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TOP 30 Investment management in Kalamazoo, MI
100 results found
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Buetow Asset Management
Buetow Asset Management is a leading financial institution located at 2632 South 11th Street in Kalamazoo, Michigan, United States. With a strong track record of success, our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking to grow your investments, plan for retirement, or manage your wealth, Buetow Asset Management is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you in securing your financial future.
Credent Wealth Management - Kalamazoo Fee-Only Financial Planner
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.
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.
Stahrs of Kalamazoo LLC
Stahrs of Kalamazoo LLC is a finance institution located at 250 North Kalamazoo Mall in Kalamazoo, Michigan, United States. We specialize in providing a wide range of financial services to our clients, including investment management, financial planning, and retirement planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you with your financial needs.
Honor Investment Services
Honor Investment Services, located at 2712 Niles Avenue in St. Joseph, 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 assist you on your financial journey. We provide personalized guidance and access to online financial resources to help you make informed decisions. Our team believes in a teamwork approach that adds a broader perspective to our services, ultimately benefiting our clients. We serve various areas in Michigan, including Allegan, Kalamazoo, Paw Paw, Benton Harbor, Niles, and more. Our goal is to help you navigate your financial future with confidence.
Chartwell Financial Management
Chartwell Financial Management is a reputable finance institution located at 5464 Holiday Terrace in Kalamazoo, Michigan, United States. With a team of experienced financial experts, Chartwell offers 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 wealth management solutions, Chartwell Financial Management is committed to providing personalized and professional services to meet your unique needs. Trust Chartwell to help you navigate the complex world of finance and secure a prosperous financial future.
Robert Schauer - Branch Manager, Ameriprise Financial Services, LLC
Robert Schauer is the Branch Manager at Ameriprise Financial Services, LLC located at 1080 10th Street North in Kalamazoo, Michigan, United States. Robert 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®. These certifications demonstrate Robert's expertise in areas such as asset management, estate planning, retirement planning, investment management, and financial planning for individuals, retirees, small business owners, and high net worth clients. Additionally, Robert is trained to provide specialized financial advice for military personnel and veterans. With a strong commitment to ethical practices and ongoing education, Robert Schauer is dedicated to providing comprehensive financial services to meet the diverse needs of his clients.
TruNorth Capital Management, LLC
TruNorth Capital Management, LLC is a finance institution located at 1090 10th Street North in Kalamazoo, Michigan, United States. Specializing in investment management and financial planning, TruNorth Capital Management offers a wide range of services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, TruNorth Capital Management is dedicated to providing top-notch financial solutions to individuals and businesses alike.
Buetow and Spitzley Wealth Management
Buetow and Spitzley Wealth Management is a leading finance institution located at 2632 South 11th Street in Kalamazoo, Michigan, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support. Trust Buetow and Spitzley Wealth Management to help you secure a prosperous financial future.
Clear Ridge Wealth Management
Clear Ridge Wealth Management is a leading finance institution located at 259 East Michigan Avenue in Kalamazoo, Michigan, United States. Our dedicated team of financial experts is committed to providing personalized wealth management services to help our clients achieve their financial goals. With a focus on transparency, integrity, and trust, we offer comprehensive financial planning, investment management, and retirement planning services. Contact us today to schedule a consultation and take the first step towards securing your financial future with Clear Ridge Wealth Management.
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.
Rozankovich & Albrecht Wealth Management of Raymond James
Rozankovich & Albrecht Wealth Management of Raymond James is a leading finance institution located in Kalamazoo, Michigan. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, we are here to help. Visit us at 125 South Kalamazoo Mall to learn more about how we can assist you in managing your finances and securing your future.
Arcadia Investment Management Corporation
Arcadia Investment Management Corporation is a leading finance institution located at 125 South Kalamazoo Mall in Kalamazoo, Michigan, United States. With a strong reputation for providing expert financial services, Arcadia Investment Management Corporation offers a wide range of investment solutions tailored to meet the unique needs of their clients. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, the dedicated team at Arcadia Investment Management Corporation is committed to helping you achieve your financial goals.
