Investment advice in Kalamazoo, MI
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Kalamazoo Building
● OpenThe Kalamazoo Building is a prominent financial institution located at 107 West Michigan Avenue in Kalamazoo, Michigan. This institution offers a wide range of financial services to individuals and businesses in the area. With a strong reputation for excellence and customer service, the Kalamazoo Building is a trusted partner for all your financial needs. Whether you are looking to open a savings account, apply for a loan, or seek investment advice, the professionals at the Kalamazoo Building are here to help. Visit us today to experience the difference that personalized financial services can make in your life.
107 W Michigan Ave, Kalamazoo, MI 49007, United States -
Credent Wealth Management - Kalamazoo Fee-Only Financial Planner
● OpenCredent 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.
721 W Centre Ave, Portage, MI 49024, United States -
Hantz Financial Services - Kalamazoo, Michigan
● OpenHantz Financial Services in Kalamazoo, Michigan is a trusted finance and insurance agency located at 4341 South Westnedge Avenue. With a team of experienced professionals, they provide a range of financial services including investment planning, retirement planning, and insurance solutions. Whether you are looking to grow your wealth or protect your assets, Hantz Financial Services is committed to helping you achieve your financial goals. Visit their office in Kalamazoo today for personalized financial guidance and expert advice.
4341 S Westnedge Ave #1102, Kalamazoo, MI 49008, United States -
Consumers Credit Union
● OpenConsumers 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.
125 S Kalamazoo Mall #104, Kalamazoo, MI 49007, United States -
Stan Ellis - State Farm Insurance Agent
● OpenStan Ellis - State Farm Insurance Agent is an insurance agency located at 905 East Cork Street in Kalamazoo, Michigan. Stan Ellis has been a State Farm Agent since 1994 and prioritizes people above all else. As a graduate of Western Michigan University with a degree in Business Management, Stan is dedicated to providing excellent service to his clients. The agency offers a range of insurance products including auto, renters, homeowners, life, and health insurance. Stan Ellis has received numerous professional achievements and is committed to helping his clients navigate the complexities of insurance. His team includes experienced professionals such as Bethany, Evelyn, Shevas, and Richard, who are all licensed to offer various types of insurance and provide exceptional customer service.
905 East Cork Street, Kalamazoo, MI 49001, United States -
Landon Kovacs - State Farm Insurance Agent
● OpenLandon Kovacs - State Farm Insurance Agent is a trusted insurance agency located at 810 West Kilgore Road in Kalamazoo, Michigan, United States. With 16 years of experience, Landon Kovacs and his team are dedicated to providing the right protection for whatever life throws at you. Whether you need Auto, Home, Life, or Business Insurance, as well as Financial Services, they are here to help. Their local team is available 24/7 to assist you with all your insurance needs. The agency values community and taking care of one another, making sure that you have someone looking out for you. If you are moving to Michigan soon, they specialize in helping people relocate to the state. They also offer tips on home protection, auto insurance coverage, moisture resistance, breathing trouble, heat exhaustion, and more.
810 W Kilgore Rd, Kalamazoo, MI 49008, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 415 West Michigan Avenue in Kalamazoo, Michigan, United States. With a strong commitment to helping individuals and businesses achieve financial security, Northwestern Mutual offers a wide range of insurance and investment products to meet the diverse needs of its clients. The agency's team of experienced professionals provides personalized financial planning services and expert advice to help clients reach their financial goals. Trusted by millions of customers nationwide, Northwestern Mutual is dedicated to providing reliable and innovative financial solutions to help secure a brighter future for all.
415 W Michigan Ave, Kalamazoo, MI 49007, United States -
Anders Bergh - Prudential Financial
● OpenAnders Bergh - Prudential Financial is a prominent finance and insurance agency located at 3018 Oakland Drive in Kalamazoo, Michigan, United States. With a strong reputation for providing top-notch financial services and insurance products, the institution is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Anders Bergh - Prudential Financial is committed to providing personalized solutions tailored to your specific needs. Visit their office today to learn more about how they can help you secure your financial future.
3018 Oakland Dr, Kalamazoo, MI 49008, United States -
Charter 3 Global LLC
● OpenCharter 3 Global LLC is a finance institution located at 5945 W Main St in Kalamazoo, Michigan, United States. Specializing in global financial services, Charter 3 Global LLC offers a wide range of financial solutions to individuals and businesses worldwide. With a team of experienced professionals, they provide expert advice and personalized services to help clients achieve their financial goals. Whether you are looking to invest in international markets, manage your assets, or secure funding for your business, Charter 3 Global LLC is dedicated to providing top-notch financial services tailored to your specific needs.
5945 W Main St # 100, Kalamazoo, MI 49009, United States -
Burton holding LLC
● OpenBurton Holding LLC is a reputable institution located at 1110 Lake Street in Kalamazoo, Michigan, United States. With a strong focus on investment and financial services, Burton Holding LLC is committed to providing top-notch assistance to its clients. Their experienced team of professionals offers a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, financial planning, or asset management, Burton Holding LLC has the expertise and resources to meet your needs. Visit their office today to learn more about how they can help you secure your financial future.
