Financial planning in Portage, MI
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Christopher Chambers - Financial Advisor, Ameriprise Financial Services, LLC
● OpenChristopher Chambers is a financial advisor at Ameriprise Financial Services, LLC located at 7950 Moorsbridge Road in Portage, Michigan, United States. He holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, investment strategies, and retirement planning. Christopher is dedicated to helping individuals with their financial needs and providing ethical and comprehensive financial advice. Whether you are a retiree, small business owner, or high net worth client, Christopher Chambers can assist you in achieving your financial goals.
7950 Moorsbridge Rd Ste 304, Portage, MI 49024, United States -
Daniel J Kasson - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDaniel J Kasson is a Financial Advisor at Ameriprise Financial Services, LLC located at 4855 West Centre Avenue, Portage, Michigan, United States. With a range of 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, Daniel J Kasson offers expert financial advice and services to individuals and small business owners. With a focus on estate planning, retirement planning, investment strategies, and asset management, Daniel J Kasson is dedicated to helping clients achieve their financial goals.
4855 W Centre Ave d, Portage, MI 49024, United States -
Blue Star Financial Group - Ameriprise Financial Services, LLC
● OpenBlue Star Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 1911 West Centre Avenue in Portage, Michigan, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and offer consultations to discuss financial planning concepts. While they cannot guarantee future financial results, they are committed to helping individuals achieve their financial goals. Users of the website are bound by Ameriprise Financial's rules and regulations, which prioritize privacy and security. The institution is a member of FINRA and SIPC, providing additional assurance to clients. Referrals are welcomed and will be contacted promptly to begin the financial planning process.
1911 W Centre Ave, Portage, MI 49024, United States -
Fouad H Zeaiter - Financial Advisor, Ameriprise Financial Services, LLC
● OpenFouad H Zeaiter - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 7950 Moorsbridge Road, Portage, Michigan, United States. The institution offers a range of certifications and designations 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 cover various aspects of financial planning, asset management, estate planning, retirement planning, and more. The institution is committed to providing expert financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those with special financial planning needs.
7950 Moorsbridge Rd Ste 300, Portage, MI 49024, United States -
Edward Jones - Financial Advisor: Mike Toner
● OpenEdward 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.
5827 Oakland Dr Suite B, Portage, MI 49024, United States -
DocSpot Financial, Matthew Jarrell, AIF, CFS
● OpenDocSpot Financial, led by Matthew Jarrell, AIF, CFS, is a finance institution located at 7900 Kirkland Court in Portage, Michigan, United States. Specializing in online investment management, our expertise and convenient services are designed to help you grow your future. As part of our Residency Transition platform, we offer individual and employer accounts, catering to the financial needs of medical professionals. Matthew Jarrell established this institution to provide medical professionals with a better understanding of financial concepts such as insurance, investing, retirement planning, estate planning, and wealth preservation. Our team of skilled professionals is dedicated to helping you pursue your financial goals and achieve financial wellness.
7900 Kirkland Ct, Portage, MI 49024, United States -
Ameriprise Financial
● OpenAmeriprise Financial is a finance institution located at 8175 Creekside Drive, Portage, Michigan, United States. They offer a variety of certifications and designations for financial professionals to enhance their knowledge and expertise in areas such as asset management, retirement planning, estate planning, and investment strategies. Some of the certifications offered include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications require candidates to complete coursework, pass examinations, and adhere to a code of ethics. Ameriprise Financial also offers specialized programs such as the Certified Divorce Financial Analyst, Certified Exit Planning Advisor®, and Chartered Financial Analyst®. Overall, Ameriprise Financial is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.
8175 Creekside Dr, Portage, MI 49024, United States -
Gregory J Chimner - Financial Advisor, Ameriprise Financial Services, LLC
● OpenGregory J Chimner is a Financial Advisor at Ameriprise Financial Services, LLC located at 7130 South Westnedge Avenue, Portage, Michigan, United States. He holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications signify his expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products. Gregory is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, he helps clients make informed decisions to achieve their financial goals.
