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TOP 30 Financial strategy in Kalamazoo, MI
43 results found
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Modern Woodmen Fraternal Financial
Modern Woodmen Fraternal Financial is a finance and insurance agency located at 2700 South Sprinkle Road in Kalamazoo, Michigan, United States. Since 1883, Modern Woodmen of America has been bringing people together, supporting families, and strengthening communities. As a financial representative, you can make a positive impact on your family and community by working with us. We offer a portfolio of high-quality financial products to help meet your current needs and achieve your future dreams. As a member of Modern Woodmen, you have access to fraternal member programs and the opportunity to impact your community. Our dedicated representatives have the knowledge and experience to help you make the right financial decisions. Visit our website to make payments, update your information, access account details, and learn more about our offerings. Join us in being part of something bigger than yourself and make a difference in your community with Modern Woodmen Fraternal Financial.
Edward Jones - Financial Advisor: Michael R Matteson, CFP®|AAMS™
Edward Jones - Financial Advisor: Michael R Matteson, CFP®|AAMS™ is a trusted financial institution located at 5787 Stadium Drive in Kalamazoo, Michigan, United States. Michael R Matteson, a Certified Financial Planner and Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Michael R Matteson and his team are dedicated to providing expert guidance and support every step of the way.
Bright Financial Advisors
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.
Jacobs Financial Services
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.
Southwest Michigan Financial, LLC
Southwest Michigan Financial, LLC is a fiduciary institution located in Kalamazoo, Michigan, offering retirement planning services to clients in the Southwest Michigan area. Our team of financial educators and advisors believe in creating customized retirement investment and income plans for each client, rather than using a one-size-fits-all approach. We focus on educating clients on proper retirement planning and the importance of reliable income for life. Our philosophy, "Losses Hurt You More than Gains Help You™", drives our investment strategies to protect and grow our client's assets. In addition to offering personalized financial planning services, we provide free Retirement 101 classes at various universities and colleges in Southwest Michigan. Attendees of these classes receive a complimentary, in-depth retirement financial plan. Our hands-on approach to retirement financial planning includes live webinars and classes at local educational institutions.
Lisa Pleiness - Financial Advisor, Ameriprise Financial Services, LLC
Lisa Pleiness is a Financial Advisor at Ameriprise Financial Services, LLC located at 5991 Venture Park Drive in Kalamazoo, Michigan, United States. Lisa holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, retirement planning, estate planning, and investment strategies. She is committed to upholding a code of ethics and providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Lisa's specialized training in areas such as behavioral finance, philanthropy, and divorce financial analysis sets her apart as a trusted and knowledgeable advisor in the finance industry. With a focus on client assessment, risk management, and investment performance, Lisa is dedicated to helping her clients achieve their financial goals and secure their financial future.
Edward Jones - Financial Advisor: Matt McDonald
Edward Jones - Financial Advisor: Matt McDonald is a reputable finance institution located at 3005 Oakland Drive in Kalamazoo, Michigan, United States. As a trusted financial advisor, Matt McDonald provides personalized investment strategies and 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: Matt McDonald is dedicated to helping individuals and families secure their financial future. Contact Matt McDonald today to schedule a consultation and start planning for a brighter financial tomorrow.
Neal Miedema - Private Wealth Advisor, Ameriprise Financial Services, LLC
Neal Miedema is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 5991 Venture Park Drive in Kalamazoo, Michigan, United States. Neal Miedema 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®. These certifications demonstrate Neal Miedema's expertise in asset management, estate planning, retirement planning, investment strategies, and more. As a Private Wealth Advisor, Neal Miedema provides comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial advice such as military personnel and families with special needs. With a commitment to ethics and ongoing education, Neal Miedema is dedicated to providing clients with personalized, strategic financial solutions to help them achieve their financial goals.
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.
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.
Nick Yetter - Financial Advisor, Ameriprise Financial Services, LLC
Nick Yetter - Financial Advisor, Ameriprise Financial Services, LLC, located at 1080 10th Street North, Kalamazoo, Michigan, United States, offers a wide range of financial services to individuals and businesses. Nick Yetter holds various certifications such as the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a strong focus on ethical practices and continuing education, Nick Yetter is dedicated to providing personalized and comprehensive financial advice to his clients. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Nick Yetter is equipped to help you achieve your financial goals.
Kelly Odean - Financial Advisor, Ameriprise Financial Services, LLC
Kelly Odean, a financial advisor at Ameriprise Financial Services, LLC, located at 151 South Rose Street in Kalamazoo, Michigan, offers personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. With regular meetings to review progress and adjust strategies as life changes, Kelly helps clients track their financial goals and investments securely from any device. Schedule a complimentary initial consultation to discuss retirement planning, education savings, major purchases, and more. Kelly Odean is registered to conduct securities business in select states, as listed on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future financial results, but strives to help clients achieve their financial goals. Member FINRA and SIPC. Contact Kelly Odean for more information or to refer friends and family members for financial planning assistance.