1110 Lake St, Kalamazoo, MI 49001, United States -
Inspired Living Real Estate
● OpenInspired Living Real Estate is a premier real estate agency located at 6514 Trayburne Trail in Kalamazoo, Michigan. Our expert agents are dedicated to ensuring that your next move is a good one. We have recently expanded with a second office location in downtown South Haven to better serve our clients. Whether you are a first-time homebuyer, downsizing, or growing your family, our team will tailor the buying experience to your specific needs. Our Inspired Agents have the experience and skills to help you get top dollar for your listing and make the home selling process as smooth as possible.
6514 Trayburne Trail, Kalamazoo, MI 49009, United States -
Consumers Credit Union - Corporate Headquarters
● OpenConsumers Credit Union - Corporate Headquarters is a finance institution located at 7200 Elm Valley Drive in Kalamazoo, Michigan, United States. At our headquarters, we offer a hub of smart money information, online courses, and advice for individuals at any life stage. Members can save up to 20% on TurboTax federal products or $25 on in-office tax prep with H&R Block. Additionally, kids 12 and under can join our club to make savings easy and rewarding. We welcome all individuals who live, work, or are enrolled in post-secondary education in Michigan to become a member with ease. Join us today and start taking control of your financial future!
7200 Elm Valley Dr, Kalamazoo, MI 49009, United States -
Char Zilifli, Independent Agent
● OpenChar Zilifli is an independent agent specializing in banking and finance services. Located at 5634 Summer Ridge Court in Kalamazoo, Michigan, this institution offers personalized financial solutions to meet the needs of individuals and businesses. With a commitment to providing top-notch customer service and expert financial advice, Char Zilifli is dedicated to helping clients achieve their financial goals. Whether you are looking for assistance with investments, loans, or other financial matters, Char Zilifli is here to provide the guidance and support you need.
5634 Summer Ridge Ct, Kalamazoo, MI 49009, United States -
ESI Financial
● OpenESI Financial is a reputable finance institution located at 7115 Kalamazoo Avenue Southeast in Caledonia, Michigan, United States. Specializing in providing expert financial services, ESI Financial offers a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, ESI Financial is dedicated to providing personalized and tailored financial advice to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, ESI Financial is committed to helping you secure a stable financial future. Visit us today to learn more about how we can help you reach your financial goals.
7115 Kalamazoo Ave SE #B, Caledonia, MI 49316, United States -
SummitView Advisors
● OpenSummitView Advisors is a finance institution located at 975 Spaulding Avenue Southeast, Ada, Michigan, United States. With offices in Grand Rapids and Kalamazoo, Michigan, our team serves clients throughout the state and beyond. We prioritize our clients' goals and needs, providing sound advice to help them maximize their assets and achieve their financial objectives. Our focus on long-term goals ensures that our clients stay on track through life's various seasons. We offer financial planning and investment management services to help our clients reach the life they desire. Navigating financial decisions can be overwhelming, but our team of experts is here to guide you every step of the way. By working together, we can help you make informed decisions, adapt to changes, and ultimately reach your financial goals.
975 Spaulding Ave SE # B, Ada, MI 49301, United States -
Edward Jones - Financial Advisor: Michael R Matteson, CFP®|AAMS™
● OpenEdward 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.
5787 Stadium Dr Suite A, Kalamazoo, MI 49009, United States -
Willis and Machnik Financial Services
● OpenWillis and Machnik Financial Services is a well-established finance institution located at 6301 Stadium Drive in Kalamazoo, Michigan, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Willis and Machnik Financial Services can provide personalized solutions tailored to your specific needs. Trustworthy and reliable, they are dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
6301 Stadium Dr, Kalamazoo, MI 49009, United States -
HFG Financial Group LLC
● OpenHFG Financial Group LLC is a reputable financial services firm located at 5659 West Michigan Avenue in Kalamazoo, Michigan. Established in 1987, our institution is dedicated to building and maintaining trusted financial relationships with our clients. Our services include financial planning, wealth management, education planning, and life insurance services. Please note that Kelly Ann Durlach, Lorilee Russell, and Kathie Smith are not registered or affiliated with Osaic Wealth, Inc. Investing involves risk, and past performance is not indicative of future results. Contact us for personalized advice tailored to your individual situation.
5659 W Michigan Ave, Kalamazoo, MI 49009, United States -
Harvard Financial Advisors
● OpenHarvard Financial Advisors is a renowned finance institution located at 5765 Stadium Drive in Kalamazoo, Michigan, United States. Our team of experienced financial experts provides comprehensive financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our advisors are dedicated to helping you make informed decisions and secure your financial future. Trust Harvard Financial Advisors to guide you towards financial success.
