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TOP 30 Financial services for retirees in Kalamazoo, MI
7 results found
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Chase Carlson - Financial Advisor, Ameriprise Financial Services, LLC
Chase Carlson is a financial advisor at Ameriprise Financial Services, LLC located at 6800 West Q Avenue in Kalamazoo, Michigan, United States. Chase 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®. These certifications demonstrate Chase's expertise in asset management, retirement planning, estate planning, investment management, and more. Chase is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Chase is committed to upholding a code of ethics and continuing education to ensure the highest level of service to his clients. Contact Chase Carlson at Ameriprise Financial Services, LLC for all your financial planning needs."
Jason Reed - Financial Advisor, Ameriprise Financial Services, LLC
Jason Reed - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 5991 Venture Park Drive, Kalamazoo, 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 Planners™, 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, investment strategies, and more. The institution aims to provide expert financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
Edward Jones - Financial Advisor: Barbara M Hammond
Edward Jones - Financial Advisor: Barbara M Hammond is a renowned financial institution located at 4798 Campus Drive in Kalamazoo, Michigan, United States. Specializing in finance, this institution offers personalized financial advice and services to help clients achieve their financial goals. With Barbara M Hammond at the helm, clients can expect expert guidance and tailored solutions to navigate the complex world of investments, retirement planning, and wealth management. Trust Edward Jones - Financial Advisor: Barbara M Hammond to provide top-notch financial services with a personal touch.
Robert Schauer - Branch Manager, Ameriprise Financial Services, LLC
Robert Schauer is the Branch Manager at Ameriprise Financial Services, LLC located at 1080 10th Street North in Kalamazoo, Michigan, United States. Robert 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 Robert's expertise in areas such as asset management, estate planning, retirement planning, investment management, and financial planning for individuals, retirees, small business owners, and high net worth clients. Additionally, Robert is trained to provide specialized financial advice for military personnel and veterans. With a strong commitment to ethical practices and ongoing education, Robert Schauer is dedicated to providing comprehensive financial services to meet the diverse needs of his clients.
George Smojver - Private Wealth Advisor, Ameriprise Financial Services, LLC
George Smojver - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 6800 West Q Avenue in Kalamazoo, Michigan, is a finance institution specializing in providing comprehensive wealth management services to individuals. George Smojver holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and client suitability, George Smojver offers personalized financial advice tailored to each client's unique needs. Whether you are a retiree, small business owner, high net worth individual, or in need of domestic partnership planning, George Smojver has the knowledge and experience to help you achieve your financial goals. Contact George Smojver - Private Wealth Advisor, Ameriprise Financial Services, LLC, for expert guidance on your financial journey.
Connor Frailey, Bankers Life Agent
Connor Frailey, Bankers Life Agent is an insurance agency located at 4341 South Westnedge Avenue in Kalamazoo, Michigan, United States. As a Bankers Life Agent, Connor Frailey offers a range of insurance products and services to help individuals and families protect their financial future. With a focus on personalized service and tailored solutions, Connor Frailey is dedicated to helping clients find the right insurance coverage for their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Connor Frailey, Bankers Life Agent is committed to providing expert guidance and support every step of the way. Contact them today to learn more about how they can help you secure your financial well-being.
Molly Chipouras, Realtor
Molly Chipouras, Realtor is a premier real estate agent located at 24208 Front Street in Mattawan, Michigan. Specializing in the Mattawan School District, as well as Texas Township and Oshtemo Township, Molly is dedicated to honesty and transparency throughout the buying and selling process. With a passion for architecture and houses, Molly is committed to helping clients find their dream home within a one-hour radius of Kalamazoo. She also offers referral services for out-of-area clients.
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