Financial services in st joseph in Michigan
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Ameriprise Financial
● OpenAmeriprise Financial, located at 2603 Niles Avenue in St. Joseph, Michigan, is a finance institution that offers personalized financial planning services. Each Ameriprise advisor has their own "Top areas of focus," allowing clients to find an advisor that aligns best with their financial goals. Clients can review the backgrounds, credentials, and experience of the 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 and create a customized financial plan.
2603 Niles Ave B, St Joseph, MI 49085, United States -
Edward Jones - Financial Advisor: David W McNabb, CFP®
● ClosedEdward Jones - Financial Advisor: David W McNabb, CFP® is a reputable finance institution located at 809 Lester Avenue in St. Joseph, Michigan, United States. As a Certified Financial Planner®, David W McNabb offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a strong commitment to integrity and professionalism, Edward Jones provides a range of financial services to individuals, families, and businesses. Trust Edward Jones - Financial Advisor: David W McNabb, CFP® for sound financial guidance and reliable investment solutions.
809 Lester Ave Suite A, St Joseph, MI 49085, United States -
Jim Everett - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJim Everett, a Financial Advisor at Ameriprise Financial Services, LLC, located at 2603 Niles Avenue in St. Joseph, Michigan, offers a range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jim Everett is equipped to provide expert advice on asset management, retirement planning, estate planning, and investment opportunities. Whether you are looking for assistance with portfolio management, insurance products, or retirement income planning, Jim Everett has the knowledge and experience to help you achieve your financial goals. Contact Jim Everett at Ameriprise Financial Services, LLC for personalized financial guidance tailored to your individual needs.
2603 Niles Ave B, St Joseph, MI 49085, United States -
Scott Schalk - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenScott Schalk is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2603 Niles Avenue in St. Joseph, Michigan, United States. Scott Schalk 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®, 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 Scott Schalk's expertise in various aspects of finance including asset management, retirement planning, estate planning, investment management, risk management, and more. Scott Schalk is dedicated to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients.
2603 Niles Ave B, St Joseph, MI 49085, United States -
Gina Van Baren - Financial Advisor, Ameriprise Financial Services, LLC
● OpenGina Van Baren - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2603 Niles Avenue, St. Joseph, Michigan, United States. Gina Van Baren holds various certifications such as 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 Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). These certifications reflect Gina Van Baren's expertise in asset management, investment strategies, estate planning, retirement planning, financial planning for domestic partners, and more. The institution provides comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Gina Van Baren is committed to upholding a code of ethics and providing clients with expert advice on a wide range of financial matters.
2603 Niles Ave B, St Joseph, MI 49085, United States -
Confer Financial Services
● ClosedConfer Financial Services is a reputable finance institution located at 505 Pleasant Street in St. Joseph, Michigan, United States. Specializing in a wide range of financial services, including investment management, retirement planning, and wealth management, they are dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, Confer Financial Services provides personalized solutions and expert advice to ensure their clients' financial success. Visit them today to learn more about their comprehensive financial services offerings.
505 Pleasant St #400, St Joseph, MI 49085, United States -
Dana Wales - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedDana Wales - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 505 Pleasant Street, St. Joseph, Michigan, United States. Dana Wales holds various certifications such as 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®. Dana Wales specializes in providing expert advice in asset management, investment strategies, estate planning, retirement planning, and financial planning for individuals, retirees, small business owners, and high net worth clients. Dana Wales is committed to providing comprehensive and personalized financial services to help clients achieve their financial goals.
505 Pleasant St Ste 200, St Joseph, MI 49085, United States -
Wales Wealth Management Group - Ameriprise Financial Services, LLC
● ClosedWales Wealth Management Group - Ameriprise Financial Services, LLC is a finance institution located at 505 Pleasant Street, St. Joseph, Michigan, United States. Recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024, we are dedicated to providing personalized financial planning services tailored to your individual goals and risk tolerance. Our team of advisors offers investment recommendations, asset allocation strategies, and portfolio management to help you achieve your financial objectives, whether it's planning for retirement, education, or a major purchase. With access to digital tools, you can track your progress and stay on track towards your financial goals at any time, from any device. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial aspirations. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring the highest level of security and professionalism in managing your investments. Contact us today to begin your journey towards financial success.
505 Pleasant St Ste 200, St Joseph, MI 49085, United States -
Honor Investment Services
● ClosedHonor Investment Services, located at 2712 Niles Avenue in St. Joseph, Michigan, is a finance institution dedicated to helping clients create personalized wealth management plans to achieve their financial goals. Our team of professionals offers a wide range of services, products, and strategies to assist you on your financial journey. We provide personalized guidance and access to online financial resources to help you make informed decisions. Our team believes in a teamwork approach that adds a broader perspective to our services, ultimately benefiting our clients. We serve various areas in Michigan, including Allegan, Kalamazoo, Paw Paw, Benton Harbor, Niles, and more. Our goal is to help you navigate your financial future with confidence.