5765 Stadium Dr, Kalamazoo, MI 49009, United States -
Lake Effect Financial Consultants-Thrivent
● OpenLake Effect Financial Consultants-Thrivent is a finance institution located at 2156 South 11th Street in Kalamazoo, Michigan, United States. We offer practical and knowledgeable services to help you achieve financial confidence, making your financial plan as relaxing as spending a day at the lake. Our passionate team is dedicated to creating lasting and meaningful relationships with our clients, providing a safe space for questions and empowering you to make confident decisions. We focus on protecting loved ones against the impact of extended care, death, and disability, offering sound financial guidance tailored to your needs to help you reach your financial goals. Schedule a meeting with us through the links provided or contact our office directly. Your first consultation is complimentary, and licensing information is available through your State Insurance Department’s website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit our website for more information on our services and financial advisors.
2156 S 11th St, Kalamazoo, MI 49009, United States -
The Wiser Financial Group
● OpenThe Wiser Financial Group, located at 6100 Stadium Drive in Kalamazoo, Michigan, is one of the largest Independent Financial Advising Firms in the area with decades of experience. Our team is dedicated to earning the trust of our community by providing personalized financial solutions tailored to each client's specific goals. As an extension of your family, our advisors offer the highest level of care to help you achieve your financial objectives, maximize investments, and plan for the future. When you partner with the Wiser Financial Group, you will work closely with one advisor while benefiting from the collective knowledge and experience of our entire team. We stay informed on the latest financial news to ensure that our clients receive the most current advice.
6100 Stadium Dr, Kalamazoo, MI 49009, United States -
SummitView Advisors
● OpenSummitView 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.
7950 Moorsbridge Rd Suite 202, Portage, MI 49024, United States -
Robert Benjamin - Raymond James
● OpenRobert Benjamin - Raymond James is a finance institution located at 125 South Kalamazoo Mall in Kalamazoo, Michigan, United States. Specializing in financial services, the institution offers expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, Robert Benjamin - Raymond James provides a range of services including investment management, retirement planning, and wealth management. Whether you are looking to grow your wealth or plan for the future, this institution is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
125 S Kalamazoo Mall UNIT 201, Kalamazoo, MI 49007, United States -
The Rose Street Group - Morgan Stanley
● OpenThe Rose Street Group at Morgan Stanley is a leading financial institution located at 277 South Rose Street in Kalamazoo, Michigan. With a strong reputation for providing top-notch financial services, our 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, we are here to provide expert guidance and support. Trust The Rose Street Group at Morgan Stanley to help you navigate the complex world of finance with confidence and ease.
277 S Rose St, Kalamazoo, MI 49007, United States -
Eric Tiller - Raymond James
● OpenEric Tiller - Raymond James is a trusted financial institution located at 125 South Kalamazoo Mall in Kalamazoo, Michigan, United States. Specializing in providing personalized financial services, Eric Tiller - Raymond James offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. With a team of experienced professionals, clients can expect top-notch service and expert advice tailored to their individual needs. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Eric Tiller - Raymond James is committed to helping you succeed.
125 S Kalamazoo Mall, Kalamazoo, MI 49007, United States -
Jeff K Ross Financial Services
● OpenJeff K Ross Financial Services is a leading finance institution located at 259 East Michigan Avenue in Kalamazoo, Michigan, United States. With a team of experienced professionals, we provide a wide range of financial services to help our clients achieve their goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, we are here to help. Contact us today to learn more about how we can assist you in reaching your financial objectives.
259 E Michigan Ave #307, Kalamazoo, MI 49007, United States -
Lori Bagwell - Raymond James
● OpenLori Bagwell - Raymond James is a reputable finance institution located at 125 South Kalamazoo Mall in Kalamazoo, Michigan, United States. With a strong focus on providing personalized financial services, Lori Bagwell - Raymond James offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced team at Lori Bagwell - Raymond James is dedicated to helping you navigate the complexities of the financial world. Trustworthy, reliable, and committed to excellence, Lori Bagwell - Raymond James is your partner in financial success.
125 S Kalamazoo Mall Suite 201, Kalamazoo, MI 49007, United States -
Abakon Financial
● OpenAbakon Financial is a reputable finance institution located at 2920 Business One Drive in Kalamazoo, Michigan, United States. With a focus on providing top-quality financial services to individuals and businesses, Abakon Financial prides itself on its commitment to excellence and customer satisfaction. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, Abakon Financial has a team of experienced professionals ready to help you achieve your financial goals. Contact Abakon Financial today to learn more about how they can assist you with your financial needs.
2920 Business One Dr #104, Kalamazoo, MI 49048, United States -
Regal Financial Group
● OpenRegal Financial Group is a leading finance institution located at 4341 South Westnedge Avenue in Kalamazoo, Michigan, United States. Specializing in providing a wide range of financial services, Regal Financial Group offers expert advice and assistance to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Regal Financial Group is committed to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Regal Financial Group is here to help you navigate the complexities of the financial world with confidence and ease.
4341 S Westnedge Ave Ste 2101, Kalamazoo, MI 49008, United States -
Oppenheimer & Co. Inc.
● OpenOppenheimer & 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.
555 W Crosstown Pkwy, Kalamazoo, MI 49008, United States
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