Financial planning strategies in Portage, Michigan

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.

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.

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.

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.

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.

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.

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.

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.

Diversified Financial: Eric Arnold is a finance institution located at 5217 Lovers Lane in Portage, Michigan, United States. Specializing in a wide range of financial services, Eric Arnold and his team provide expert advice and personalized solutions to help clients achieve their financial goals. With a focus on diversification and risk management, they offer comprehensive financial planning, investment management, retirement planning, and more. Whether you are planning for the future or navigating a major life event, Diversified Financial: Eric Arnold is committed to helping you secure your financial future.

Commonwealth Financial Network, located at 1624 West Centre Avenue in Portage, Michigan, is a leading finance institution that prioritizes the success and growth of independent financial advisors. With a focus on providing sophisticated solutions, specialized consulting, and intuitive tools, Commonwealth Financial Network has achieved remarkable results, including recruiting $15.9 billion in assets in 2023. As the economy and markets continue to evolve, Commonwealth Financial Network offers insights and strategies in their 2024 Outlook to help advisors navigate potential inflection points and drive future growth. Whether you are looking to expand an existing practice, transition to a fee-only model, or explore independence for the first time, Commonwealth Financial Network offers innovative strategies to give you a competitive advantage.

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.

Drake Financial Group is a leading finance institution located at 1302 West Milham Avenue in Portage, Michigan, United States. With a focus on providing personalized financial solutions, our experienced team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Drake Financial Group is committed to delivering expert guidance and support every step of the way. Contact us today to schedule a consultation and start securing your financial future.

Commonwealth Financial Network, Roger Finder is a trusted financial institution located at 1624 West Centre Avenue in Portage, Michigan, United States. Specializing in finance, this institution offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Commonwealth Financial Network, Roger Finder provides personalized solutions and expert guidance to clients. Whether you are looking to plan for retirement, invest in the stock market, or secure a loan, this institution is dedicated to helping you navigate the complexities of the financial world. Visit Commonwealth Financial Network, Roger Finder today to start building a secure 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.

Credent Wealth Management is a fee-only financial planning institution located in Kalamazoo, Michigan. Our dedicated team of financial planners is committed to helping clients achieve their financial goals through personalized and comprehensive financial planning services. We specialize in providing unbiased advice and guidance to individuals and families, offering a range of services including retirement planning, investment management, tax planning, and estate planning. Located at 721 West Centre Avenue in Portage, Michigan, Credent Wealth Management is dedicated to helping clients navigate their financial future with confidence and peace of mind.

Jacobs Financial Services is a finance institution located at 4000 Portage Street, Kalamazoo, Michigan, United States. We specialize in providing effective retirement strategies for our clients, their families, and our community. Our personalized approach builds trust and confidence with each client, guiding them every step of the way towards financial peace in retirement. Our most rewarding moments come from hearing the success stories of our clients as they celebrate milestones and live out their dreams during their golden years. At Jacobs Financial Services, we believe in giving our clients the retirement they deserve. Our promise is to be by your side throughout your journey towards a stress-free retirement. We offer personalized income strategies designed to address the retirement crisis in America, ensuring that your money is safe regardless of market fluctuations. By reading our founder Tom Jacobs' book, "Retirement Domination: Play to Win With Your Retirement," you can learn how to dominate your post-work years and live out your dreams.

Merrill Lynch Financial Advisor Ryan D Hekman is a finance institution located at 750 Trade Centre Way in Portage, Michigan, United States. Our mission is to understand our clients and what matters most to them, in order to help them achieve their financial goals while managing investment risk. We provide personalized plans tailored to each individual's needs, with a focus on turning goals into reality. Our team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. We offer a range of services, including investment strategies, financial planning, and comprehensive financial solutions from Bank of America. Our goal is to help clients stay on track to achieve what's most important to them, by continuously revisiting and adjusting their financial approach as their life and goals change. With a focus on understanding each client's unique needs and priorities, we work together to create a financial approach that reflects their personality and helps them address fluctuations in the market. Let's work together to help you achieve your goals.