David Foster - Financial Advisor, Ameriprise Financial Services, LLC
David Foster - Financial Advisor, Ameriprise Financial Services, LLC, located at 433 East Michigan Avenue, Kalamazoo, Michigan, United States, is a finance institution dedicated to helping individuals get closer to their retirement goals. By answering specific questions tailored to your life stage, David Foster provides investment, asset allocation, and portfolio recommendations based on your goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track your financial journey. With secure online access to your accounts, you can easily monitor your progress towards your goals. To learn more about how David Foster can assist you in achieving financial success, schedule a complimentary initial consultation. Additionally, gain insights into the current stock market trends and the potential for the bull market rally to continue.
Integrated Financial Planning -- Ross Pollard
Integrated Financial Planning -- Ross Pollard is a renowned finance institution located at 251 North Rose Street in Kalamazoo, Michigan, United States. With a focus on providing comprehensive financial planning services, Ross Pollard and his team offer personalized solutions to help individuals and businesses achieve their financial goals. From retirement planning to investment management, their expertise and dedication ensure that clients receive the guidance and support they need to secure their financial future. Trust Integrated Financial Planning -- Ross Pollard to help you navigate the complexities of the financial world with confidence and peace of mind.
Robert Kerschbaum - Private Wealth Advisor, Ameriprise Financial Services, LLC
Robert Kerschbaum is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 433 East Michigan Avenue in Kalamazoo, Michigan, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Robert Kerschbaum offers expert financial advice and planning services to individuals and businesses. Specializing in asset management, retirement planning, estate planning, and investment strategies, Robert Kerschbaum is dedicated to helping clients achieve their financial goals. With a focus on ethics and professionalism, Robert Kerschbaum is a trusted advisor in the finance industry.
Sterling and Stein Financial Services LLC
Sterling and Stein Financial Services LLC is a reputable accounting and finance institution located at 2031 Rambling Road in Kalamazoo, Michigan, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Their commitment to excellence and personalized approach make them a trusted partner in helping clients achieve their financial goals.
SCORE
SCORE Kalamazoo/Southwest Michigan is a finance institution located at 1126 Gull Road in Kalamazoo, Michigan, United States. We offer free mentoring services to new and established small businesses in the Southwest Michigan area. Our mentors are dedicated to helping you succeed and unlock the secrets to Amazon selling success through our free webinar series. If you are interested in becoming a mentor yourself, we welcome you to join our team. In addition, we are excited to announce the upcoming National Small Business Week Virtual Summit hosted by the U.S. Small Business Administration and SCORE. This event will provide educational webinars, networking opportunities, and professional guidance from SCORE mentors. We believe in supporting small business owners from diverse backgrounds and providing personalized support through our SCORE for All platform.
Duncan Insurance Agency
Duncan Insurance Agency, located at 6939 West Q Avenue in Kalamazoo, Michigan, is your go-to destination for all your insurance needs. Whether you're looking for home insurance, auto insurance, or financial services, we've got you covered. Serving the Kalamazoo, Portage, and Southwestern Michigan communities, our dedicated team of professionals is here to help you with all your insurance and financial strategy needs. At Duncan Insurance Agency, we understand the importance of managing risk and protecting your loved ones. That's why we offer a range of insurance options to suit your individual needs, whether it's ensuring your family is taken care of in the event of an untimely death, meeting legal requirements with auto insurance, or safeguarding your business from unforeseen circumstances.
Whelan & Company
Whelan & Company is a reputable insurance agency located at 315 South Kalamazoo Street in Paw Paw, Michigan, United States. With a strong commitment to providing top-notch insurance services, they offer a wide range of coverage options to meet the needs of individuals, families, and businesses. Their knowledgeable and friendly staff are dedicated to helping clients navigate the complexities of insurance, ensuring they have the protection they need. Whether you're looking for auto, home, life, or business insurance, Whelan & Company is a trusted choice for reliable coverage and exceptional customer service.
Cody Fortner, Bankers Life Agent
Cody Fortner, Bankers Life Agent is an insurance agency located at 4341 South Westnedge Avenue in Kalamazoo, Michigan. As a trusted agent for Bankers Life, Cody Fortner offers a range of insurance products and services to help individuals and families protect their financial future. Whether you're looking for life insurance, retirement planning, long-term care coverage, or other insurance solutions, Cody Fortner is dedicated to providing personalized guidance and support. With a commitment to excellence and customer satisfaction, Cody Fortner, Bankers Life Agent is here to help you navigate the complexities of insurance and secure the coverage you need.
