Investment management strategies in Kalamazoo, Michigan
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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 StatesAdvertisements -
Firehouse Crossings
● OpenFirehouse Crossings is a premier real estate agency located at 1411 Jack Pine Way in Kalamazoo, Michigan. Our dedicated team of professionals specializes in helping clients find their dream homes, investment properties, or commercial spaces. With a strong focus on customer service and attention to detail, we strive to make the buying or selling process as smooth and stress-free as possible. Whether you're a first-time homebuyer or a seasoned investor, Firehouse Crossings is here to guide you every step of the way. Contact us today to start your real estate journey!
1411 Jack Pine Way, Kalamazoo, MI 49006, United States -
Lotus Townhomes
● OpenLotus Townhomes is a premier real estate agency located on East Main Street in Kalamazoo, Michigan. Our team of dedicated professionals is committed to helping clients find their dream home or investment property in the vibrant city of Kalamazoo. With years of experience in the local real estate market, we offer personalized service and expert guidance to ensure a smooth and successful transaction. Whether you are looking to buy, sell, or rent a townhome, our knowledgeable agents are here to assist you every step of the way. Contact Lotus Townhomes today to start your journey towards finding the perfect property in Kalamazoo.
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Knollwood Property
● OpenKnollwood Property is a premier real estate institution located at 1506 Knollwood Avenue in Kalamazoo, Michigan. Our expert team specializes in providing top-notch property management services for residential and commercial properties in the area. With years of experience and a commitment to excellence, we strive to ensure that our clients receive the highest level of service and satisfaction. Whether you are looking to rent, buy, or sell a property, Knollwood Property is your trusted partner in achieving your real estate goals. Contact us today to learn more about our services and how we can help you with all your property needs.
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Icon Properties
● OpenIcon Properties is a premier real estate agency located at 434 West Cork Street in Kalamazoo, Michigan. Our team of experienced and dedicated agents are committed to helping clients buy, sell, and rent properties in the area. With a focus on personalized service and attention to detail, we strive to make the real estate process as smooth and stress-free as possible. Whether you are looking for your dream home or trying to sell your current property, Icon Properties is here to help every step of the way. Contact us today to see how we can assist you with all of your real estate needs.
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LMCU
● OpenLake 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.
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PNC Private Bank
● OpenPNC 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.
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Benefiel & Farrer
● OpenBenefiel & Farrer is a reputable institution located at 555 West Crosstown Parkway in Kalamazoo, Michigan. With a strong presence in the community, Benefiel & Farrer is known for its commitment to providing top-notch services to its clients. The institution offers a wide range of financial and legal services, including estate planning, tax preparation, and business consulting. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Visit Benefiel & Farrer today to experience their exceptional service and expertise.
555 W Crosstown Pkwy, Kalamazoo, MI 49008, United States -
Treasured Home Estate Services
● OpenTreasured 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.
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VanSingel Financial Services
● OpenVanSingel 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.
7199 Kalamazoo Ave SE Suite 200, Caledonia, MI 49316, United StatesAdvertisements -
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.
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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.
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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.
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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.
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Knibbe Paul
● ClosedKnibbe Paul is a reputable finance institution located at 2555 South 11th Street in Kalamazoo, Michigan, United States. With a strong focus on providing top-notch financial services to individuals and businesses, Knibbe Paul prides itself on its commitment to excellence and customer satisfaction. Whether you are looking for assistance with investments, loans, or financial planning, the knowledgeable team at Knibbe Paul is dedicated to helping you achieve your financial goals. Trust Knibbe Paul for all your financial needs in Kalamazoo.
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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 StatesAdvertisements -
Lake Effect Financial Consultants-Thrivent
● ClosedLake 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.
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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.
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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.
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Daus Financial Group
● OpenDaus Financial Group is a boutique financial planning firm located at 487 South Drake Road in Kalamazoo, Michigan. Our mission is to provide our clients with the financial clarity and confidence they need to live their best lives. We work closely with successful individuals and families who are looking for a partner to help them navigate their financial journey and make smart decisions for their future. Our team at Daus Financial Group is dedicated to providing thoughtful financial guidance and personal service to each of our clients. We act as your financial quarterback, collaborating with other experts and professionals as needed to ensure you have a comprehensive financial plan in place.
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Fiduciary Financial Advisors
● OpenFiduciary Financial Advisors is a reputable finance institution located at 5464 Holiday Terrace in Kalamazoo, Michigan, United States. Our team of experienced advisors provides personalized and unbiased financial guidance to help clients achieve their financial goals. As fiduciaries, we always act in the best interest of our clients, ensuring transparency and trust in every interaction. Whether you are planning for retirement, investing for the future, or seeking wealth management services, Fiduciary Financial Advisors is here to help you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation.
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MainStreet Financial
● OpenMainStreet Financial is a finance institution located at 2632 South 11th Street, Kalamazoo, Michigan, United States. Our team of professionals is dedicated to providing financial clarity, confidence, and conviction to our clients through customized plans. We offer a range of services including asset allocation, risk management, performance tracking, retirement planning, tax efficiency analysis, and more. Our relational approach helps clients navigate their financial world and align their finances with their values. We also offer Family Wealth Counseling services through Kardia Midwest Family Wealth Counseling, LLC. Securities are offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, and advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Please note that our services are only available to individuals residing in certain states. Visit our website for more information.
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Prudential Advisors
● OpenPrudential Advisors is a reputable financial institution located at 3018 Oakland Drive in Kalamazoo, Michigan, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies. With a focus on building long-term relationships and providing top-notch customer service, Prudential Advisors is committed to helping individuals and families secure their financial future. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, our team is here to provide expert guidance every step of the way. Contact us today to schedule a consultation and take the first step towards a more secure financial future.
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Bright Financial Advisors
● OpenBright Financial Advisors is a finance institution located at 450 West Centre Avenue in Portage, Michigan, United States. Since 1958, we have been dedicated to building long-term, prudent financial advisory relationships with our clients. Our services include comprehensive financial planning, retirement planning, investments, tax strategies, estate planning, and more. We believe in a personalized approach to help you manage your finances and your life. When you contact us, you will be greeted by a friendly staff member ready to assist you with any questions or concerns. Our goal is to create a warm and welcoming atmosphere for our clients, and our success is based on our commitment to your financial well-being.
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Jeanne Case - Raymond James
● OpenJeanne Case - Raymond James is a finance institution located at 125 South Kalamazoo Mall in Kalamazoo, Michigan, United States. With a focus on providing personalized financial services, Jeanne Case - Raymond James offers a range of investment and wealth management solutions to help clients achieve their financial goals. The institution prides itself on its commitment to integrity, expertise, and exceptional customer service, making it a trusted partner for individuals and businesses seeking financial guidance and support.
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CWS Financial Advisors, LLC
● OpenCWS Financial Advisors, LLC is a finance institution located at 405 West Michigan Avenue in Kalamazoo, Michigan, United States. Our team of experienced financial advisors provides personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on integrity and transparency, we strive to build long-lasting relationships with our clients based on trust and professionalism. Contact us today to schedule a consultation and take the first step towards securing your financial future.
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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.
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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.
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Vision Financial Advisory PC
● OpenVision Financial Advisory PC is a leading finance institution located in the heart of Kalamazoo, Michigan. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized and strategic planning. Whether you are looking to grow your wealth, plan for retirement, or invest in the future, our experts are here to provide you with the guidance and support you need. Visit us at 251 North Rose Street to learn more about how Vision Financial Advisory PC can help you secure a brighter financial future.
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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.
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