Financial services near me in Battle Creek, Michigan

Worgess Insurance & Financial Services, located at 350 East Michigan Avenue in Kalamazoo, Michigan, is a trusted finance and insurance agency serving the Battle Creek and Kalamazoo communities. Our experienced team offers a wide range of insurance options, including home, auto, business, life, health, and more. We also provide comprehensive financial services to help protect and manage your assets. At Worgess Insurance & Financial Services, our mission is to protect our customers' assets and exceed their expectations with excellent insurance solutions. As an independent agency, we have strong relationships with major insurance carriers, allowing us to offer personalized insurance solutions tailored to your unique needs.

C.L. Van Deventer Insurance Agency of Battle Creek, located at 100 Helmer Road North in Battle Creek, Michigan, specializes in providing top-quality insurance services including Auto/Car Insurance, Homeowners Insurance, Business/Commercial Insurance, Life Insurance, and Workers’ Compensation Insurance. With over 105 years of experience serving the community, every staff member is highly trained in all aspects of the insurance business to ensure excellent service for valued customers. In honor of Financial Literacy Month, the agency emphasizes the importance of financial literacy for small business owners, offering tips on budgeting basics and financial management. They also provide insurance tips for those considering home remodels, emphasizing the impact of renovations on insurance coverage.

Worgess Insurance & Financial Services is a trusted insurance agency located at 2 West Michigan Avenue in Battle Creek, Michigan. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have you covered. With years of experience in the industry, we strive to offer exceptional customer service and competitive rates. Contact us today to learn more about how we can help protect what matters most to you.

Acquire Financial Solutions, LLC is a health and insurance agency located at 439 West Columbia Avenue in Battle Creek, Michigan, United States. Our mission is to help individuals protect their loved ones and assets through a range of insurance products and services. Whether you are looking for life insurance, disability insurance, a Living Trust, Long Term Care Insurance, or fixed/indexed annuities for your retirement, we are here to provide expert guidance and personalized solutions. Trust Acquire Financial Solutions, LLC to help you secure a brighter financial future.

In His Steps is a non-profit organization located at 833 Golden Avenue in Battle Creek, Michigan. Our mission is to provide support and resources to individuals and families in need in our community. We offer a variety of programs and services, including food assistance, housing support, job training, and counseling. Our dedicated staff and volunteers are committed to helping those facing challenges and empowering them to make positive changes in their lives. Join us in making a difference and walking in His steps towards a brighter future for all.

OneMain Financial is a finance institution located at 5700 Beckley Road in Battle Creek, Michigan. As a trusted provider of personal loans and financial services, OneMain Financial offers a wide range of solutions to help individuals achieve their financial goals. Whether you need to consolidate debt, make a major purchase, or cover unexpected expenses, OneMain Financial is dedicated to providing personalized assistance and competitive rates. With a focus on customer service and financial education, OneMain Financial is committed to helping individuals improve their financial well-being.

BlueOx Credit Union in Battle Creek is a trusted financial institution located at 115 Riverside Drive in Michigan, United States. As a full-service credit union, BlueOx offers a range of financial services including banking, ATM access, and personalized finance solutions. Whether you're looking to open a new account, secure a loan, or simply manage your finances, BlueOx Credit Union is dedicated to providing top-notch service and support to its members in Battle Creek and beyond.

Money Matters Financial is a reputable finance institution located at 497 East Columbia Avenue in Battle Creek, Michigan. We provide a wide range of financial services to individuals and businesses, including investment advice, wealth management, retirement planning, and more. Our team of experienced professionals are dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, save for retirement, or plan for your children's education, Money Matters Financial is here to help. Contact us today to schedule a consultation and take the first step towards financial success.

Liberty Tax Service is a reputable accounting and finance institution located at 5424 Beckley Road in Battle Creek, Michigan, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses in the area. Whether you need help with tax preparation, planning, or filing, Liberty Tax Service is dedicated to providing reliable and efficient assistance to meet your financial needs. Their commitment to excellence and customer satisfaction sets them apart as a trusted resource for all your accounting and finance needs.

The Battle Creek Law Firm is located at 70 West Michigan Avenue in Battle Creek, Michigan. Specializing in criminal defense, divorce, and custody cases, our experienced attorneys are dedicated to providing the best and most affordable legal services in Calhoun County. You can reach us at (269) 447-1525 for a free consultation. We are committed to working closely with our clients to develop a personalized plan to achieve the results they need. Our aggressive approach ensures that we fight tirelessly for your freedom, parental rights, or financial interests. With decades of experience and a proven track record of success in both civil and criminal cases, our lawyers are known as the best in Calhoun County.