7130 S Westnedge Ave, Portage, MI 49002, United States -
Jackie Antone - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJackie Antone is a Financial Advisor at Ameriprise Financial Services, LLC located at 7130 South Westnedge Avenue in Portage, Michigan, United States. Jackie 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. She is also a Certified Military Financial Advisor® (CFMA®). Jackie specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. She is dedicated to upholding the highest ethical standards and continues to expand her knowledge and expertise in various areas of financial planning to best serve her clients. Contact Jackie Antone today for expert advice on investment strategies, estate planning, retirement planning, insurance products, and more.
7130 S Westnedge Ave, Portage, MI 49002, United States -
AJ Srmek - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAJ Srmek is a financial advisor at Ameriprise Financial Services, LLC located at 7130 South Westnedge Avenue, Portage, Michigan, United States. Specializing in finance, AJ Srmek 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®. AJ Srmek is dedicated to providing expert financial advice and planning services to clients, with a focus on asset management, retirement planning, estate planning, and investment opportunities.
7130 S Westnedge Ave, Portage, MI 49002, United States -
Haverdink Financial Management
● OpenHaverdink Financial Management is a reputable finance institution located at 440 West Centre Avenue in Portage, Michigan, United States. With a team of experienced financial advisors, we specialize in providing personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our dedicated team is here to provide expert guidance and support every step of the way. Trust Haverdink Financial Management to help you navigate the complexities of the financial world and secure a prosperous future.
440 W Centre Ave # 5, Portage, MI 49024, United States -
Edward Jones - Financial Advisor: John A Fiore
● OpenEdward Jones - Financial Advisor: John A Fiore is a trusted financial institution located at 2317 East Centre Avenue in Portage, Michigan. Specializing in personalized financial planning and investment services, John A Fiore is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on providing expert advice and tailored solutions, Edward Jones - Financial Advisor: John A Fiore is committed to delivering top-notch financial services to individuals and families in the Portage area. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, John A Fiore is here to provide the guidance and support you need to make informed financial decisions. Contact Edward Jones - Financial Advisor: John A Fiore today to schedule a consultation and start planning for a brighter financial future.
2317 E Centre Ave, Portage, MI 49002, United States -
Edward Jones - Financial Advisor: Matt Semelbauer, CFP®|CEPA®
● OpenEdward 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.
6784 S Westnedge Ave Suite D, Portage, MI 49002, United States -
Beyond Financial Planning
● OpenBeyond Financial Planning is a leading finance and insurance agency located at 700 Mall Drive in Portage, Michigan, United States. Our team of experienced professionals is dedicated to providing comprehensive financial planning services that go beyond just managing your money. We work with our clients to create customized strategies to help them achieve their financial goals and secure their future. With a focus on personalized service and a commitment to excellence, Beyond Financial Planning is your trusted partner in building a secure financial future.
700 Mall Dr Suite C, Portage, MI 49024, United States -
Edward Jones - Financial Advisor: Gregory A Feltner
● OpenEdward Jones - Financial Advisor: Gregory A Feltner is a reputable finance institution located at 950 Trade Centre Way in Portage, Michigan, United States. As a trusted financial advisor, Gregory A Feltner offers personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on integrity and client satisfaction, Edward Jones - Financial Advisor: Gregory A Feltner is dedicated to providing top-notch financial advice and guidance to individuals and families in the Portage area. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Gregory A Feltner can help you navigate the complex world of finance with confidence.
950 Trade Centre Way Suite 145, Portage, MI 49002, United States -
Ben Whitaker - Financial Advisor, Ameriprise Financial Services, LLC
● OpenBen Whitaker is a Financial Advisor at Ameriprise Financial Services, LLC located at 7130 South Westnedge Avenue, Portage, Michigan, United States. Ben Whitaker 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Ben Whitaker specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and seniors. With expertise in asset management, investment strategies, estate planning, retirement planning, insurance products, and more, Ben Whitaker is committed to helping clients achieve their financial goals. Contact Ben Whitaker today for personalized financial advice and guidance.
7130 S Westnedge Ave, Portage, MI 49002, United States -
LPL Financial
● OpenLPL 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.
