Individualized investment advice in Portage, Michigan

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.

Consumers Credit Union, located at 125 South Kalamazoo Mall in Kalamazoo, Michigan, is a trusted institution offering ATM and finance services. With convenient hours of operation from Monday to Friday, customers can easily access their banking needs. The downtown office at 125 South Kalamazoo Mall #104 provides additional amenities such as free coffee, Wi-Fi, and document shredding bins to enhance the banking experience. The branch is open until 7 p.m. on weekdays and also on Saturday mornings. Another branch is located at 3140 Oakland Drive in Kalamazoo, with standard banking hours. For those north of I-94, there is a branch at 4023 Portage Street, and another branch at 5018 West Main Street. Consumers Credit Union welcomes all individuals living, working, or studying in Michigan to become members. Visit their website for more information or stop by in person to open an account.

Kuipers Advisors is a reputable finance and insurance agency located at 268 East Kilgore Road in Portage, Michigan, United States. Our experienced team of professionals provides expert financial advice and insurance solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or insurance coverage, Kuipers Advisors is dedicated to providing personalized service and tailored solutions to meet your needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Carl Holmgren II: Primerica - Financial Services is a reputable finance and insurance agency located at 1595 West Centre Avenue in Portage, Michigan, United States. With a focus on providing personalized financial solutions to individuals and families, Carl Holmgren II and his team offer a range of services including investment planning, retirement planning, and insurance coverage. Clients can expect professional guidance and expert advice to help them achieve their financial goals and secure their future. Whether you are looking to build wealth, protect your assets, or plan for retirement, Carl Holmgren II: Primerica - Financial Services is dedicated to helping you navigate the complexities of the financial world.

Prudential|Jinks Clary|Life Insurance & Financial Services is a trusted finance and insurance agency located at 325 Trade Centre Way in Portage, Michigan, United States. With a focus on providing top-notch life insurance and financial services, our experienced team is dedicated to helping clients secure their financial future. Whether you are looking for life insurance coverage or need assistance with financial planning, our professionals are here to guide you every step of the way. Contact us today to learn more about how we can help you achieve your financial goals.

Northwestern Mutual is a reputable finance and insurance agency located at 950 Trade Centre Way in Portage, Michigan, United States. With a strong focus on helping individuals and businesses achieve financial security and success, Northwestern Mutual offers a wide range of insurance and investment products tailored to meet the unique needs of each client. Their team of experienced financial advisors and insurance professionals are dedicated to providing top-notch service and guidance to help clients plan for the future and protect what matters most. Whether you're looking for life insurance, retirement planning, or investment solutions, Northwestern Mutual is committed to helping you reach your financial goals.

Arbor Financial Credit Union, located at 2019 West Centre Avenue in Portage, Michigan, offers a range of financial services including banking, ATM access, and loans. With their mobile app and digital wallet, you can easily manage your money on the go and access over 30,000 surcharge-free ATMs. Whether you're looking for a home loan, mortgage, auto loan, or business loan, Arbor Financial is here to help. Their friendly team at 12 branches across Michigan can assist with opening accounts, applying for loans, and providing expert financial advice. Members aged 13-24 can benefit from the Volt Account, which combines savings and checking with special perks. Arbor Financial also offers low-rate auto loans, mortgage options, credit cards, and Certificate of Deposit accounts to help you achieve your financial goals. Federally insured by the NCUA, Arbor Financial Credit Union is committed to providing valuable financial products and guidance for individuals and businesses throughout Michigan. Visit one of their branches or access their services online or through their mobile app to start your journey towards financial growth and stability.

Consumers Credit Union, located at 3140 Oakland Drive in Kalamazoo, Michigan, is a finance institution dedicated to providing a hassle-free banking experience. With convenient hours from Monday to Friday, including extended hours on Mondays and Saturdays, we offer a range of services to meet your financial needs. Our Woods Lake office offers amenities such as free coffee, Wi-Fi, and document shredding bins to make your banking experience more comfortable. Whether you want to open an account online or visit us in person, our friendly staff is ready to assist you.

Horizon Bank is a trusted financial institution located at 3250 West Centre Avenue in Portage, Michigan, United States. As a full-service bank, Horizon Bank offers a range of banking services including personal and business accounts, loans, mortgages, and investment options. With convenient ATM services available, customers can easily access their funds and manage their finances. Horizon Bank is committed to providing excellent customer service and helping individuals and businesses achieve their financial goals.