2712 Niles Ave, St Joseph, MI 49085, United States -
Wendy Mitchell - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedWendy Mitchell - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 505 Pleasant Street, St. Joseph, Michigan, United States. Wendy Mitchell 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®. This extensive list of certifications showcases Wendy Mitchell's expertise in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. The institution offers a wide range of services including asset management, estate planning, investment strategies, retirement planning, and insurance products. Wendy Mitchell is dedicated to upholding a high standard of ethics and professionalism in her practice, ensuring that clients receive expert guidance tailored to their unique financial goals and needs.
505 Pleasant St Ste 200, St Joseph, MI 49085, United States -
Steve Dirnberger - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedSteve Dirnberger is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 505 Pleasant Street in St. Joseph, Michigan, United States. As part of the Wales Wealth Management Group, Steve has been recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024. He offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on long-term financial planning, Steve helps clients achieve their objectives through regular reviews, progress tracking, and adjustments as life circumstances change. Clients can easily access their investments and accounts online from any device, ensuring secure communication and information sharing.
505 Pleasant St Ste 200, St Joseph, MI 49085, United States -
Honor Investment Services
● ClosedHonor Investment Services, located at 2340 East Centre Avenue in Portage, Michigan, is a finance institution dedicated to helping clients create personalized wealth management plans to achieve their financial goals. Our team of professionals offers a wide range of services, products, and strategies to meet your needs. We believe in a teamwork approach that provides a broader perspective and increased benefits to our clients. Our team serves various areas in Michigan, including Allegan, Allendale, Coldwater, Kalamazoo, Paw Paw, Plainwell, Portage, and more. We also cater to clients in Baroda, Benton Harbor, Niles, South Haven, St. Joseph, and other surrounding areas.
2340 E Centre Ave, Portage, MI 49002, United States -
Joseph Banish - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJoseph Banish is a Financial Advisor at Ameriprise Financial Services, LLC located at 726 Notre Dame Street, Grosse Pointe, Michigan, United States. He 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®. Joseph Banish is dedicated to providing comprehensive financial planning services to individuals and businesses, with a focus on asset management, retirement planning, estate planning, and investment strategies. He is committed to upholding the highest standards of ethics and professionalism in his practice. Contact Joseph Banish at Ameriprise Financial Services, LLC for expert financial advice tailored to your specific needs.
726 Notre Dame St, Grosse Pointe, MI 48230, United States -
Joseph Foy - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJoseph Foy - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 726 Notre Dame Street, Grosse Pointe, Michigan, United States. If you have any questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Joseph Foy is a qualified advisor who may only conduct securities business with residents of states in which he is properly registered. The institution provides an overview of financial planning concepts during the initial consultation, though written analysis and/or recommendations will not be provided. Ameriprise Financial Services, LLC cannot guarantee future financial results. Clients can find background and qualification information on FINRA's BrokerCheck website. The institution is committed to helping clients achieve their financial goals and offers a positive backdrop for stock prices. Meet with Joseph Foy to discuss what is most important to you and see if the current bull market rally will extend further into 2024. Referrals are appreciated, and referred individuals can expect to hear from Joseph Foy soon. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring privacy and security for clients.
726 Notre Dame St, Grosse Pointe, MI 48230, United States -
St Joseph City Assessor
● ClosedWelcome to the St. Joseph City Assessor's Office, located at 700 Broad Street, St. Joseph, Michigan. As a vital part of our local government, we specialize in accounting and finance services dedicated to ensuring fair and equitable property assessments within our community. Our experienced team is committed to transparency and accuracy, providing essential information and resources to property owners, businesses, and residents. Whether you need assistance with property valuation, tax assessments, or have questions about local property regulations, the St. Joseph City Assessor's Office is here to serve you. We take pride in supporting the financial well-being of our city and fostering a thriving community through our dedicated services. Visit us to learn more about how we can assist you with your property assessment needs.
700 Broad Street, St. Joseph, Michigan 49085, United States -
Starks Family Funeral Homes & Cremation Services-Starks & Menchinger Chapel
● OpenWelcome to Starks Family Funeral Homes & Cremation Services - Starks & Menchinger Chapel, located at 2650 Niles Road, St. Joseph, Michigan. As the largest funeral home in Southwest Michigan, we provide a space that honors your loved ones with dignity and respect. Our chapel can accommodate up to 300 guests or be divided into five smaller, private spaces to suit your family’s needs and those of others simultaneously. Our modern and ecologically responsible facility is fully ADA accessible, ensuring all guests feel welcome. Special amenities include a private family lounge with a kitchenette, a children's room equipped with entertainment options, and a spacious community room seating up to 125 people for luncheons, receptions, or other events.