5228 Lovers Ln, Portage, MI 49002, United States -
Merrill Lynch Financial Advisor Daniel J. Ingles
● OpenMerrill Lynch Financial Advisor Daniel J. Ingles is a finance institution located at 750 Trade Centre Way, Portage, Michigan, United States. Managing wealth begins with a deep understanding of your financial picture, and Daniel J. Ingles can help create a flexible strategy tailored to your needs. With access to investment insights from Merrill and banking solutions from Bank of America, you can work towards your financial goals through personalized wealth management strategies. Daniel J. Ingles is dedicated to participating in the community and volunteering with local organizations. The team at Merrill Lynch Wealth Management, led by Daniel J. Ingles, focuses on your family, goals, and priorities to create a customized investment approach. By getting to know you personally, Daniel can help you design a financial plan that reflects your unique needs and helps you pursue your aspirations. Regular check-ins and adjustments to your financial approach ensure that you stay on track to achieve what matters most to you.
750 Trade Centre Way Suite 120, Portage, MI 49002, United States -
Merrill Lynch Financial Advisor Janene W Pirbhai
● OpenMerrill 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.
750 Trade Centre Way Suite 120, Portage, MI 49002, United States -
Merrill Lynch Financial Advisor Floyd A Tucker
● OpenMerrill Lynch Financial Advisor Floyd A Tucker is a finance institution located at 750 Trade Centre Way, Portage, Michigan, United States. Our mission is to understand you and what matters most to you, so we can help you design and implement a personalized financial plan to pursue your goals while managing investment risk. We believe in focusing on potential solutions that can turn your goals into reality, whether it's planning for future expenses, college, business decisions, or wealth transfer. Our team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. We offer the Merrill Personal Wealth Analysis™ to help build and document a personalized plan centered on your goals. Our Investment Personality Assessment helps us understand your investing preferences, so we can customize a financial approach that aligns with your priorities. We understand that life and financial markets change, so we regularly check in to discuss any adjustments needed to your financial approach to help you stay on track.
750 Trade Centre Way Suite 120, Portage, MI 49002, United States -
Merrill Lynch Financial Advisor Jeffery D Vanderstraaten
● OpenMerrill Lynch Financial Advisor Jeffery D Vanderstraaten is a finance institution located at 750 Trade Centre Way, Portage, Michigan, United States. Our mission is to understand you and what matters most to you, so we can design and implement a personalized plan to help you pursue your financial goals while managing investment risk. We focus on potential solutions to turn your goals into reality, whether it's planning for future expenses, college, business transactions, or wealth transfer. With access to Merrill's investment insights and Bank of America's banking solutions, we work with you to develop a customized approach to address your financial needs. Our team is committed to building strong client relationships based on trust and personalized service. We offer the Merrill Personal Wealth Analysis™ to build a plan centered on your goals, and we regularly check in to discuss any changes in your life or the financial markets. Let's work together to help you achieve your goals and stay on track.
750 Trade Centre Way Suite 120, Portage, MI 49002, United States -
J K Financial Services
● OpenJ 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.
2224 E Centre Ave, Portage, MI 49002, United States -
Strategic Tax & Planning
● OpenStrategic 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.
1300 W Centre Ave, Portage, MI 49024, United States -
UP Health System Home Care & Hospice Portage
● OpenWelcome 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.
901 West Sharon Avenue, Houghton, Michigan 49931, United States -
Consumers Credit Union
● OpenConsumers 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.
125 S Kalamazoo Mall #104, Kalamazoo, MI 49007, United States -
Ken Rose - State Farm Insurance Agent
● OpenKen 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!
2054 W Centre Ave, Portage, MI 49024, United States -
Bankers Life
● OpenBankers Life, located at 950 Trade Centre Way in Portage, Michigan, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers like Aetna, Humana, UnitedHealthcare®, and Wellcare. With the rising costs of healthcare and the need for long-term care becoming more prevalent, our team can help you navigate Medicare Advantage plans and plan for the future. We are currently recruiting agents, managers, and investment professionals who are passionate about helping others achieve financial security in retirement. Our award-winning training programs and flexible schedules make it easy to start a rewarding career with unlimited earning potential. Join us at Bankers Life and achieve more in your local branch office!
950 Trade Centre Way #325, Portage, MI 49002, United States -
Ryan Smeader - State Farm Insurance Agent
● OpenRyan 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.
7117 S Westnedge Ave, Portage, MI 49002, United States -
Sarah Thomas - Medicare & Health Insurance Advisor - Clear Strategy Insurance
● OpenSarah 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.
1209 E Milham Ave suite A, Portage, MI 49002, United States -
Kuipers Advisors
● OpenKuipers 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.
268 E Kilgore Rd, Portage, MI 49002, United States
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