Wings Financial Group is a finance institution located at 8225 Moorsbridge Road in Portage, Michigan, United States. As a leading financial institution, Wings Financial Group offers a wide range of financial services to individuals and businesses. With a team of experienced professionals, they provide expert advice and personalized solutions to help their clients achieve their financial goals. Whether you are looking for banking services, investment opportunities, or insurance products, Wings Financial Group is dedicated to providing top-notch service and support to meet your needs. Visit their office in Portage today to learn more about how they can help you secure your financial future.

Consumers Credit Union is a finance institution located at 4023 Portage Street in Kalamazoo, Michigan, United States. With multiple locations in the area, including the Milwood office, the credit union offers a range of services such as free coffee, Wi-Fi, and complimentary document shredding bins to make banking a simple and hassle-free experience. Operating hours vary by location, with some branches open until 7 p.m. on weekdays and even open on Saturdays. Consumers Credit Union welcomes individuals who live, work, or are enrolled in post-secondary education in Michigan to become members. Visit their website or stop by in person to open an account and enjoy personalized service and convenient banking options.

John J Conlon & Associates is a reputable institution located at 400 Romence Road in Portage, Michigan, United States. With a team of experienced professionals, they provide top-notch services in various fields such as accounting, financial planning, and business consulting. Their dedication to excellence and commitment to client satisfaction sets them apart from the competition. Whether you are an individual looking for tax assistance or a business in need of strategic guidance, John J Conlon & Associates is the go-to destination for all your financial needs.

United Bay Community Credit Union is a trusted financial institution located at 233 West Centre Avenue in Portage, Michigan, United States. As a credit union, we provide a range of financial services to our members, including ATM access and various financial products to help individuals and families achieve their financial goals. Our dedicated team is committed to providing personalized service and helping our members make informed decisions about their finances. Visit us today to experience the difference of banking with a community-focused credit union.

James Hemenway - Raymond James is a reputable financial institution located at 7995 Moorsbridge Road in Portage, Michigan, United States. With a focus on providing personalized financial services, our team of experienced advisors is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we offer a wide range of financial solutions tailored to meet your individual needs. Trust in James Hemenway - Raymond James for expert guidance and support in navigating the complexities of the financial world.

Infinity Advisory Group is a leading finance institution located at 8105 Valleywood Lane in Portage, Michigan. We specialize in providing expert financial advice and solutions to individuals and businesses. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, retirement planning, or estate planning, Infinity Advisory Group is here to help. Contact us today to schedule a consultation and start on the path towards financial success.

Williams Capital Management of Raymond James is a leading financial institution located at 7995 Moorsbridge Road in Portage, Michigan, United States. As a trusted name in the finance industry, we specialize in providing expert investment and wealth management services to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and innovative solutions. With a commitment to excellence and a focus on building long-term relationships, Williams Capital Management of Raymond James is your trusted partner in financial success.

Face 2 Face Financial Planning is a reputable finance institution located at 7950 Moorsbridge Road in Portage, Michigan, United States. With a focus on personalized financial planning services, our experienced advisors work closely with clients to create tailored strategies for their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, Face 2 Face Financial Planning is dedicated to providing expert guidance and support in a face-to-face setting. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Norm Torre - Raymond James is a reputable finance institution located at 2750 Old Centre Road in Portage, Michigan, United States. As a branch of Raymond James, a well-known financial services firm, Norm Torre offers a wide range of financial services including wealth management, investment planning, retirement planning, and more. With a team of experienced financial advisors, Norm Torre - Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Visit their office today to learn more about their services and how they can assist you in managing your finances effectively.

SummitView Advisors, located at 7950 Moorsbridge Road in Portage, Michigan, is a finance institution with offices in Grand Rapids and Kalamazoo. Serving clients across Michigan and nationwide, we prioritize your goals and needs above all else. Our sound advice helps you maximize your assets and make progress towards your long-term goals, guiding you through life's different seasons. Specializing in financial planning and investment management, SummitView Advisors helps you achieve the life you desire without the need to become a financial expert yourself. Our trusted financial partners work with you to stay on track, adapt to changes, and reach your goals. With expert advice and guidance, we create a custom financial path tailored to your unique vision of the future. Don't miss the opportunity to plan for the life you want - let SummitView Advisors help you accelerate your journey towards your goals.

