Insurance for small businesses in St. Joseph, Michigan
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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.
Ameriprise Financial
Ameriprise 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.
Jim Everett - Financial Advisor, Ameriprise Financial Services, LLC
Jim 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.
Dana Wales - Private Wealth Advisor, Ameriprise Financial Services, LLC
Dana 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.
Wendy Mitchell - Financial Advisor, Ameriprise Financial Services, LLC
Wendy 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.
Flagstar Bank
Flagstar Bank is a reputable financial institution located at 2829 Niles Avenue in St. Joseph, Michigan, United States. As a full-service bank, Flagstar offers a wide range of banking and financial services, including checking and savings accounts, loans, mortgages, and investment options. With a focus on personalized customer service and innovative financial solutions, Flagstar Bank is committed to helping individuals and businesses achieve their financial goals. Additionally, Flagstar Bank provides convenient ATM services for easy access to cash and account management. Visit Flagstar Bank today to experience top-notch banking services in the heart of St. Joseph.
Honor Investment Services
Honor 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.
Scott Dennison Construction
Welcome to Scott Dennison Construction Located at 717 Saint Joseph Drive, St. Joseph, Michigan, Scott Dennison Construction is your premier choice for general contracting services in the area. Specializing as a highly-rated and credentialed roofing contractor, our family-owned and operated business has been serving the community with excellence since 1975. With over 46 years of exterior remodeling experience, we are committed to delivering superior craftsmanship and unparalleled customer service.
Chemical Bank
Welcome to Chemical Bank, located at 2017 Niles Road, St. Joseph, Michigan. As a dedicated financial institution, we are committed to serving those who contribute to the growth, health, and safety of our communities. Our range of banking services, including our feature-rich checking accounts, is designed to help you manage your finances efficiently today, tomorrow, and into the future. In an ever-evolving technological landscape, Chemical Bank embraces the latest advancements to enhance your banking experience. Discover the convenience and security of online banking and see how it can make managing your money easier than ever before.
John Bare - Associate Financial Advisor, Ameriprise Financial Services, LLC
Welcome 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.
1st Source Bank
Welcome to 1st Source Bank, your trusted financial partner located at 1600 Hilltop Road in the heart of St. Joseph, Michigan. We are dedicated to providing exceptional banking services tailored to meet your personal and business needs. Our branch offers a comprehensive range of financial solutions, including personal and business banking, loans, mortgages, and investment services. With our convenient ATM services, accessible 24/7, managing your finances has never been easier. At 1st Source Bank, we pride ourselves on delivering personalized customer service and expert financial advice to help you achieve your financial goals. Visit us today and experience the difference of a community-focused bank that puts your needs first.
Huntington Bank ATM (Drive-Up)
Welcome to the Huntington Bank ATM (Drive-Up) located at 2017 Niles Road, St. Joseph, Michigan 49085. Conveniently situated for your financial needs, our drive-up ATM provides a seamless and efficient banking experience. Whether you're withdrawing cash, checking your balance, or managing your accounts, our user-friendly ATM is available to serve you. Please note that lending products offered through Huntington Bank are subject to credit application and approval. Additionally, we offer a range of investment, insurance, and non-deposit trust products, which are: NOT A DEPOSIT, NOT FDIC INSURED, NOT GUARANTEED BY THE BANK, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, and MAY LOSE VALUE.
Jason Topp - Private Wealth Advisor, Ameriprise Financial Services, LLC
Welcome 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.
MidCoast Wealth Advisors - Ameriprise Financial Services, LLC
Welcome 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.
Huntington Bank
Welcome to Huntington Bank, conveniently located at 300 Main Street, St. Joseph, Michigan 49085. As a trusted provider in the realms of banking, finance, and ATM services, we are committed to meeting all your financial needs with a smile. Our dedicated team is eager to assist you in person, but for your convenience, you can also open a checking account online. Simply choose the account that suits you best and start your financial journey with us. Our branch hours are Monday through Friday, from 9:00 am to 5:00 pm, and we are closed on weekends. However, our ATM services are available 24/7, ensuring you have access to your finances whenever you need it.
Chemical Bank
Welcome to Chemical Bank, St. Joseph's Trusted Financial Partner Located at 720 Pleasant Street in the heart of St. Joseph, Michigan, Chemical Bank is more than just a bank; we are a dedicated partner in your financial journey. As a proud member of the Huntington family, we are committed to supporting those who contribute to the growth, health, and safety of our communities.
Sturgis Bank
Welcome to Sturgis Bank, your trusted financial partner located at 320 Main Street, St. Joseph, Michigan. As a cornerstone of the community, we pride ourselves on offering personalized banking solutions tailored to meet the diverse needs of our clients. Whether you're looking to open a savings account, secure a loan, or explore investment opportunities, our team of dedicated professionals is here to guide you every step of the way. At Sturgis Bank, we combine traditional banking values with modern conveniences to provide a seamless and secure banking experience. Visit us today and discover how we can help you achieve your financial goals with confidence and ease.
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