Financial planning for individuals in Portage, Michigan

Merrill Lynch Financial Advisor Janene W Pirbhai is a finance institution located at 750 Trade Centre Way, Portage, Michigan, United States. Our team is dedicated to working one-on-one with you to develop a personalized financial strategy tailored to help you achieve your long-term goals. We understand that life is constantly changing and evolving, and we are here to help you navigate those changes with a customized approach that reflects your unique priorities and needs. Our team is committed to providing exemplary client service and building strong relationships based on trust and personalized service. We offer access to the investment insights of Merrill and the banking convenience of Bank of America to help you plan for your financial future. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, we aim to gain a deeper understanding of your goals, preferences, and priorities to create a financial approach that is centered around what matters most to you.

Strategic Tax & Planning is a reputable accounting and finance institution located at 1300 West Centre Avenue in Portage, Michigan, United States. Our team of experts specializes in providing strategic tax planning services to individuals and businesses, helping them navigate the complex world of taxes and financial planning. With a focus on maximizing savings and minimizing liabilities, we are dedicated to helping our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can help you plan for a successful financial future.

Consumers Credit Union, located at 125 South Kalamazoo Mall in Kalamazoo, Michigan, is a trusted institution offering ATM and finance services. With convenient hours of operation from Monday to Friday, customers can easily access their banking needs. The downtown office at 125 South Kalamazoo Mall #104 provides additional amenities such as free coffee, Wi-Fi, and document shredding bins to enhance the banking experience. The branch is open until 7 p.m. on weekdays and also on Saturday mornings. Another branch is located at 3140 Oakland Drive in Kalamazoo, with standard banking hours. For those north of I-94, there is a branch at 4023 Portage Street, and another branch at 5018 West Main Street. Consumers Credit Union welcomes all individuals living, working, or studying in Michigan to become members. Visit their website for more information or stop by in person to open an account.

Preferred Insurance Services Inc: Miller Jennie is a reputable insurance agency located at 137 Portage Avenue in Three Rivers, Michigan, United States. Specializing in providing personalized insurance solutions to meet the individual needs of each client, their team of experienced professionals is dedicated to helping customers protect what matters most. Whether you are looking for auto, home, life, or business insurance, Preferred Insurance Services Inc: Miller Jennie is committed to providing exceptional service and comprehensive coverage options. Contact them today to discuss your insurance needs and receive a personalized quote.

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.

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.

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.

American Income Life - Chris Jordan is an insurance agency located at 1125 East Milham Avenue in Portage, Michigan. Specializing in providing a range of insurance products and services, the institution is dedicated to helping individuals and families protect their financial future. With a focus on personalized service and tailored solutions, American Income Life - Chris Jordan strives to ensure that their clients have the coverage they need to safeguard their assets and loved ones. Whether it's life insurance, disability insurance, or supplemental health coverage, the dedicated team at this agency is committed to helping clients find the right insurance solutions for their unique needs.

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.

Jessica Thom, Bankers Life Agent is an insurance agency located at 950 Trade Centre Way in Portage, Michigan, United States. As a Bankers Life Agent, Jessica Thom specializes in providing insurance products and services to help individuals and families protect their financial future. With a dedication to personalized service and a commitment to finding the right coverage for each client's unique needs, Jessica Thom is a trusted advisor in the insurance industry. Contact Jessica Thom, Bankers Life Agent today to discuss your insurance needs and start securing your financial well-being.

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.

Austin Wilsey, Bankers Life Agent is an insurance agency located at 950 Trade Centre Way in Portage, Michigan, United States. As a representative of Bankers Life, Austin Wilsey is dedicated to providing personalized insurance solutions to meet the needs of individuals and families. With a focus on helping clients plan for their financial future and protect their assets, Austin Wilsey offers a range of insurance products and services, including life insurance, long-term care insurance, and retirement planning. Whether you are looking to secure your family's financial stability or plan for your own retirement, Austin Wilsey, Bankers Life Agent is committed to helping you achieve your goals.

Robert Gerren is an Insurance Sales Representative located in Portage, Michigan. Our agency offers a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage for their needs. Medicare Advantage is an all-in-one alternative to Original Medicare, offering similar coverage with the option for prescription drug coverage. Our plans include an annual maximum out of pocket limit, with some plans offering premiums as low as $0 per month. With the rising costs of healthcare, long-term care planning is essential. Let us help you start planning for the future and have important discussions with your loved ones. Visit us at 950 Trade Centre Way in Portage to learn more about how we can assist you in preparing for what lies ahead.

Zachary Goode, Bankers Life Agent is an insurance agency located at 950 Trade Centre Way in Portage, Michigan, United States. Specializing in providing comprehensive insurance solutions, Zachary Goode offers personalized service and expertise to help clients protect their financial future. With a focus on Bankers Life products, this agency is dedicated to helping individuals and families find the right insurance coverage to meet their needs. Contact Zachary Goode, Bankers Life Agent today to discuss your insurance options and secure peace of mind for the future.

