. Whether you are looking for auto, home, life, or business insurance, Sabrina Pritchett-Evans is here to help you navigate the complexities of the insurance world and find the coverage that is right for you. Visit Sabrina Pritchett-Evans - State Farm Insurance Agent today to learn more about how she can help you protect your future.

Duncan Insurance Agency, located at 6939 West Q Avenue in Kalamazoo, Michigan, is your go-to destination for all your insurance needs. Whether you're looking for home insurance, auto insurance, or financial services, we've got you covered. Serving the Kalamazoo, Portage, and Southwestern Michigan communities, our dedicated team of professionals is here to help you with all your insurance and financial strategy needs. At Duncan Insurance Agency, we understand the importance of managing risk and protecting your loved ones. That's why we offer a range of insurance options to suit your individual needs, whether it's ensuring your family is taken care of in the event of an untimely death, meeting legal requirements with auto insurance, or safeguarding your business from unforeseen circumstances.

Kevin Whitcomb, Bankers Life Agent is an insurance agency located at 950 Trade Centre Way in Portage, Michigan, United States. Kevin Whitcomb serves as the Unit Field Trainer and Insurance Sales Representative at this institution. Our agents offer a wide range of insurance options, including core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients compare Medicare Advantage plans to find the right coverage for their needs. Medicare Advantage Plans offer similar coverage to Original Medicare Parts A and B, with the added benefit of prescription drug coverage (Part D) and an annual maximum out-of-pocket limit. With the rising cost of healthcare and the increasing need for long-term care, it is important to start planning for the future. Contact Kevin Whitcomb, Bankers Life Agent in Portage, MI to begin preparing for your next steps.

Kuipers Advisors is a reputable finance and insurance agency located at 268 East Kilgore Road in Portage, Michigan, United States. Our experienced team of professionals provides expert financial advice and insurance solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or insurance coverage, Kuipers Advisors is dedicated to providing personalized service and tailored solutions to meet your needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.

AEON is a reputable insurance agency located at 5228 Lovers Lane in Portage, Michigan, United States. We specialize in providing comprehensive insurance solutions to individuals and businesses, ensuring peace of mind and financial protection. Our knowledgeable agents are dedicated to helping clients find the right coverage options tailored to their specific needs. With a commitment to excellent customer service and a wide range of insurance products, AEON is your trusted partner in safeguarding what matters most to you.

Anna Hawkins, Bankers Life Agent is a reputable insurance agency located at 950 Trade Centre Way in Portage, Michigan, United States. Specializing in providing top-notch insurance products and services, Anna Hawkins and her team are dedicated to helping clients protect their financial future. With a focus on personalized customer service and a commitment to finding the best insurance solutions for each individual, Anna Hawkins, Bankers Life Agent is a trusted partner in ensuring peace of mind and security for all clients. Contact them today to learn more about their offerings and how they can help you plan for the unexpected.

Business Intelligence Associates, Inc. (BIA) is a leading business consulting firm located at 950 Trade Centre Way in Portage, Michigan, United States. With a focus on providing cutting-edge business intelligence solutions, BIA helps companies optimize their operations, make informed decisions, and drive growth. Their team of experienced consultants offers a range of services including data analysis, performance monitoring, and strategic planning. Whether you are a small start-up or a large corporation, BIA is dedicated to helping you achieve your business goals and stay ahead of the competition.

Flegal & Melnik, Certified Public Accountants, is a reputable accounting and finance institution located at 350 Gladys Street in Portage, Michigan, United States. Our team of experienced and knowledgeable CPAs provide a wide range of services including tax preparation, auditing, financial planning, and consulting. With a strong commitment to professionalism and integrity, we strive to help our clients achieve their financial goals and navigate the complexities of the financial world. Trust Flegal & Melnik for all your accounting and finance needs.

Eplee Douglas S CPA is a well-established accounting and finance institution located at 3027 Portage Street in Kalamazoo, Michigan. With a team of experienced and knowledgeable CPAs, they provide a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, Eplee Douglas S CPA is dedicated to providing top-notch service and expert advice to help you achieve your financial goals. Visit their office today to see how they can help you with your accounting and finance needs.

Globe Life Family Heritage Division: Skip Smith is an insurance agency located at 650 Trade Centre Way in Portage, Michigan, United States. Our dedicated team, led by Skip Smith, is committed to providing personalized insurance solutions to protect you and your family's financial future. With a focus on family values and customer service, we strive to build long-lasting relationships with our clients. Contact us today to learn more about our insurance products and how we can help you secure your family's legacy.