Consumers Credit Union
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.
Stan Ellis - State Farm Insurance Agent
Stan 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.
Landon Kovacs - State Farm Insurance Agent
Landon 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.
Tom Breitenbach - State Farm Insurance Agent
Tom Breitenbach - State Farm Insurance Agent is an insurance agency located at 5921 South Sprinkle Road in Portage, Michigan, United States. The agency, established in 1990, serves the Kalamazoo, Portage, Galesburg, Richland, Vicksburg, and surrounding communities. The team at Tom Breitenbach Agency is dedicated to providing friendly and knowledgeable service to ensure that customers have the right coverage for their autos, homes, renters, boats, motorcycles, recreational vehicles, small businesses, and life insurance needs. Tom Breitenbach, a lifelong Michigander, leads the agency with a commitment to customer care and satisfaction. With a background in business administration, Tom and his team focus on helping new customers relocating to the Kalamazoo and Portage area. The agency also offers valuable information on important topics such as drunk driving, hit and run accidents, and texting while driving to keep customers informed and safe.
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.
Bruce Allen, Bankers Life Agent
Bruce Allen, Bankers Life Agent is an insurance agency located at 4341 South Westnedge Avenue in Kalamazoo, Michigan, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers like Aetna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage for their needs. With the rising costs of healthcare and the importance of long-term care planning, our agents are here to help you prepare for the future and have important discussions with your loved ones.
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.
Charter 3 Global LLC
Charter 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.
Burton holding LLC
Burton 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.
Inspired Living Real Estate
Inspired 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.
LMCU
Lake Michigan Credit Union (LMCU) is a financial institution located at 3326 Gull Road in Kalamazoo, Michigan, United States. As a credit union, LMCU offers a wide range of financial services including savings accounts, loans, mortgages, and investment options. With a focus on providing personalized and member-focused service, LMCU is dedicated to helping individuals and families achieve their financial goals. Whether you're looking to save for the future, purchase a home, or secure a loan, LMCU is committed to providing the tools and resources you need to succeed. Visit LMCU at their Gull Road location in Kalamazoo to learn more about their services and how they can help you manage your finances effectively.
Consumers Credit Union - Corporate Headquarters
Consumers 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!
PNC Private Bank
PNC Private Bank is a prestigious financial institution located at 245 North Rose Street in Kalamazoo, Michigan, United States. As a leading provider of private banking services, PNC Private Bank offers personalized financial solutions tailored to meet the unique needs of high-net-worth individuals and families. With a team of experienced wealth management professionals, PNC Private Bank provides comprehensive financial planning, investment management, and estate planning services to help clients achieve their financial goals. Visit us today to learn more about how PNC Private Bank can help you secure your financial future.
Treasured Home Estate Services
Treasured Home Estate Services is a reputable finance institution located at 9291 Owen Drive in Kalamazoo, Michigan. We specialize in providing comprehensive financial services to assist individuals and families in managing their estate planning needs. Our experienced team of professionals is dedicated to helping clients protect and grow their assets for future generations. Whether you are looking for assistance with wills, trusts, investments, or retirement planning, Treasured Home Estate Services is here to provide personalized solutions tailored to your unique financial goals. Trust us to help you secure a prosperous future for your loved ones and safeguard your treasured home.
VanSingel Financial Services
VanSingel Financial Services is a trusted finance institution located at 7199 Kalamazoo Avenue Southeast in Caledonia, Michigan. With a commitment to providing personalized financial solutions, VanSingel Financial Services offers a range of services including investment planning, retirement planning, and wealth management. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth or plan for retirement, VanSingel Financial Services is here to help you every step of the way.
ESI Financial
ESI 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.
SummitView Advisors
SummitView 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.
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