Drake Financial Group is a leading finance institution located at 1302 West Milham Avenue in Portage, Michigan, United States. With a focus on providing personalized financial solutions, our experienced team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Drake Financial Group is committed to delivering expert guidance and support every step of the way. Contact us today to schedule a consultation and start securing your financial future.

Commonwealth Financial Network, Roger Finder is a trusted financial institution located at 1624 West Centre Avenue in Portage, Michigan, United States. Specializing in finance, this institution offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Commonwealth Financial Network, Roger Finder provides personalized solutions and expert guidance to clients. Whether you are looking to plan for retirement, invest in the stock market, or secure a loan, this institution is dedicated to helping you navigate the complexities of the financial world. Visit Commonwealth Financial Network, Roger Finder today to start building a secure financial future.

Credent Wealth Management is a fee-only financial planning institution located in Kalamazoo, Michigan. Our dedicated team of financial planners is committed to helping clients achieve their financial goals through personalized and comprehensive financial planning services. We specialize in providing unbiased advice and guidance to individuals and families, offering a range of services including retirement planning, investment management, tax planning, and estate planning. Located at 721 West Centre Avenue in Portage, Michigan, Credent Wealth Management is dedicated to helping clients navigate their financial future with confidence and peace of mind.

OsborneKlein - Ameriprise Financial is a finance institution located at 7130 South Westnedge Avenue in Portage, Michigan. As a branch of Ameriprise Financial, they offer a wide range of financial services including retirement planning, investment management, and wealth management. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, OsborneKlein - Ameriprise Financial is committed to providing top-notch financial advice and guidance to individuals and families in the Portage area.

Block Advisors is a trusted institution located at 5228 Lovers Lane in Portage, Michigan, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing personalized financial solutions to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Block Advisors is here to help you navigate the complexities of the financial world. With a commitment to excellence and customer satisfaction, you can trust Block Advisors to help you achieve your financial goals.

Merrill Lynch Wealth Management, located at 750 Trade Centre Way in Portage, Michigan, United States, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide financial strategies based on years of combined knowledge and expertise in wealth management. In addition to traditional investments and retirement income planning, Merrill Lynch Wealth Management offers access to Bank of America's estate planning services. The branch is dedicated to client service and satisfaction, working closely with clients to identify their personal and professional goals. Advisors use industry analysts and specialists to fully understand each client's financial situation and create strategies designed to meet long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which it operates.

Securities America Inc is a finance institution located at 2224 East Centre Avenue in Portage, Michigan, United States. As a leading provider of investment services, Securities America Inc offers a wide range of financial products and services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Securities America Inc is dedicated to providing personalized solutions and expert guidance to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Securities America Inc is here to help you every step of the way.

Mazer Kevin Financial Advisor is a trusted institution located at 1624 West Centre Avenue in Portage, Michigan, United States. Specializing in financial advising and ATM services, Mazer Kevin Financial Advisor offers expert guidance and convenient access to funds for all your financial needs. With a commitment to excellence and personalized service, Mazer Kevin Financial Advisor is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to experience the difference our expertise can make in your financial success.

Wells Fargo Advisors is a leading financial institution located at 7900 Moorsbridge Road in Portage, Michigan, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of financial services and investment solutions to help clients achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Wells Fargo Advisors is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind.

Christopher Chambers is a financial advisor at Ameriprise Financial Services, LLC located at 7950 Moorsbridge Road in Portage, Michigan, United States. He holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, investment strategies, and retirement planning. Christopher is dedicated to helping individuals with their financial needs and providing ethical and comprehensive financial advice. Whether you are a retiree, small business owner, or high net worth client, Christopher Chambers can assist you in achieving your financial goals.

Daniel J Kasson is a Financial Advisor at Ameriprise Financial Services, LLC located at 4855 West Centre Avenue, Portage, Michigan, United States. With a range of 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, Daniel J Kasson offers expert financial advice and services to individuals and small business owners. With a focus on estate planning, retirement planning, investment strategies, and asset management, Daniel J Kasson is dedicated to helping clients achieve their financial goals.