2650 Niles Road, St. Joseph, Michigan 49085, United States -
Fairplain Chapel of Florin Funeral Service
● ClosedWelcome to Fairplain Chapel of Florin Funeral Service Located at 1053 East Napier Avenue, Benton Harbor, Michigan, Fairplain Chapel of Florin Funeral Service is a place dedicated to celebrating life and honoring every cherished memory. We understand the challenges that come with saying goodbye to a loved one, and we are here to guide you through these difficult moments with compassion and care.
1053 East Napier Avenue, Benton Harbor, Michigan 49022, United States -
Corey Hansen - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Corey Hansen - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 505 Pleasant Street, St. Joseph, Michigan. As a trusted financial advisor, Corey Hansen is dedicated to helping you achieve your financial aspirations, whether they involve planning for retirement, funding education, or making a significant purchase like a second home. At Corey Hansen's practice, we prioritize what's most important to you. We begin by understanding your individual goals and personal risk tolerance to provide tailored investment, asset allocation, and portfolio recommendations. Our approach is dynamic; we document your goals, meet regularly to analyze your progress, and adjust your strategy as life evolves, ensuring you stay on track towards achieving your financial objectives.
505 Pleasant Street, St. Joseph, Michigan 49085, United States -
John Bare - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to John Bare - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 505 Pleasant Street, St. Joseph, Michigan. Our mission is to provide personalized financial advice to help you achieve your financial goals. John Bare is committed to guiding you through every stage of your financial journey, offering expertise in a wide range of financial services. As a dedicated professional, John holds numerous prestigious certifications that underscore his commitment to excellence and ethical standards in financial advising. These include the AAMS™ (Accredited Asset Management Specialist™), ADPA™ (Accredited Domestic Partnership Advisor™), and AEP® (Accredited Estate Planner®), among others. Each of these certifications equips John with the knowledge and skills necessary to address diverse financial needs, from asset management and retirement planning to estate planning and investment strategies.
505 Pleasant Street, St. Joseph, Michigan 49085, United States -
St Joseph Hilltop ATM
● OpenWelcome to St Joseph Hilltop ATM, your convenient and reliable financial service provider located at 1600 Hilltop Road, St. Joseph, Michigan 49085. We are dedicated to offering you easy access to your banking needs, right in the heart of St. Joseph. Whether you need to withdraw cash, check your balance, or perform other basic banking transactions, our ATM is designed to provide you with seamless and secure service 24/7. At St Joseph Hilltop ATM, we prioritize your financial convenience and security, ensuring that your transactions are handled with the utmost care. Stop by today and experience hassle-free banking at your local ATM.
1600 Hilltop Road, St. Joseph, Michigan 49085, United States -
Jason Topp - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Jason Topp - Private Wealth Advisor at Ameriprise Financial Services, LLC, your trusted partner for comprehensive financial planning and wealth management located in the heart of St. Joseph, Michigan. Situated at 2603 Niles Avenue, our firm is dedicated to providing personalized financial advice tailored to meet the unique needs of each client. With a strong commitment to ethical practices and continued professional development, Jason Topp holds multiple prestigious designations, including AAMS™ (Accredited Asset Management Specialist™), ADPA™ (Accredited Domestic Partnership Advisor™), AEP® (Accredited Estate Planner®), AIF® (Accredited Investment Fiduciary®), APMA™ (Accredited Portfolio Management Advisor™), and many more. Each certification represents a deep understanding of complex financial concepts and a dedication to helping clients achieve their financial goals through strategic planning and informed decision-making.
2603 Niles Avenue, St. Joseph, Michigan 49085, United States -
MidCoast Wealth Advisors - Ameriprise Financial Services, LLC
● ClosedWelcome to MidCoast Wealth Advisors - Ameriprise Financial Services, LLC, your trusted partner in navigating the complexities of financial planning. Conveniently located at 2603 Niles Avenue, St. Joseph, Michigan, we are committed to helping you achieve your financial goals with personalized advice and comprehensive planning strategies. At MidCoast Wealth Advisors, we understand that each client's financial journey is unique. Our initial consultation provides an insightful overview of financial planning concepts tailored to your needs. While this session does not include written analysis or recommendations, it sets the foundation for a collaborative relationship focused on what matters most to you.
2603 Niles Avenue, St. Joseph, Michigan 49085, United States -
Thrivent Financial-Lutherans
● OpenWelcome to Thrivent Financial-Lutherans, located at 800 Ship Street, St. Joseph, Michigan. As a trusted name in finance and insurance, we are dedicated to helping you create a financial plan that you can be confident about. Our approach begins with understanding your unique situation and goals, allowing us to tailor strategies and solutions that align with what matters most to you. Whether you're just starting your financial journey, building a solid foundation, or approaching retirement, our experienced financial advisors are here to guide you through life's opportunities and challenges. We offer a range of services including financial planning, investments, insurance, and banking, all designed to help you achieve clarity and move forward with confidence.