Fulford & Reed
Fulford & Reed is a bustling transit station located in Kalamazoo, Michigan, United States. This convenient hub serves as a major transportation center for commuters and travelers alike, offering a range of services and amenities to ensure a smooth and efficient journey. Whether you're catching a bus, train, or other form of public transportation, Fulford & Reed is the go-to destination for all your transit needs. With its central location and top-notch facilities, this station is the perfect starting point for your next adventure.
Rayman & Knight
Rayman & Knight is a reputable finance and law institution located at 141 East Michigan Avenue in Kalamazoo, Michigan. With a team of experienced professionals, they offer a wide range of financial and legal services to individuals and businesses in the area. Whether you need assistance with investment strategies, estate planning, or legal representation, Rayman & Knight is dedicated to providing personalized and effective solutions to meet your needs. Contact them today to schedule a consultation and see how they can help you achieve your financial and legal goals.
Prudential Advisors
Prudential Advisors is a reputable financial institution located at 3018 Oakland Drive in Kalamazoo, Michigan, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies. With a focus on building long-term relationships and providing top-notch customer service, Prudential Advisors is committed to helping individuals and families secure their financial future. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, our team is here to provide expert guidance every step of the way. Contact us today to schedule a consultation and take the first step towards a more secure financial future.
Gasaway Investment Advisors Inc
Gasaway Investment Advisors Inc is a leading finance institution located at 7110 Stadium Drive in Kalamazoo, Michigan, United States. With a team of experienced financial advisors, Gasaway Investment Advisors Inc provides personalized investment strategies and financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complex world of investments, Gasaway Investment Advisors Inc is dedicated to providing expert guidance and support every step of the way. Trust in Gasaway Investment Advisors Inc to help secure your financial future.
Applied Asset Management Consultants
Applied Asset Management Consultants, located at 2015 Stevens Avenue in Kalamazoo, Michigan, is a consulting firm specializing in aligning infrastructure with community goals through the discipline of Asset Management. They work with both private and public organizations to inspire, transform, and apply Asset Management principles to physical infrastructure. The team at Applied Asset Management Consultants personally works with clients to implement Asset Management strategies, recognizing that infrastructure assets are generational and require ongoing maintenance. They believe that organizations already possess the building blocks for Asset Management, and their role is to help organize these pieces into coordinated activities that maximize asset value.
Baird Private Wealth Management
Baird Private Wealth Management is a leading finance institution located at 125 South Kalamazoo Mall in Kalamazoo, Michigan, United States. With a focus on personalized financial solutions, Baird offers a wide range of wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Baird's team of experienced advisors are dedicated to providing top-notch service and expertise to their clients. Visit Baird Private Wealth Management today to see how they can help you secure your financial future.
Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. is a well-established finance institution located at 555 West Crosstown Parkway in Kalamazoo, Michigan, United States. With a history dating back to 1911, our office has a long-standing presence in the Kalamazoo area. We offer a wide range of financial products and services, including professional money management, investment banking, retirement services, and estate planning. Our Financial Professionals leverage the resources of the Oppenheimer global brand to provide clients with sophisticated asset management strategies tailored to their individual needs. We are dedicated to offering independent, objective advice to help investors achieve their financial goals. With a focus on maintaining a strong, conservatively managed balance sheet and robust internal controls, we strive to protect our clients' assets.
Boyd Consulting
Boyd Consulting is a reputable institution located at 606 Bryant Street in Kalamazoo, Michigan. We specialize in providing top-notch consulting services to businesses and organizations looking to improve their operations, strategies, and overall performance. Our team of experienced consultants offers tailored solutions to meet the unique needs and goals of each client. With a focus on innovation, collaboration, and results-driven approaches, Boyd Consulting is dedicated to helping our clients succeed and thrive in today's competitive market. Contact us today to learn more about how we can help your business reach its full potential.
BDO
BDO, located at 211 East Water Street in Kalamazoo, Michigan, is a leading institution in the fields of accounting and finance. At BDO, you can learn about emerging trends, regulatory updates, and the latest headlines to help your business thrive in today's competitive landscape. Our comprehensive AI Strategy Playbook and purpose-driven strategy give participating employees a shared stake in the firm's success. Our Kalamazoo office provides valuable insight and assessment to clients throughout southwest Michigan, helping businesses in various industries navigate risks and opportunities. We offer a wide range of assurance, tax, and advisory services, utilizing the resources of a global accounting and advisory firm.
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