Northwestern Mutual is a reputable finance and insurance agency located at 950 Trade Centre Way in Portage, Michigan, United States. With a strong focus on helping individuals and businesses achieve financial security and success, Northwestern Mutual offers a wide range of insurance and investment products tailored to meet the unique needs of each client. Their team of experienced financial advisors and insurance professionals are dedicated to providing top-notch service and guidance to help clients plan for the future and protect what matters most. Whether you're looking for life insurance, retirement planning, or investment solutions, Northwestern Mutual is committed to helping you reach your financial goals.

Brenden Schippers, Bankers Life Agent is a reputable insurance agency located at 950 Trade Centre Way in Portage, Michigan, United States. Specializing in providing comprehensive insurance solutions, our team of experienced agents is dedicated to helping clients protect their financial future. Whether you are looking for life insurance, retirement planning, or long-term care coverage, we are committed to finding the right policy to meet your individual needs. Contact us today to schedule a consultation and secure your peace of mind.

Consumers 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.

Consumers Credit Union, located at 3140 Oakland Drive in Kalamazoo, Michigan, is a finance institution dedicated to providing a hassle-free banking experience. With convenient hours from Monday to Friday, including extended hours on Mondays and Saturdays, we offer a range of services to meet your financial needs. Our Woods Lake office offers amenities such as free coffee, Wi-Fi, and document shredding bins to make your banking experience more comfortable. Whether you want to open an account online or visit us in person, our friendly staff is ready to assist you.

Kalsee Credit Union is a trusted financial institution located at 7225 South Westnedge Avenue in Portage, Michigan, United States. As a credit union, Kalsee offers a wide range of financial services to its members, including savings accounts, loans, and ATM access. With a focus on community and customer service, Kalsee Credit Union is dedicated to helping individuals and families achieve their financial goals.

Consumers 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.

Amerifirst Home Mortgage - Kalamazoo is a finance institution located in Portage, Michigan, United States. They specialize in providing mortgage services to help individuals achieve their dream of homeownership. With a commitment to excellent customer service and a wide range of mortgage products, Amerifirst Home Mortgage - Kalamazoo is dedicated to helping their clients navigate the home buying process with ease. Whether you are a first-time homebuyer or looking to refinance your current mortgage, their team of experienced professionals is ready to assist you every step of the way. Visit them at 950 Trade Centre Way to learn more about their services and how they can help you achieve your homeownership goals.

Altaira Accounting is a reputable accounting and finance institution located at 5413 South Westnedge Avenue in Portage, Michigan, United States. Our team of experienced professionals provides a wide range of services including bookkeeping, tax preparation, financial planning, and consulting. With a commitment to excellence and personalized attention to our clients' needs, Altaira Accounting is dedicated to helping individuals and businesses achieve their financial goals. Contact us today to see how we can assist you with your accounting and finance needs.

Stifel is a finance institution located at 950 Trade Centre Way in Portage, Michigan, United States. As a leading financial services firm, Stifel offers a wide range of investment and wealth management services to individuals, businesses, and institutions. With a team of experienced financial advisors and analysts, Stifel is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, Stifel is committed to providing personalized solutions and expert guidance to help you make informed financial decisions.

John J Conlon & Associates is a reputable institution located at 400 Romence Road in Portage, Michigan, United States. With a team of experienced professionals, they provide top-notch services in various fields such as accounting, financial planning, and business consulting. Their dedication to excellence and commitment to client satisfaction sets them apart from the competition. Whether you are an individual looking for tax assistance or a business in need of strategic guidance, John J Conlon & Associates is the go-to destination for all your financial needs.

Kellogg Community Credit Union is a trusted financial institution located at 499 Romence Road in Portage, Michigan, United States. As a credit union, they offer a variety of financial services to their members, including savings accounts, loans, and online banking. With a focus on community and member satisfaction, Kellogg Community Credit Union is dedicated to helping individuals and families achieve their financial goals. Visit them today to learn more about their services and how they can help you with your financial needs.

Kalsee Credit Union is a trusted financial institution located at 3121 Portage Street in Kalamazoo, Michigan. As a credit union, Kalsee offers a wide range of financial services to its members, including savings accounts, loans, and online banking. With a strong focus on community involvement and member satisfaction, Kalsee Credit Union is dedicated to helping individuals and families achieve their financial goals. Visit us today to experience the personalized service and competitive rates that set us apart from traditional banks.

Jacoby & Meyers-Bankruptcy, LLP is a financial institution located at 8175 Creekside Drive in Portage, Michigan, United States. Specializing in bankruptcy services, this firm is dedicated to helping individuals and businesses navigate the complexities of financial insolvency. With a team of experienced professionals, Jacoby & Meyers-Bankruptcy, LLP provides expert guidance and support to clients in need of financial assistance.

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.

James Hemenway - Raymond James is a reputable financial institution located at 7995 Moorsbridge Road in Portage, Michigan, United States. With a focus on providing personalized financial services, our team of experienced advisors is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we offer a wide range of financial solutions tailored to meet your individual needs. Trust in James Hemenway - Raymond James for expert guidance and support in navigating the complexities of the financial world.