800 Ship Street, St. Joseph, Michigan 49085, United States -
St Joseph Downtown ATM
● OpenWelcome to St Joseph Downtown ATM, your convenient and reliable financial service provider located in the heart of St. Joseph, Michigan. Situated at 715 Ship Street, our ATM is easily accessible for both residents and visitors, offering a seamless banking experience right in the bustling downtown area. At St Joseph Downtown ATM, we prioritize your convenience and security, providing 24/7 access to essential banking services. Whether you need to withdraw cash, check your account balance, or perform other basic transactions, our state-of-the-art ATM ensures quick and efficient service.
715 Ship Street, St. Joseph, Michigan 49085, United States -
CMG Financial
● OpenWelcome to CMG Financial, your trusted partner in navigating the complex world of finance. Conveniently located at 800 Port Street, St. Joseph, Michigan, our team is dedicated to providing personalized financial solutions tailored to meet your unique needs. Whether you're looking to secure a mortgage, refinance your home, or explore investment opportunities, our experienced professionals are here to guide you every step of the way. At CMG Financial, we pride ourselves on our commitment to exceptional customer service and our deep understanding of the financial landscape. Visit us today to discover how we can help you achieve your financial goals with confidence and ease.
800 Port Street, St. Joseph, Michigan 49085, United States -
Harris Group Certified Public Accountants
● OpenHarris Group Certified Public Accountants is a reputable institution located at 310 North Saint Joseph Street in Suttons Bay, Michigan, United States. Specializing in health accounting services, their team of experienced professionals provides expert financial guidance and support to healthcare organizations and professionals. With a commitment to accuracy and integrity, Harris Group Certified Public Accountants is dedicated to helping their clients navigate the complex financial landscape of the healthcare industry.
310 N St Joseph St, Suttons Bay, MI 49682, United States -
Lakeside Healthcare
● OpenLakeside Healthcare is a modern health institution located at 3950 Hollywood Road in St. Joseph, Michigan, United States. The institution focuses on providing exceptional patient experiences with high-tech modernizations. The facility offers a wide range of services, including financial counseling for expecting mothers and surgery patients. The newly renovated Corewell Health Lakeland Hospital Pavilion is dedicated to providing top-notch medical care to the community. The institution also offers COVID-19 vaccinations and blood donation drives to support the community's health needs. With a team of experienced medical professionals, Lakeside Healthcare strives to improve health, instill humanity, and inspire hope in the community.
3950 Hollywood Rd, St Joseph, MI 49085, United States -
Jason Vadney - State Farm Insurance Agent
● ClosedJason Vadney - State Farm Insurance Agent is an insurance agency located at 4062 Red Arrow Highway in St. Joseph, Michigan, United States. Situated at the corner of Red Arrow Hwy at Glenlord rd, across from Dollar General, this agency specializes in providing insurance and financial services to the residents of Saint Joseph, MI and the surrounding areas of Berrien County. As a former Michigan State University Varsity Athlete with a background in Advertising, Jason Vadney is dedicated to helping clients find the right insurance coverage for their specific needs. Whether you are looking for auto insurance, home insurance, life insurance, or financial services, Jason and his team of licensed Insurance Professionals are here to assist you.
4062 Red Arrow Hwy, St Joseph, MI 49085, United States -
Combined Insurance Agencies
● ClosedCombined Insurance Agencies is a reputable insurance agency located at 720 Saint Joseph Drive in St. Joseph, Michigan, United States. With a focus on providing comprehensive insurance solutions to meet the needs of individuals and businesses, this institution offers a wide range of insurance products and services. Whether you are looking for auto, home, life, health, or business insurance, the experienced agents at Combined Insurance Agencies are dedicated to helping you find the right coverage at competitive rates. Trustworthy, reliable, and customer-oriented, this agency is committed to providing personalized service and expert guidance to ensure you have the protection you need. Contact Combined Insurance Agencies today to discuss your insurance needs and secure peace of mind for the future.
720 St Joseph Dr, St Joseph, MI 49085, United States -
IMS Insurance
● ClosedIMS Insurance is a trusted insurance agency located at 501 Main Street in St. Joseph, Michigan. We are dedicated to providing comprehensive insurance solutions for individuals, families, and businesses throughout Michigan and surrounding states. With convenient locations in St. Joseph and Niles, Michigan, we offer a wide range of insurance products from many different companies to ensure that you receive the best value and personalized options. Our team of experienced agents is committed to helping you find the right insurance coverage to protect what matters most to you. Whether you need insurance for your home, automobile, business, or personal belongings, we can create customized solutions to meet your needs. We also offer health insurance options, including medical, life, and disability coverage, to ensure that you and your family are protected.
501 Main St, St Joseph, MI 49085, United States
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