Zhang Financial, located at 70 West Michigan Avenue in Battle Creek, Michigan, is a renowned finance institution led by Charles Zhang and Lynn Chen-Zhang. With over two decades of experience, Zhang Financial consistently ranks as one of the top financial planners in Michigan and the U.S. Their Battle Creek office is easily accessible from major highways, offering fiduciary commitment to clients and operating as fee-only advisors. Clients of Zhang Financial benefit from an open-architecture investment platform with access to thousands of mutual funds and ETFs. The firm provides comprehensive financial planning services, including tax and estate planning. The team of financial experts at Zhang Financial holds various certifications and credentials, establishing them as the premier financial advisory firm in Battle Creek.

Generations Financial Planning & Wealth Management is a finance institution located at 77 East Michigan Avenue in Battle Creek, Michigan, United States. Our team of experienced financial advisors is dedicated to helping you secure your future by providing personalized financial strategies tailored to your goals and needs. We offer comprehensive financial planning and wealth management services to individuals, families, businesses, and institutions. Our goals-driven approach focuses on aligning your strategy to build wealth with confidence. With over 25 years of experience, our team can assist you in making the right investments, planning for retirement, and creating a solid financial blueprint for the future.

OsborneKlein - Ameriprise Financial Services, LLC is a finance institution located at 928 West Columbia Avenue in Battle Creek, Michigan, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and can provide personalized financial planning services. Please visit our advisor's personal website or FINRA’s BrokerCheck website for more details. During the initial consultation, we will discuss what is most important to you and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to helping you achieve your financial goals.

Diversified Financial Advisors is a leading finance institution located at 15 Capital Avenue Northeast in Battle Creek, Michigan, United States. Our team of expert advisors offers a wide range of financial services to help clients achieve their financial goals and secure their future. With a focus on personalized financial planning, investment management, and retirement planning, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial world. Contact us today to schedule a consultation and see how Diversified Financial Advisors can help you secure a brighter financial future.

Sean Dugan - Commonwealth Financial Network is a finance institution located at 395 South Shore Drive in Battle Creek, Michigan, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

Bennett's Tax and Accounting Service is a trusted institution located in Battle Creek, Michigan. Specializing in accounting and finance services, our team of professionals is dedicated to providing top-notch tax preparation, bookkeeping, and financial consulting to individuals and businesses alike. With a convenient location at 469 Capital Avenue Southwest, Bennett's Tax and Accounting Service is committed to helping clients navigate the complexities of financial management with personalized and reliable solutions. Trust us to handle all your accounting needs with expertise and care.

KCCU Investment Services is a reputable finance institution located at 6427 B Drive North in Battle Creek, Michigan, United States. With a team of experienced financial advisors, KCCU Investment Services offers a wide range of investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for a major life event, KCCU Investment Services can provide personalized solutions to meet your needs. Trust in KCCU Investment Services to guide you towards a secure financial future.

Guardian Finance and Advocacy Services - Battle Creek Office is a trusted financial institution located at 693 Capital Avenue Southwest in Battle Creek, Michigan. Our team of experienced professionals is dedicated to providing top-notch financial services and advocacy support to our clients. Whether you need assistance with budgeting, financial planning, or navigating legal matters, we are here to help. Visit us at our convenient location to learn more about how we can assist you in achieving your financial goals and securing a better future.

Located at 499 Romence Road in Portage, Michigan, KCFCU Investment Services is a finance and insurance agency dedicated to providing smart and objective answers for retirement planning. Headed by Jerry Pawlowicz, who holds an MBA with honors from DePaul University and maintains series 7 and series 66 registrations through LPL Financial, the institution serves the areas of Kalamazoo, Battle Creek, and Marshall. Jerry Pawlowicz and his team offer consultations to help individuals and businesses navigate financial decisions, whether it's planning for retirement, exploring insurance strategies, or charitable giving. With a focus on personalized service and a holistic approach to financial solutions, KCFCU Investment Services aims to provide value and help clients achieve their financial goals.