Preferred Financial Group, LLC is a finance institution located at 2725 Airview Boulevard in Portage, Michigan, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, save for retirement, or secure a loan, we are here to help. With a focus on customer service and a commitment to integrity, Preferred Financial Group, LLC is the preferred choice for all your financial needs.

Lowe Financial - Northwestern Mutual is a reputable finance and insurance agency located at 950 Trade Centre Way in Portage, Michigan, United States. With a focus on helping individuals and businesses achieve their financial goals, this institution offers a wide range of services including financial planning, investment management, retirement planning, and insurance solutions. Their team of experienced professionals is dedicated to providing personalized guidance and tailored strategies to help clients secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Lowe Financial - Northwestern Mutual is committed to helping you navigate the complex world of finance and insurance. Contact them today to schedule a consultation and start building a solid financial foundation.

Merrill Lynch Financial Advisor Tara B Nulty, located at 750 Trade Centre Way in Portage, Michigan, United States, is a finance institution dedicated to helping clients manage their wealth through personalized strategies tailored to their individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Tara Nulty works closely with clients to understand their priorities and develop a plan to help them pursue their aspirations. By participating in the community and volunteering with local organizations, Tara Nulty embodies the Merrill tradition of serving the communities where they operate. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients receive a customized financial approach designed to address their unique needs and preferences. With a focus on ongoing communication and goal tracking, Tara Nulty helps clients navigate life changes and market fluctuations to stay on track towards achieving their financial objectives. By prioritizing the client's interests and providing personalized investment strategies, Merrill Lynch Wealth Management Advisors like Tara Nulty strive to help clients build a solid financial foundation for the future.

OsborneKlein - Ameriprise Financial is a finance institution located at 7130 South Westnedge Avenue in Portage, Michigan. As a branch of Ameriprise Financial, they offer a wide range of financial services including retirement planning, investment management, and wealth management. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, OsborneKlein - Ameriprise Financial is committed to providing top-notch financial advice and guidance to individuals and families in the Portage area.

Diversified Financial, Inc. is a leading accounting and finance institution located at 5217 Lovers Lane in Portage, Michigan, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. With a commitment to excellence and personalized service, Diversified Financial, Inc. is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you with your financial needs.

Mazer Kevin Financial Advisor is a trusted institution located at 1624 West Centre Avenue in Portage, Michigan, United States. Specializing in financial advising and ATM services, Mazer Kevin Financial Advisor offers expert guidance and convenient access to funds for all your financial needs. With a commitment to excellence and personalized service, Mazer Kevin Financial Advisor is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to experience the difference our expertise can make in your financial success.

Kindred Financial Partners of Raymond James is a finance institution located at 7995 Moorsbridge Road in Portage, Michigan, United States. As a part of the Raymond James family, we are dedicated to providing personalized financial planning and investment services to our clients. Our team of experienced professionals is committed to helping individuals and families achieve their financial goals through tailored strategies and expert guidance. Whether you are planning for retirement, saving for college, or investing for the future, Kindred Financial Partners is here to support you every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

Ameriprise Financial Services, Inc. located at 5931 Oakland Drive in Portage, Michigan, is a finance institution offering a range of services to help individuals achieve their financial goals. Each Ameriprise advisor has specific areas of focus, allowing clients to find an advisor that aligns best with their needs. Clients can review the backgrounds, credentials, and experience of 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 financial goals and create a personalized plan.

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.

Edward Jones - Financial Advisor: Luke Johnson, CFP® is a reputable finance institution located at 5827 Oakland Drive in Portage, Michigan. As a Certified Financial Planner, Luke Johnson provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or building wealth for the future, Luke Johnson is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact Edward Jones - Financial Advisor: Luke Johnson, CFP® today to schedule a consultation and start planning for a secure financial future.

Paul Moss - Financial Advisor, Ameriprise Financial Services, LLC, located at 7950 Moorsbridge Road in Portage, Michigan, United States, offers personalized financial advice, investment recommendations, and solutions to help you achieve your financial goals. With a focus on tracking your progress, Paul Moss can assist you in adjusting to life's changes and uncertainties. Background and qualification information for Paul Moss is available on FINRA's BrokerCheck website. The Ameriprise Financial Services, LLC Client Relationship Summary Disclosure provides additional information about the institution's services.