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TOP 30 Financial wellness in st joseph in Michigan
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Honor Credit Union - St. Joseph
Honor Credit Union - St. Joseph, located at 2712 Niles Avenue in St. Joseph, Michigan, offers a full-service banking experience for its members. The institution provides a range of financial solutions, including auto, home, and personal loans, as well as two free checking account options. Members can also take advantage of deposit solutions such as savings accounts, high-interest money markets, and certificates of deposit. Conveniently situated near St. Joseph High School and Lake Michigan, the modern member center features Video Teller machines that allow for face-to-face service through video technology. Members can use the coin counter machine service for free at this location. Outside of regular business hours, transactions can still be performed at a Video Teller, offering live assistance or standard ATM services.
Edward Jones - Financial Advisor: Becky Young
Edward Jones - Financial Advisor: Becky Young is a trusted financial institution located at 3012 Niles Road in St. Joseph, Michigan, United States. As a dedicated financial advisor, Becky Young provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert guidance, Becky Young is committed to helping clients make informed decisions about their investments, retirement planning, and overall financial well-being. Whether you are looking to grow your wealth, save for the future, or plan for retirement, Edward Jones - Financial Advisor: Becky Young is here to help you every step of the way.
Brian Lee - Financial Advisor, Ameriprise Financial Services, LLC
Brian Lee - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 505 Pleasant Street, St. Joseph, Michigan, United States. Brian Lee 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 cover a wide range of financial planning and asset management topics, ensuring that clients receive expert advice and guidance. Brian Lee is dedicated to providing comprehensive and personalized financial services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a commitment to ethics and continuing education, Brian Lee is well-equipped to help clients achieve their financial goals.
Wells Fargo Advisors
Wells Fargo Advisors is a reputable financial institution located at 2900 South State Street in St. Joseph, Michigan, United States. As a trusted name in the finance industry, Wells Fargo Advisors provides a wide range of services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, they strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest wisely, Wells Fargo Advisors is dedicated to providing personalized solutions and expert guidance to help you succeed.
Tom Mikel - State Farm Insurance Agent
Tom Mikel - State Farm Insurance Agent is a reputable insurance agency located at 3430 Hollywood Road in St. Joseph, Michigan, United States. With over 40 years of experience in the insurance industry, Tom Mikel offers a wide range of insurance products to help clients manage the risks of everyday life. As an accomplished agent, Tom has received numerous accolades and awards for his dedication to providing quality service to his customers. Whether you need auto, home, life, or health insurance, Tom Mikel and his team are committed to helping you find the right coverage to meet your needs. From reviewing and updating estate plans to offering savings calculators to help you save more each month, Tom Mikel goes above and beyond to ensure that his clients are well taken care of.
Amy Biggins-ERA Reardon Realty
Amy Biggins-ERA Reardon Realty is a trusted real estate agency located at 3665 Lakeshore Drive in St. Joseph, Michigan, United States. With over 25 years of experience in the industry, Amy Biggins is dedicated to helping clients find their dream homes, whether they are buying, selling, renting, or flipping properties. She has a background in construction and renovation, giving her a unique perspective on the real estate market. Amy has earned the Ramsey Trusted Shield designation, indicating her commitment to helping clients make sound financial decisions. She is a member of the National Association of Realtors and holds certifications in real estate negotiation. Amy also owns and manages investment properties, demonstrating her expertise in the real estate market. With a Bachelor's degree in Human Resources Management and Real Estate Law, Amy is well-equipped to assist clients with all their real estate needs.
United States Postal Service
The United States Postal Service located at 205 Main Street in St. Joseph, Michigan is a vital institution that provides essential postal services to the community. As a branch of the national postal system, it offers a wide range of mailing and shipping options, as well as financial services such as money orders and postage stamps. With a commitment to delivering mail promptly and securely, the USPS plays a critical role in connecting people and businesses across the country. Visit the St. Joseph branch for all your postal and financial needs.
1st Source Bank Wealth Advisory Services
1st Source Bank Wealth Advisory Services, located at 500 Renaissance Drive in St. Joseph, Michigan, is a finance institution dedicated to helping you secure your future and achieve your unique financial goals. Our team of seasoned financial experts is committed to understanding your aspirations and creating a personalized wealth management strategy tailored to your needs. With transparent fee structures, regular performance reviews, and clear communication, we strive to provide exceptional service and build lasting relationships based on trust and transparency. Our services range from crafting investment strategies and retirement plans to estate and succession planning. Whether you're an individual, family, corporation, non-profit organization, or municipality, we offer portfolios designed to meet your specific investment needs. Our experienced financial planners will work closely with you to create a customized roadmap for your financial future, ensuring that your legacy is protected and your assets are distributed according to your wishes.
Kruggel Lawton CPAs
Kruggel Lawton CPAs is a well-established accounting and finance institution located at 526 Upton Drive in St. Joseph, Michigan, United States. With a team of experienced certified public accountants, they provide a wide range of services including tax preparation, auditing, consulting, and financial planning. Their commitment to excellence and personalized approach to client service sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, Kruggel Lawton CPAs is dedicated to helping you achieve your goals.
Jordan Wagner, PA
Jordan Wagner, PA is a health institution located at 2002 South 11th Street, Niles, Michigan, United States. Specializing in doctor services, the institution is dedicated to providing exceptional patient experiences through high-tech modernizations. The Corewell Health Lakeland Hospital Pavilion in St. Joseph offers a range of services, including financial counseling for those with questions about medical bills or surgeries. Pediatricians and medical directors discuss important topics such as the COVID-19 vaccine for kids. The institution also offers COVID-19 vaccination appointments and community blood drives. With a focus on wellness and community-based health services, Corewell Health continues to expand and make a positive impact in Southwest Michigan. Through various initiatives and partnerships, Corewell Health is committed to improving health, instilling humanity, and inspiring hope in the community.
List of local businesses, places and services in Michigan
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