Robert Cumberland is a Financial Advisor at Ameriprise Financial Services, LLC located at 391 South Shore Drive in Battle Creek, 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®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment management, and financial planning for various clients including retirees, small business owners, high net worth individuals, and those with special needs. Robert Cumberland is dedicated to providing comprehensive and personalized financial guidance to help clients achieve their financial goals.

Daniel Graham is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 391 South Shore Drive in Battle Creek, Michigan, United States. Daniel Graham holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and Behavioral Financial Advisor. These certifications demonstrate his expertise in asset management, estate planning, investment strategies, and retirement planning. Additionally, Daniel Graham is a Certified Divorce Financial Analyst and a Certified Exit Planning Advisor®, specializing in financial issues surrounding divorce and exit planning for entrepreneurs. With a commitment to excellence in financial planning, Daniel Graham provides personalized and comprehensive financial advice to his clients.

Jason Klein is a Financial Advisor at Ameriprise Financial Services, LLC located at 928 West Columbia Avenue, Battle Creek, Michigan, United States. Jason 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 Financial Consultant®, 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 demonstrate Jason's expertise in asset management, investment strategies, retirement planning, estate planning, fiduciary practices, portfolio management, and more. Through rigorous training and examinations, Jason is equipped to provide clients with comprehensive financial advice tailored to their individual needs.

Edward Jones - Financial Advisor: Jennifer N Harty is a trusted financial institution located at 40 Michigan Avenue in Battle Creek, Michigan, United States. With a focus on personalized service and expert financial advice, Jennifer N Harty is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Jennifer N Harty is committed to providing tailored solutions to meet your individual needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Edward Jones - Financial Advisor: Jacob Miller, CFP® is a reputable finance institution located at 291 East Columbia Avenue in Battle Creek, Michigan, United States. Jacob Miller, a Certified Financial Planner, provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Edward Jones is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Jacob Miller and the team at Edward Jones are here to provide guidance and support every step of the way.

Summit Bay Private Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 391 South Shore Drive, Battle Creek, Michigan, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides regular reviews and updates to adapt to life changes. Potential clients can schedule a complimentary initial consultation to learn more about how the institution can help them. Ameriprise financial advisors are registered to do business in certain U.S. states only. The institution cannot guarantee future financial results. Clients can refer friends or family members to the institution to help them achieve their financial goals. Summit Bay Private Wealth Advisors is a member of FINRA and SIPC, and prioritizes privacy and security for their clients.

Edward Jones - Financial Advisor: Desie Hardin, CRPC™ is a reputable finance institution located at 18 West Michigan Avenue in Battle Creek, Michigan, United States. As a Certified Retirement Planning Counselor, Desie Hardin offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones provides top-notch financial services to individuals and families in the Battle Creek area.

Edward Jones - Financial Advisor: Renea Perry is a reputable finance institution located at 77 South 20th Street in Battle Creek, Michigan, United States. With a focus on providing personalized financial advice and services, Renea Perry helps clients navigate their financial goals and make informed decisions for their future. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Renea Perry is dedicated to helping you achieve financial success. With a strong reputation for integrity and professionalism, Edward Jones - Financial Advisor: Renea Perry is a trusted partner in helping individuals and families secure their financial well-being.

Dennis Asaro - Commonwealth Financial Network is a reputable finance institution located at 395 South Shore Drive in Battle Creek, Michigan, United States. With a focus on providing personalized financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or seeking guidance on wealth management, we are here to offer expert advice and tailored solutions. Trust Dennis Asaro - Commonwealth Financial Network to provide comprehensive financial planning services to secure your financial future.

Edward Jones - Financial Advisor: Patrick H Garrett is a reputable finance institution located at 727 Capital Avenue Southwest in Battle Creek, Michigan, United States. As a trusted financial advisor, Patrick H Garrett provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, this institution is dedicated to helping individuals and businesses make informed decisions about their finances. Whether you are looking to save for retirement, invest for the future, or plan for major life events, Patrick H Garrett and his team are committed to providing expert guidance and support every step of the way.

First Command Financial Advisor - Hunter Feraco is a finance institution located at 70 West Michigan Avenue in Battle Creek, Michigan, United States. They provide financial services to clients on a strictly voluntary basis, with no direct or indirect compensation paid for testimonials. The institution aims to help clients achieve their financial goals and success, though individual experiences may vary. Visit First Command Financial Advisor - Hunter Feraco for expert financial advice and planning.